The Complete Guide to Estate Administrations: Navigating the Role in Estate Planning WEBCAST

Overview

Estate and trust administration has emerged as an essential aspect of financial and legal practice. Understanding the intricacies and implications of estate administration is critical for professionals engaged in this domain. This comprehensive course delves into the key components of estate administration, with an emphasis on the role of various professionals as integral members of the administration team

Highlights

Exploring key considerations and challenges in estate settlement. Understanding the process of asset collection and accounting in estate administration. Navigating the assessment of debts and creditors for estate settlements. Understanding the process and implications of creditor payments in estate administration. Identifying and addressing distribution challenges in estate administration. Understanding the intricacies and implications of probate in estate administration. Exploring the challenges and resolutions related to will contests. Learning the process and significance of conducting asset inventories. Recognizing the fiduciary duties and responsibilities in estate administration. Navigating the complexities of protecting the rights of various stakeholders in estate administration. Understanding the implications of federal estate tax in estate administration. Identifying state death tax issues and their impact on estate administration. Grappling with ancillary estate administration matters and their implications. Understanding the complexities of fiduciary accounting in estate administration. Addressing unique and special considerations related to trusts in estate administration.

Prerequisites

None.

Designed For

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

Objectives

Identify the crucial role of professionals in estate administration.

Preparation

None.

Notice

None.