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Enforcing Judgments Against Spendthrift Trusts

Apr 26, 2019
   |   
HBZ Marketing
   |   

Event Date:

Apr 26, 2019 12:00 PM

Speaker:

David Parnall

Venue:

HBZ

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

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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?