The Tax Practitioners Guide to Estate Administration

Overview

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.

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  

Prerequisites

None

Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Objectives

• Recognize the CPA’s role in estate administration

Preparation

None