If you practice in parts of the United States where wealth is more concentrated, such as New York, Los Angeles and the San Francisco Bay Area, you may very well have clients with taxable estates.
Determine how to produce the summary of account and each supporting schedule.
Recognize California's Uniform Principal and Income Act.
Recognize when the fiduciary's records reveal a breach of trust.
Determine how to get the records you need to do the job you were hired to do.
