Estate Planning and Administration Bootcamp - From Legacy Building to Post-Mortem Execution
8 CPE Tax Credits. This package includes access of two Live Webinars, access to pdf (and other relevant materials) and a recording so that you can refer to the presentation later.
This two-part series provides a comprehensive, practical walkthrough of estate administration and post-mortem tax planning. Participants will develop a clear understanding of the responsibilities, processes, and decisions required when handling a decedent’s estate, from initial administrative steps through final tax reporting and distribution.
The first course focuses on the administrative side of estate work, including understanding governing documents, navigating probate, and fulfilling fiduciary responsibilities. The second course builds on that foundation and addresses key post-mortem income tax and estate tax strategies, including elections, timing considerations, and planning opportunities that impact both the estate and its beneficiaries.
Together, these courses provide a complete, real-world framework for managing estate matters with confidence and clarity.
Part 1 : Complete Guide to Estate Administration - 2026 Edition
Wed, Jun 03 2026, 12:00 pm - 4:00 pm ET || 10 mins wellness break after 2 hours
Part 2 : Postmortem Estate Planning - 2026 Edition
Wed, Jun 10 2026, 12:00 pm - 4:00 pm ET || 10 mins wellness break after 2 hours
Learning Objectives
• Identify the key steps involved in administering an estate from initial organization through final distribution
• Explain the roles and responsibilities of fiduciaries, including executors and trustees
• Distinguish between probate and non-probate assets and their treatment within the estate
• Identify filing requirements for the decedent’s final Form 1040 and the estate’s Form 1041
• Apply post-mortem tax planning strategies, including elections and timing considerations
• Recognize key estate tax elections and their impact on estate and beneficiary outcomes
Course Outline
• Estate administration overview and terminology
• Wills, trusts, and fiduciary roles
• Probate process and executor responsibilities
• Asset identification, protection, and distribution
• Final Form 1040 and estate Form 1041 requirements
• Income tax planning for estates and beneficiaries
• Post-mortem elections including IRC §645 and fiscal year selection
• Estate tax elections including alternate valuation, QTIP, and portability
A live Q&A session will follow the event.
This course will reflect the most current regulations and guidance. Any updates or changes to relevant laws or requirements will be fully incorporated into the content to ensure accuracy and compliance.
Faculty: Art Werner, JD, MS (Taxation) — Nationally Recognized Estate & Tax Planning Educator
CPE Credits for IRS and NASBA : 8 CPE Taxes Hours OR attend either session individually for 4 CPE hours.
I can’t find my CPE Certificate. What should I do?
Every learner has access to their learners portal, via our website, where certificates are kept for ease of access. Please log into the learners portal with the details that were provided to you upon registration. If you are not able to find your login details, you can reset your password. We also email certificates to all learners after each course. Check your inbox (incl. spam folder). If something seems amiss, and neither options are available, please email us at "cme@cmeavenue.com"
I couldn’t attend, can you send me the recording?
24 hours after an event has finished, all learners receive a copy of the recording (without CPE Credits). Please check your inbox (and your spam folders) to ensure that you have received the recording.
Can I mail you a cheque as payment?
For group orders we do allow cheque orders as long as we are set up as a preferred vendor with your organization. We only accept cheques for orders valued over $1000.
I need a refund. What are my options?
We offer refunds under the following circumstances:
1 Cancelling attendance 24 hours before the event.
2 Not satisfied with our event/recording: If you are not happy with our event we will gladly issue a refund. All we ask is that you provide us with detailed feedback. We know we are not perfect!
3 If your situation does not fall in the above two options, email us at "cme@cmeavenue.com" or contact us via the chat bot on our website to further discuss your situation with us.
My discount code didn’t work!
Make sure that there are no spaces between the letters and numbers, and that your discount code does not have an expiration date.
Still have issues? We have a handy chat bot on our website that can help you with this during office hours. If you require assistance outside of office hours, you can email your query to "cme@cmeavenue.com"
I can’t attend the event – How do I cancel my registration?
Cancellations are available within 24 hours before an event begins. After this point, cancellation is no longer possible. Just email us at "cme@cmeavenue.com" and we will take it from there.
I don’t remember my password!
Please request a password re-set via our website, on the login page. Should you still have problems logging in, please email us at "cme@cmeavenue.com"
Does this course count towards CLE?
Unfortunately, our courses do not provide CLE credits…yet!
Do you sell through other websites?
We currently do not sell our courses on other third party platforms. However, we are always looking to provide our courses to our students and therefore partnerships will be announced to all learners as we enter into these.
