Course ID: CGEA

The Complete Guide to Estate Administrations

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

Who Should Attend

CPAs, EAs, attorneys finance professionals, financial planners, insurance professionals, and bankers

Fields of Study





Werner-Rocca Seminars LTD

CPE Credits




This course is available for your group as:


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