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Tuesday, January 26, 2027 Live Webcast

What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate (X1-ACE3-2027-01-WEBNR-26-01)

2:00 PM - 5:00 PM EST
webcast

Vendor Platform

3 CPE Credits in TX

OVERVIEW

Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members will look to their professional advisors for help in estate planning and administering an estate.

DESIGNED FOR

Any finance or accounting practitioner advising clients with respect to estate planning and administration

BENEFITS

  • Advise clients regarding the latest information on estate planning and administration

HIGHLIGHTS

  • The federal transfer tax exemption 
  • What constitutes a valid will
  • Common trust vehicles often used to safeguard assets
  • Consequences of intestacy
  • How to transfer property outside of a will
  • Legal treatment of marital property
  • Transfer of IRAs and retirement plans
  • Probate generally and probate for property held outside of the state of decedent’s residence
  • When an estate tax return should be filed
  • Portability of the Deceased Spousal Unused Exclusion (DSUE) amount

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Michael Tucker

Michael J. Tucker, CPA, Ph.D., J.D., LL.M.

Ph.D., JD, CPA

Professional Education Network

Read bio

PRICING

$139.00 - Member

$289.00 - Nonmember

Register Today


Note: Online pre-registration will close on January 26 at 1:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent

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