Accounting Proceedings


In an accounting proceeding, a trustee or executor will be called upon to prove that he or she has properly managed the business 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 often 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.

Mark D. Stern has extensive experience in Accounting Proceedings and all matter of Estate Law. Contact our firm to see how we can put our knowledge and expertise to work for you. Call us at 845-294-7990 or to contact us via email, click here.