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Dinner Meeting - Jeff Scroggin - What Dead Celebrities Can Teach Us About Estate Planning

Date: Tuesday, October 17, 2017
Time: 5:30pm - 7:30pm
Location: Woodfield Country Club
Speaker: Jeff Scroggin

A special thanks to our dinner sponsor:

Transitions Management Estate Services Company

http://www.transitionsmanagementestateservices.com/

 

Jeff Scroggin will present on

“What Dead Celebrities Can Teach Us About Estate Planning”

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 average client’s estate planning. A few examples:

  • Robin Williams and conflicts over personal property

  • Chris Benoit, intestacy and how order of death matters

  • Leona Helmsley and ruling from the grave with a CRUT

  • Sumner Redstone and properly planning for incapacity

  • Michael Jackson and the taxable value of a post-death Persona

  • Prince and the potential inheritance of a child he never knew

Please see the links below to the presentation materials.

 

Jeff has practiced as a business, tax and estate planning attorney in Atlanta for 39 years. Since 2011, Jeff has served as a member of the Board of Directors of the Law Center Association of the University of Florida Levin College of Law. He is a founding Director of the Florida Tax Institute. Jeff was Founding Editor of the NAEPC Journal of Estate and Tax Planning (2006-2010). He 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, four times in the New York Times, four times in Fortune magazine and five times in Forbes magazine.

 

*Each member is entitled to bring one (1) dinner guest for the 2017-2018 season free of charge.  Additional guests may attend for a $65 fee.  An individual may attend as a guest no more than two (2) times during the 2017-18 season.

Please choose an entree:

  1. Stuffed Frenched Breat of Chicken - Wild Mushroom, Goat Cheese, Fine Herbs, Madeira Wine Jus 
  2. Citrus Mustard Glazed Salmon - Micro Greens, Stone Ground Mustard Sauce
  3. Flat Iron Steak - Roasted Tomato, Chimichurri
  4. Spaghetti Squash Primavera - Baby Vegetable, San Marzano Sauce

 

Related Document(s):

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