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

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

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.

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Available for credit

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Available for credit

1.50 credit hours

Available until:

01/04/2023

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

01/04/2022

1.50 total credit hours including

Substantive Law

Status:

Available for credit

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

01/04/2024

2.00 total credit hours including

General

Status:

Approved

2.00 credit hours

Available until:

12/31/2023

1.50 total credit hours including

General

Status:

Available for credit

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

01/04/2023

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

01/04/2024

2.00 total credit hours including

General

Status:

Self apply

2.00 credit hours

Available until:

07/04/2022

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

01/04/2023

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

01/04/2026

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

01/04/2023

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

01/04/2022

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

01/04/2023

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

01/04/2024

1.80 total credit hours including

General

Status:

Self apply

1.80 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

01/04/2023

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

01/04/2024

1.80 total credit hours including

General

Status:

Available for credit

1.80 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

01/04/2023

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Available for credit

1.50 credit hours

Available until:

01/04/2024

1.80 total credit hours including

General

Status:

Reciprocity

1.80 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

01/04/2026

1.50 total credit hours including

Areas of Professional Practice

Status:

Approved

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

12/31/2021

2.00 total credit hours including

General

Status:

Applied for

2.00 credit hours

Available until:

01/04/2024

1.50 total credit hours including

Substantive

Status:

Available for credit

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

01/04/2023

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

01/04/2023

1.50 total credit hours including

General

Status:

Available for credit

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

12/31/2021

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

10/30/2021

1.50 total credit hours including

Law & Legal Procedure

Status:

Self apply

1.50 credit hours

Available until:

01/04/2026

1.80 total credit hours including

General

Status:

Applied for

1.80 credit hours

Available until:

01/04/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

01/04/2022

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

01/04/2024

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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 Code

RP2101TBBOLC

Duration

90

Publication Date

1/5/2021 12:00:00 AM

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