Uniform Trust and Estate Statutes, 2019-2020 Edition PDF Download

Author: Thomas P. Gallanis
Publisher: Foundation Press
ISBN: 9781642429176
Category :
Languages : en
Pages :

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Book Description
This statutory supplement is ideal for use in basic and advanced courses in trusts and estates and for practitioner reference. The 2019-2020 edition includes the updated text and official comments of the Uniform Probate Code, Uniform Trust Code, and more than a dozen other acts relating to the field of trusts and estates, including the Uniform Fiduciary Income and Principal Act (and its predecessor Uniform Principal and Income Act), Uniform Parentage Act 2017, Uniform Directed Trust Act, Uniform Trust Decanting Act, Revised Uniform Fiduciary Access to Digital Assets Act, Uniform Powers of Appointment Act, Uniform Principal and Income Act, Uniform Prudent Investor Act, Uniform Custodial Trust Act, Revised Uniform Anatomical Gift Act, Uniform Prudent Management of Institutional Funds Act, Uniform Premarital and Marital Agreements Act, Uniform Health-Care Decisions Act, Uniform Simultaneous Death Act, Uniform Transfers to Minors Act, Model Marital Property Act, Model Protection of Charitable Assets Act, and the amendments to the Uniform Fraudulent Transfer Act which is now renamed the Uniform Voidable Transactions Act. The book includes relevant provisions of the Restatement Third of Trusts and Restatement Third of Property, as well as selected prior versions of sections of the Uniform Probate Code. The book is ideal for teaching basic and advanced courses in trusts and estates. It is also ideal for practitioner reference.

Author: Jesse Dukeminier
Publisher: Aspen Publishing
ISBN: 1543824471
Category : Law
Languages : en
Pages : 1524

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Book Description
Widely hailed as one of the best casebooks in legal education, this comprehensive text combines interesting cases, thoughtful analysis, notes, images, and a clear organization for an excellent teaching tool. Cartoons, illustrations, case documents, and photographs provide engaging visual commentary. Sidebars on relevant persons, places, and things provide interesting and sometimes humorous context. New to the Eleventh Edition: New section on will execution during the COVID-19 pandemic, with attention to reconciling “presence” with social distancing Updated and completely revised section on electronic or digital wills, with attention to the latest cases and statutes Updated to account for the 2021 and 2019 revisions to the Uniform Probate Code that, among other things, eliminated gender-based distinctions and expanded recognition of non-biological parent-child relationships Updated coverage of wealth and income inequality and new material on recent proposals for a wealth tax Updated and completely revised section on trust decanting, with attention to the latest statutory and case law developments Updated and completely revised section on asset protection trusts, with attention to key choice-of-law and fraudulent transfer principles Professors and students will benefit from: Unique blend of wit, erudition, insight, and playfulness retained from the late Jesse Dukeminier Organization that covers all the key topics in a logical and clear format Interesting cases that are not only fun to read, but fun to teach Cases enhanced and connected to broader legal principles by well-written connective text, notes, questions, problems, and sidebars Arresting two-color design Cartoons, illustrations, wills and other case documents, and photographs that provide visual commentary and teaching aids

Author: Rounds
Publisher: Wolters Kluwer
ISBN: 1543811345
Category : Law
Languages : en
Pages : 1864

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Book Description
Loring and Rounds: A Trustee's Handbook--well over 1,550 pages-- is regarded not only as authoritative but also as the most convenient, reliable, and complete single-volume source for trust doctrine. Get in-depth information on how to stay on top of the developments in this complex field of practice. 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 classic trust reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions. Loring and Rounds: A Trustee's Handbook, 2020 Edition is up to date and includes eleven chapters of important information, such as chapters on: The Property Requirement The Trustee's Office Interests Remaining with the Settlor The Beneficiary The Trustee's Duties The Trustee's Liabilities Miscellaneous Topics of General Interest to the Trustee Special Types of Trusts The Income Taxation of Trusts Tax Basis/Cost of Trust Property Previous Edition: Loring and Rounds: A Trustee's Handbook, 2019 Edition, ISBN 9781454899723

