Surgent's How to Settle an Estate: An Overview
Valid for one year from purchase date
Self-study - Downloadable PDF
2 CPE (2 technical) | 2 IRS CE
Course code: 24SS-0237
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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.
Major subjects
-
Process of estate administration, including the basics of creating the estate, the role of the executor, and how to probate a will
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Steps to take immediately upon the death of the decedent and the importance of inventorying the estate assets
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Problems associated with the distribution of estate assets
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Utilizing family settlement agreements
Learning objectives
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Describe the process of estate administration, including the basics of creating the estate
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Identify the steps to take immediately upon the death of the decedent
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State the problems and pitfalls associated with the distribution of estate assets
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Know what to do when faced with legacies of solvent and insolvent estates
Who should take this program?
- Accounting and financial professionals who wish to assist in settlement of an estate, regardless of size
Pricing
|
Standard Member Fee |
$49.00
|
 Standard Nonmember Fee |
$49.00
|
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If your organization is exempt
from sales tax, call us at 952-831-2707 to complete your purchase.
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Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (2.0)
Level
Basic
Format
Self-study - Downloadable PDF
Sponsor
NASBA ID#: 103212
Prerequisites
Prereq.
None
Advance
prep
None
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