Estate Administration Process - The Tax Practitioners Guide (2 hours)

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Aug 22, 2020

Registration: 10:30 AM / Program: 11:00 AM - 1:00 PM Pacific Time


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


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

Designed For

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


  • Recognize the CPA’s role in estate administration

Major Subjects

·  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  

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email