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
Recognize 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
Federal estate tax issues
State death tax issues
Ancillary estate administration issues
Fiduciary accounting issues
Special issues regarding trusts
Provider
Werner-Rocca
Course Level
Basic
Professional Area of Focus
Tax
Personal Financial Planning
CPE Field of Study
Taxes
8
Who Should Attend
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Instructor(s)
Anthony Rocca
Prerequisites
None
Advanced Preparation
None
Location
Loyola University Maryland Graduate Center Columbia Campus
