Course ID: CGEA

The Complete Guide to Estate and Administration


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.


LEARNING OBJECTIVES
  • To provide an overview and guide to 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

DESIGNED FOR
CPAs, EAs, attorneys, bankers

PREREQUISITES
None

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Basic

This course is available to be scheduled as:

Group Live
 

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Or, contact BLI: 888-481-3500 or learn@blionline.org