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Disputes: Fiduciary Accounting

Fiduciary Accounting Disputes

When a fiduciary is tasked with acting in the best interests of a beneficiary or class of beneficiaries, differences of opinion about the actions taken or not taken by the fiduciary can often give rise to disputes and allegations of fraud. In general, a fiduciary is accountable to beneficiaries for the proper oversight and administration of a trust or estate. The fiduciary is often required to prepare an accounting of all income and expenses of the trust or estate, including any distributions made to beneficiaries, as well as any gains or losses realized from the investment of assets.

An accurate accounting is not only required by law but also often by the governing trust documents or will. Accurate accounting is also critical in avoiding or resolving fiduciary disputes and protecting the interests of all parties involved.

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