Product Description

Trust accounts serve a critical function in the administration of trusts over time but are often forgotten or overlooked. When accounts are prepared, they often lack the proper information or are prepared in a format that obscures or omits critical information. Hear the faculty provide a broad overview of the accounting process, discuss the preparation process and what to include, review considerations in distributing trust accountings and obtaining releases, and consider contests and other potential litigation issues.

Agenda & Materials

• 12:00 - 12:10 pm

  Welcome and Introduction

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  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  
• 12:10 - 1:00 pm

  Basics of Trust Accountings & Where to Look for Key Provisions

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  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  
• 1:00 - 1:50 pm

  Trust Accounting: The Trust Company Perspective

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  Annette K. Eaton, Esq., The Northern Trust Company , Boston
  
• 1:50 - 2:00 pm

  Break
• 2:00 - 2:50 pm

  Contesting Trust Accounts In and Out of Court

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  Seth J. Urbanoski, Esq., Hachey Urbanoski LLC , Boston
  
• 2:50 - 3:00 pm

  "Ask the Experts" Q&A Session and Key Takeaways

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  Panel
  

Please Note

MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.

Chair

Faculty