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How to Settle a Client's Estate

  December 6, 2018 from 8:00 a.m. to 3:30 p.m.
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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



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