The CPA's role in estate planning and administration.

• Position: MEMBER ARTIC

CaICPA Estate Planning Committee Chair Michael B. Allmon acknowledges that the CPA is the natural fiduciary (executor or trustee) for friends and clients, but can easily become involved in either, or both, estate planning and estate administration.

Furthermore, he says CPAs can choose their roles from that of assisting with basic planning to more complex planning...