Estate and Trust Accounts

Estate and Trust Accounts

  • 2 ratings, 81 users enrolled

Course Overview

Delivered by experienced lecturer John Thurston, this course will offer practical advice on the law and procedures involved in preparing estate and trust accounts and will consider the following questions:

  • Is it absolutely necessary to produce estate accounts?
  • As what stage should accounts be prepared?
  • Are the personal representatives and residuary beneficiaries entitled to see the accounts?
  • Should the personal representatives sign the accounts?

Primarily aimed at private client practitioners with experience of preparing trust and estate accounts, this one hour webinar will also benefit trainees and paralegals who wish to appreciate the issues that arise in trust and estate practice and develop their knowledge in this area.

What are the requirements?

Learning Outcomes

  • On completion of this course you will have an increased understanding of the following:

    • What form should estate and trust accounts take
    • The factors involved in drafting estate and trust accounts
    • The structure of estate and trust accounts
    • The income tax treatment of estates and trusts
    • Key case studies including:
      • The estate of Hilary Wren (deceased)
      • The Annette Wright Settlement
      • The Will Young Settlement

What is the target audience?

  • Private client practitioners




About Instructor - John Thurston

John is particularly interested in the law relating to wills, trusts, taxation, powers of attorney and elderly clients.

John is the author of "A Practitioner's Guide to Powers of Attorney", "A Practitioner's Guide to Trusts", "A Practitioner's Guide to Inheritance Claims" , "A Practitioner's Guide to Executorship and Administration" and "Estate Planning for the Middle Income Client" all published by Bloomsbury Professional.

John is also a contributor to "Tolley's Administration of Trusts" and "Tolley's Administration of Estates" and also contributed a section to "Tax Efficient Will Drafting" published by LexisNexis Butterworths.

Course Curriculum

recorded webinar

  • Webinar


  • Notes
    18 Page
  • Slides
    22 Page
  • Evaluation
    1 Page