Guide to Estate & Trust Accounting

What’s inside

Table of contents

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Index

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Details and specs


Guide to Estate & Trust Accounting will be a useful tool for lawyers and accountants, providing an in-depth examination of the preparation and passing of accounts for estates and trusts.

Include this guide in your study to gain comprehensive knowledge on the following topics:

  • 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 entitled "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.

Publisher:
Carswell

Practice Area:
Tax & accounting

Jurisdiction:
General

Publication Date:
1992-01-12

Hardcover Specifications

Service #:
30842250

Sub #:
30843701

Pages:
N/A

Shelf Space:
N/A

Volume:
N/A

Anticip Unkeep Cost:
N/A

eBook Specifications

ISBN:
N/A