The Complete Guide to Estate Administrations Webcast [CGEADE]
Time: 07:00am-2:30pm
Subject:
TaxationCredit Hours:
8.00Price:
Member: $380.00
Non-member: $490.00
Discussion Leader:
Arthur Joseph Werner, J.D., M.S.
more info
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 a former 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 more than 3000 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.
closeWebsite registration for this course closes on December 9, 2025. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
The Complete Guide to Estate Administrations: Navigating the Role in Estate Planning Webcast (CGEADE)December 10th, 2025 / 7:00 am 2:30 pm Alaska Time
Live Webcast / Washington Society of CPAs Virtual Classroom
Estate and trust administration is an essential aspect of financial and legal practice. Understanding the intricacies of estate administration is crucial for professionals in this domain. This comprehensive course focuses on the key components of estate administration, highlighting the roles of CPAs, EAs, attorneys, financial planners, and others as integral members of the estate administration team. Participants will learn how to navigate the challenges involved in settling estates, ensuring compliance with fiduciary duties, and protecting stakeholders interests. The course covers critical topics such as asset collection, creditor payments, probate, and fiduciary accounting. Professionals will leave with a thorough understanding of estate administration processes and be prepared to address unique challenges as they arise.
Highlights:
Key considerations and challenges in estate settlement. Asset collection, accounting, and creditor payments in estate administration. Distribution challenges and solutions in estate settlements. Probate process: implications and management in estate administration. Will contests challenges and resolutions. Fiduciary duties, responsibilities, and accounting in estate administration. Stakeholder rights and protections in estate administration. Federal and state death tax implications in estate administration. Ancillary estate administration matters and special considerations. Trust-related issues and special considerations in estate administration.
Learning Objectives:
Identify the crucial role of professionals in estate administration. Apply the process of asset collection and accounting in estate administration. Evaluate debts and creditors for estate settlements. Describe the probate process and its impact on estate administration. Resolve distribution challenges in estate settlements. Explain fiduciary duties and responsibilities in estate administration. Analyze federal and state death tax issues in estate administration. Implement best practices for managing special considerations related to trusts.
Designed For: CPAs, EAs, attorneys, financial planners, insurance agents, and bankers.
CPE Credits: 8, Taxation
Level of Knowledge: Basic
Prerequisite: None
Acronym: CGEADE
Discussion Leader: Arthur Joseph Werner, J.D., M.S.
