Loring and Rounds: A Trustee's Handbook (2022) is an invaluable practical resource that addresses the rights, duties, and obligations of the parties once the trustee takes title to trust property. This Handbook steers you through this complex field, providing property owners with a mechanism for seeing to the needs of beneficiaries in cost-effective, creative, efficient, and flexible ways. Loring and Rounds: A Trustee's Handbook (2022) is a handy, ready reference, and a gateway to the treatises, restatements, law review articles, uniform statutes, and cases you need to know. This fully integrated and bound volume of the Handbook brings you up to date on the latest cases, statutes, and developments, as well as new or updated discussion of topics as follow: The Handbook continues the lengthy process of pruning some of the deadwood; significant exposition has been cut, revised, or combined. In sum, the Handbook is now even leaner, meaner, and more usable than ever. In addition, numerous new cases and secondary sources have been added. These include the following: In the 2022 Edition, there are 91 judicial-decision references and 186 footnotes that were not in the 2021 Edition. Forty pre-existing footnotes have been revised along with their accompanying texts. There has been a major across-the-board expansion, re-organization, renovation, consolidation, coordination, and updating of the content devoted to the intersection of trust law and constitutional (U.S.) law. We have, for example, opened up a whole new section devoted entirely to relevant taking and due process jurisprudence. See §5.3.1A and its sub-sections. The Handbook's treatment of the Domestic Asset Protection Trust (DAPT) has been beefed up and consolidated in §9.28. While the Handbook has had much to say about the equitable doctrine of unclean hands as it pertains to trustee conduct, there has been little on its applicability to beneficiary conduct. This oversight has been corrected. See §§ 5.5 & 7.1.9. All this, and much more is included in the 2022 Edition of the Handbook.
To be sure, “[h]aving multiple decision-makers serves as a ... 50 See John P.C. Duncan & Anita M. Sarafa, Achieve the Promise—and Limit the Risk—of Multi-Participant Trusts, 36 ACTEC L.J. 769, 774 (Spring 2011). 51 See John P.C. Duncan ...
A Trustee's Handbook, 2013 Edition Charles E. Rounds, Jr., Charles E. Rounds ... the trustee having been found to have breached its duty to provide the beneficiary with clear and accurate trust accountings); Donahue v.
In the federal bankruptcy context, however, IRA assets are now probably exempt from the bankruptcy estate.458 In Kansas, a taxpayer may designate an “individual” as the postmortem beneficiary of his IRA account and in so doing insulate ...
The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the First Edition.
2014 Loring and Rounds: A Trustee's Handbook is the gold standard and indispensable "go-to" resource for anyone seeking a comprehensive explanation of the vast tapestry of trust law. 2014 Loring and Rounds: A Trustee's Handbook has been ...
It includes and expands upon the invaluable additions and updates that were incorporated into the 2011 Edition. In addition, the new 2012 Edition includes 77 pages of additional content.
The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the first edition.
This classicreference distills the essence of trust law, illuminating thefundamental principles and answering the basic questions:What are the duties of the trustee?What are the rights of the beneficiary?What are the rights of the settlor ...
An All-Inclusive Resource for the Trustee! "2014 Loring and Rounds: A Trustee's Handbook" is the gold standard and indispensable "go-to" resource for anyone seeking a comprehensive explanation of the vast tapestry of trust law. "2014 Loring ...
The 2004 Edition brings you up to date on the latest cases, statutes, and developments such as: the Trustee's Liabilities, including discussion of the standing to seek judicial relief for a breach of trust; defenses to breach of trust ...