Lessons Learned From Celebrity Estates: Structuring Estate Plans to Avoid Missteps
A live 110-minute CPE webinar with interactive Q&A
This webinar will analyze several celebrities' estate plans and highlight the positive and negative aspects of these plans. Our panel of wealth strategists will offer legacy planning advice for high net worth individuals utilizing these examples.
Outline
- Lessons learned from celebrity estates: introduction
- Prince
- Aretha Franklin
- Gene Hackman
- Richard Simmons
- Rupert Murdoch
- Other celebrity estates
- Lessons learned
- Best practices
Benefits
The panel will cover these and other key issues:
- Wealth transfer missteps to avoid using examples from celebrity estates
- Utilizing estate plans to ensure assets are distributed to heirs as intended
- The caveats of not having an updated estate plan
- Steps to mitigate litigation in estates
Faculty
Susan L. (Susie) Friedman
Partner
Kohrman Jackson & Krantz
Ms. Friedman has spent more than two decades helping individuals and families strategize to protect and preserve their... | Read More
Ms. Friedman has spent more than two decades helping individuals and families strategize to protect and preserve their wealth through estate planning, tax and gift strategies, and the creation of various trusts. She additionally provides comprehensive counsel in business succession planning, probate trust and estate administration, charitable giving, special needs planning, and guardianships, ensuring her clients’ assets are safeguarded in the most effective and least restrictive manner. Ms. Friedman's extensive experience in trust administration and estate planning includes advising families on structuring and managing family offices, guiding them through intricate estate, trust, and tax planning considerations, including real estate holdings. Known for her thoughtful and pragmatic approach, she works closely with clients to develop tailored solutions that align with their long-term goals while minimizing tax burdens and preserving generational wealth.
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Christine Sabio (Tina) Socrates
Partner
Kohrman Jackson & Krantz
Ms. Sabio Socrates (“Tina”) brings over 25 years of experience in estate planning and probate law,... | Read More
Ms. Sabio Socrates (“Tina”) brings over 25 years of experience in estate planning and probate law, serving a diverse clientele including individuals, married couples, professionals, and business owners. Her extensive experience spans from handling modest estates to managing large and complex estates. Ms. Sabio Socrates's services encompass a broad range of needs, from drafting simple wills and powers of attorney to creating revocable trusts and sophisticated trust planning. She aims to meet specific objectives such as wealth transfer, business succession, asset protection, charitable giving, and minimizing estate tax liabilities.
CloseEarly Discount (through 05/30/25)
CPE credit processing is available for an additional fee of $39.
CPE processing must be ordered prior to the event.
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Early Discount (through 05/30/25)
CPE credit is not available on downloads.
CPE On-Demand