Comprehensive Estate Planning: Administration & Postmortem Strategies

Overview

Navigating the complexities of estate & trust administration is a vital skill for professionals, who play an integral role in the administration team. This comprehensive course is designed to equip professionals with a thorough understanding of their responsibilities & the processes involved in estate administration, enhancing their ability to address estate settlement issues effectively. Participants will be provided with a detailed overview of the professional's role in estate & trust administration, emphasizing practical insights & strategies for managing assets, addressing the legitimacy of debts & creditors & ensuring the proper distribution of assets.

Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab & submit to kori.herrera@acpen.com.