Preparation of Article 81 Accounting and Surviving the Examination | Pre-Recorded


SKU: 2015-22 Category:


This course will cover the basics of preparing an annual accounting for Article 81 guardianship cases. Areas covered include but are not limited to; record keeping to avoid math jitters, how to handle the individual schedules, pitfalls and tips on documenting transactions, the examination process (what to expect) and a separate presentation by an experienced accountant devoted to de-mystifying brokerage statements and how to report brokerage statement related items on the annual accounting.


3 MCLE Credits (3 Skills)

Program Coordinator

Robin Goeman, Esq.


Peggy Barnabel, Esq.
Laura Messiana, Esq.
Marc B. Freedman, CPA


BBA Elder Law Committee