Complimentary for Members

April 24, 2025


Live Webcast


NYSED 1

Best Practices in Estate Administration Tech Session Webinar

Join us to learn more about the best practices in Estate Administration

April 24, 2025
Live Webcast
NYSED 1
  • View Bio

    Instructor

    Stacey
    Valentine

    View Bio

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Identify key estate administration procedures to ensure proper handling of fiduciary responsibilities and compliance with legal requirements.
  • Evaluate effective record keeping practices that support transparency, accuracy, and efficient estate management.
  • Examine strategies for successful coordination and communication with attorneys to facilitate smooth estate administration and address legal complexities.

Major Topics

  • Administration Procedures
  • Record Keeping
  • Coordination with Attorneys

CPE Credits Available

NYSED 1
1
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Taxation (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Anyone

Provider

Foundation for Accounting Education

This event has ended.