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Course/Product Description
Title:

Fiduciary Accounts: Soup To Nuts

SKU:WC-1023916
Date / Time: Recorded
Format: Webinar
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Description:

This webinar will focus on the truly collaborative nature involving multiple parties each with their own roles and responsibilities.

Topics will include a description and identification of the various types of fiduciary accounts and their differences and commonalities.

Fiduciary accounts have one thing in common, they are all controlled by some form of documentation. Obtaining a clear understanding of the document's pertinent provisions is an essential first step for all of the involved parties.

This class will teach you how to analyze, understand and quickly recognize the controlling document's most important provisions and relevance.

AGENDA

What Is a Fiduciary Account and When Is It Needed?

  • Savings or Deposit Account, the Funds of Which Are Owned by One Party but Are Managed by Another (Such as an Agent, Bank, or Trustee) for the Owner's, or a Beneficiary's, Benefit
  • Typical Examples
  • Probate Estate
  • Trust
  • Custodial Account
  • Escrow Account
Identification of the Primary Parties Involved, Their Functions and Responsibilities
  • BULLET 1
  • Fiduciary
  • Grantor, Settlor, Trustor
  • Trustee
  • Fiduciary Documentation
What Are Some of the Common Elements in Fiduciary Documents?
  • How to Recognize and Understand Key Provisions and Their Practical Application
  • Trust
  • Trust Certification
  • Power of Attorney
  • Flow Charts
Roles and Responsibilities – Collaboration Required
  • Trustee
  • Attorney
  • CPA
  • Investment Advisor
  • Insurance Agent
  • Probate Court
  • Reporting and Compliance Requirements
About The Presenter

Ronald A. Friedman, CPA, CFP, PFS
  • Founding partner of Friedman Brannen LLP
  • In addition to being a Certified Public Accountant, he is a Certified Financial Planner with more than 30 years of experience in the financial services industry
  • Member of the Personal Financial Planning Section of the AICPA and is certified as a Personal Financial Specialist
  • Unique CPA practice focuses almost exclusively on estate and gift tax and related issues, which include lifetime estate tax planning, tax compliance, post-mortem trust administration, representation before the Internal Revenue Service, and complex fiduciary accounting
  • Frequent speaker for professional organizations, including the San Diego Estate Planning Council, the California CPA Society, The North County Bar Association, The La Jolla Estate Planning Trust and Probate Section and the Institute of Management Accountants (IMA) Annual Conference and Exposition Tax Panel; has been a featured guest on a number of local radio shows and has published many articles in national professional journals
  • Bachelor's and Master's degrees, University of Connecticut


Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
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