Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar)

Code: WSTTCE10

Date Monday, March 23, 2020
Time 9:00 AM - 11:00AM
Central Time
Location Online
CPE credits CPE 2.0
Field(s)
of study
Taxes - Technical (2.0)
Fees
Standard member fee $89.00
checkmarkStandard nonmember fee $89.00

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Description

This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. In discussing familiar names such as Jackie Kennedy, Joan Rivers, Jimi Hendrix, James Gandolfini and Leona Helmsley, the course examines the pitfalls and best practices surrounding famous estates. Even Abraham Lincoln, it turns out, did not have a will. We may not have their fame or fortune, but we can certainly walk the red carpet when it comes to estate planning.

Who should take this program?

CPAs who advise clients on establishing an estate plan

Major subjects

  • Overview of estate planning
  • The dangers of a Power of Attorney
  • The most important aspect of a will
  • Role, scope, rights, and responsibilities of an executor
  • Benefits of incorporating a trust
  • Bequests
  • Caring for a pet
  • Claims against the estate
  • Insurance
  • Consequences of poor estate planning

Learning objective(s)

  • Understand the differences between a Power of Attorney, guardianship, and a will
  • Understand the factors to consider in choosing an executor
  • Understand why everyone should have a will
  • Understand why a trust can be a powerful tool in administering the estate
  • Understand how to care for a pet after death
  • Review good practices in regards to estate claims and insurance

Notes:

Course code Code WSTTCE10
Sponsor Surgent
NASBA ID#: 103212
Level Basic
Format Group Internet Based
Prerequisites Prereq. None
Advance
prep
None