MenuClose
 Log Out
Cart 0 items
Site Search
Course Search

How to Settle a Client's Estate

  December 6, 2018 from 8:00 a.m. to 3:30 p.m.
 Fairfax
 
8.0
19 / 3-731
Designed For:

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

Prerequisite:

None

Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. This course enables the accountant to understand the legal concepts, communicate a real-world explanation to clients, and serve, in some instances, as an executor or trustee or as an advisor to them.

Delivery Method: Group-live
CPE Credit: Taxes
Program Level: Basic

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.

Vendor

CPE Type
Conference
Event location
Waterford at Fair Oaks