Loring a Trustee's Handbook
Loring a Trustee's Handbook

Author: Charles E. Rounds

Publisher:

Published: 2004

Total Pages: 0

ISBN-13: 9780735546387

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Loring: A Trustees Handbook is regarded as the most convenient, reliable, and complete source for trust advice. Get in-depth information on how to stay on top of the developments in this complex field of practice. 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 claims; damages, penalties and denial of compensation for costs and fees Special Types of Trusts, including exploration of the Quitclose Trust And The Private Sector Blind Trust Examination of the Supreme Court's decision in Brown v. Legal Foundation of Washington ruling that though gross IOLTA income constitutes the property of clients And The gross income had been taken from them by the state, there was no compensation due them Examination of the Supreme Court decision in U.S. v. White Mountain Apache Tribe holding that a federal statute providing that Fort Apache shall be held by the United States in trust For The White Mountain Apaches Tribe imposed certain fiduciary obligations on the United States to include keeping the property from falling into disrepair In addition, The comprehensive appendix materials contain an expanded selection of relevant income, gift, estate, and generation-skipping Internal Revenue Code Sections.

Loring and Rounds
Loring and Rounds

Author: Jr. Charles E. Rounds

Publisher: Wolters Kluwer Law & Business

Published: 2022-01-31

Total Pages: 1916

ISBN-13: 1543837050

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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.

Loring and Rounds, a Trustee's Handbook
Loring and Rounds, a Trustee's Handbook

Author: Charles E. Rounds

Publisher: Aspen Publishers

Published: 2009-12-15

Total Pages: 0

ISBN-13: 9780735586116

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In the 112 years since its first publication, Augustus Peabody Loring'scompact A Trustee's Handbook has come to be regarded as the mostconvenient, reliable, and complete source for trust research. 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?What are the rights of third parties involved?Loring and Rounds: A Trustee's Handbook includes eightadditional sections into the Handbook :The Constitutional Impediment to Retroactively Applying New Trust Law"All-or-Nothing" [The Rule Against Perpetuities]The Principle that Money Paid to an Innocent Non-BFP Under a Mistake of Law isNot RecoverableThe Nonassignability of a Debt at Early Common LawStandards of ProofProof of Facts in Trust LitigationThe STAR Trust [Cayman Islands]The Civil Law FoundationLoring and Rounds: A Trustee's Handbook carries on thetradition of concise, practical and up-to-date guidance for trustees, givingyou the latest in-depth information on how to stay on top of the developmentsin this complex field of practice.

Loring 2008
Loring 2008

Author: Charles E. Rounds

Publisher: Aspen Publishers

Published: 2000-02-28

Total Pages: 528

ISBN-13: 9780735513815

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Trustees today must consider CERCLA, RICO, Medicaid, ERISA, IRAs, and a host of other modern legal growths that have been grafted on to the ancient body of the law of trusts. A TRUSTEE's HANDBOOK, with unmatched clarity and insight, answers all the trustee's basic, new, and recurring questions about trustees' duties, beneficiaries' rights, and third party rights under current federal and state law. Among this convenient book's special features you'll find: TRUST TERMINATION CHECKLIST. A 30-item checklist of things to do to ensure that you will have done everything possible to properly terminate a trust and avoid the absolute liability entailed by misdelivery. STATE LAW SOURCE CATALOG. A catalog of multi-state charts, surveys, and string citations, organized by topic, providing a detailed list of sources for state laws governing trusts. IMPORTANT HARD-TO-FIND TRUST-RELATED LAW. Essential trust doctrines that today's trustees need to understand and much more.

Loring and Rounds
Loring and Rounds

Author: Charles E. Rounds, Jr.

Publisher: Wolters Kluwer

Published: 2012-12-20

Total Pages: 1764

ISBN-13: 1454813695

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In the 114 years since its first publication, Augustus Peabody Loring 'scompact A Trustee's Handbook has come to be regarded as the mostconvenient, reliable, and complete source for trust research. 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?What are the rights of third parties involvedLoring and Rounds: A Trustee's Handbook, 2013 Editioncarries on the tradition of concise, practical and up-to-date guidance fortrustees, giving you the latest in-depth information on how to stay on top ofthe developments in this complex field of practice.Loring and Rounds: A Trustee's Handbook is the gold standard andindispensable "go-to" resource for anyone seeking a comprehensive explanationof the vast tapestry of trust law. For over one hundred years it has been thebible for professionals and non-professionals, lawyers and non-lawyers whocreate, administer, and benefit from trusts.Also available on IntelliConnect . Call 888 -224 -7377 for moreinformation.

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

Author: Rounds

Publisher: Wolters Kluwer

Published: 2019-11-21

Total Pages: 1864

ISBN-13: 1543811345

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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

Loring 2008
Loring 2008

Author: Charles E. Rounds, Jr.

Publisher: Aspen Law & Business

Published: 2008-02-01

Total Pages: 1063

ISBN-13: 9780735574663

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Loring: A Trustee's Handbook is regarded as the most convenient, reliable, and complete source for trust advice. Get in-depth information on how to stay on top of the developments in this complex field of practice. Loring 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 claims Damages, penalties and denial of compensation for costs and fees Special Types of Trusts including exploration of the Quitclose Trust and the Private Sector Blind Trust Examination of the Supreme Court's decisions in cases such as Brown v. Legal Foundation of Washington and U.S. v. White Mountain Apache Loring is also available electronically as part of the Estates Planning Expert Library on the CCH Tax Research Network. Contact your CCH sales representative for more information and for pricing.

Loring and Rounds
Loring and Rounds

Author: Charles E. Rounds

Publisher: Aspen Publishers

Published: 2014-12

Total Pages: 0

ISBN-13: 9781454843894

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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, 2015 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