Understanding Your Trust: A Guide for New Trustees
If you have recently been named trustee, you may be facing a stack of paperwork, and very little guidance on where to start.
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Services: Outsourced Accounting, Private Client Services
Industries: Nonprofit, Professional Services
Natalie Keam is a Senior Manager with BPM’s Outsourced Accounting Services group, specializing in Fiduciary Accounting and nonprofit consulting.
She manages the preparation of accountings for matters related to probate, estates, trusts, conservatorships and guardianships in accordance with the local probate code. She has extensive experience in collaborating with professional and private fiduciaries and attorneys. Her goal is to provide comprehensive and timely accountings on behalf of the fiduciary that clearly tells the story of what happened to the assets marshalled for the beneficiaries and court.
For nonprofits, she provides a range of services from supporting the implementation/improvement of accounting workflows and systems to transaction processing, and month-end closings and reporting.
Natalie Keam holds an active CPA license in California.
Natalie participated in BPM’s India Rotation Program in Fall 2023, living in Bengaluru for eight weeks and completing the city’s half marathon. In her free time, she enjoys attending local community events, eating delicious foods, traveling the world and being active outdoors.
BA/Accounting and Finance – University of Hawaii
If you have recently been named trustee, you may be facing a stack of paperwork, and very little guidance on where to start.
Learn More
This article covers the key fiduciary tax duties trustees face, from filing requirements and income allocation rules to common pitfalls that catch well-intentioned trustees off guard.
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This article explains what to expect when working with a fiduciary accountant, including records, timelines, tax filings, and trust or estate support.
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