Thursday, October 8, 2026
12:00 p.m. – 1:00 p.m. ET
Complimentary
Preparing a trust or estate accounting requires more than organizing financial records. Fiduciary accountings are governed by specific legal requirements, court rules and beneficiary expectations that differ significantly from traditional financial statements.
Join Partners David Skidmore and Laura Jeltema for a practical discussion of the key components of a properly prepared trust or estate accounting, common pitfalls that can lead to delays or objections, and strategies for creating accountings that effectively support fiduciaries, attorneys and beneficiaries. Whether you are preparing your first fiduciary accounting or looking to refine your approach, you will leave with practical guidance you can apply immediately. Register for the webinar using the link below.
