Guide to Estate & Trust Accounting

John Jenset

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This publication provides lawyers and accountants with an in-depth examination of the preparation and passing of accounts for estates and trusts. Use this Guide to gain comprehensive knowledge on such topics as utilization of fiduciary accounting concepts and techniques, examination of legal documents, winding-up of estates, inter vivos trusts, the nature of fiduciary accounting engagements, interpretation of current statutory amendments, differing accounting treatment, relevance of evidentiary material gathered in support of accounting issues, beneficiary rights and trustee duties distinguished, Trustee Investment issues (traditional, mutual funds, others), and Trustee Fee (formerly Compensation) issues. Throughout the work you will find case studies and how-to examples that serve to crystallize your understanding of key concepts. The Substitutes Decision Act and Regulations, and the Powers of Attorney Act, are reproduced and distinguished from provisions contained in the Trustee Act and related statutes for fiduciary accounting purposes. A new section Claims Against the Estate has been added, which provides invaluable information to estate administrators on their rights and duties when faced with a challenge to the estate.

Est Cost:$149 per supplement (1-3 per year). Supplements invoiced separately.


Practice Area:
Estate Planning,Taxation Law


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