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Fiduciary Accounting: The Things They Would Not Let Me Say in the Book

Apr 08, 2016
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Fiduciary Accounting: The Things They Would Not Let Me Say in the Book

April 29, 2016
12:00 p.m.

38th Annual UCLA/CEB Estate Planning Institute
Manhattan Beach, CA
Speaker: Margaret M. Hand[/vc_column_text][/vc_column][/vc_row]

  • 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?
  • The author of the Fiduciary Accounting Handbook will answer these questions, and more, in a surprisingly entertaining talk about accountings.

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It’s critical that the couple understand and adhere to the rules governing their acts. Married clients often establish a Family Trust to control the disposition of their assets During their lifetimes, clients may transmute (that is, change the form of) property, whether from separate to community, from community to separate or from the separate property of one spouse to the separate property of the other spouse. A transmutation isn’t valid unless made in writing by an express declaration that’s made, joined in, consented to or accepted by the spouse whose interest in the property is adversely affected. The writing must contain language that expressly states that the characterization or ownership of the property is being changed.