Webinar: Top 10 Celebrity Estate Mistakes and How to Avoid Them
WS941 | Course | Basic | Scheduled
Description
This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. With stories ripped from the headli
Credits
| Number of Credits | Type of Credits |
|---|---|
| 2.00 | Taxes |
Designed For
CPAs who advise clients on establishing an estate plan
Prerequisites
None
Highlights
- 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
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
Preparation
None
Notes
This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.
You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.
Prices
- Member (Early Bird)
- $99.00
- Non-Member (Early Bird)
- $99.00
- Member
- $99.00
- Non-Member
- $99.00