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Thursday, February 16, 2023 Live Webcast

Top 10 Celebrity Estate Mistakes and How to Avoid Them Webinar (X1-TTCE-2023-01-WEBNR-47-01)

10:00 AM - 12:00 PM EST
webcast

Vendor Platform

2.0 CPE Credits in TX

OVERVIEW

Newly updated! This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. Did you know that Prince died without a will, and that over 45 people have claimed to be his beneficiaries? Or that Michael Jackson was not careful in properly funding his trust? In discussing these familiar names, plus others including Jackie Kennedy, Joan Rivers, Jimi Hendrix, James Gandolfini, and Leona Helmsley, the course examines the pitfalls and best practices surrounding famous estates.

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

INSTRUCTOR

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.