The duty to account is one of the most fundamental and complex obligations of any fiduciary.  It also leads to many hotly contested disputes.  Passing fiduciary accounts can be a necessary step to taking compensation or winding up the administration of a trust or estate.  It can also expose breaches of fiduciary duties and even fraud. 

Join us to explore many of the common challenges facing trustees, executors, attorneys and guardians in preparing and passing their fiduciary accounts. Our exceptional faculty will get you up-to-speed on characterizing transactions, calculating compensation and dealing with trust-controlled corporations, and provide practical tips for informal accounting and avoiding a contested passing of accounts.  Whether you are dealing with estate administration and accounting disputes, or advising clients on their choice of fiduciary and the powers granted to them, do not miss this opportunity to gather essential insights to enhance your practice.

PROGRAM CHAIRS

Eric Hoffstein, Minden Gross LLP
Ambie Edgar-Chana, Edgar Chana Law Professional Corporation

AGENDA

To view the full program agenda, please click here.