On-Demand Video
CC

Wills of the Rich and Famous 2024

  • City:
  • Start Date:2024-07-11 05:00:00
  • End Date:
  • Length:
  • Level:Intermediate
  • Topics:Estates

$299.00 ProPass

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This program is eligible for 3 hours of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 3.6 hours of CLE credit.. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

Overview

Devise creative approaches to drafting and executing wills. You will gain insight into the lives of some of the world's best-known figures which will give you creative approaches to offer your clients.

This is a practical, yet entertaining and lively discussion on the fundamental principles to consider when drafting and executing a will.

Program topics will include:

  • The proper form of a Will
  • Who has capacity to make a Will?
  • How do you protect a Will from a contest based on incapacity?
  • What constitutes proper execution?
  • Why you must specifically address personal effects in the Will
  • How to properly draft gift provisions
  • How to properly disinherit someone
  • What administrative provisions must be included?
  • The proper drafting of tax clauses
  • And more!



Recorded in July 2024.

Faculty

Edward Perkins JD, LL.M., CPA

Mr. Perkins has been a practicing estate planning and tax attorney for over 35 years. He is a principal shareholder of the law firm of Gibson & Perkins, P.C., Media, and has been a member of the faculty of the Graduate Tax Program of the Villanova Law School since 1981. In that program, he developed and taught “The Drafting Fundamentals of Estate Planning Documents.” Mr. Perkins is also the author of four recently published books: Pennsylvania Trusts Handbook, The Taxation of Trusts and Estates, The Fundamentals of Trusts, and Drafting Wills that Work in Pennsylvania. He is a frequent contributor to the continuing professional education programs of the Pennsylvania Bar Institute and the American Institute of Certified Public Accountants, among others. Mr. Perkins is also the founder of YourOnLineProfessor.net, an online provider of continuing professional education for CPAs and attorneys.

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