The Complete Guide to Estate Administrations

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 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
Provider
Werner-Rocca
Course Level
Basic
Professional Area of Focus
Tax
Personal Financial Planning
CPE Field of Study
Taxes
8
Who Should Attend
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Instructor(s)
Anthony Rocca
Prerequisites

None

Advanced Preparation

None

Location
 
Loyola University Maryland Graduate Center Columbia Campus
8890 McGaw Rd
Columbia, MD 21045 US
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When
Sep 25, 2019
8:00 am - 3:30 pm EDT
Location
Loyola University Maryland Graduate Center Columbia Campus
8890 McGaw Rd
Columbia, MD 21045 US
Total CPE Credits
8
Format
In-Person
Instructor
Anthony Rocca

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The Complete Guide to Estate Administrations


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