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PRODID://NDCP//499105
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DTSTAMP:20260430T101025
VTIMEZONE:America/Chicago
DTSTART:20261028T140000Z
DTEND:20261028T160000Z
UID:499105
SUMMARY:Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (TTCE)
LOCATION:Webinar
DESCRIPTION:Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (TTCE)\n\n10/28/26 09:00 AM CST\n - 10/28/26 11:00 AM CST\Description:\nThis 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 headlines, we will examine pitfalls and best practices. Did you know that Prince died without a will, opening the door for 45 people claiming to be his beneficiaries? Or that Michael Jackson was not careful in properly funding his trust, leading to delays and legal battles in the administration of his estate? Even Abraham Lincoln, it turns out, did not have a will. In discussing an array of celebrities, from Jackie Kennedy, Joan Rivers, Jimi Hendrix, and Whitney Houston to Aretha Franklin, Barry White, Leona Helmsley, and Florence Griffith Joyner, the course is designed as an enjoyable learning experience with tips for all levels of expertise. 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
 Presenters:Ciro Poppiti, Esq.Field of Study:Taxes (2)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
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (TTCE)<br /><br />10/28/26 09:00 AM CST - 10/28/26 11:00 AM CST<br />Description:<br />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 headlines, we will examine pitfalls and best practices. Did you know that Prince died without a will, opening the door for 45 people claiming to be his beneficiaries? Or that Michael Jackson was not careful in properly funding his trust, leading to delays and legal battles in the administration of his estate? Even Abraham Lincoln, it turns out, did not have a will. In discussing an array of celebrities, from Jackie Kennedy, Joan Rivers, Jimi Hendrix, and Whitney Houston to Aretha Franklin, Barry White, Leona Helmsley, and Florence Griffith Joyner, the course is designed as an enjoyable learning experience with tips for all levels of expertise. We may not have their fame or fortune, but we can certainly walk the red carpet when it comes to estate planning.<br><br><b>Objectives:</b><br><ul>
    <li>Understand the differences between a Power of Attorney, guardianship, and a will<span style="text-decoration: underline;"></span></li>
    <li>Understand the factors to consider in choosing an executor<span style="text-decoration: underline;"></span></li>
    <li>Understand why everyone should have a will<span style="text-decoration: underline;"></span></li>
    <li>Understand why a trust can be a powerful tool in administering the estate<span style="text-decoration: underline;"></span></li>
    <li>Understand how to care for a pet after death<span style="text-decoration: underline;"></span></li>
    <li>Review good practices in regards to estate claims and insurance<span style="text-decoration: underline;"></span></li>
</ul><br><b>Presenters:</b><br>Ciro Poppiti, Esq.<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Overview of estate planning<span style="text-decoration: underline;"></span></li>
    <li>The dangers of a Power of Attorney<span style="text-decoration: underline;"></span></li>
    <li>The most important aspect of a will<span style="text-decoration: underline;"></span></li>
    <li>Role, scope, rights, and responsibilities of an executor<span style="text-decoration: underline;"></span></li>
    <li>Benefits of incorporating a trust<span style="text-decoration: underline;"></span></li>
    <li>Bequests<span style="text-decoration: underline;"></span></li>
    <li>Caring for a pet<span style="text-decoration: underline;"></span></li>
    <li>Claims against the estate<span style="text-decoration: underline;"></span></li>
    <li>Insurance<span style="text-decoration: underline;"></span></li>
    <li>Consequences of poor estate planning<span style="text-decoration: underline;"></span></li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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