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ESTATE PLANNING ESSENTIALS: AVOIDING COSTLY MISTAKES

CPE Processing Fee$10.00  Webinar TranscriptionN/A     Presentation Length Hour(s)1.0 hour  CPE1.0  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateJan 15, 2017  Date OfferedJan 15, 2017  Who should attend?CPA - small firm
CPA - medium firm
CPA - large firm
Other 
Course Description

Death is unavoidable and disability is likely. These are indeed depressing thoughts that most of us try to avoid. But, failure to plan for these events can leave you and your loved ones in financial and emotional turmoil which can last for decades. Preparing a comprehensive set of estate planning documents is the best way to prevent problems. We will discuss the documents you need including wills, powers of attorney (both financial and medical), trusts, body disposition requests, living wills, guardian declarations, anatomical gifts, mental health treatment declarations, and DNR orders.

Learning Objectives

  • Name the documents needed for comprehensive estate planning.

  • Identify best practices for completing each document.

  • Identify consequences of failing to complete estate planning documents.

Testimonials

"I really enjoyed this presentation. Gerry was very enthusiastic and knowledgeable about the subject matter"

"Gerry Beyer has a great wit and delivery that keeps the topic interesting and engaged."

"Effective and enjoyable seminar - added bonus of making me laugh out loud several times."

"This has to be the best webinar I've attended through CPAcademy. Gerry was awesome!"

"Gerry was great. Got important information out in an enjoyable and effective fashion."

"Energetic speaker who really knows what he's talking about. Great webinar for anyone new to estate planning, with great overview of what you, personally, and your clients need."

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Handout Materials
Presentation Slides
Additional Materials
Supporting Documentation
Course Outline
Review Questions
Review Questions
QUESTION 1: 20:00 minutes
QUESTION 2: 30:00 minutes
QUESTION 3: 54:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Gerry Beyer

Texas Tech University School of Law
Governor Preston E. Smith Regents Professor of Law
gerry.beyer@ttu.edu
(806) 834-4270

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Gerry W. Beyer joined the faculty of the Texas Tech University School of Law in June 2005 as the first holder of the Governor Preston E. Smith Regents Professorship. Previously, Prof. Beyer taught at St. Mary’s University and has served as a visiting professor at several other law schools including Boston College, The Ohio State University, Southern Methodist University, the University of New Mexico, Santa Clara University, and La Trobe University (Australia). He is the recipient of dozens of outstanding and distinguished faculty awards including the Chancellor’s Distinguished Teaching Award, the most prestigious university-wide teaching award at Texas Tech. Prof. Beyer was also the recipient of the 2012-2013 Outstanding Researcher Award from the Texas Tech School of Law. As a state and nationally recognized expert in estate planning, Prof. Beyer is a highly sought after lecturer. He presents dozens of continuing legal education presentations each year for many state and local bar associations, universities, and civic groups. Prof. Beyer is the editor of the most popular estate planning blawg in the nation which for the past four years has been named to the ABA Journal's Blawg 100. He has authored and co-authored numerous books and articles focusing on various aspects of estate planning, including a two volume treatise on Texas wills law, an estate planning casebook, and the Wills, Trusts, and Estates volume of the Examples & Explanations series. He has three times won awards from the American Bar Association’s Probate & Property magazine for his writing and is one of the most often downloaded law authors on the Social Science Research Network. He is currently the Editor-in-Chief of the REPTL Reporter, the official journal of the Real Estate, Probate and Trust Law Section of the State Bar of Texas. Prof. Beyer serves as a mentor to many students and various law school organizations as well participating regularly in pro bono activities. He is the advisor for the Estate Planning and Community Property Law Journal and its annual seminar. Professor Beyer received his J.D. from the Ohio State University and his LL.M. and J.S.D. degrees from the University of Illinois. He is a member of the Order of the Coif, an Academic Fellow of the American College of Trust and Estate Counsel, and a member of the American Law Institute.

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NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) 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: www.nasbaregistry.org.

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