Fiduciary Accounting: The Things They Would Not Let Me Say in the Book

Fiduciary Accounting: The Things They Would Not Let Me Say in the Book

May 4, 2016
12:00 p.m.

The Bar Association of San Francisco
San Francisco, CA
Speaker: Margaret M. Hand

• 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?
• The author of the Fiduciary Accounting Handbook will answer these questions, and more, in a surprisingly entertaining talk about accountings.