The course will address the various aspects of estate accounting from consideration of the relevant legislation and common law principles, through the preparation of estate accounts to a passing of accounts. It will include such topics as distinguishing between capital and income, unusual entries, problem areas, estate trustee compensation and accounting for a power of attorney for property. Informal accounting where a passing of accounts will also be dealt with, as well as requirements under the Estate Administration Tax regulations. The course will be instructed by Jim Sweetlove – retired, formerly of Ross & McBride LLP.
The Monday evening course runs for 8 weeks from 6 to 9 PM followed by a review class and the exam on May 25th, 2020. Webcast is available for this course however, as with all Fellowship courses, the exam must be written at the ILCO Education Centre.
Payment Info: Payment is due when registering. We accept cheque, Visa, MasterCard and American Express. Registration cannot be confirmed until we have received payment.
ILCO has a minimum course requirement. If we must cancel, students will receive full reimbursement. Please register early so we may confirm that the course will run. Registration cut of March 13th, 2020.