Loring and Rounds

  • Loring and Rounds: A Trustee's Handbook, 2016 Edition
    By Charles E. Rounds, Jr.

    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 ...

  • Loring and Rounds: A Trustee's Handbook, 2013 Edition
    By Charles E. Rounds, Jr.

    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.

  • Loring and Rounds: A Trustee's Handbook, 2021 Edition
    By Rounds

    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 Edition
    By Charles E. Rounds, Jr. Charles E. Rounds

    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, 2017 Edition (IL)
    By Rounds

    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 ...

  • Loring and Rounds: A Trustee's Handbook, 2020 Edition (IL)
    By Rounds

    In the federal bankruptcy context, however, IRA assets are now probably exempt from the bankruptcy estate.453 In Kansas, a taxpayer may designate an “individual” as the postmortem beneficiary of his IRA account and in so doing insulate ...

  • Loring and Rounds: A Trustee's Handbook, 2019 Edition (IL)
    By Rounds

    In the federal bankruptcy context, however, IRA assets are now probably exempt from the bankruptcy estate.450 In Kansas, a taxpayer may designate an “individual” as the postmortem beneficiary of his ...

  • Loring and Rounds: A Trustees Handbook 2015
    By Charles E. Rounds, Rounds

    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.

  • Loring and Rounds: A Trustee's Handbook, 2012 Ed
    By Charles E. Rounds, Jr., III

    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.

  • Loring and Rounds: A Trustee's Handbook, 2024 Edition
    By Rounds

    ... Multistate and Multinational Estate Planning 1257–1258 (CCH 2008). 81 Jeffrey A. Schoenblum, 1 Multistate and Multinational Estate Planning 1257–1258 (CCH 2008). 82 Jeffrey A. Schoenblum, 1 Multistate and Multinational Estate Planning ...