Congratulations to Kevin O’Brien for his article published in The Recorder. Kevin analyzes the nuance of appeals within trusts & estates cases in the article, “In Trust Litigation, It’s Best to Take the ‘Appeal Now’ Approach.”
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.
At his presentation to the Sacramento Bar Association, Principal Ryan Szczepanik identifies a variety of tax pitfalls attorneys can fall into when resolving a dispute.
