Critical Issues in Preparing and Passing Fiduciary Accounts 

Oct. 15, 2026
Online


OBA Trusts and Estates Law PROGRAM | On-Demand
Original Program Date: October 15, 2026

When you purchase this on-demand product, you will receive access to the recording approximately one week following the live program date. If you wish to view the program live, please purchase the live online product here.

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 your colleagues and our expert faculty for the insight and advice you need to navigate fiduciary compensation, limitation periods, evidentiary issues, contested passing of accounts applications, addressing complex accounting issues and avoiding or navigating contested passing of accounts applications.

Register now to secure your spot.

PROGRAM CHAIRS

Jacob Kaufman, Donovan Kochman LLP
Zara Wong, Casey & Moss LLP

AGENDA

Full program agenda will be posted when finalized.

SINGLE REGISTRATION

CBA Member: $252* | CBA Student Member: $97* | Non-Member: $369*

(includes e-materials access, where available) *plus applicable taxes

 

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    OTHER FORMAT AVAILABLE

    This program is available LIVE ONLINE



    Group rates Available:

    2 - 4 registrants = 10% discount
    5 - 9 registrants = 15% discount
    10 - 19 registrants = 20% discount
    20+ = 25% discount

    To take advantage of the discount, please contact:
    registrations@oba.org



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CONTACT INFO

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