Understand the responsibilities your trustee clients take on and help them avoid common mistakes such as claiming disallowed or excessive administration expenses, mismanagement and distribution of trust assets, or failure to comply with trust accounting and reporting requirements. Join Alex and Wendy as they discuss why understanding the people, process, relationships, motivations, personal history, assets, taxation, valuations, timeframe and likelihood of outcomes are all just as important as the “facts and law.”

(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

Presented by Wendy Wilson, Esq. and Alejandro Matuk, Esq.

Click play to watch a short video about ‘Proper Reporting May Prevent Estate Litigation’