Performing the Settlement of an Estate (ESSB)

Name: Performing the Settlement of an Estate (ESSB)
SKU: ESSB
Price: 19.99 USD
Availability: InStock

Customer Rating

Rated 5 out of 5

Field of Study
taxes

Level
Basic

Credits
2

Qualifies For
IRS CPE

Price: $19.99

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.

Additional information
Product Info

Additional information

Credits	2
Format	Self-Study Download
Company Code	Self Study
Yellow Book Approved	0
CFP Approved	0
IRS Approved	1
CTEC Approved	0
Field of Study Credits	Taxes (2)
Field of Study Department	Taxes
Course Version	2022-01
CPE Approved	1

Pre-requistes:

None

Knowledge Level:

Basic

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

Designed For:

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