Jan

    Beyond Counting Beans - Considerations for Fiduciary Accountings

    1 PM EST

    An overview of accounting requirements (or lack thereof) for fiduciaries and considerations regarding production to beneficiaries.

    $175
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    $95
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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

    Event Details

    Duration

    90

    Format

    Web

    Date

    Jan 05, 2021

    2021-01-05T13:00:00-05:00 2021-01-05T14:30:00-05:00 Beyond Counting Beans - Considerations for Fiduciary Accountings

    An overview of accounting requirements (or lack thereof) for fiduciaries and considerations regarding production to beneficiaries.

    Speakers

    Daniel Ebner

    Prather Ebner LLP

    Kara Vincent

    Barber & Bartz, P.C.

    Ray Prather

    Prather Ebner LLP

    Sponsors

    Section of Real Property, Trust and Estate Law

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