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
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?
John L. McDonnell, Jr. named to Best Lawyers in America for 2020. Recognized for his professional abilities, John was nominated by leading lawyers in the Trusts & Estates practice in Northern California.
Ryan Szczepanik & John Hartog presented at The Tax & Planning Forum.
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