Accountants' Roles and Responsibilities in Estates and Trusts

Accountants' Roles and Responsibilities in Estates and Trusts PDF Author: David Glusman
Publisher: CCH
ISBN: 9780808092063
Category : Business & Economics
Languages : en
Pages : 744

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Accountants' Roles and Responsibilities in Estates and Trusts

Accountants' Roles and Responsibilities in Estates and Trusts PDF Author: David Glusman
Publisher: CCH
ISBN: 9780808092063
Category : Business & Economics
Languages : en
Pages : 744

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Book Description


Accountants' Roles Responsibilities in Estates and Trusts

Accountants' Roles Responsibilities in Estates and Trusts PDF Author: David Glusman
Publisher:
ISBN: 9780808023364
Category :
Languages : en
Pages : 786

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Accountant's Roles and Responsibilities and Trusts

Accountant's Roles and Responsibilities and Trusts PDF Author: David Glusman
Publisher:
ISBN: 9780808020295
Category :
Languages : en
Pages :

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Fiduciary Duties and Liabilities

Fiduciary Duties and Liabilities PDF Author: David H. Glusman
Publisher: CCH
ISBN: 9780808089162
Category : Business & Economics
Languages : en
Pages : 584

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Book Description


Wills, Estates, and Trusts

Wills, Estates, and Trusts PDF Author: Thomas Conyngton
Publisher:
ISBN:
Category : Executors and administrators
Languages : en
Pages : 496

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Book Description


Estate and Trust Administration For Dummies

Estate and Trust Administration For Dummies PDF Author: Margaret Atkins Munro
Publisher: John Wiley & Sons
ISBN: 1118412265
Category : Law
Languages : en
Pages : 439

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Book Description
Your plain-English guide to administering an estate and/or trust As more and more of the population reach senior ages—including baby boomers, many of whom do not have wills—an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration For Dummiesguides you through the confusing process of administering an estate and/or trust. Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee, most of whom have no previous experience with such matters. Estate & Trust Administration For Dummies shows you how to make sound decisions for your unique circumstances. Guides you through the confusing process of administering an estate and/or trust Provides expert advice on unfamiliar estate and trust tax law Gives you a practical checklist to follow for all of your estate and trust administration questions and concerns Whether you're looking for guidance on how to navigate the probate process and estate taxes, settle debts and bequests, fund a trust, comply with tax regulations, or anything in between, this hands-on, friendly guide takes away the mystery and provides detailed answers to all of your estate and trust administration questions.

Multistate Guide to Estate Planning (2008)

Multistate Guide to Estate Planning (2008) PDF Author: Jeffrey A. Schoenblum
Publisher: CCH
ISBN: 9780808091417
Category : Business & Economics
Languages : en
Pages : 1684

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Book Description
Multistate Guide to Estate Planning gives the estate planning professional instant access to the estate planning laws of all 50 states and the District of Columbia. In one comprehensive source, the Guide provides state-by-state guidance on how to minimize state taxes to preserve the multistate estate, achieve the desired disposition of property regardless of jurisdiction, resolve commonly encountered state law problems in estate practice, and assure asset protection. The easy-to-use format enables the estate planning professional to readily locate information concerning one state's treatment of a particular issue (or compare the treatment required by several states) all on the same table. Each table is broken into detailed, separate analyses, which consist of a series of detailed questions. The tables are designed for state-by-state comparisons. All information in the new and updated charts generally reflects state laws in effect on May 1, 2007.

Fiduciary Accounting Answer Book, 2020

Fiduciary Accounting Answer Book, 2020 PDF Author: J. Carol Cantrell
Publisher:
ISBN: 9780808052845
Category :
Languages : en
Pages : 0

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Book Description
The Fiduciary Accounting Answer Book is the most detailed reference book on the market for information on how to allocate receipts and disbursements between the income and principal beneficiaries of a trust or estate. For the first time, a single book will answer all questions about estate & trust accounting including: - An overview of fiduciary responsibility - How situs impacts a will or trust - The Uniform Principal & Income Act . How to properly allocate income taxes between income and principal This update includes the new Draft Uniform Fiduciary Income and Principal Act (UFIPA 2017) crafted by the Uniform Commissioners on State Laws. This is in addtiion to the existing Uniform Principal and Income Act. The text of the draft act appears in a new Appendix C and the implications of the new act are discussed thoughout the text. Discussed in detail is how numerous types of receipts and disbursements are allocated between the income and principal beneficiaries, with each section of the Act having its own chapter. The questions and answers are designed to narrow research and to assist in finding just the answer one is looking for. The subject matter and key word index will further narrow the search. A complete state appendix allows the practitioner to determine how each state has amended the Uniform Act and where he might wish to establish situs. This book is a necessity to anyone who: - Serves as a fiduciary - Is considering serving as a fiduciary - Serves an important role in the administration of an estate or trust including the preparation of fiduciary accountings. - Prepares federal income tax returns (Form 1041) for estates or trusts or - Drafts wills and trusts This publication allows the drafter to determine which portions of the Principal and Income Act to override or exclude in drafting and provides the drafter with timely information by subject matter to determine what impact the Principal and Income Act has on various assets owned by the estate or trust. Included in the Answer Book are a detailed treatment of: - Distributions from IRAs and retirement plans - Income from oil, natural gas, minerals and natural resources - Distributions from pass through entities (partnerships, S-corporations, LLC's & LLP's) and the income tax allocation issues associated with them - Distributions from regulated investment companies (mutual funds) and - Various types of disbursements, including federal and state income tax This book is a must have desktop reference for all fiduciaries, trust officers, accountants and attorneys who practice in this area to any degree. It offers all the information needed to ensure compliance with critical fiduciary accounting principles. Highlights of the 2020 Edition:

Fiduciary Accounting and Trust Administration Guide

Fiduciary Accounting and Trust Administration Guide PDF Author: Robert Whitman
Publisher: Ali-aba
ISBN: 9780831814137
Category : Law
Languages : en
Pages : 428

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Book Description
Advice for lawyers who handle probate of estates and administer trusts.

Abraham J. (Abe) Briloff

Abraham J. (Abe) Briloff PDF Author: Richard Criscione
Publisher: Emerald Group Publishing
ISBN: 184855589X
Category : Business & Economics
Languages : en
Pages : 312

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Book Description
Informs readers of the historical foundations on which the accounting profession is based, the historical antecedents of today's accounting institutions, and the historical impact of accounting. This book explores the lives and works of pre-eminent individuals in the profession's history.