Surgent's How to Settle an Estate: An Overview (Self-Study)

Code: JSDLHSEO

Date Valid for one year from purchase date
Format Self-Study (Downloadable PDF)
CPE credits CPE 2.0
Specialty
credits
2.0 IRS CE approved
Field(s)
of study
Taxes - Technical (2.0)
Fees
Standard member fee $39.00
checkmarkStandard nonmember fee $39.00

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Description

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.

Who should take this program?

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

Major subjects

  • 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

Learning objective(s)

  • 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

Notes:

Course code Code JSDLHSEO
Sponsor Surgent
NASBA ID#: 103212
Level Basic
Format Self-Study (Downloadable PDF)
Prerequisites Prereq. None
Advance
prep
None