The Complete Guide to Estate Administrations

Date: September 27, 2017 Time: 8:00 am - 3:30 pm EST Location: Columbia, MD CPE: 8 Format: In-Person
EVENT 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
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
EVENT DETAILS
PROFESSIONAL AREAS OF FOCUS
Personal Financial Planning Tax
ADVANCED PREPARATION
None
CPE FIELD OF STUDY
Taxes (8 Credits)
WHO SHOULD ATTEND
CPAs, EAs, attorneys, bankers
INSTRUCTOR(S)
Anthony Rocca
PREREQUISITES
None
COURSE LEVEL
Basic
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