Individual Viewer

A “How To” Guide to Fiduciary Accountings

Length: 3 hours

A panel of trusts & estates experts will discuss the when, where and how of:
•    Preparing accountings for executors, trustees, and guardians
•    Settling account judicially and non-judicially (by agreement),
•    Calculating executors’ and trustees’ commissions, attorney’s fees 
•    Making distributions

Program Co-Chairs: DOUGLAS H. EVANS, Special Counsel, Sullivan & Cromwell LLP & DEIDRE G. O’BYRNE, Wither Bergman LLP

Faculty: ELIZABETH H.W. FRY, Pillsbury Winthrop Shaw Pittman LLP

This program provides 2.5 in professional practice & 0.5 in ethics for the NY & CA MCLE requirements, 3.0 professional practice for NJ MCLE & 2.5 General MCLE for IL.

This video is part of Tax 2 for 1

Produced By:

New York City Bar Association

Course Materials

  • A “How To” Guide to Fiduciary Accountings
  • Affirmation Document