Product details

Publisher: 
Carswell
Practice area: 
Tax & accounting
Jurisdiction: 
General
Publication date: 
1992-01-12
Carswell

Guide to Estate & Trust Accounting

Author: John Jenset
Availability: In Stock

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.

Carswell

Guide to Estate & Trust Accounting

Author: John Jenset
Availability: In Stock

Description

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.