Probate Planning/Application Essentials and Estate Accounts

This course will provide insight into what data is included within a set of court format accounts and will explore the processes involved in the preparation and analysis of these types of accounts for the end users, including the beneficiaries and the Court. The speakers will also discuss the significant changes in probate planning that have occurred on account of evolution of law, bank policy, and filing requirements.

Court Format Accounts

We will provide insight into what data is included within a set of court format accounts. We will explore the processes involved in the preparation and analysis of these types of accounts for the end users, including the beneficiaries and the Court.

Probate Planning & Applications

We will discuss the significant changes in probate planning that have occurred on account of evolution of law, bank policy, and filing requirements. We will also discuss probate applications, Estate Information Returns, and the intersection between the accountant and the lawyer’s work with the Executor.

Speakers:

• Genevieve Giroday Warren, LL.B., TEP of Giroday Law Professional Corporation
• Geoffrey Warren, CPA, CA, TEP of G Warren CPA Professional Corporation