May 4, 2016
12:00 p.m.
The Bar Association of San Francisco
San Francisco, CA
Speaker: Margaret M. Hand
Determine how to produce the summary of account and each supporting schedule. Recognize California's Uniform Principal and Income Act. Recognize when the fiduciary's records reveal a breach of trust. Determine how to get the records you need to do the job you were hired to do.
Trustees should anticipate that beneficiaries’ inquiries and demands will intensify.
John A. Hartog named to Best Lawyers in America for 2020. Recognition is based on peer review by leading lawyers in the Trusts & Estates practice in Northern California. As noted on the Best Lawyers website, “Best lawyers know who the best lawyers are.”