A will in its simplest form says who gets my assets when I die and who is in charge of making sure the assets get distributed in accordance with my wishes. The person in charge is called the executor. The will normally names one or more executors and includes instructions for successor executors if the named executors are unable to serve.
In larger estates a trust document is commonly executed in tandem with a “Pour-Over Will”. A Pour-Over Will simply instructs the executor to transfer assets to the trust that have not already been so.
If the planning has been done correctly most assets should have already been transferred to the trust so the will should have little purpose other than to act as a catch-all.
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Ronald A. Friedman, CPA, CFP, PFS is a founding partner of Friedman Brannen LLP. In addition to being a Certified Public Accountant, he is a Certified Financial Planner with more than 30 years of experience in the financial services industry. Mr. Friedman is a member of the Personal Financial Planning Section of the AICPA and is certified as a Personal Financial Specialist.
Agenda
Faculty
Ronald A. Friedman, CPA, CFP, PFS
Friedman Brannen LLP
- Founding partner of Friedman Brannen LLP
- In addition to being a Certified Public Accountant, he is a Certified Financial Planner with more than 30 years of experience in the financial services industry
- Member of the Personal Financial Planning Section of the AICPA and is certified as a Personal Financial Specialist
- Unique CPA practice focuses almost exclusively on estate and gift tax and related issues, which include lifetime estate tax planning, tax compliance, post-mortem trust administration, representation before the Internal Revenue Service, and complex fiduciary accounting
- Frequent speaker for professional organizations, including the San Diego Estate Planning Council, the California CPA Society, The North County Bar Association, The La Jolla Estate Planning Trust and Probate Section and the Institute of Management Accountants (IMA) Annual Conference and Exposition Tax Panel; has been a featured guest on a number of local radio shows and has published many articles in national professional journals
- Bachelor's and Master's degrees, University of Connecticut
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