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Live Webcast Replay

Comprehensive Estate Planning: Administration & Postmortem Strategies


Total Credits: 8 including 8 Taxes - Technical

Average Rating:
   9
Categories:
ACPEN Industry Institute |  Tax |  IRS Approved
Faculty:
Arthur Werner |  Tara Singer
Course Levels:
Intermediate
Duration:
8 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Navigating the complexities of estate and 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 and 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 and trust administration, emphasizing practical insights and strategies for managing assets, addressing the legitimacy of debts and creditors, and 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 and submit to kori.herrera@acpen.com.

Basic Course Information

Learning Objectives
  • Recognize the key elements of Estate Administration
  • Identify the terms of a last will and testament
  • Recognize the differences between the various entities
  • Identify the estate administration procedures
  • Recognize the issues in the probate process and the courts
  • Identify special issues in the estate administration process
  • Recognize key considerations in postmortem estate planning for effective client guidance
  • Describe the implications of alternative valuation dates on estate tax planning
  • Discuss strategies for optimizing savings bond interest acceleration in estate planning
  • Identify opportunities and requirements for installment payments of estate taxes
  • Explain the strategic use of QTIP elections under IRC §2056(b)(7)
  • Analyze basis issues in postmortem planning to maximize tax benefits
  • Discuss the implications and process of estate fiscal year and accounting method elections
  • Apply planning considerations for qualified plans and IRAs to enhance client outcomes

Major Subjects
  • Introduction to Estate Administration
  • How to Read a last will and testament
  • Understanding the Entities
  • Administration the Estate and Orderly Process
  • The Probate process and the courts
  • Special Issues in Estate Administration
  • Postmortem Issues Regarding Income Taxation of Descendants and Estates
  • Post Mortem Opportunities on the Estate Income Tax Return
  • Available Post Mortem Estate Tax Elections
  • Portability Election
  • Disclaimers

Course Materials

Faculty

Arthur Werner's Profile

Arthur Werner Related Seminars and Products

Werner-Rocca Seminars, Ltd.


Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.  In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.  Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.


Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.



Dates

Thu, Jul 25, 2024 - 12:00pm to 07:39pm EDT
Thu, Aug 08, 2024 - 09:00am to 04:39pm EDT
Wed, Aug 21, 2024 - 10:00am to 05:39pm EDT
Sat, Sep 14, 2024 - 11:00am to 06:39pm EDT
Thu, Sep 26, 2024 - 12:00pm to 07:39pm EDT
Mon, Oct 14, 2024 - 09:00am to 04:39pm EDT
Tue, Oct 29, 2024 - 10:00am to 05:39pm EDT
Mon, Nov 04, 2024 - 11:00am to 06:39pm EST
Tue, Nov 19, 2024 - 12:00pm to 07:39pm EST
Mon, Dec 09, 2024 - 09:00am to 04:39pm EST
Sat, Dec 14, 2024 - 10:00am to 05:39pm EST
Mon, Dec 23, 2024 - 11:00am to 06:39pm EST
Sat, Jan 11, 2025 - 12:00pm to 07:39pm EST
Mon, Jan 27, 2025 - 09:00am to 04:39pm EST
Wed, Feb 12, 2025 - 10:00am to 05:39pm EST
Mon, Feb 24, 2025 - 11:00am to 06:39pm EST
Thu, Mar 06, 2025 - 12:00pm to 07:39pm EST
Fri, Mar 21, 2025 - 09:00am to 04:39pm EDT
Sat, Apr 12, 2025 - 10:00am to 05:39pm EDT
Mon, Apr 21, 2025 - 11:00am to 06:39pm EDT
Mon, May 12, 2025 - 12:00pm to 07:39pm EDT
Wed, Jun 04, 2025 - 10:00am to 05:39pm EDT
Thu, Jun 19, 2025 - 11:00am to 06:39pm EDT
Fri, Jun 27, 2025 - 12:00pm to 07:39pm EDT
Fri, May 22, 2026 - 09:00am to 04:39pm EDT

Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation None
Designed For

CPAs, EAs, and attorneys


Original Recording Date 5/2024
Course Developer Werner-Rocca Seminars
Date Added to Catalog 02/22/2024
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Promo Video

Reviews

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Overall:      4.8

Total Reviews: 9