The Epidemic of Financial Elder Abuse & Undue Influence

Hartog, Baer & Hand is excited to announce the elevation of David D. Little and Andrew V. Verriere to Principals, effective January 1, 2020.

Congratulations to Margaret M. Hand, named to Best Lawyers in America for 2020. Ms. Hand was also recognized as Lawyer of the Year for achieving the highest overall peer feedback.

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?