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.

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Guide to Estate and Trust Accounting

Guide to Estate and Trust Accounting