Trusts & Estates
In this Special Report: "Top 10 Developments, Lessons and Reminders of 2019," "How Annual Trust Accountings Can Help Trustees Minimize Risk" and "Tax Scams and the General Population."
January 21, 2020 at 01:30 PM
1 minute read
Review some of the significant developments, lessons and reminders from 2019.
It is in the best interest of trustees to take proactive measures to protect themselves against potential lawsuits and other liabilities. One of the most effective ways of accomplishing this is through annual trust accountings.
The IRS each year puts together a list of the most dangerous scams and calls the list the "Dirty Dozen." Some that may catch the reader or a client are discussed here.
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