How to Settle an Estate – An Overview (HSEO) (Downloadable PDF)
Provider: Surgent Accounting and Financial Education
Taxes
2 CPE Credits
Basic
QAS self study
IRS EA Federal Taxation
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.