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.
Spendthrift Trusts, Limited Protection for Deadbeat Beneficiaries. - California law has long recognized a settlor’s right to restrict a beneficiary’s use of trust assets. Restraints on alienation, spendthrift clauses, shutdown clauses and wholly discretionary trusts are a few of the tools settlors may use when creating a trust for the benefit of someone likely to have creditor problems.
Principal Ryan Szczepanik’s latest article, “Numbers Game: Handling Disputes to Fiduciary Accoun[..]
How social distancing changes the debate over electronic wills in his latest article on The Recorder.
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