This presentation will provide an analysis of the statutory grounds affording estate planners the opportunity to petition the court for approval of the estate plan during the settler’s life.
The Validity of a trust amendment was at issue in the recent Haggerty v. Thornton opinion from the California Supreme Court, which resolved a split of authority among the California Circuit Courts.
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?
