Self-Study

Surgent's How to Settle an Estate - An Overview (HSEO)

  • Tuesday, March 27, 2018 – Tuesday, April 30, 2019

  • 2
    CREDITS
    Taxes

This course discusses the legal issues in probating and contesting a will, plus the practical issues involved when settling an estate - marshaling of assets, payment of creditors, and distribution and accounting to beneficiaries. Inventory of estate assets is also discussed.

Objectives

  • Describe the process of estate administration, including the basics of creating the estate
  • Identify the steps to take immediately upon the death of the decedent
  • State the problems and pitfalls associated with the distribution of estate assets
  • Know what to do when faced with legacies of solvent and insolvent estates

Highlights

  • Process of estate administration, including the basics of creating the estate, the role of the executor, and how to probate a will
  • Steps to take immediately upon the death of the decedent and the importance of inventorying the estate assets
  • Problems associated with the distribution of estate assets
  • Utilizing family settlement agreements

Additional Information

Designed For

CPAs who wish to assist in settlement of an estate, regardless of size

Vendor

Surgent

Advanced Preparation

None

Prerequisite

None

Field of Study

Taxes

Course Number

1825099

Level of Knowledge

Basic

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