Tax Strategies and Implications When Settling a Trust or Estate Dispute.
John Hartog explains Common Estate Planning Mistakes & How to Avoid Them
Trustees should anticipate that beneficiaries’ inquiries and demands will intensify.
Event Date: Feb 25, 2020 12:00 PM
Event Speaker: Margaret Hand
Venue: 4 Orinda Way, Suite 200-D, Orinda, CA 94563
Fiduciary accountings are easy to read when you understand the story they tell.
Principal Ryan Szczepanik discusses the value of dedicated trusts and estates firms in a new article on The Recorder.
Principal Ryan Szczepanik’s latest article, “Numbers Game: Handling Disputes to Fiduciary Accountings,” published in CalCPA’s November issue.