Author: Reid Kress Weisbord
Publisher: Aspen Publishing
ISBN: 1543824439
Category : Law
Languages : en
Pages : 724

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Book Description
Wills, Trusts, and Estates: The Essentials (“Essentials”) offers a sleek and slender presentation of wealth transfer law for an introductory law school course. Written by widely recognized scholars in the field, this text comprehensively yet concisely covers the core legal principles that are tested on the bar exam and essential to a trusts and estates practice. For a fresh perspective, Essentials incorporates current events, lively cases, and engaging examples. It also enables students to maximize out-of-class preparation time by delivering information efficiently in a streamlined and straightforward way. Each chapter contains: (1) clearly explained summaries of each doctrine, (2) explanatory narration accompanying all relevant statutory authority, (3) thoroughly edited judicial opinions followed by analytical questions and answers, and (4) realistic problem sets designed for classroom instruction that illustrate and apply each concept. New to the Second Edition: Additional core topics, including: federal constitutional law and racial discrimination in testamentary gifts; survival and wrongful death actions; forgery; tortious interference with an inheritance expectancy; electronic and do-it-yourself wills; tax apportionment clauses; waiver of spousal elective share by agreement; revocation of insurance beneficiary designations; directed trusts; and the Tax Cuts and Jobs Act of 2017. New cases, including recent decisions by the United States Supreme Court, and new statutes, including uniform acts on electronic wills and directed trusts. New selection of meaningful secondary sources, including relevant empirical scholarship drawn from our own research and other prominent scholars. Professors and students will benefit from: A text that makes a challenging course accessible, lively, and interactive. It is concise yet comprehensive, and adaptable for two, three, and four credit courses. An emphasis on the development of problem-solving skills by presenting problem sets that allow students to apply newly learned legal doctrine in realistic scenarios, mostly based on litigated cases. Many problem sets are as detail-rich as the cases, which facilitates in-depth discussion of doctrinal nuance. Legal doctrine explained up front and in plain English. According to student feedback, the inclusion of plain English doctrinal summaries often obviates the need for students to purchase a study supplement. For professors, this format provides a baseline on which to build a livelier and sophisticated classroom discussion of the cases and problem sets. The questions and answers following the judicial decisions that encourage student self-assessment. Accompanying family tree diagrams in the textbook (and on the PowerPoint teaching slides) in addition to most judicial opinions, thereby allowing students to quickly ascertain the facts of each case and focus on the application of law.

Author: Rounds
Publisher: Wolters Kluwer
ISBN: 1543818676
Category :
Languages : en
Pages : 1884

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Book Description
Loring and Rounds: A Trustee's Handbook 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 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 2021 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: The 2021 Handbook fully covers the fourth income and principal act issued by the Uniform Law Commission, namely the Uniform Fiduciary Income and Principal Act (2018), otherwise known as UFIPA. UFIPA has been covered extensively in this edition and has been added in many separate sections. A new section covers remedies at law for breaches of trust, such as the tort of intentional interference with inheritance or acquisition by inter vivos transfer. In addition, the Handbook has been updated with 200+ new cases, including: Roth v. Jelley, holding that, when it comes to a judicial proceeding that could adversely affect the equitable property rights of a trust beneficiary,the beneficiary is entitled under the Due Process Clause of the Fourteenth Amendment to notice and an opportunity to be heard. This case also discusses the various consequences attendant to the failure to provide such notice. Hector v. Bank of N.Y. Mellon, where the court, having in part looked to the Restatement (Third) for guidance, held that the designated passive corporate trustee of a securitized fund of mortgage-backed notes would not be personally at fault, and therefore, not personally liable for any injuries to the tenants of a certain parcel of real estate, title to which the trustee had acquired via foreclosure, that might be occasioned by their exposure to lead paint in and about the premises. Murphy v. Trustee of Star Financial Bank, a case discussing the unfortunate linkage of survivorship and per stirpes: "to their surviving children per stirpes." The court held that the way in which "surviving" and "per stirpes" were linked rendered the provision itself ambiguous in that the "condition of survival negates the right of representation inherent in a per stirpes distribution." 2020 Tax Rates for Trusts and 2021 Projected Tax Rate Schedule for Trusts Note: Online subscriptions are for three-month periods. Previous Edition: Loring and Rounds: A Trustee's Handbook, 2020 Edition, ISBN 9781543818666

