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: 26SS-0253
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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
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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
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$49.00
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$49.00
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