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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