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Surgent's How to Settle an Estate - An Overview Download

May 1st, 2023 - April 30th, 2024 @ -

Member Price $49
Non-Member Price $51
If you are a member, please login to activate member pricing.

Credits

2

Description

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.

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 Subjects

  • 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

Prerequisites

None