Contested Accountings

In an accounting proceeding, a trustee, executor, or other fiduciary will be called upon to prove that he or she has properly managed the property of an estate or trust. A beneficiary may claim that a trust lost money because of bad investment strategies, payment on claims that should not have been paid,  or may argue that tax issues and consequences of tax elections have not been properly considered.

An accounting proceeding frequently examines many years of financial records and hundreds of pages of financial documents. Because of the scope and detailed nature of the work, accounting proceedings can be very expensive to litigate. It requires a trust and estate litigation lawyer with an in-depth understanding of trust and estate administration and who knows what information is important and what is not.

At Schulman Law, PLLC we focus on the key issues in order to get results sooner than might be achieved by less knowledgeable lawyers. Our extensive experience in trust and estate administration and trust and estate litigation contributes to our effectiveness in accounting proceedings.