Sometimes it happens... you and your attorney client just have to part ways.

This can be a difficult process to navigate, but we are here to talk your through it!

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If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

In this episode, we dive into the complexities of trust compliance across different states in the U.S.

Join us as we look at key regulations, the differences in compliance requirements, and the importance of understanding state-specific laws when managing trusts.

Join us on our trust compliance journey with this map!

Timestamps:

[03:15] Understanding Trust Compliance

[08:45] Key Differences Between States

[14:30] Common Challenges in Compliance

[19:50] Best Practices Tips and strategies for ensuring compliance, including the importance of consulting legal professionals and staying updated with state regulations.

[24:10] Case Study: Trust Compliance in California vs. Florida

[30:00] Legal Implications of Non-Compliance

[35:25] Resources for Staying Informed

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Be sure to subscribe for more episodes!

Find us on YouTube as well!

If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

It can be a big decision for an attorney to hire on an external legal accounting firm, but in this episode, we are going to discuss why it is also the most beneficial decision for your firm.

Be sure to subscribe for more episodes!

Find us on YouTube as well!

If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.