How to Settle an Estate for a Client from A to Z Webcast

Oct 31
8:00 - 4:00 p.m.

Online

8-Tax
CPE Credits

Understand legal concepts and fiduciary responsibilities in settling an estate or administering a trust. Learn strategies to explain the process to the beneficiaries of a trust or estate. Understand and execute your role as a fiduciary, executor, or trustee to creditors, beneficiaries, and courts.
Highlights

Before-death actions, including powers of attorney, health care directives, living wills, and administration of revocable trusts
Stages of an estate administration, including costs, collections, payment of debts and taxes, and distribution to beneficiaries
Key provisions in trusts, wills, or other documents
Identification and report of estate assets
Identification of income, estate, and inheritance taxes
Duties of an executor or trustee to beneficiaries and third parties
Rights of creditors, third parties, and beneficiaries
Marshaling of assets, payment of creditors, and distribution and accounting to beneficiaries
Key issues in transferring property to a trust, and from a trust or estate to a beneficiary

Registration

PICPA Member: $275
Nonmember: $375

More Information

Course No. 715202

Level: Basic

Prerequisites: None

Notes

Speaker(s)

Dennis Riley

Cutting Edge CPA

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