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How to Settle an Estate – An Overview (HSEO)

  • Format Self-Study Download
  • Credits 2.00
  • Level Basic
  • Field of Study Taxes (2)

Overview

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 Topics:

  • 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 Objectives:

  • 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

Who should take this course:

Accounting and Financial Professionals who wish to assist in settlement of an estate, regardless of size

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None

Yes

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QAS Approval Surgent
IRS Approval Surgent
CFP Approval Surgent
CTEC Approval Surgent
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