Trust accounts serve a critical function in the administration of trusts over time but are often forgotten or overlooked. When accounts are prepared, they often lack the proper information or are prepared in a format that obscures or omits critical information. Hear the faculty provide a broad overview of the accounting process, discuss the preparation process and what to include, review considerations in distributing trust accountings and obtaining releases, and consider contests and other potential litigation issues.
Course Content
12:00 - 12:10 pm - Welcome and IntroductionLuke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
12:10 - 1:00 pm - Basics of Trust Accountings & Where to Look for Key Provisions
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
1:00 - 1:50 pm - The Trust Company Perspective
Annette K. Eaton, Esq.,
The Northern Trust Company, Boston
1:50 - 2:00 pm - Break
2:00 - 2:50 pm - Contesting Trust Accounts In and Out of Court
Seth J. Urbanoski, Esq.,
Hachey Urbanoski LLC, Boston
2:50 - 3:00 pm - 'Ask the Experts' Q&A Session and Key Takeaways
Speaker(s)
ChairLuke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
Faculty
Annette K. Eaton, Esq.,
The Northern Trust Company, Boston
Seth J. Urbanoski, Esq.,
Hachey Urbanoski LLC, Boston
