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.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
DESIGNED FOR
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
BENEFITS
- Recognize the CPA’s role in estate administration
HIGHLIGHTS
- 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
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
IRS Program Number: 90EKV-T-00380-21-O. Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).