Join the CalCPA Estate Planning State Committee and guest speakers Scott Rahn and Gary Krausz for this session designed for CPAs and accounting professionals who work with trustees, executors, and conservators and want a deeper understanding of how fiduciary accounting becomes the focal point of trust and estate disputes.

Led by a seasoned trust and estate litigator alongside an experienced accounting professional with extensive forensic, audit, and litigation support expertise, this program examines the real-world issues that most often lead to contested accountings. Drawing from actual cases, the presenters will explore how accounting practices, documentation decisions, and communication choices can either reduce risk or unintentionally escalate conflict.

The program focuses on the practical role CPAs play on the front end: helping fiduciaries anticipate scrutiny, comply with legal and fiduciary expectations, and present accountings that withstand challenge.

This course will award CPE (as earned). If you'd like to register for the free version that des not award CPE, choose this course: