Estate Plans Of The Rich And Famous

Estate Plans Of The Rich And Famous
Missia H. Vaselaney
11/20/15 4 PM EST
Live CPA IWI
Program Id: 106001067
4.8
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At this session, you'll learn about estate plans of the rich and famous, including:

 

• Are the rich and famous indeed really different?

• Don't assume a client has the best advisors or a good plan

• Estate mishaps of the rich and famous

• Estate mishaps famous and unknown individuals have in common

• How to correct the common errors

• Best practices when advising famous clients

 

Missia H. Vaselaney focuses her practice on estate planning for business owners and individuals. She has worked with clients to both plan and administer estates that have ranged from the very modest to the large and sophisticated. Where the need has arisen, Missy has represented clients in Probate Litigation matters and before Federal and State Taxing authorities. In 2015, Missy was re-elected to the Board of Directors for the American Lung Association of the Midland States. She is currently Chair of its audit committee and is a member of its fund development committee. She is certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils.

Click here to see Missia's article with additonal information on this topic.


This webinar is eligible for IMCA® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.

 


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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