They say that still waters run deep. To many CPAs, estate planning, on the surface, can seem like simple, seamless, and straightforward work done by the estate lawyer. However, when a client dies and that estate needs to be administered, deep problems with that estate plan can arise, and it can be difficult for the accountant to take a "hands off" approach. This course is designed to help you, as the accountant, navigate these issues when a client is dealing with an estate administration, as well as know what to look for, in the unfortunate situation of a client's death. It will also give you guidance on how to review and work with clients more effectively during the estate planning phase. Attorney Leah Del Percio discusses four rules of thumb for financial planning with administration in mind, and 15 different poor planning choices that create issues in an estate administration. She explains how to help a client through these issues during an estate administration.