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

  • 09/15/2021
  • 12:00 PM - 2:00 PM
  • TTCE-2021-01-WEBNR-258-01

Registration


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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.

Objectives:

  • 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

Topics Discussed:

  • 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
Designed for: CPAs who advise clients on establishing an estate plan

Level: Basic

Instructor: Ciro Poppiti, Esq.

CPE Credits: 2

Area of Study: Taxes (Technical) (2)

Prerequisite: None


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3100 South Columbia Road
Suite 500
Grand Forks, ND 58201

Contact Us: 

 (701) 775-7111
or (877) 637-2727
Email: info@ndcpas.org

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