May 4, 2016
12:00 p.m.
The Bar Association of San Francisco
San Francisco, CA
Speaker: Margaret M. Hand
Fiduciary Accounting: The Things They Would Not Let Me Say in the Book May 4, 2016 12:00 p.m. T[..]
John Hartog explains Common Estate Planning Mistakes & How to Avoid Them
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.