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The Trouble with Accountings: From Checklists to Traps

Contains material from Sep 2019

The Trouble with Accountings: From Checklists to Traps
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A practical review of issues and pitfalls related to demands for accountings and the response. How to best educate the client and properly respond.

Includes: Video Audio Paper Slides


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1. The Trouble with Accountings: From Checklists to Traps (Sep 2019)

Ellen Pearson Stewart

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(mp4)
27 mins
(mp3)
27 mins
(pdf)
14 pgs
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5 pgs
Session 1 —27 mins
The Trouble with Accountings: From Checklists to Traps (Sep 2019)

A practical review of issues and pitfalls related to demands for accountings and the response. How to best educate the client and properly respond.

Originally presented: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Ellen Pearson Stewart, Barnes Lipscomb Stewart & Ott - Austin, TX