Complete Guide to Fiduciary Accounting PDF Download
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Author: J. G. Denhardt
Publisher: Prentice Hall
ISBN:
Category : Business & Economics
Languages : en
Pages : 216
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Book Description
Author: J. G. Denhardt
Publisher: Prentice Hall
ISBN:
Category : Business & Economics
Languages : en
Pages : 216
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Book Description
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.
Author: Robert Whitman
Publisher: American Law Institute-American Bar Association(ALI-ABA)
ISBN:
Category : Business & Economics
Languages : en
Pages : 186
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Book Description
Author: David H. Glusman
Publisher: CCH
ISBN: 9780808089162
Category : Business & Economics
Languages : en
Pages : 584
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Book Description
Author: Seymour Goldberg
Publisher:
ISBN: 9781627224567
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
"In New York State alone there are well over 10,000 attorneys that are involved in trust drafting, tax planning, estate planning, trust accounting, trust litigation and elder law planning, but very few local bar associations in New York State have any material on this particular subject area ... until now. Many New York attorneys need a manual on the trust accounting income and principal rules from a practical application standpoint. This is especially true today because many attorneys draft trust documents. An attorney involved in drafting trusts in New York State has to be aware of the trust accounting rules that are applicable to a trust that is subject to New York State trust laws. This knowledge is especially important if he or she acts as trust counsel to the trust that he or she created. In addition, many trustees submit trust accountings to the trust beneficiaries. The failure of the attorney to know the trust accounting rules for the trust he or she created could result in headaches and liability issues for the attorney. Many practitioners in New York State may not realize that the New York trust laws regarding accounting income and principal have been completely revamped. The initial effective date of the revised laws was January 1, 2002 and is retroactive to all trusts that were in existence on that date and/or any date thereafter. Significant changes to these rules were made in August 2008 as well. The revamped New York State trust laws have three elements: the Uniform Principal and Income Act (UPAIA), the power to adjust (PTA) and the unitrust conversion. Any practitioner who is involved in trust drafting or trust litigation, or who prepares fiduciary income tax returns or trust accountings, must become aware of these revised trust rules in order to avoid potential malpractice and/or ethics issues"--Unedited summary from book cover.
Author: Carol Cantrell
Publisher:
ISBN: 9780808041276
Category : Business & Economics
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 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 an
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:
Author: Sheila M. Blackford
Publisher: American Bar Association
ISBN: 9781634257398
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
One of the top reasons lawyers are disciplined or even disbarred is trust accounting done badly or ignored. Don't become part of that statistic! Trust accounting is one area that no one can afford to overlook, but busy lawyers don't have time or resources to waste. Lawyers who are leaving their law firms to establish their own solo practice or small firm need this simple primer to fulfill their ethical and fiduciary responsibilities to safeguard the money belonging to their clients. Trust Accounting in One Hour for Lawyers is a practical how-to book that will guide you quickly from opening your lawyer trust account to properly using it and providing accurate, timely accountings to your clients. In this book, author Sheila M. Blackford, an experienced practice management advisor, shares common sense advice to help busy lawyers and their staff safely and sanely adopt best practices and avoid ethical violations.
Author: J. G. Denhardt
Publisher:
ISBN:
Category : Law
Languages : en
Pages : 200
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Book Description
Author: Sharon A. Isenhour
Publisher:
ISBN: 9780762616893
Category : Trusts and trustees
Languages : en
Pages : 133
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Book Description
"This Action Guide explains when and how to prepare a fiduciary accounting in a conservatorship, guardianship, trust, or estate administration. Step-by-step instructions include sample schedules presented in the format required for all court accountings."--Scope of guide.
