November 22, 2022


Webinar


2 Total CPE Credits

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Fiduciary Accounting for Estates & Trusts - 2 Hours

Learning Objectives

  • To provide a working knowledge of the financial accounting rules for estates and trusts
  • Discuss planning and potential pitfalls

Major Topics

  • Examine provisions of the Uniform Principal and Income Act
  • Mandatory and discretionary allocations and adjustments
  • Trustees ability to override the fallback rules
  • Review the contents of a proper set of trust accounting statements

CPE Credits Available

2
Total CPE
2
Accounting & Auditing

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Basic working knowledge of fiduciary accounting.

Advanced Preparation

None

Intended Audience

Practitioners and members in industry seeking to gain a better understanding of fiduciary accounting of estate and trusts issues.

Provider

ACPEN

This event has ended.