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Representing Estate and Trust Beneficiaries and Fiduciaries--2007

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Coursebook Papers:

Table of Contents

Fiduciary Litigation Update: Survey of Current Law (76 pp) $39.00
By Dominic J. Campisi, Esquire

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New Rubric of Risk: Unfair Trade Practices (12 pp) $29.00
By Mark E. Swirbalus

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Case Studies in Advanced Investment Planning (22 pp) $29.00
By Leonard H. Hersh, Esquire

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Diversification vs. Compensated Risk (16 pp) $29.00

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Emerging Issues under the Prudent Investor and Principal and Income Acts (44 pp) $29.00
By Susan Porter, Esquire

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Prudence—From Fuzzy to Precise (20 pp) $29.00

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Current Challenges Regarding Spending Policy (12 pp) $29.00

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Material on Powers of Attorney (10 pp) $29.00
By Debra J. Berns

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Making Retirement Benefits Payable to Trusts (68 pp) $39.00
By Natalie B. Choate, Esquire

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Sorting Out Receipts and Releases (58 pp) $39.00

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The Nuts and Bolts of Lawyers In a Law Firm Serving as Trustees (34 pp) $29.00
By John H. Clymer, Esquire

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Lawyer As Trustee (8 pp) $29.00
By Paula M. Jones

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The Lawyer-Trustee, Investment Obligations and The Investment Advisers Act of 1940 (14 pp) $29.00
By Hanson S. Reynolds, Esquire

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Registration Under the Investment Advisers Act of 1940 (8 pp) $29.00

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Lawyers Serving As Trustees and the UTC (8 pp) $29.00

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Lawyer As Trustee (20 pp) $29.00
By Susan L. Repetti, Esquire

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The Trust in Spanish and Italian Private International Law (24 pp) $29.00

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Transfer Tax Aspects of Settlements: Trust & Estate Litigation (26 pp) $29.00
By Julie K. Kwon

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Delegation and Investment in Affliliated Mutual Funds (16 pp) $29.00

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New Compliance Concerns for the Charitable Trust Plan (17 pp) $29.00
By Grace Allison

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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

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