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.
ATTENDANCE: Attendance is mandatory. Classes will not be recorded. Students are expected to attend class on a regular basis.
REFUND: The course fee is non-refundable.
REGISTRATION DEADLINE: August 30, 2023
INSTRUCTOR: The Course will be instructed by Jim Sweetlove – retired, formerly of Ross & McBride LLP.