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Date / Time / Location

Friday, November 1, 2019
10:00 AM - 12:00 PM

Webcast

CPE Credits

  • 2.00 CPE Credits in TX

Pricing

  • $89.00 - Member
  • $89.00 - Non Member

Course Developer

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.

Designed For

CPAs who advise clients on establishing an estate plan.

Benefits

  • 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

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

Course Level

Basic

Prerequisites

None

Advance Preparation

None
Pre-Registration Closed

Online pre-registration for this event is now closed.

Ciro Poppiti

Ciro Poppiti, Esq.

Ciro Poppiti, III is a Delaware attorney, whose practice has included elder law, wills, estates, and trusts. In 2015, he received the Delaware Bar Association’s highest award for government service. Ciro was the executive editor of “Delaware Estate Administration”, a policy-and-best-practices guide for attorneys. He is a Judge Advocate in the Army – Delaware National Guard. He is regularly appointed a special master in the Court of Chancery, Delaware’s famous business court. Ciro also writes and lectures frequently, and has taught legal studies at Wilmington University and the University of Delaware.

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Pre-Registration Closed

Online pre-registration for this event is now closed.