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Nine Fiduciary Accounting No Nos

GettyImages_178895760When you’re a fiduciary under California’s Probate Code, such as a guardian or conservator, you’ll be required to prepare some type of fiduciary accounting for the court. You’ll probably hire an accountant to crunch the numbers, but ultimately you’re the one responsible for its contents, and you should know the common mistakes and problems that arise in fiduciary accountings.

In this video, Margaret M. Hand, a certified specialist in estate planning, trust, and probate law, discusses common mistakes made in fiduciary accountings, including the problems that most alarm judges.

CEB’s new Fiduciary Accounting Handbook will help you learn how to prepare fiduciary accountings from start to finish and avoid common mistakes—including critical information for both the person preparing the accounting and the attorney submitting it to the court.

Other CEBblog™ posts you may find useful:

© The Regents of the University of California, 2015. Unauthorized use and/or duplication of this material without express and written permission from this blog’s author and/or owner is strictly prohibited.

4 Responses

  1. thanks for the info julie, the movie was a great addition.

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