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?
Fiduciary Accounting: The Things They Would Not Let Me Say in the Book April 29, 2016 12:00 p.m. [..]
Legal Aid Marin & MCBA 2016 Pro Bono Appreciation Luncheon
Private Judge Trust Litigation Trials
Icicles on the Heart: The Effect of Advising a Client/Trustee with Uncertain Capabilities and Tow[..]
Icicles on the Heart: The Effect of Advising a Client/Trustee with Uncertain Capabilities and Toward a Fiduciary Standard of Capacity