Estate and Trust Administration Certificate Program

March 2, 3, 9 & 10, 2027
11:30am-3:30pm
Virtual Program via Zoom

Navigate estates and trusts with confidence.

The Estate and Trust Administration and Taxes Certificate Program is a comprehensive, hands-on program designed for professionals seeking practical expertise in estate administration, estate accounting, trust taxation, and fiduciary responsibilities.

Using a real-world case study, participants will work through the complete estate lifecycle, from will execution and estate administration to tax filing, trust reporting, and stakeholder communication. Along the way, they will develop the skills to navigate complex scenarios, avoid common pitfalls, prepare estate accounting reports, and manage trust tax compliance with confidence.

Take the next step in building your estate and trust expertise and gain the practical knowledge needed to confidently support executors, trustees, fiduciaries, and clients through complex estate matters.

Registration

Eligible CPD Hours: 16
Program Fee: $1,599
PD Passport Valid: 39 Credits

To qualify for the certificate, registrants must attend and complete all sessions. The sessions will not be recorded.

Content

The estate administration process, fiduciary responsibilities and pitfall avoidance.
The components and preparation of Estate Accounting ("Passing of Accounts") Reports.
Nuanced scenarios such as:
- Unique Estate Distributions
- Digital Assets
- Legal and Family Law Claims Against an Estate
- Post Mortem Tax Planning
- Minor Beneficiaries
- Estate is a Beneficiary
Death of a Taxpayer Tax Planning and administration efficiency opportunities.
Prepare and file Testamentary trust T3 tax and information returns.

Michael Kulbak, CPA, CMA is Managing Principal of Kulbak Trust Solutions a fiduciary firm that provides Professional Executor, Power of Attorney and Trustee Services. His areas of specialization include estate and trust planning, tax, administration and compliance. Michael has been a CFO, Trustee, Director, Officer, Treasurer and executive responsible for financial stewardship for a number of organizations and trusts. In these roles he was accountable for safeguarding assets, financial decision-making, tax planning, regulatory and statutory reporting.

Anna Mouland is the co-founder and CEO of Bequest.com, a fast-growing B2B legal-tech platform that helps trust-and-estate professionals automate everything from drafting to fiduciary accounting. The idea took shape at a hackathon she and her co-founder entered while she was studying Computer Science and Philosophy at McGill University. Since launching, the company has expanded from its Canadian roots into California and has become the first true end-to-end solution in the space.