Accountants' Roles and Responsibilities in Estates and Trusts, 2009 EditionTopics and Contents |
| Sources Of Fiduciary Law, Regulations And Standards |
| Fiduciary Duties In Estate And Trust Matters |
| Guidance For Accountants In The Role Of Estate Planners |
| Life Insurance |
| Accountants As Part Of An Accountant/Attorney Team |
| Accountants Working With Other Professionals In The Planning Process |
| Measuring Liability And Damages For Fiduciary Breaches |
| An Analysis Of The Risk When An Accountant Has Multiple Roles |
| Estate Administration |
| Duties To The Client |
| Duties To Beneficiaries And Third Parties |
| Disputes |
| Litigation |