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

  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

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

  The Trust Company Perspective

  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

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

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

  Panel
  

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Chair

Faculty

Fees

• $220.50 - MCLE Sponsor Member
• $122.50 - New Lawyer
• $122.50 - Pending Admittee
• $122.50 - Law Student
• $122.50 - Paralegal
• $245.00 - All Others

To apply for a need-based scholarship for this program, email scholarships@mcle.org.

Available FREE with an MCLE OnlinePass^® subscription.