Event Date:
Feb 25, 2020 12:00 PM
Speaker:
Margaret Hand
Venue:
4 Orinda Way, Suite 200-D,
Orinda, CA 94563
Fiduciary accountings are easy to read when you understand the story they tell. Margaret Hand will discuss the preparation of fiduciary Accountings, tie the data on each schedule to the fiduciary’s codified duties and describe how litigators ought to defend or object to accountings.
Presenter: Margaret Hand
MCLE Credit: 1.0 Hour General
Discussion regarding California’s new Uniform Trust Decanting Act, effective January 1, 2019.
Is this a good time to update your estate plan? Any time is a good time for review, and an unanticipated consequence of Sheltering in Place may be that individuals will do so.
Fiduciary accountings are easy to read when you understand the story they tell. Margaret Hand will d[..]