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Representing Estate and Trust Beneficiaries and Fiduciaries--2005

In these course materials, experienced faculty examines hot topics in fiduciary litigation strategy; the myth of investing for total return; fiduciary procedures that build beneficiary buy-in; the effect of domestic partnerships; and the erosion of the attorney-fiduciary privilege. CL003

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Coursebook Forms:

Drafting and Administering the Special Needs Trust (With Sample Provisions) (2005) (17 pp) $29.00

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What OCC Regulation of Corporate Fiduciaries Means to the Practicing Attorney (With Environmental Questionnaire) (15 pp)

Coursebook Papers:

The Uniform Trust Code (2000) (75 pp) $39.00

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Lessons from the UTC Controversies (25 pp) $29.00

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Corporate Trustees Welcome the Adoption of the Ohio Uniform Trust Code (6 pp)

Fiduciary Class Actions: Will You Be Ready for Federal Court? (11 pp) $29.00

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How Trustees Operate under Prudent Investor and Principal and Income Rules (35 pp) $29.00

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Classifying Trusts, Anstalts, and Stiftungs – When Is a Trust Not a Trust? (17 pp) $29.00

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Structuring Ownership of Privately-Owned Businesses: Tax and Estate Planning Implications (63 pp) $39.00

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Representing Beneficiaries of Trust and Other Fiduciary Accounts in Litigation against Corporate Fiduciaries (81 pp)

Choice of Situs for Itinerant Trustees and Peripatetic Beneficiaries (33 pp) $29.00

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Making Waivers Work: Joint Representation (24 pp) $29.00

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Making Waivers Work: Release Provisions and Exculpatory Clauses (9 pp) $29.00

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The Regulatory Environment: Developments and Strategies for New Challenges Facing the Professional Trustee (18 pp) $29.00

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Course Materials Subscription

Purchase a course materials subscription and get this book and many more for one low price. The above course materials are part of the following Practice Area subscriptions:

Coursebook Subscription - Civil Litigation
Price: $399.00 Add to Cart

Coursebook Subscription - Estate Planning
Price: $399.00 Add to Cart

To view a complete list of course materials included in each subscription, click the practice area you are interested in.