How to Settle a Client's Estate: Identifying Assets and Debts, Critical Elections, Distributions to Beneficiaries
Recording of a 110-minute CPE webinar with Q&A
This course will provide an overview of the steps required when settling an estate. Our panel of estate tax experts will walk executors and advisers through initial considerations, including identifying assets and obligations and accumulating key documents required for tax filings and distribution of the estate's assets to its beneficiaries and trusts. They will provide advice to facilitate this generally lengthy and challenging process.
Outline
- Settling a client's estate
- Immediate actions
- Identifying assets
- Expenses, debts, and cash flow considerations
- Distributions and accounting to beneficiaries
- Filing and reporting obligations
- Key documents
Benefits
The panel will review these and other critical issues:
- The stages of estate administration and steps to take at each step
- Crucial elections for the estate to consider
- Essential documents to locate and obtain
- Determining if probate is needed
- Distributing assets and accounting to beneficiaries
Faculty

Erin S. Fukuto, CPA, MST
Partner
Eide Bailly
Ms. Fukuto heads the firm’s estate, gift, and trust services. She specializes in income tax and estate planning... | Read More
Ms. Fukuto heads the firm’s estate, gift, and trust services. She specializes in income tax and estate planning with an emphasis on minimizing taxes, increasing corporate profits and individual net worth, and helping not-for-profit organizations maintain their tax exempt status. Her responsibilities include: partner in charge of trust, estate and gift tax services; individual, estate, gift and trust tax planning and compliance; corporate, partnership and business tax planning and compliance; providing advisory support, tax and compliance services to nonprofit organizations; and transactional and business succession planning. Ms. Fukuto has over 20 years of experience in public accounting.
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Matthew D. Pineda, LL.M. (Tax)
Attorney
Pineda Law
Mr. Pineda practices in the areas of probate, estate planning, and entrepreneurship. He is licensed to practice in the... | Read More
Mr. Pineda practices in the areas of probate, estate planning, and entrepreneurship. He is licensed to practice in the State Courts of Florida, North Carolina, and Wyoming, United States Tax Court, Federal District Courts of the Middle District of Florida, Northern District of Florida, Southern District of Florida, Eastern District of North Carolina, and Middle District of North Carolina, and the Cherokee Supreme Court. Mr. Pineda received his B.A. degree from the University of Miami, his J.D. degree from Nova Southeastern University, Shepard Broad College of Law, his LL.M. degree in Taxation Law from the University of Miami School of Law and his LL.M. degree in Law & Entrepreneurship from Duke University School of Law. Matt has received Martindale-Hubbell's esteemed "AV Preeminent" rating, which recognizes lawyers with the highest ethical standards and professional ability. Matt has also been recognized as Premier Lawyers of America "Top 40 Under 40" Attorney and as a Legal Elite Up & Comer by Florida Trend Magazine.
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Christopher C. Weeg, J.D., LL.M., CPA
Attorney
Comiter Singer Baseman & Braun
Mr. Weeg is a Board Certified tax lawyer and a licensed CPA. His law practice includes drafting wills and trusts;... | Read More
Mr. Weeg is a Board Certified tax lawyer and a licensed CPA. His law practice includes drafting wills and trusts; advising on income, gift, estate, and GST tax issues; forming business and nonprofit entities; and probating estates. Mr. Weeg is experienced in the preparation of gift and estate tax returns, representation of executors in all phases of estate administration, and creating comprehensive estate plans tailored to meet clients’ personal objectives in a tax efficient manner. Mr. Weeg is licensed to practice law in Florida and Texas.
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