November 21, 2022


Webinar


2 Total CPE Credits

product-artwork-753424

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

Learning 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

CPE Credits Available

2
Total CPE
2
Taxes

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs who advise clients on establishing an estate plan

Provider

Surgent McCoy CPE

This event has ended.