AICPA vs Probate

A litigation attorney appeared in court for his client with an accounting for a trust. The accounting covered the period of 2008 to 2012 and was prepared by a CPA in the San Diego Area. The probate court rejected this … Read More

The Oldest Child Syndrome

Mom and Dad had a trust and they chose their oldest child, who lives three hours away, as their successor trustee. When Mom and Dad died, the oldest child took over the bank accounts, brokerage accounts and got in touch … Read More

Protecting Against Fraud & Family

Miss H celebrated her 103rd birthday. When she was first brought to my attention, she was living by herself in her own home. Even though she had family nearby, they didn’t see her unless they wanted money. They didn’t keep … Read More

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