Accounting: Trusts & Estates
In addition to preparing federal tax returns related to estates and trusts (see the IRS/ Tax Matters page under “Services”), the firm prepares formal accountings under the Florida Uniform Fiduciary Income and Principal Act (until 2024, the Florida Uniform Principal and Income Act). Many times the firm is engaged by other estate attorneys to serve the accounting function in their estate and trust administration engagements. The firm is also frequently engaged by non-fiduciary beneficiaries to determine whether formal accountings and accounting records have been correctly prepared. Good accounting records can be the key to avoiding expensive litigation. Good accounting knowledge can be the key to determining whether a beneficiary has received the correct amount of money and assets.
Why Hickok Law?
Robert Hickok
Robert is the Founder and President of Hickok Law Firm, P.A. From the University of Florida he holds a B.S. and an M.S. in Accounting, a J.D., and an LL.M. in Taxation. He is a lawyer and a CPA. Robert sits on the advisory board of the Greater Delray Beach Chamber of Commerce and was formerly the Finance Chair of the Chamber. Robert has been practicing law and accounting since 2004.
Lauren Hickok
Lauren works from home and manages the firm’s bill payment and bookkeeping functions. She homeschools three of the four Hickok daughters, manages the household, and otherwise allows Robert to spend more time at his desk being responsive to clients. From Palm Beach Atlantic University, she holds a B.S in Business Marketing and an M.S in Counseling Psychology.