Author: Jesse Dukeminier
Publisher: Aspen Publishers
ISBN: 9780735506367
Category : Business & Economics
Languages : en
Pages : 1178

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Book Description
In this timely new edition, distinguished authors Dukeminier and Johanson build on the success of their phenomenally popular casebook Wills, Trusts, and Estates with new coverage of non-traditional family arrangements, living wills, and much more. the authors blend cases selected for human interest as well as teaching value with provocative hypotheticals, cartoons, photographs, and other illustrations to comprehensively cover this area in a very lively, readable manner. Organized logically, The book begins with estate planning and its limitations, moves to wills and will substitutes, progresses to trusts, and concludes with a chapter on taxation. New topic coverage includes: babies inadvertently swapped in hospitals, surrogate mothers, lesbian adoption, and artificial insemination (including children conceived after sperm donor's death) living wills and powers of attorney for health care, including the Cruzan case And The Uniform Health Care Decisions Act a new chapter combining mental capacity and undue influence, which features the Seward Johnson will contest and related preventive lawyering issues shortened, more teachable chapters on future interests and perpetuities latest changes To The Uniform Probate Code a completely revised and reorganized trustee administration chapter Like its predecessors, this book is a lively, flexible, and understandable teaching tool that is accompanied by a detailed and witty Teacher's Manual, which is regarded as the best in the field.

Author: Nicholas McBride
Publisher: Bloomsbury Publishing
ISBN: 1509938702
Category : Law
Languages : en
Pages : 145

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Book Description
This book provides an in-depth and easy to understand account of a subject that students often find dauntingly difficult to master. The opening chapter sets out some definitions of what a trust is, and goes on to clearly explain the history of trusts law and how both trusts law and the roles played by trusts have changed over time. Different types of trust (trusts for persons, charitable and non-charitable purpose trusts, express trusts, constructive trusts, and resulting trusts) are explored in detail over the following two chapters. The fourth chapter sets out the law on when someone will commit a breach of trust and what remedies will be available when such a breach is committed; the obscure and intimidating terminology that affects this area of law is explained and made easy to use. A concluding chapter explores the harms caused by trusts law, particularly through its use to store wealth in tax havens abroad, and considers possibilities for reforming the law to mitigate those harms. With references to almost 150 books and articles, and almost 150 cases, this book will save students a huge amount of time in terms of developing a sophisticated knowledge of the past, present and potential futures of trusts law both in England & Wales, and across the world, as well as the academic and judicial debates that surround this area of law.

Author: Rounds
Publisher: Wolters Kluwer Law & Business
ISBN: 1543880029
Category :
Languages : en
Pages : 1942

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Book Description

Author: Mike A.A. Ozekhome
Publisher: Pretoria University Law Press
ISBN: 1920538976
Category : Law
Languages : en
Pages : 256

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Book Description
This book addresses core issues of personal property law in Nigeria from a comparative perspective. It offers a detailed account of the laws governing personal property and the different lightweight reforms undertaken mainly through case law before the enactment of the Secured Transactions in Movable Assets Act in 2017. The book draws insights from the United States UCC article 9, being unarguably the first law that introduced the concept of modern secured transactions law, and was influential to many common and civilian law systems in reforming their personal property laws. Given that personal property law is fairly new in Nigeria, and also in Africa in general, the main aim of the book is to provide judges and academic researchers with a rich collection of tested solutions from jurisdictions that have experimented with modern secured transactions law for several decades. The primary and secondary works that were referenced in the book have tracked the different epochal shifts in legal thinking and their significances. This may assist scholars and judges in Nigeria to come up with bespoke interpretations of the Act and solutions to underlying problems on credit and security, that will satisfy the local conditions as opposed to copying the unaltered solutions from the United States and other advanced systems.

Author: Jr. Charles E. Rounds
Publisher: Wolters Kluwer Law & Business
ISBN: 1543837050
Category : Trusts and trustees
Languages : en
Pages : 1916

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Book Description
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.