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The Complete Guide to Estate and Trust Administration (17W857-13)

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 will provide a comprehensive overview
of the estate administration process and the alternative roles the CPA
might have in that process. The course will also provide insight to the
relationship between estate administration and estate planning. Having
an understanding of what happens after death will better equip the
participant in how to advise a client in planning for death.

Learning Objectives
  1. Learn the CPA's role in estate administration.
Major Topics
  1. Estate settlement issues
  2. Collection and accounting of assets
  3. Determining the legitimacy of debts and creditors
  4. Payment of creditors
  5. Distribution issues
  6. Probate issues
  7. Will contests
  8. Inventory of assets
  9. Fiduciary duties
  10. Rights of creditors, third parties, and beneficiaries
  11. Federal estate tax issues
  12. State death tax issues
  13. Ancillary estate administration issues
  14. Fiduciary accounting issues
  15. Special issues regarding trusts
Course Level
Basic
CPE Field of Study
Taxes
8
Location
Online
Event Information
When
Oct 22, 2013
8:30 am - 4:00 pm EST
Location
Online
Total CPE Credits
8
Format
Webcast Replay

Register for this Event

The Complete Guide to Estate and Trust Administration (17W857-13)


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