Performing the Settlement of an Estate (ESSB)

Pre-requistes:

Knowledge Level:

Major Topics:

• Steps to take immediately upon the death of the decedent and the importance of inventorying the estate assets
• Process of estate administration, including the basics of creating the estate, the role of the executor, and how to probate a will
• Utilizing family settlement agreements
• Problems associated with the distribution of estate assets

Learning Objectives:

• 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
• 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

Designed For: