2016 Guardian ad Litem Training Program – Accounting Proceedings (with Exhibits)

Apr
2016
26

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2016 Guardian ad Litem Training Program – Accounting Proceedings

Includes:

OUTLINE

  • Dutchess County Bar Association Guardian Ad Litem Training Program – Accounting Proceedings

CHECKLIST

  • 10 Things a Guardian Should First Check in an Accounting

EXHIBITS

  • Exhibit A
    • Copies of the Official Judicial Accounting Forms prescribed by the Surrogate’s Court Procedure Act
  • Exhibit B
    • Website address for Schedules of Accounts for an estate with trusts
  • Exhibit C
    • Outline 1994 N.Y.S.B.A. Practical Skills Course “Preparation of the Account and Filing the Accounting”
  • Exhibit D
    • Analysis of Trustee commissions in periods before the present 1993 and 2001 amendments
  • Exhibit E
    • Format of a relatively simple Report of Guardian Ad Litem (for the “Susan” Estate)
  • Exhibit F
    • Report of Guardian ad Litem with Schedule by Schedule comments
  • Exhibit G
    • Report of Guardian ad Litem with Extensive Discussion of Jurisdictional Issues

 

 

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