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Who should attend Accounting And Taxation For Estates And Trusts
This seminar is designed for accountants, attorneys and other legal staff, estate and trust managers, bankers, financial planners, real estate brokers and agents, insurance professionals, enrolled agents, executors and consultants who service estates and trusts.
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Accounting And Taxation For Estates And Trusts  

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This seminar is designed for accountants, attorneys and other legal staff, estate and trust managers, bankers, financial planners, real estate brokers and agents, insurance professionals, enrolled agents, executors and consultants who service estates and trusts.

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Seminar Summary:

A one-day seminar for professionals who administer estates and trusts; provide financial management, accounting, and tax compliance services for estates and trusts; or audit estates and trusts (see full course description)

 
 

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Training Course Syllabus:


This seminar is designed for accountants, attorneys and other legal staff, estate and trust managers, bankers, financial planners, real estate brokers and agents, insurance professionals, enrolled agents, executors and consultants who service estates and trusts.

A one-day seminar for professionals who administer estates and trusts; provide financial management, accounting, and tax compliance services for estates and trusts; or audit estates and trusts.

This seminar will facilitate your ability to:

• Prepare Accounting Entries For Typical Estate And Trust Transactions

• Properly Allocate Expenses And Receipts To Income And Principal Beneficiaries

• Prepare Federal, State And Local Tax Returns For Typical Estate And Trust Entities

• Meet The Financial Reporting Requirements Of Estates And Trusts

• Properly Distribute Assets From An Estate Or Trust

• Comply With Legal And Statutory Requirements

• Understand The Language Of Estates And Trusts

• Communicate With All Players In The Estate And Trust Transaction Cycle

8:30 a.m. - 9:15 a.m.

I. Estates And Trusts

A Terms And Lexicon

1. Estate

2. Trust

3. Fiduciary

4. Probate

5. Wills

6. Testate And Intestate

7. Trust Agreements

8. Devise Or Legacy

9. Probate

B. The Players

1. Donor, Creator, Founder, Trustor, Grantor, Or Settler

2. Decedent Or Testator, Trustor

3. Executor, Personal Representative

(PR), Or Administrator

4. Beneficiary Or Beneficiaries, Heirs, And Next-Of-Kin

5. Trustee

C. Authoritative Literature

1. College Level Accounting Textbooks

2. CPA Examination

3. Other

D. Legislation And Regulations

1. State And Federal

2. Uniform Probate Code

3. Taxation Requirements – State And Federal

9:15 a.m. - 11:10 a.m.

(Break 10:00 a.m. - 10:10 a.m.)

II. Estates

A. Planning

1. Distribution Of Assets

2. Facilitate Probate

3. Minimize Estate And Gift Taxes

B. Administration

1. Locate And Secure The Estate- Related Documents

2. Commence Probate Of Estate

3. Notification Of Beneficiaries, Heirs, And Next-Of-Kin, And Other Interested Parties

4. Appointment And Swearing In Of Executor, Administrator Or Personal Representative (PR)

5. Complete And File The Estate Inventory

6. Make Payments For Claims Against Decedent And Estate

7. Make Payments For Debts, Fees, Expenses, And Taxes

8. File Estate Tax Return With Federal And State Agencies

9. Distribute Bequests And Devises

10. Close Estate

C. Illustrated Accounting Treatment For The Following Typical Estate Transactions

1. Initial Inventory Of Estate Assets

2. Assets Discovered Subsequent To Filing The Initial Asset Inventory

3. Cash Collections

4. Income Earned On Principal Assets

5. Investing Cash In Income- Producing Assets

6. Expenditures For Expenses

Incurred Prior To Death Of

Decedent

7. Expenditures For Expenses From Principal And Income Assets

8. Sale Of Principal Assets

9. Distributions Of Estate Assets (Both Principal And Interest) To Beneficiaries

10. Satisfaction Of A Specific Legacy Or Devise With Alternative Estate Property

11. Transfer Of Assets To A Testamentary Trust

12. Closing The Estate

11:10 a.m. - 12:00 p.m.

III. Trusts

A. How Trusts Are Created

B. Example In The Public And Private Sectors

C. Illustrated Accounting Treatment For The Following Typical Trust Transactions

1. Opening The Trust – Transfer Assets To The Trust

2. Investment Of Cash In Income- Producing Assets

3. Trust Receipts Credited To Income

4. Trust Receipts Credited To Principal

5. Trust Expenses Charged To Income

6. Trust Expenses Charged To Principal

7. Capital Expenditures

8. Debt Repayment

9. Other Expenses

10. Depreciation And Depletion Expense

11. Distributions To Beneficiaries

12. Periodic Closing Of Trust Books

13. Closing The Trust

12:00 p.m. - 1:00 p.m.

Lunch (On Your Own)

1:00 p.m. - 1:30 p.m.

III. Trusts (Continued)

C. Illustrated Accounting Treatment For Typical Trust Transactions (Continued)

D. Estate/Trust Income Taxation – General Concepts

1:30 p.m. - 4:30 p.m.

(Break 2:30 p.m. - 2:40 p.m.)

IV. Taxation Of Estates And Trusts

A. Federal Taxes: Illustrated Tax Return (Form 706) Preparation For The Trust And Estate Entities Covered In Chapters 2 And 3

B. State Taxes: Illustrated Maryland Tax Return (MET1) Preparation For The Trust And Estate Entities Covered In Chapters 2 And 3

C. Preparing For An Audit By The Internal Revenue Service Or Any Other External Audit Agency

Seminar Summary:

A one-day seminar for professionals who administer estates and trusts; provide financial management, accounting, and tax compliance services for estates and trusts; or audit estates and trusts (see full course description)

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