What all fiduciaries need to know, or at least be aware of, regarding important timing and tax issues
when considering closing and/or finalizing an estate or trust to avoid liability and unhappy beneficiaries.
B1 – Timing and Tax Issues for Finalizing Estates and Trusts
Speakers
John Grimes, CPA, CFE, CLPF, NCG
Grimes and Company
Certified Public Accountant, Certified Fraud Examiner, Calif. Licensed Professional Fiduciary and National Certified Guardian with 32 plus years accounting experience combined with 25 plus years of estate and trust administration.
Experienced in estate & trust tax matters, forensic accountings, court accountings and trust administration in litigious environments. Frequently serving as a qualified expert witness in multiple counties on estate and trust tax and administration matters, including fiduciary responsibilities. Continuing educational instructor for estate attorneys and professional fiduciaries with a focus on providing consulting to attorneys and professional fiduciaries in their duties and responsibilities.