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ILCO CLE Presentations

Lunch & Learn - Estate Accounting

Date: Jan 9, 2019 - 12:00 PM - 1:30 PM Location: ILCO Education Centre
20 Adelaide Street East, Suite 503
Toronto, Ontario
Fee: Members $85.00 + HST
Non-Members $115.00 + HST
Group Rate:

A group rate will not be available for this event.

*Webcast is available.

The Institute of Law Clerks of Ontario is excited about offering an Estate Accounting Lunch & Learn program hosted by Frank Cooper of Cooper Estate and Trust Services.

The program will cover:

  1. Why do we need Court Form Accounting?
  2. What are the differences in accounting between Estates, Trusts, Guardianships and Powers of Attorney?
  3. The importance of separating Capital and Revenue and being able to identify each.
  4. Non-cash transactions - what are they and how are they shown?
  5. Why and how we treat Investments differently.
  6. The basics of compensation calculations.