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 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
  1. To provide an overview and guide to the CPA's role in estate administration.
Major Topics
  1. Estate settlement issues
  2. Collection and accounting of assets
  3. Determining the legitimacy of debts and creditors
  4. Payment of creditors
  5. Distribution issues
  6. Probate issues
  7. Will contests
  8. Inventory of assets
  9. Fiduciary duties
  10. Rights of creditors, third parties, and beneficiaries
  11. Federal estate tax issues
  12. State death tax issues
  13. Ancillary estate administration issues
  14. Fiduciary accounting issues
  15. Special issues regarding trusts
Course Level
Basic
Professional Area of Focus
Personal Financial Planning
Tax
Advanced Preparation
None
CPE Field of Study
Taxes
8
Who Should Attend
CPAs, EAs, attorneys, bankers
Instructor(s)
Anthony Rocca
Prerequisites
None
Advanced Preparation
  1. None
Location

MACPA Columbia Center, 10280 Old Columbia Road Suite 245, Columbia, MD, United States

View in Google Maps
Register Now
When
Sep 27, 2017
8:00 am - 3:30 pm
Location
MACPA Columbia Center, 10280 Old Columbia Road Suite 245, Columbia, MD, United States
Total CPE Credits
8
Format
In-Person
Instructor
Anthony Rocca

MEMBER


$ (% off)
$295.00

NON-MEMBER


$ (% off)
$395.00
Become a Member

Register for this Event

The Complete Guide to Estate Administrations


Loading