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.
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.
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers.
Recognize the CPA’s role in estate administration.
Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd
4.94 stars out of 5 - speaker rating for 2019
“Art Werner is a great speaker. Smart and entertaining.”
“Very well done! [Art Werner is] engaging and answered questions.”
“Great use of examples [by Art Werner], made the day fly by.” - past attendees
Non-Member Price $109.00
Member Price $79.00