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Trustees should anticipate that beneficiaries’ inquiries and demands will intensify.

Is this a good time to update your estate plan? Any time is a good time for review, and an unanticipated consequence of Sheltering in Place may be that individuals will do so.

Times of economic stress may reveal trust asset mismanagement. Alternative fee structures may provide a solution.

How social distancing changes the debate over electronic wills in his latest article on The Recorder.

The closure of nearly all superior courts in California and limitations on court filings have raised a practical issue for parties.

Fiduciary Accountings: Pull ‘Em Together or Pick 'Em Apart
Feb 14, 2020

Event Date: Feb 25, 2020 12:00 PM

Event Speaker: Margaret Hand

Venue: 4 Orinda Way, Suite 200-D,
Orinda, CA 94563

Fiduciary accountings are easy to read when you understand the story they tell.