Demystifying Trusts - Part 1 & 2 Recap and Trust Accountings

Demystifying Trusts - Part 1 & 2 Recap and Trust Accountings
Credit(s) and Type: 3 Accounting and Auditing
Speaker Name(s): Stephen P. Heuston, Esq

Presentation Overview: DeMystifying Trusts - A recap of the first two sections presented last year which covered common trust terminology and the anatomy of a trust instrument, followed by an in depth presentation on Trust Accountings. The trust accounting section will include trust accounting terminology and the anatomy of a trust accounting, as well as a review of a real example of a trust accounting prepared by the presenter for a trust that he was a successor trustee of.

Chapter Registration Contact
Name: Susan Almerez
Email: Salmerez@ask4ci.com

Meal Description
Panera Variety sandwiches and salads.

Member Cost $40
Non-Member Cost $60

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