Estate, trust, and marital disputes frequently differ from business and commercial disputes in that the financial information needed often must be constructed (or re-constructed) from informal records. We can guide fiduciaries, attorneys, and their clients through the daunting task of gathering these records and help convert this data into clear and useful reports. We can also assist in the preparation of required financial reporting, such as trust accounting and the organization and presentation of financial information in prescribed formats.
Here are a few of our services in this area: