Kentucky Society of Certified Public Accountants

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.

Prerequisites

None

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

Highlights

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

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

SUS0193

2 CPE Credits

Tax: 2 Credits

Registration

Member Price:

$49

Non-member Price:

$69