In reviewing these documents I quickly discovered that instead of one, the attorney had executed two wills for his step-father with conflicting depository provisions. Each of the step-father’s wills were signed and notarized on the same date but up to this point no one had noticed that the wills were different. To further complicate matters, the attorney had made the same mistake with mother’s wills. Needless to say (unless one is planning on dying more than once) an individual should only have one will
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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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