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How to Settle an Estate - An Overview (Z1-HSEO-2021-01-SSDL)

100 Minutes
On demand - Audio

On Demand - Audio

2 CPE Credits in TX

OVERVIEW

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.

DESIGNED FOR

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

BENEFITS

  • 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

HIGHLIGHTS

  • 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

COURSE LEVEL

Basic

PREREQUISITES

None

PRICING

$49.00 - Member

$69.00 - Nonmember

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

Surgent

ALSO QUALIFIES FOR