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Representing Estate and Trust Beneficiaries and Fiduciaries--2004

These materials are designed for corporate fiduciary counsel and trust officers, attorneys with law firms that advise fiduciaries and beneficiaries, estate and trust litigators, estate planning and estate and trust administration professionals, and those concerned with fiduciary issues in the ERISA context.The papers cover the myth of investing for total return; fiduciary procedures that build beneficiary buy-in;hot topics in fiduciary litigation strategy; techniques for probate court controversies, and the impact of domestic partnerships. CK004

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Coursebook Forms:

Confidentiality Agreements: How Confident Are You? (with Sample Provisions) (0 pp) $29.00

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Coursebook Papers:

Mediation in Probate Court (34 pp) $29.00

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Hot Topics for Trustees as seen from England and Wales (12 pp) $29.00

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Using Fiduciary Procedures To Build Beneficiary Buy-In (20 pp) $29.00

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The “4-1-1” on I.R.C. Section 2036 and Uniform Trust Code Section 411(a) (18 pp) $29.00

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Sections of the Uniform Trust Code (20 pp) $29.00

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The Continuing Erosion of the Attorney-Client Privilege in Trust and Estate Litigation (14 pp) $29.00

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The Impact on Estates and Trusts of the New Domestic Partnership Enactments (8 pp) $29.00

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A Study in Professional Conflicts: Representing the Decedent’s Fiduciary, the Decedent’s Beneficiaries, and the Decedent’s Spouse (58 pp) $39.00

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Back to the Future: Is Total Return Investing Old Fashioned? (26 pp) $29.00

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Risk and Private Foundation Trustee: From Sleepy to Sleepless (18 pp) $29.00

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Tax Considerations of Settling Estate and Trust Disputes (10 pp) $29.00

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New Horizons in Fiduciary Risk (56 pp) $39.00

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The Trustee’s Right To Defend Itself: Is There Restraint on Alienation? (6 pp) $29.00

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The Uniform Trust Code (2000) (42 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
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Coursebook Subscription - Estate Planning
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To view a complete list of course materials included in each subscription, click the practice area you are interested in.