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Representing Estate and
Trust Beneficiaries and Fiduciaries

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Coursebook Papers:

Table of Contents

Hot Topics in Tax, Ethics, and Trust Administration (28 pp) $29.00
By Jeffrey N. Pennell

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Trusts with Multinational Contacts (30 pp) $29.00
By Suzanne L. Shier, Esquire

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Restatements and Uniform Laws: Two Decades of Evolution and Redirection (6 pp) $29.00
By Professor Edward C. Halbach, Jr.

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Discretion: You May Not Have What You Think You Have (24 pp) $29.00
By Charles A. Redd, Esquire

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Trust Protectors, Special Trustees, and New Thinking (24 pp) $29.00
By Richard C. Ausness

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Managing Modest-Sized Family Trust Portfolios: Issues in Income Adequacy and Portfolio Sustainability (62 pp) $39.00
By Patrick J. Collins, PhD,CLU,CFA

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Virtual Assets (12 pp) $29.00
By Victoria D. Blachly, Esquire

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Recent Bank Regulations Affecting Fiduciaries (16 pp) $29.00
By Susan S. Locke

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Regulation of Bank Trust Departments and Trust Companies: Let Us Count the Ways (10 pp) $29.00
By Amy Bernstein

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The Dodd-Frank Act and International Estate Planning (8 pp) $29.00
By Phoebe A. Papageorgiou

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Representing Trusts and Beneficiaries – Who Pays the Tax? (18 pp) $29.00
By Laura H. Peebles

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Tax Perils for Trustees (16 pp) $29.00
By Edward Krzanowski

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Estate and Trust Mediation: A Guide for Advisors and Fiduciaries (60 pp) $39.00
By Roselyn L. Friedman

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Residuary Beneficiaries are Beneficiaries, Too (18 pp) $29.00
By Scott Bieber

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Fiduciary Accounting Statutes for the 21st Century (36 pp) $29.00
By Robert Whitman

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Influence: Due or Undue? (58 pp) $39.00
By Gregory W. MacKenzie

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Virtual Asset Planning (32 pp) $29.00
By Victoria D. Blachly, Esquire

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Reference List (10 pp) $29.00

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Fiduciary Litigation Now (36 pp) $29.00
By Dominic J. Campisi

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Trust Protectors, Special Trustees, and New Thinking (16 pp) $29.00
By Richard C. Ausness

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Pro-Bias: Choosing Trustees For Their Bias (6 pp) $29.00
By Steven M. Fast Edward Krzanowski

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The Brown Family Mediation (A Role Playing Case Study) (20 pp) $29.00
By Roselyn L. Friedman

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What is the Trustee's Duty to Inform Beneficiaries? (18 pp) $29.00
By Howard M. Helsinger, Esquire

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Trusts with Multinational Contacts (14 pp) $29.00
By Jean Langie Suzanne L. Shier, Esquire

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Influence: Due or Undue? (52 pp) $39.00
By Gregory W. MacKenzie

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Managing Risk Management for Trustees and Other Fiduciaries (20 pp) $29.00
By Michael D. Whitty

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