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

Previous Add to Calendar Next

Aug 22, 2020

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

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

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 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

Objectives

  • 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 profdev@orcpa.org.