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Representing Estate and Trust Beneficiaries and Fiduciaries

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Coursebook Papers:

Table of Contents

The Black Swans (and other Clichés) Have Come Home To Roost: Trustee Liability in a Sigma Seven World (54 pp) $39.00
By Dominic J. Campisi

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Trustee’s Duty to Disclose to Beneficiaries (12 pp) $29.00
By David R. Hodgman, Esquire

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Get Me to the Court on Time: Jurisdiction and Choice (30 pp) $29.00
By Keith J. Hesse, Esquire

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Modifying Irrevocable Trusts (44 pp) $29.00
By Robert E. Hamilton, Esquire

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Exculpation and Proaction (26 pp) $29.00
By Charles W. Pieterse, Esquire

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The Demand to Decant: Protecting the Trustee (96 pp) $39.00
By Karen K. Mackay, Esquire

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Can Estate Planners and Trust Administrators Offer Help to Trust Beneficiaries Who Want to Learn to Make Positive Life Planning Decisions? (16 pp) $29.00
By Robert Whitman

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Fiduciary Burnout: Spotting and Fixing Before Being Burned (14 pp) $29.00
By Mark S. Braunsdorf

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Managing Difficult Beneficiaries (6 pp) $29.00
By Mark S. Braunsdorf

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Does Diversification Require Sophisticated Assets? (26 pp) $29.00
By Suzanne L. Shier, Esquire

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Risk Management for Trustees: Becoming Ill-Suited for Litigation (36 pp) $29.00
By John T. Brooks, Esquire

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Smoothing Rule Warm-Up: Is the 12-Trailing Quarters Rule Now Irrelevant? (16 pp) $29.00
By Brian D. Wodar

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Yale Envy: Alternative Investments in Spending Portfolios (28 pp) $29.00
By Stephen Campisi, CFA

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Factors to Consider in Litigating Total Return Trust Cases (40 pp) $29.00

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Communicating Complex Planning (106 pp) $49.00
By Robert A. Romanoff

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Transmitting Wisdom Along With Wealth (20 pp) $29.00
By Lauren J. Wolven, Esquire

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Fiduciary Burnout: Spotting and Fixing Before Being Burned-supplemental material (22 pp) $29.00
By Mark S. Braunsdorf

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The Demand to Decant: Protecting the Trustee-supplemental material (84 pp) $39.00
By Karen K. Mackay, Esquire

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Exculpation and Proaction-supplemental material (16 pp) $29.00

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Settlor Intent: Who Cares Anymore?-supplemental material (16 pp) $29.00
By James R. Carey

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Advising the Beneficiary Litigant: When to Raise and When to Fold-supplemental material (24 pp) $29.00
By Howard M. Helsinger, Esquire

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