by Fmeaddons

Performing the Settlement of an Estate (ESSB)

$39

Performing the Settlement of an Estate (ESSB) is a complete CPE course that provides 2 credits in the field of taxes for CPAs and tax practitioners.

SKU: ESSB Category:

Description

This 2-credit CPE course provides information on the legal and practical issues related to creating and administering an estate.

Major Topics

  • Steps to take immediately upon the death of the decedent and the importance of inventorying the estate assets
  • Process of estate administration, including the basics of creating the estate, the role of the executor, and how to probate a will
  • Utilizing family settlement agreements
  • Problems associated with the distribution of estate assets

Learning Objectives

  • 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
  • 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

Designed For

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

Prerequisites

None

Advance Preparation

None

Additional information

Course Acronym

Credits

Field of Study

Format

Level

Product Type

Qualifies For

State Board Accreditation

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