Navigating Trust Accounting Disputes Successfully

<p>Trust accountings are intended to provide transparency, but they can also become a focal point for disputes between trustees and beneficiaries.</p><p> In this episode of The Balancing Act podcast, Jessica Nadler, JD, CPA, Partner and Leader of SingerLewak’s Trust &amp; Estate Practice, sits down with Kendal Fletcher and Bryan M. Wittlin, Partners in Sheppard&#39;s Fiduciary Litigation Group, to discuss the intersection of trust accountings and trust litigation.</p><p>Together, they explore common sources of conflict, fiduciary duties and beneficiary rights, what beneficiaries should expect from a trust accounting, and some of the practical issues that arise during trust administration. They also discuss how clear communication and transparency can help identify issues early and potentially reduce the likelihood of disputes.</p><p><br></p><p><strong>Numbers Don&#39;t Lie Series: </strong><a href="https://singerlewak.com/numbers-dont-lie/" target="_blank" rel="ugc noopener noreferrer">⁠singerlewak.com/numbers-dont-lie/⁠</a></p><p><strong>Follow us on LinkedIn for updates</strong>: <a href="https://www.linkedin.com/company/singerlewak-llp/" target="_blank" rel="ugc noopener noreferrer">⁠SingerLewak LLP | LinkedIn⁠</a></p><p><strong>Subscribe to our podcast on Spotify or Apple Podcasts</strong>: The Balancing Act Podcast with SingerLewak | Podcast on Spotify</p><p><strong>Subscribe to our YouTube channel: </strong><a href="https://www.youtube.com/@SingerLewak" target="_blank" rel="ugc noopener noreferrer">⁠www.youtube.com/@SingerLewak</a></p><p><br></p>