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weiss concise trustee handbook: A Trustee's Handbook Augustus Peabody Loring, 1898 |
weiss concise trustee handbook: A Trustee's Handbook Augustus Peabody Loring, Charles E. Rounds, Eric P. Hayes, 1994 |
weiss concise trustee handbook: A Trustee's Handbook , 1900 |
weiss concise trustee handbook: Loring and Rounds Charles E. Rounds, Jr., Charles E. Rounds, 2012-12-20 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. |
weiss concise trustee handbook: Loring and Rounds: A Trustee's Handbook, 2020 Edition (IL) Rounds, 2019-11-21 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 |
weiss concise trustee handbook: The Trustee's Handbook , 1926 |
weiss concise trustee handbook: Loring and Rounds Charles E. Rounds, Jr., Charles E. Rounds (Jr), 2015-12-18 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, 2016 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 |
weiss concise trustee handbook: Loring and Rounds: A Trustee's Handbook, 2019 Edition (IL) Rounds, 2018-12-17 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, 2019 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 Note: Online subscriptions are for three-month periods. Previous Edition: Loring and Rounds: A Trustee's Handbook, 2018 Edition, ISBN 9781454883883 |
weiss concise trustee handbook: Loring a Trustee's Handbook Charles E. Rounds, Augustus Peabody Loring, 2004 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. |
weiss concise trustee handbook: Loring and Rounds Jr. Charles E. Rounds, Charles E. Rounds, 2022-01-31 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. |
weiss concise trustee handbook: A Trustee's Handbook Augustus Peabody Loring, 1940 |
weiss concise trustee handbook: The Trustee's Handbook Vicki Ammundsen, 2020 This fifth edition includes more than 150 downloadable precedent minutes and resolutions. The precedents reflect day-to-day decisions that trustees make and matters that trustees need to take into consideration. As well as references to contemporary case law, the book includes comprehensive and practical checklists (also downloadable) to guide trustees as they go about the everyday business of being a trustee. Topics covered include: the practical implications of the Trusts Act 2019, default and mandatory decisions, ascertaining beneficiary needs, AML/CFT, FATCA and CRS , source of wealth considerations, factors to consider when deciding whether to accept appointment as a trustee, whether or not to act personally or through a corporate trustee, important set-up procedures for administration, decision making, how to exercise powers of investment, how to ratify decisions gifting considerations, how to retire as a trustee and important considerations about mental capacity.--Publisher information. |
weiss concise trustee handbook: A Trustee's Handbook Augustus Peabody Loring, 2013-09 This historic book may have numerous typos and missing text. Purchasers can usually download a free scanned copy of the original book (without typos) from the publisher. Not indexed. Not illustrated. 1900 edition. Excerpt: ... INTERSTATE LAW. A Trust is governed by, and construed according to, the law of the jurisdiction where it is established, (a) even when enforced elsewhere. Thus a Connecticut beneficiary could not be deprived in New York, by the New York statute forbidding alienation, of the power of pledging stock which he had under the law of Connecticut; (6) and in such matters the decree of the court establishing the trust in the original jurisdiction is conclusive in all jurisdictions; (c) but a trust is invalid if it is contrary to the law or policy of the jurisdiction where it is sought to enforce it. Thus a trust of land for a beneficiary in a jurisdiction where the beneficiary cannot hold land himself is invalid.1 A trust can be enforced wherever the property is itself,2 or wherever personal service can be got on the trustee,8 even though it concern land in another jurisdiction, since the court can commit the trustee for contempt if he refuses to obey its decree, or can appoint a trustee in his place to execute it;4 but if the trust is established by the judicial decree of one State, it will not be enforced by the courts of another State unless it concern real estate in that other State,6 and trusteeship be taken out there. Or in New Jersey if a resident beneficiary desires it.6 The courts of a State by whose decree a trust is established may regulate the trust, although both the trustees and beneficiaries reside in other States;7 but a court 1 Paschal v. Acklin, 27 Tex. 173. 2 Supra, p. 8. 8 Massie v. Watts, 6 Cranch, 148, 160. Supra, p. 140. 4 Cooley v. Scarlett, 38 111. 316; Story, Eq. Juris., 11th ed., 1291. 6 Mass. Pub. Stat. (1882), ch. 141, 28; Jenkins v. Lester, 131 Mass. 355; Curtis v. Smith, 6 Blatch. C. C. 537.... |
