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?
Hartog, Baer & Hand (HBH) Principal Ryan J. Szczepanik has been elected as president of the East Bay Trust and Estate Lawyers (EBTEL). Effective Jan. 1, Szczepanik succeeds HBH Principal David D. Little in the role.
