Infamous Estate Plans : Important takeaways from celebrity estate planning mishaps

Oct 14, 2022 –
8:00 AM to 9:30 AM

Part of our complimentary Bagels & Coffee with Boardman Clark series at Alliant Energy Center.

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You may not think your estate plan has much in common with that of a celebrity. However, as the mishaps of some of the biggest stars have proven, the fundamentals of a smart plan are important no matter your celebrity status.

In this seminar, we will use real-life examples of superstars such as Whitney Houston and Maron Brando to illustrate how proper planning can help you avoid unintended consequences and achieve the desired results for you and your loved ones. Presentations include:

Consequences of no estate planning

      Why consider a revocable trust

          The importance of trusts for children 

            Critical changes in powers of attorney and guardianship 

              Avoiding an unexpected tax bill 

              • Presented by David Weller
              • Famous example: Philip Seymour Hoffman

                Join us in-person

                We’re excited to be hosting this event in-person once again. Join us at the Exhibition Hall of the Alliant Energy Center – located at 1919 Alliant Energy Center Way in Madison. Family members are encouraged to attend. Please register by September 30, 2022. 

                REGISTER

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