uide to Estate & Trust Accounting
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Guide to Estate & Trust Accounting
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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.
About the Author
John M. Jenset, B.A., C.Q.F.A. (Hon) is an acknowledged expert in his field for over thirty years. Mr. Jenset has been the author of Guide to Estate & Trust Accounting during the past twenty years, consecutively. Mr. Jenset has taught courses relating to Estate and Trust Accounting at York University in the past. Mr. Jenset has appeared before the Law Society of Upper Canada Disciplinary Committee and Hearing Panel assisting in the defense of lawyers charged with breach of fiduciary duty on various issues. Mr. Jenset is the Chairman and President of the Trusts and Estates Accounts Institute of Canada (TEAIC) mandated for education and accreditation purposes in the specialty practise of Fiduciary Accounts and Accountability. Mr. Jenset has also assisted government bodies and agencies, both domestic and allied, under the banner of TEAIC as outlined at the www.teaic.ca website.