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2 CPE Credits

Surgent's How to Settle an Estate – An Overview

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2 CPE Credits

This is a text-based course. To receive credit, you are required to review all content and achieve a minimum score of 70% on the final exam.

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.

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

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

CPE Credits Available

2 CPE Credits
2
Taxes

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Enrolled Agent - IRS Credit Eligible
  • Individual Tax

Prerequisites

None

Advanced Preparation

None

Intended Audience

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

Provider

Surgent CPE

Purchase This Course

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  • COCPA Non-Member

    $ 64 64
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