Objectives
- Understand how creditors' claims impact a beneficiary's claims
- Understand the key provisions in a will or trust
- Understand the duties of an executor or trustee in relation to beneficiaries and other third parties
- Identify trusts, wills, & other documents encountered, & their uses
- Understand the stages of an estate administration including costs, collections, payment of debts/taxes, & distribution to beneficiaries
- Be aware of the duties a fiduciary and members of the estate planning team owe to creditors, beneficiaries, and the courts
Schedule
I want to download the manual (included in the registration fee)
I want a copy of the printed manual (additional $10 fee)
Speakers
Advanced Preparation
None
Sponsors
State societies: Course descriptions are updated throughout the year. Please go to http://www.surgentcpe.com/statesocieties to view the most up-to-date course description.
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CPE Type
Event location