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Representing Estate and Trust Beneficiaries and Fiduciaries--2003

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 materials examine new techniques for drafting documents to carry out the underlying intention of testators and settlers in setting the balance of power between trustees and beneficiaries and resolving disputes between them; new causes of action in fiduciary litigation; and new strategies for "bullet-proof" trust distributions when conventional investing, total return thinking, and the current investment climate collide. In addition, the materials provide specific drafting suggestions to favor particular interests, respond to removal and termination issues from both the beneficiary and trustee perspectives, address changes in the law being brought about by the presence of the Uniform Trust Code; review new fiduciary risks in the ERISA area, and consider claims that trustees should be using an "open architecture" investment model. CJ001.

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Coursebook Forms:

Discretionary Distributions Versus Total Return Trusts: Which Is Best?(with Sample Trust Provisions) (0 pp) $29.00

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Drafting to Excess (with Sample Trust Provisions) (0 pp) $29.00

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Coursebook Papers:

Fighting Over Fees: Attacking, Defending, and Resolving (0 pp) $29.00

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Surcharge Litigation Update (0 pp) $29.00

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Risk Management for Trustees: Happy Beneficiaries Equal Empty Court Rooms (Part I) (0 pp) $29.00

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Risk Management for Trustees: Happy Beneficiaries Equal Empty Court Rooms (Part II) (0 pp) $29.00

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Is the Multiple-Manager Setting the Standard? Issues for the Fiduciary (0 pp) $29.00

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The Uniform Trust Code (2000) (0 pp) $39.00

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Ethics and Professional Responsibility: Loyally Representing a Trustee with an Ethical Duty of Loyalty (0 pp) $29.00

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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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