The statutory scheme for enforcing money judgments against trusts, the limitations on that scheme when facing spendthrift clauses, and ways around those limitations.
MCLE Credit: 1.0 Hour General
Principal Ryan Szczepanik’s latest article, “Numbers Game: Handling Disputes to Fiduciary Accountings,” published in CalCPA’s November issue.
The Southern California Tax and Estate Planning Forum
What questions should an attorney ask before hiring someone to prepare a client’s fiduciary accounting? What are the indicia of a poorly prepared accounting? Are waivers of account ever a good idea? Should the trust document routinely waive accountings? Ever? Is there anything a trustee’s attorney can do to shorten the statute of limitations on breaches of trust disclosed in an accounting?