Kerri Scott

Kerri Scott, an executive at a Dallas family office specializing in wealth growth and estate tax planning, dives into the innovative idea of a 'death audit.' She discusses how simulating a wealth owner's death can reveal gaps in estate planning and emphasize the importance of documenting institutional knowledge. Kerri highlights the significance of open family discussions about assets to avoid disputes and the need for thorough asset reviews to ensure compliance and smooth transitions. Her insights reveal the complexities of effective estate management.