Accounting for Estates and Trusts

Benefits

Ensure nothing gets overlooked - get on the road to success in trust and estate accounting.

When it comes to accounting for trusts and estates, how does your knowledge stack up A working understanding of trust and estate accounting will not only make you a better advisor or accountant - but also help keep you out of legal trouble. Take your understanding to the next level at this powerful seminar, and find out how to prepare accounting entries for typical estate and trust transactions. Youll learn how to recognize the proper distribution of assets from an estate or trust.

Get savvy techniques for pre- and post-mortem planning - hear time-tested strategies you can use to transfer your clients assets in a tax-efficient manner. Come join your peers as our expert speakers bring their extensive experience from the trenches to make sure you dont have to learn by trial and error.

Benefits for You

• Assist in structuring plans that appropriately cover the probable tax burden - and save money whenever possible
• Deal with critical estate and trust tax issues
• Smoothly navigate the trust accounting process
• Address crucial considerations related to estate planning for incapacitated clients
• Expertly handle ethical issues related to trust and estate accounting

Who Should Attend

This seminar is designed for accountants, CPAs, attorneys, controllers, CFOs, presidents, vice presidents, trust officers, financial and estate planners, insurance professionals, enrolled agents, bankers, executors, and consultants who service estates and trusts.