This course of Estate Administration: Final Accounting Do’s and Don’ts will provide the basic knowledge and the fundamental understanding of estate administration and accounting. The followers will acquire the insight of the importance of local compliance requirements, understanding what to do with personal property assets, the distinction between an operating account and a trust account, and understanding the Probate process. Other topics will include treating real estate in the estate, tax returns for the estate, handling administration of non-probate assets and managing claims and creditors.
January 3, 2020
Tab Burkhalter, JD, CPA, MBA, ESQ