Bogert Trusts and Trustees, rev. 2d and 3d at Thomson West

Bogert Trusts and Trustees, rev. 2d and 3d at Thomson West

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Description

Your guide through the maze of today's tax laws, administrative rules and regulations, and court decisions regarding trusts. Covers the entire field of modern trust uses and shows how to plan an estate. Illustrates various uses of trusts in personal estate planning as well as in business and commercial arrangements. Includes important developments in law and techniques relating to estate and tax planning with trusts. Contains citations to all cases supporting the text, practical guidance on how to proceed under particular circumstances, and references to pertinent state and federal statutes.

Features

A single source for forms to assure completeness and accuracy when drafting trust instruments
Comprehensive index helps pinpoint your answer fast
Practical application of the law to specific situations
Reading notes explain fact situations of supporting cases
References to significant law review articles
Regular updating keeps the set current
Table of Cases leads to the subject when you start with just one case in point

Summary Of Contents

Print

Volume containing §§1-46
Chapter
1. Introduction and History
2. Distinctions Between Trusts and Other Relationships
3. The Creation of Express Private Trusts—The Settlor and His Intentions
Volume containing §§ 47-140
1. The Creation of Express Private Trusts—The Settlor and His Intentions (cont'd)
2. The Creation of Express Private Trusts-The Statute of Frauds
3. The Statute of Frauds-Satisfaction of the Statute
4. The Wills Act
5. The Trust Subject Matter
6. The Trustee-Selection: Capacity
Volume containing §§ 141-200
1. The Trustee-His Property Interest-Qualification
2. Selection of a Competent Beneficiary-Acceptance or Rejection
3. Incidents of the Beneficiary's Interest
Volume containing §§ 201-230
1. The Creation of Trusts-Consideration-Active and Passive Trusts
2. Restrictions-Illegality-Perpetuities-Accumulations-Suspension of Power of Alienation-Spendthrift Trusts
Volume containing §§ 231-270
1. Various Trust Functions
2. Trusts and Problems of Taxation
Volume containing §§ 271-360
1. Trusts and Problems of Taxation (cont'd)
2. Trusts and Conflict of Laws Problems
3. The Creation of Charitable Trusts
4. Restrictive Property Law Rules
Volume containing §§ 361-470
1. The Charitable Trust-Purpose and Beneficiaries
2. The Administration of Charitable Trusts
3. Power to Enforce-Rights on Failure or Breach
4. The Cy Pres Power
5. The Origin of Resulting Trusts
Volume containing §§ 471-510
1. Constructive Trusts
Volume containing §§ 511-550
1. Changes in Trustee Personnel
2. Trustee's Duties in General
Volume containing §§ 551-610
1. Trustee's Powers in General
2. Power to Continue Business of Decedent
3. Collection and Preservation of the Trust Fund
Volume containing §§ 611-670
1. Trust Investments-General Standards-Statutes
Volume containing §§ 671-750
1. Trust Investments-Various Types-Administration
2. Liabilities for Breach of Investment Duties
3. Liabilities Arising from Contract and from Property Ownership
4. Tort Liability of Trustees
5. Sales by Trustees
Volume containing §§ 751-860
1. Power to Borrow and Give Security
2. Leases by Trustees
3. Expenses of the Trust-Successive Beneficiaries
4. Receipts and Payments-Income and Principal
5. Benefits from Corporate Stock-Successive Beneficiaries
Volume containing §§ 861-960
1. Remedies of the Beneficiary and Trustee
2. The Bona Fide Purchaser Rule-Value-Notice
3. Participation in a Breach of Trust
4. Tracing Trust Funds
5. Barring of Remedies of Beneficiary and Trustee
Volume containing §§ 961-974
1. Accounting and Compensation
Volume containing §§ 975-1030
1. Accounting and Compensation (cont'd)
2. Modification and Termination of Trusts
Volume containing §§ 1031-1180
1. Testamentary Trusts
2. Revocable Living Trusts
3. Irrevocable Living Trusts
4. Insurance Trusts
5. Trusts Used in Connection With Real Estate
6. Business Trusts
Forms Volume containing §§ 1181-End
1. Trusts for Benefit of Creditors
2. Trusts for Various Special Purposes
3. Trusts for Employees
4. Charitable Trusts
5. Distributive Trusts
6. Clauses for Administrative Purposes
Table of Cases and Index

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