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Representing Estate and Trust Beneficiaries and Fiduciaries

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Coursebook Forms:

Planning and Administering for the Dysfunctional Family (With Sample Trust Provisions To Guard Against Certain Behaviors) (28 pp) $29.00
By Glen A. Yale

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IRS Enforcement Priorities: Staying Out of the Line of Fire! (With form 706 Pre-Filing Checklist) (42 pp) $29.00
By Charles P. Rettig

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Walking the Plank Without Falling in the Muck: Ethical, Malpractice, and Practical Issues in Representing Trustees (With Sample Engagement Letters, Checklists, and Questionnaires) (148 pp) $49.00
By John A. Hartog

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Towards a New Generation of Best Practices Concerning Providing of Information to Beneficiaries: Receipts and Releases and Fiduciary Accounting (With Sample Receipts and Releases) (42 pp) $29.00
By Robert Whitman

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Coursebook Papers:

Table of Contents

Issues in the Courtroom: The Litigation Landscape (42 pp) $29.00
By Dominic J. Campisi

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Case Law Under the Uniform Trust Code (26 pp) $29.00
By David M. English

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Seeking Uniformed Consent to the Routine: Is It Self-Dealing? (8 pp) $29.00
By Steven M. Fast Steven G. Margolin

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Transfer Tax Aspects of Settlement (42 pp) $29.00
By Julie K. Kwon

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Renegotiating the Irrevocable Trust: Amending, Decanting and Judicially Modifying (22 pp) $29.00
By Patricia H. Char William R. Burford

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Lawsuits - From Both Sides Now: Litigation Concerning Common Trust Fund Conversions and Investments in Affiliated Mutual Funds (18 pp) $29.00
By Derek G. Howard James C. Martin

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Managing Disputes with the Media in Mind (6 pp) $29.00
By Douglas R. Brown

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The Attorney-Client Privilege in Trust Litigation: Can a Trustee Keep Communications With His Attorney Confidential? (14 pp) $29.00
By James Sicilian

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The Prudent Investor in Hindsight (38 pp) $29.00
By Christopher P. Cline

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Prudence: What Are the Odds? 3 to 1? (8 pp) $29.00
By Donald P. DiCarlo, Jr. Steven M. Fast

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Managing 'Carrot and Stick' Provisions: Selected Fiduciary Issues in Drafting and Administering Trusts With 'Incentive' Provisions (38 pp) $29.00
By Nancy G. Henderson

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Investment Managers: What It Takes for Prudent Selection, Delegation and Monitoring (10 pp) $29.00
By Patrick J. Collins

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Communicating Complex Planning (37 pp) $29.00
By Tim Voorhees

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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.