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September Educational Seminar: WHAT DEAD CELEBRITIES CAN TEACH US ABOUT ESTATE PLANNING *
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*This program is eligible for Continuing Professional Education (CPE) credits for accountants.

 Export to Your Calendar 9/24/2018
When: Monday, September 24, 2018
From 11:30 AM until 1:30 PM
Where: Morgan, Lewis & Bockius LLP
One Federal Street
Boston, Massachusetts  02110
United States


Online registration is available until: 9/24/2018
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September Educational Seminar:

WHAT DEAD CELEBRITIES CAN TEACH US ABOUT ESTATE PLANNING 

With Speaker John J. Scroggin, J.D., LL.M, AEP (Distinguished)

 

*This program is eligible for Continuing Professional Education (CPE) credits for accountants.

 

Description of the Program: It is intriguing how estate planning mistakes are often replicated and exaggerated in celebrity estates. This presentation discusses the mistakes in the estate planning of a number of celebrities and provides practical insights on how these mistakes illustrate ways that you can improve your client’s estate planning. A few examples:

(1)   Robin Williams and conflicts over personal property

(2)   Chris Benoit, intestacy and how order of death matters

(3)   Leona Helmsley and ruling from the grave with a CRUT

(4)   Sumner Redstone and properly planning for incapacity

(5)   Ileana Sonnabend and the estate taxation of contraband

(6)   Joan Rivers and why designation of Domicile matters

(7)   Michael Jackson and the taxable value of an inheritable post-death Persona

(8)   Prince and the potential inheritance by a child he never knew

 

Speaker Bio: John J. (“Jeff”) Scroggin has practiced as a business, tax and estate planning attorney in Atlanta for 39 years. Jeff was inducted into the NAEPC Estate Planning Hall of Fame in November 2017. US News and World Report named Jeff as one of the 2019 and 2018 Best Lawyers in America. He has been named a Georgia SuperLawyer for each of the last ten years. From 2011 to 2018 Jeff served as a member of the Board of Trustees of the University of Florida Levin College of Law. He is a founding Director of the Florida Tax Institute (2012 to present). Jeff was a member of the Board of Directors of the National Association of Estate Planners and Councils from 2002 to 2010. Jeff was Founding Editor of the NAEPC Journal of Estate and Tax Planning (2006-2010) and was Co-Editor of CCH’s Practical Estate Planning (2004 to 2006). Jeff is the author of over 260 published articles, white papers and books. Jeff has been widely quoted in national media, including nine times in the Wall Street Journal and in the New York Times (2005, 2013, 2014), USA Today (2014, 2016, 2018), and Forbes Magazine (1999, 2001, 2012, 2014, 2016). Jeff practices out of an 1887 building in the historic district of Roswell. The building contains one of the largest collections of tax memorabilia in the country - the collection was featured in a front-page Wall Street Journal article on April 15, 2015.

Registration Price:

Members: $25

Non-Members: $50