Settling 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

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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Jarrett G. Roth
Partner
Schwartz Sladkus Reich Greenberg Atlas
Mr. Roth is a partner at the firm and has private practice experience as well as in-house experience as General Counsel... | Read More
Mr. Roth is a partner at the firm and has private practice experience as well as in-house experience as General Counsel for a privately held company. Mr. Roth’s practice focuses on trusts and estates, unclaimed property compliance and asset recovery, and commercial and corporate transactions.
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Suzanne L. Thau
Of Counsel
Schwartz Sladkus Reich Greenberg Atlas
Ms. Thau is of counsel in the Trusts & Estates Department. She concentrates her practice in estate and tax... | Read More
Ms. Thau is of counsel in the Trusts & Estates Department. She concentrates her practice in estate and tax planning.
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CPE credit is not available on downloads.
CPE On-Demand