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Representing Estate and Trust Beneficiaries and Fiduciaries

Purchase this digital coursebook for: $125.00 Add to Cart

Coursebook Forms:

The Ethics of Releases and Other Self-Serving Stuff (with Sample Provisions) (2017) (16 pp) $29.00
By Howard J. Castleman Shari A. Levitan

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Basis Waste Exposure in Current Trusts (with Sample Provisions) (2017) (26 pp) $29.00
By Christiana N. Gianopulos

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Coursebook Papers:

Notable State Law Developments (32 pp) $29.00
By Jeffrey N. Pennell

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No-Contest Contests (16 pp) $29.00
By Elizabeth E.W. Weinewuth Emily S. Pan Lisa Babish Forbes

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When the Gloves Come Off—Litigators’ Practical Tactics for Dealing with the Delinquent and Defending the Diligent (14 pp) $29.00
By Elizabeth E.W. Weinewuth Emily S. Pan Glenn Dowd Lisa Babish Forbes

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Considerations in Estate Planning—The Ethics of the Usual and the Questionable (52 pp) $39.00
By Jeffrey Roberts Sara Goldman Curley

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Death Is No Excuse: Using Postmortem Planning to Minimize Taxes (54 pp) $39.00
By Amy Kanyuk

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Minimizing or Eliminating State Income Taxes on Trusts (194 pp) $49.00
By Richard W. Nenno

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Benchmarking and Monitoring For Trustees - Slides (14 pp) $29.00
By Paul L. Comstock

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Latent Liability: The Investment Management Agreement Lurking in the File (34 pp) $29.00
By Steven M. Fast Joanna Targonski

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Fifty Shades of Fix - Modifying Irrevocable Trusts to Limit Liability (36 pp) $29.00
By Caitlin Abram

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Is Monte Carlo Dead, Misunderstood, or Alive and Well? Financial Modeling: Use and Misuse in Investment Decisions, Distribution Decisions, and Risk Metrics (24 pp) $29.00
By Donald P. DiCarlo, Jr. Lynn C. Halpern Patrick S. Boyle Thomas J. Pauloski

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Additional Materials - Litigation Round-Up - Outline (32 pp) $29.00
By Dominic J. Campisi

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Additional Materials: Litigation Round-Up - Slides (12 pp) $29.00
By Dominic J. Campisi

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