Accountants' Roles and Responsibilities in Estates and Trusts was initially introduced in 2006 as Fiduciary Duties and Liabilities: Tax and Trust Accountant's Guide.This book assists accountants who serve various functions in the general area of trusts and estates, as advisors or as trustees, and in the preparation of various documents and governmental filings.

Unlike many other texts on the general subject of trusts, Accountants' Roles and Responsibilities in Estates and Trusts outlines the types of issues an accountant is likely to face, and offers suggertions as to how they are best handled. The reader is advised on how to handle circumstances many accountants encounter infrequently, and will be able to differentiate situations where accounting expertise and background will and will not prepare the accountant to serve his or her clients’ needs. In addition, the book provides guidance in areas where accounting expertise and licensure does not provide the necessary training and where other professionals, primarily attorneys, will be needed to work with or for the accountant. In such a case, the duties and responsibilities of each professional involved in the matter at hand are discussed as are the duties of the professionals involved (jointly and severally) to the client.

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