Beyond Counting Beans - Considerations for Fiduciary Accountings (On-Demand CLE)

    Beyond Counting Beans - Considerations for Fiduciary Accountings (On-Demand CLE)
    CLE 90 min

    Beyond Counting Beans - Considerations for Fiduciary Accountings (On-Demand CLE)

    An overview of accounting requirements (or lack thereof) for fiduciaries and considerations regarding production to beneficiaries with a particular focus on providing accountings to avoid litigation and providing accountings in the context of litigation, but not about accounting for income and principal.

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      01/04/2022

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      01/04/2024

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      12/31/2023

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      01/04/2024

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      01/04/2024

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      01/04/2024

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      01/04/2024

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      01/04/2026

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    Issues to be covered include:
     

    • Liability related to accounting issues
    • Requirements for production
    • Processes and information to include in an accounting
    • Communication with beneficiaries - show just enough or everything?
    • Best practices for drafting documents

    Product Details

    Product Code

    RP2101TBBOLC

    Duration

    90

    Publication Date

    1/5/2021 12:00:00 AM

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