Get unlimited CLE access all year for just $150! Get your pass when you 
Register now for immediate access to this program.
Register NowAlready Registered?
LoginJUMP TO:
Price
$25
for Members
$55
for Non-Members
$0
for SDCBA Law Student Members
$0
for Patron Members
$0
for CLE All-Access Pass
65 minutes
Date Published
August 12, 2021
Publisher
San Diego County Bar Association
Subjects
Estate Planning, Probate/Trust
Questions
For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.
JUMP TO:
Summary
Presented by:
The Estate Planning, Trust & Probate Law Section of the San Diego County Bar Association
This program is worth 1.0 General MCLE Credit
Featuring:
Erin M. Carlson, JD, LLM, Tax Manager
Rebecca L. Van Loon, Esq., Partner- Solomon Ward Seidenwurm & Smith LLP
Moderator: Steffi Gascón Hafen, Esq.
Our expert panel will discuss the ins and outs of fiduciary accountings, including
- Required format and content
- Impact of the California Uniform Principal and Income Act
- When fiduciary accountings are required
- Who is entitled to demand or receive the accounting
- Presentation to the court and court approval
The SDCBA is committed to ensuring that all aspects of our events are accessible and enjoyable for all. If you require any accommodations, please contact us at mcle@sdcba.org.
Not a member? Join today or contact our Member Services Department at (619.231.0781 ext. 3505) to take advantage of discounted pricing on all SDCBA programs and events.
Program Titles and Supporting Materials
This program contains the following components:
Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.
How to Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.
Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.
More
Refund Policy
SeminarWeb and San Diego County Bar Association programs are non-refundable.
Privacy Statement
We respect and are committed to protecting your privacy. Read Statement.
YOU MAY ALSO BE INTERESTED IN...
Elder Financial Exploitation
Self-Paced Online
Annual Update on New Cases and Legislation
Self-Paced Online
2023 Taxation Issues for High Net Worth Trusts and Estates
Self-Paced Online
Following the Money
Self-Paced Online
Asset Protection Planning
Self-Paced Online