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Representing Estate and Trust Beneficiaries and Fiduciaries

This advanced set of course materials is designed for corporate fiduciary counsel and trust officers, attorneys from law firms that advise fiduciaries and beneficiaries, estate and trust litigators, and estate planning and estate and trust administration professionals. The materials cover new techniques for advancing the interests of fiduciaries and beneficiaries, new causes of action in fiduciary litigation, and alternative investment and distribution strategies for fiduciaries. The materials also explore practical aspects of discovery, expert witness testimony, and offshore litigation issues. The impact of the Uniform Prudent Investor Act and the Uniform Principal and Income Act are considered, and the practical realities and risks of incorporating "total return" into trust administration and investment are unraveled. Papers in this set of materials provide specific drafting suggestions to avoid later problems and discuss planning at both the drafting and administration stages to help resolve future disputes without litigation. The materials offer practical suggestions for attorneys assisting beneficiaries who are dissatisfied with fiduciaries, while also providing corporate fiduciaries with strategies for managing beneficiary complaints.

Purchase this digital coursebook for: $125.00 Add to Cart

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Coursebook Papers:

Foreign Trusts Created by U.S. Persons (0 pp) $29.00

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Drafting Trust Agreements and Structuring Fiduciary Administration to Avoid Future Problems (0 pp) $29.00

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Alternative Investments and Trust Investment Strategies (0 pp) $29.00

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Creative Settlements (0 pp) $29.00

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Ethics for Fiduciary Counsel (0 pp) $29.00

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Steering the Fiduciary Past the Shoals of Surcharge: Advice to Trustees And Their Advisors (0 pp) $39.00

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Discovery in Probate Litigation (0 pp) $29.00

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Living with the Total Return Litigation Threat (0 pp) $29.00

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New Causes of Action in Estate & Trust Litigation (0 pp) $29.00

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Fiduciary Litigation Update (0 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.