Estate and trust administration is a growing part of a CPA's practice. The CPA should understand the process and implications of estate and trust administration. This course focuses on the CPA's role as a key member of the administration team.
Objectives:
- Estate settlement issues
- Collection and accounting of assets
- Determining the legitimacy of debts and creditors
- Payment of creditors
- Distribution issues
- Probate issues
- Will contests
- Inventory of assets
- Fiduciary duties
- Rights of creditors, third parties, and beneficiaries
- Federal estate tax issues
- State death tax issues
- Ancillary estate administration issues
- Fiduciary accounting issues
- Special issues regarding trusts
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