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Icicles on the Heart

Feb 23, 2016
   |   
John A. Hargtog
   |   

Icicles on the Heart:
 The Effect of Advising a Client/Trustee with Uncertain Capabilities and Toward a Fiduciary Standard of Capacity

June 17, 2015
6:30 P.M.

American Matrimonial Lawyers

San Francisco, CA
Speaker: John A. Hartog

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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.

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