What a Trustee’s Account Looks Like

We recently posted an article on standards of conduct that apply to Trustees here: Avoiding the Trustee’s Worst Nightmare.

We also posted a related article on trust administration here: Dreams Come True (Fiduciary Accounting Made Easy?).

Those posts mentioned the Trustee’s duty to account. You can find a sample of a Trustee’s account here: Sample Trustee’s Account.

If you have any questions about fiduciary accounting, give us a call or email us at the email addresses shown below and we will be pleased to help.

Posted on 10/12/2011 by Richard S. Land, Member,  Chipman, Mazzucco, Land & Pennarola, LLC.

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