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AICPA ENGAGE 2018


EST1817 - Accountants Role in Estate Administration (Basic)


Jun 12, 2018 9:30am ‐ Jun 12, 2018 10:20am

Standard: $49.00

Description

This session will cover:

• Roles of each of the advisors and how to work with each

• Planning the initial meeting with the executor/trustee

• Estate tax related tasks and issues

• Income tax related tasks and issues

• Fiduciary accountings

• Trust funding

• Probate issues

• Other administration issues like fees, engagement letters, staffing

Speaker(s):

Tags: EST

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