california trust accounting requirements

A CPA meeting with a trustee to put together a trust accounting.

Key California Trust Accounting Requirements

September 22, 2022 by Marcia Campbell Team

A trustee wields considerable power over a trust. However, there are mechanisms in place to ensure a trustee is adhering to the law and complying with the trust document. One such mechanism is a trust accounting. Here is what to … Read More

Blog | Trust Accounting

Trust Accounts: How Long Does It Take to Distribute Assets?

August 25, 2022 by Marcia Campbell Team

When should a beneficiary expect distribution from trust accounts? It can be difficult without considerable expertise. The process can be complicated, and knowing what to anticipate can help to relieve the stress and emotions associated with it. Here is what … Read More

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california trust accounting requirements