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SL&A’s Trust and Estate Litigation Advisory Group (TELAG) provides valuation, forensic accounting and financial investigations to counsel for disputes involving wills, trusts, family office operations, bankruptcy estates, assignments for the benefits of creditors and agricultural trusts. Litigation matters arise from violations of the California Probate Code, the Uniform Probate Code, the National Fiduciary Accounting Standards Project, the Uniform Prudent Investor Act, the Uniform Principal and Income Act, the Uniform Fraudulent Conveyance Act, the Uniform Fraudulent Transfers Act, other state fraudulent transfer laws, the U.S. Bankruptcy Code including 11 USC §548 and §550, the Employee Retirement Income Security Act of 1974 (“ERISA”), the Perishable Agricultural Commodities Act (“PACA”), the Dodd-Frank Act (§203), the Investment Advisors Act of 1940 and the U.S. Internal Revenue Code.*
*Note that SL&A is not a tax advisor nor does it provide tax advice of any kind.