The Complete Guide to Estate Administration (111196-12)
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
To provide an overview and guide to the CPA’s role in estate administration
Major Topics
Estate settlement issues
Collection and accounting of assets
Determining the legitimacy of debts and creditors
Payment of creditors
Distribution issues
Probate issues
Will contests
Inventory of
assets
Fiduciary duties
Rights of creditors, third parties, and
beneficiaries
