Settled and Approved II: Handling Disputes to Fiduciary Accountings

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Online registration for this course is now closed. Please contact the Member Service Center at
(800) 342-3197 if you wish to inquire about registering.

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Overview

2.0 Credits
ONLINE

The submission of a fiduciary accounting to a client, attorney, or court often does not mean the end, and instead marks only the beginning of the process. CPAs, attorneys, and trustees may have to defend or challenge the fiduciary accounting.

This course will explore what happens when disputes arise as to an accounting; discuss real world situations involving defense of or challenge to an account; demystify the dispute process; and inform CPAs and others of challenges of serving as the fiduciary and/or account preparer.

Objectives

  • Determine how to recognize and correct errors in a fiduciary accounting.
  • Recognize when the fiduciary's records reveal a breach of trust.
  • Determine how to prepare for challenges to your fiduciary accounting.
  • Recognize what an accounting shows and does not show.

Major Topics

  • Resolving fiduciary accountings that do not balance
  • Addressing questions about a fiduciary accounting
  • Reviewing other party's fiduciary accounting
  • Preparing for a deposition or trial on your fiduciary accounting

Designed For

CPAs, attorneys, trustees, and trust administrators.

Prerequisite

A basic understanding of fiduciary accountings, their preparation and applicable law, is required. The course FDAF Settled and Approved: Fiduciary Accounting from Start to Finish is recommended.

Advanced Preparation

None.