Surgent's How to Settle an Estate - An Overview (HSEO)

Course Details

Date

Self-Study

Location

Online

Field of Study

Taxation

CPE Credit

2 hours CPE credit

Level of Knowledge

Beginning

Vendor

Surgent McCoy CPE, LLC

Prerequisites

None

Description

This course discusses the legal issues in probating and contesting a will, plus the practical issues involved when settling an estate - marshaling of assets, payment of creditors, and distribution and accounting to beneficiaries. Inventory of estate assets is also discussed.

Highlights

  • Process of estate administration, including the basics of creating the estate, the role of the executor, and how to probate a will
  • Steps to take immediately upon the death of the decedent and the importance of inventorying the estate assets
  • Problems associated with the distribution of estate assets
  • Utilizing family settlement agreements

Objectives

  • Describe the process of estate administration, including the basics of creating the estate
  • Identify the steps to take immediately upon the death of the decedent
  • State the problems and pitfalls associated with the distribution of estate assets
  • Know what to do when faced with legacies of solvent and insolvent estates

Designed For

CPAs who wish to assist in settlement of an estate, regardless of size

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