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CA
The duty no one warns fiduciaries about
['Michael Kulbak']
Investment Executive
What almost no one anticipates is that one of their most important legal obligations is preparing a complete fiduciary accounting.
They are all fundamental components of estate administration.
A case studyMarnie was appointed as her father’s attorney under a Continuing Power of Attorney for Property after he began experiencing cognitive decline.
What Marnie believed would be a routine estate administration became an expensive reconstruction of four years of financial activity.
It becomes the foundation upon which the estate administration begins.