Wills of the Rich and Famous (4 CLE)

Illustrated by an examination of wills of the rich, famous and just plain weird, this program provides important information for both the experienced and novice practitioner.

Join Edward L. Perkins, Esq. for a discussion of the fundamental principles to consider when drafting and executing Pennsylvania wills. Illustrated by an examination of wills of the rich, famous and just plain weird, this program provides important information for both the experienced and novice practitioner. An entertaining CLE that allows you to gain insight into the lives of some of the world’s best known figures as well as glean some creative approaches to offer to your clients. 

Agenda 9:00 - 9:05 Welcome & CLE Information 9:05 - 9:20 Introduction 9:20 - 9:35 Legal Requirements, Form, Execution, Capacity (Howard Hughes; Shoeless Joe Jackson, William Shakespeare, and more) 9:35 - 10:05 Drafting Gift Provisions—From the Basic to the Bizarre (Ben Franklin, George Washington, WC Fields, Jackie Kennedy, Nelson Rockefeller, Elvis, Napoleon, Jerry Garcia, Babe Ruth and more) 10:05 - 10:50 The Rules of Disposition 10:50 - 11:00 Break 11:00 - 11:30 Administrative Provisions and Tax Clauses or Lack Thereof (Abraham Lincoln, Frank Sinatra, Charles Kuralt) 11:30 - 12:00 Miscellaneous Concerns and Clauses—Pets, Burial and Body Parts (Doris Duke, Hunter Thompson, Houdini, Leona Helmsley) 12:00 - 1:00 A Zagat Guide to Ethical Considerations and Will Contests—The Battle for the Johnson & Johnson Fortune and the Anna Nicole Smith Case 1:00 - 1:15 Questions and Discussion Course Planner: Edward L. Perkins, Esq.

Credits:  Ethics 1 Sub 3