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

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

  • 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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