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Representing Estate and Trust Beneficiaries and Fiduciaries

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Coursebook Forms:

Deconflicting in Representing Multiple Generations, Entities, and Interests (With Sample Joint Representation Letter) (10 pp) $29.00
By Leiha Macauley

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First Codicil to Last Will and Testament (6 pp) $29.00

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Coursebook Papers:

Table of Contents

A Laundry List of Matters to Consider in Connection with Holding Real Property in Trust (10 pp) $29.00
By Dennis R. Delaney

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Significant Nontax Estate Planning Issues (36 pp) $29.00
By Jeffrey N. Pennell

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Case Law Under the Uniform Trust Code: 2008-2010 (20 pp) $29.00
By David M. English

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Some of the Best Estate Planning Ideas We See Out There (That Also Have the Merit of Playing Havoc With Certain 'Conventional Wisdom') (420 pp) $49.00
By S. Stacy Eastland

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When Co-Trustees Disagree (4 pp) $29.00
By Brian D. Bixby

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Laches: Elements of the Defense and Practical Considerations (36 pp) $29.00
By Daniel J. Buckley Phillip J. Smith, Esquire

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Laches, the Statute of Limitations and Trusts (76 pp) $39.00
By Robert Whitman

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Do I Have a Duty to Delegate? (6 pp) $29.00
By Steven M. Fast

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Some Thoughts Provoked By “A Long Story” (6 pp) $29.00
By Julian W. Walker, Jr.

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Using Taxes to Resolve Estate and Trust Disputes (10 pp) $29.00
By Joshua S. Rubenstein, Esquire

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Trust Planning and Administering Through an Asset Protection Lens (76 pp) $39.00

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Generation Skipping Transfer Tax Mistakes — Avoiding Them Before They Happen and Fixing Them After They Happen (16 pp) $29.00
By Susan R. Schoenfeld

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Managing Trusts in Uncertain Times (58 pp) $39.00
By Joseph A. Pucci, Jr. Leiha Macauley Thomas J. Pauloski

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For Whose Benefit? (30 pp) $29.00
By Raymond H. Young, Esquire

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State Fiduciary Income Tax Issues (38 pp) $29.00
By Virginia F. Coleman

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Fiduciary Income Taxation – Recent Developments (8 pp) $29.00
By Donald P. DiCarlo, Jr.

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Planning for Liquidity in Estates Holding Closely-Held Business Interests — Loans (22 pp) $29.00
By Lisa M. Rico

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Post-Mortem Access to Funds from Closely Held Business Interests (16 pp) $29.00
By Lisa M. Rico

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Estate Planning Current Developments and Hot Topics (handout) (160 pp) $49.00
By Steven M. Fast

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Some of the Best Estate Planning Ideas We See Out There (handout) (66 pp) $39.00
By S. Stacy Eastland

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Do Trusts Do What They're Supposed To Do? (handout) (8 pp) $29.00
By Susan S. Locke

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Litigating Laches (handout) (18 pp) $29.00
By Daniel J. Buckley Phillip J. Smith, Esquire

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Fiduciary Liability (handout) (36 pp) $29.00
By Dominic J. Campisi

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Trust to Trust Transfers and the Trustee's Duty of Loyalty (handout) (30 pp) $29.00
By George L. Cushing, Esquire

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