This course covers administration of an estate, beginning with a practical review of the probate process; procedures to collect assets and the payment of expenses; filing of estate tax returns and payment of taxes; and preparing the final account and settlement of the estate.

This upper-level skills course focuses on the process and procedures for administering an estate.

Recommended for the Following Professional Pathways: Tax; Trusts and Estates

Prerequisites or Co-requisites: Wills, Trusts and Future Interests (EST140) and Federal Wealth Transfer Tax, Basic Concepts (TAX111)

2 Credits