Principal Ryan Szczepanik’s latest article, “Numbers Game: Handling Disputes to Fiduciary Accountings,” published in CalCPA’s November issue. The fiduciary has the burden to maintain the records for the account, and to prove the charges and credits in the account. Check it out here.
Event Date: 2021-06-29 12:00 PM
Event Speaker: Ryan Szczepanik & Ciaran O'Sullivan
Principal Ryan Szczepanik presented to the Trusts and Estates Section of the California Lawyers Association on “Anti-SLAPP in Probate and Trust Litigation.”
Principal Ryan Szczepanik discusses the value of dedicated trusts and estates firms in a new article on The Recorder.
Fiduciary accountings are easy to read when you understand the story they tell.