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Estate Administration Process - The Tax Practitioner's Guide (Currently Unavailable)

CPE Credit:

2 hours for CPAs
2 hours Federal Tax Law for CTEC
2 hours Federal Tax Related for EAs and OTRPs

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.

Publication Date: October 2014

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

Topics Covered

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

Learning Objectives

Define the CPA's role in estate administration.

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None

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