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Live Webcast: The Complete Guide to Estate Administration (17W470-12)

Description

Estate and trust administration is a growing part of a CPA’s practice.
The CPA should understand the process and implications of estate and
trust administration. This course focuses on the CPA’s role as a key
member of the administration team.

Learning Objectives
  1. To provide an overview and guide to the CPA’s role in estate administration
Major Topics
  2. Estate settlement issues
  3. Collection and accounting of assets
  4. Determining the legitimacy of debts and creditors
  5. Payment of creditors
  6. Distribution issues
  7. Probate issues
  8. Will contests
  9. Inventory of assets
  10. Fiduciary duties
  11. Rights of creditors, third parties, and beneficiaries
  12. Federal estate tax issues
  13. State death tax issues
  14. Ancillary estate administration issues
  15. Fiduciary accounting issues
  16. Special issues regarding trusts
Course Level
Basic
CPE Field of Study
Taxes
8
Location
Online
Event Information
When
Jul 27, 2012
8:00 am - 3:30 pm EST
Location
Online
Total CPE Credits
8
Format
Webcast Replay

Register for this Event

Live Webcast: The Complete Guide to Estate Administration (17W470-12)

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