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

8/4/2020
When: 08/04/2020
11:00 AM
Where: Webcast
SURGENT
TTCE-2020-01-WEBNR-217-01
United States
Presenter: Ciro Poppiti, Esq.


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Acronym: TTCE

CPE:  2

Vendor: Surgent

Category:  Taxes (Technical) (2)

Level: Basic

Yellow Book? No

Registration Fees:

Members* $89

Non-Members $109

*The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801-466-8022, Monday through Friday, 8am to 4pm.

 

Course 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.

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

 

Major Topics:

 

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 

 

Prerequisite:  None

 

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