weiss concise trustee handbook: Loring Trustees Handbook 2003 Edition Charles E. Rounds, 2003-02-21 The 2003 Edition brings you all of the information you need to stay on top of the developments in this complex field of practice. Loring answers thorny questions that arise in the front lines of the trust industry such as:May the court reform the terms of a trust even when they are unambiguous?When and why does a court appoint a receiver or special fiduciary?What kind of trusts are eligible to hold S Corporation shares?In addition, the comprehensive appendix materials are now provided on an accompanying CD-ROM and contain an expanded selection of relevant income, gift, estate, and generation-skipping Internal Revenue Code Sections. |
weiss concise trustee handbook: Loring and Rounds: A Trustee's Handbook, 2017 Edition (IL) Rounds, 2016-12-19 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, 2017 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 |
weiss concise trustee handbook: Loring and Rounds, a Trustee's Handbook Charles E. Rounds, 2009-12-15 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 LawAll-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. |
weiss concise trustee handbook: The Trustee's Handbook Anthony R. Mellows, 1975 |
weiss concise trustee handbook: The Trustee's Handbook Vicki Ammundsen, 2023 |
weiss concise trustee handbook: Trustee handbook , 1984 |
weiss concise trustee handbook: Loring 2008 Charles E. Rounds, Jr., Charles E. Rounds, 2008-02-01 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. |
weiss concise trustee handbook: A Trustee's Handbook (Classic Reprint) Augustus Peabody Loring, 2016-08-31 Excerpt from A Trustee's Handbook As the book is for general as well as professional readers, the citations are illustrative, with an ap proach to completeness only where the law is doubt ful or con icting. But pains has been taken to notice the peculiarities of local State law, especially where dependent on statute. About the Publisher Forgotten Books publishes hundreds of thousands of rare and classic books. Find more at www.forgottenbooks.com This book is a reproduction of an important historical work. Forgotten Books uses state-of-the-art technology to digitally reconstruct the work, preserving the original format whilst repairing imperfections present in the aged copy. In rare cases, an imperfection in the original, such as a blemish or missing page, may be replicated in our edition. We do, however, repair the vast majority of imperfections successfully; any imperfections that remain are intentionally left to preserve the state of such historical works. |
weiss concise trustee handbook: Trustee's Handbook (3rd Ed.). , 1907 |
weiss concise trustee handbook: Loring and Rounds Charles E. Rounds, Rounds, 2014-12 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 |
weiss concise trustee handbook: A Trustee's Handbook Loring Augustus Peabody, 2022-10-26 This work has been selected by scholars as being culturally important, and is part of the knowledge base of civilization as we know it. This work is in the public domain in the United States of America, and possibly other nations. Within the United States, you may freely copy and distribute this work, as no entity (individual or corporate) has a copyright on the body of the work. Scholars believe, and we concur, that this work is important enough to be preserved, reproduced, and made generally available to the public. We appreciate your support of the preservation process, and thank you for being an important part of keeping this knowledge alive and relevant. |
weiss concise trustee handbook: Loring Charles E. Rounds, 2005-01-01 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 Courts decisions in cases such as Brown v. Legal Foundation of Washington and U.S. v. White Mountain Apache |
weiss concise trustee handbook: The Trustee Handbook for Health Care Governance Orlikoff, 2001-12-01 |
weiss concise trustee handbook: A Trustee's Handbook Augustus Peabody Loring, 1962 |
weiss concise trustee handbook: Good Counsel Lesley Rosenthal, 2012-01-11 A concise overview of the legal needs of nonprofit organizations Good Counsel is a compact and personable overview of the legal needs of nonprofits, crafted by one of America's most astute nonprofit general counsels. The book distills the legal needs of the 1.8 million tax-exempt organizations in the United States.Written in a clear and accessible style, with plenty of humor and storytelling as well as illustrative case studies, Good Counsel explains the basics of nonprofit corporate law, governance, and the tax exemption. It then takes a department-by-department look at legal topics relevant to program, fundraising, finance, communications, human resources, operations, contracts, government relations, and more. Good Counsel is designed help organizations fulfill their missions to do the public good. Designed to impart confidence and demystify the issues, Good Counsel is a must-read for nonprofit professionals and board members as well as lawyers and law students. Using Good Counsel as their playbook, lawyers, executives, and trustees can get an overview of the most common legal, governance, and compliance issues facing their organization and together ramp up a top-notch legal function. Contains practice pointers, checklists, and assessment tools Features sample contracts, licenses, and other form documents Filled with case studies and end-of-chapter focus questions, as well as available lesson plans for easy classroom use by educators in business, management, public policy, and law schools Good Counsel is the first-of-its-kind guidebook written by the sitting General Counsel of a major nonprofit. Written by influential author, speaker, and Bar leader Lesley Rosenthal, the General Counsel of Lincoln Center for the Performing Arts, Good Counsel shares the insights of a Harvard Law School graduate with years of in-house and business law experience as well as board service. |
