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

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Fri, 06/20/2025 from 1:00 pm to 3:00 pm
 Wed, 07/09/2025 from 10:00 am to 12:00 pm
 Wed, 07/30/2025 from 1:00 pm to 3:00 pm
 Wed, 09/10/2025 from 1:00 pm to 3:00 pm
 Tue, 10/07/2025 from 10:00 am to 12:00 pm
 Wed, 10/29/2025 from 10:00 am to 12:00 pm
 Mon, 11/17/2025 from 10:00 am to 12:00 pm
 Fri, 11/21/2025 from 10:00 am to 12:00 pm
 Thu, 02/12/2026 from 10:00 am to 12:00 pm
 Thu, 03/19/2026 from 3:00 pm to 5:00 pm
Designed For:

CPAs who advise clients on establishing an estate plan

Prerequisite:

None

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.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

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

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.