May 1, 2015
5:00 P.M.
37th Annual UCLA/CEB Estate Planning Institute
Los Angeles, CA
Speaker: John A. Hartog
Tax Strategies and Implications When Settling a Trust or Estate Dispute.
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.
Principal Ryan Szczepanik’s latest article, “Numbers Game: Handling Disputes to Fiduciary Accountings,” published in CalCPA’s November issue.
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