Webinar

Estate Administration Process - The Tax Practitioners Guide

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. 


Objectives

  • Recognize the CPA’s role in estate administration

Highlights

·           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  

Additional Information

Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Vendor

ACPEN

Advanced Preparation

None

Prerequisite

None

Field of Study

Taxes

Course Number

182213329

Level of Knowledge

Intermediate

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