weiss concise trustee handbook: The Trustee's Handbook , 1922 |
weiss concise trustee handbook: The Trustee Handbook for Health Care Governance James E. Orlikoff, Mary K. Totten, 1998-12-29 For any trustee or CEO involved with the demands of health care boards, we're pleased to present a series of insightful books developed exclusively to address your special concerns. In each of these four guides you'll find three informative workbooks previously published in Trustee, the magazine for governing board members of health care organizations. These resourceful guides cover a series of important topics and provide trustees and management with the proven strategies necessary to operate effectively. Each book includes topic overviews, discussion questions, exercises, tips and self-assessment questionnaires. Comprehensive and to the point, these guides are a must-read for trustees challenged by the demands of the contemporary health care environment. The Trustee Handbook for Health Care Governance is a hardcover edition of all four guides bound together. It is designed for librarians and executives who want all four guides in one handy reference. |
weiss concise trustee handbook: Nonprofit Financial Management Charles K. Coe, 2011-05-12 A timely, practical, and concise handbook of best practices for nonprofit financial management In 2010 an estimated 325,000 charities, membership groups, and trade associations?with small nonprofits disproportionately represented?stand to lose their tax exemptions for failure to comply with financial management requirements. Nonprofit Financial Management: A Practical Guide is a timely, functional, and concise handbook of best practices for nonprofit organizations of every size. Addresses federal reporting requirements and discusses methods to decrease expenses, ensure accounting control, increase revenues through professional cash management, and understand budget statements Explains how to read financial statements and analyze a nonprofit's financial condition by using the most recent IRS 990 reporting form Covers the full range of financial-management topics, including accounting, internal controls, auditing, evaluating financial condition, budgeting, cash management and banking, purchasing and contracting, borrowing and risk management Written in an easy-to-read style, with more than 100 exhibits, this book is essential for every nonprofit financial manager. |
weiss concise trustee handbook: Trustee Handbook, 10th Edition, Revised Donna Orem, Debra Wilson, 2017-07 |
weiss concise trustee handbook: Loring's a Trustee's Handbook James F. Farr, 1962-01-01 |
weiss concise trustee handbook: Trustee Handbook David Ward, 2008 |
weiss concise trustee handbook: Trustee Handbook Claude L. Kordus, 2012 The essential reference tool for trustees and professionals who serve multiemployer funds has been completely revised and updated. Includes a collection of practical articles covering fiduciary responsibility, plan design and financing, liability insurance, actuarial considerations, accounting, plan administration, investment management and much more.New in this edition: Pension plan mergers Ancillary benefits Alternative investment options Understanding financial statements Apprenticeship and training programs |
weiss concise trustee handbook: Loring A Trustee's Handbook 2009 Charles E. Rounds, 2008-12-12 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: A Trustee's Handbook 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 |
weiss concise trustee handbook: Climate Change and Human Rights Stephen Humphreys, 2008 |
weiss concise trustee handbook: Charity Trustee's Handbook [Key Guide] Mike Eastwood, 2011-11 This handbook offers clear and practical guidance for trustees of voluntary organisations. It offers basic information about the responsibilities of trustee boards, and straightforward advice on planning, getting funding, and management. |
weiss concise trustee handbook: Trustee Handbook Donna Orem, Debra Wilson, 2022-04-15 |
weiss concise trustee handbook: The Pension Trustee's Handbook Robin Ellison, 2007 Takes into account the changes to the law and regulations since the Pensions Act 2004. This book contains practical advice on what you need to do. It ends each chapter with a summary of key points, and includes case studies, check lists and addresses. |
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