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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
The Complete Guide to Estate and AdministrationCOURSE ID: CGEA
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 comprensive 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.

DESIGNED FOR: CPAs, EAs, attorneys, bankersFIELD OF STUDY: Specialized Knowledge & Application, TaxesLEVEL: BasicPREREQUISITES: NoneCOURSE PRODUCER: Werner-Rocca Seminars LTDCREDITS: 8.0OBJECTIVES:
  • To provide an overview and guide to 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

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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