Estate Administration Process – The Tax Practitioners Guide

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Estate and trust administration is becoming an increasingly important aspect of a CPA’s profession. The CPA should be familiar with the estate and trust administration procedure and its ramifications. The function of the CPA as a crucial part of the administration team is the topic of this course.

**Please Note: If you want IRS credit for this IRS-approved program, please download the IRS CE request form from the Course Materials Tab and email it to [email protected].

Fundamental Course Information

Objectives of Learning

Recognize the importance of the CPA in estate administration.

Major Topics

Problems in estate settlement
Asset collection and accounting
establishing the legality of obligations and creditors
Creditor payments
Problems with distribution
Probate concerns
Will competitions be held?
Assets inventory
Fiduciary responsibilities
Creditors’, third-party, and beneficiary rights
Concerns about the federal estate tax
Problems with state death taxes
Additional estate administration concerns
Accounting for fiduciaries
Trust-related difficulties are unique.

Werner-Rocca Seminars, Ltd.’s president and sole shareholder is Arthur Joseph Werner, JD, MS (Taxation). Mr. Werner’s lecture topic specialities include high-net-worth individuals’ business, tax, financial, and estate planning. Mr. Werner is also an adjunct professor of taxes at Philadelphia University’s Master of Science in Taxation program. Mr. Werner graduated from Widener University with a B.S. in Accounting and an M.S. in Taxation. He graduated from the Delaware Law School with a J.D.

Mr. Werner has given over 2500 eight-hour seminars to Certified Public Accountants and Financial Planners in the fields of Estate Planning, Financial Planning, and Estate and Gift Taxation during the last twenty-five years, as well as countless webinars and video presentations. Mr. Werner has received the Pennsylvania Institute of Certified Public Accountants’ highest rating for speaker knowledge in his home state of Pennsylvania, as well as the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

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