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Massachusetts Superior Court Criminal Practice Jury Instructions

"Cradle-to-grave" guidance on trusts

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  • Product Number: 2192752WFM
  • Publication Date: 12/14/2018
  • Edition: 3rd Edition 2018
  • Copyright: © 2018 MCLE, Inc.
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  • Product Description
  • Table of Contents
  • Editors & Authors
  • Product Description

    Product Description

    All the essential issues in Massachusetts trust law and practice can be found in this book, including formation of the trust; duties, powers, and liabilities of trustees; responsibilities for various types of trust investments, including guidance on the Massachusetts Prudent Investor Act; distribution, funding, and accounting issues; duties relating to income tax and GST tax; obtaining the court's assistance with trust administration; administration of charitable trusts; and trust termination.

    Two critical areas of trust-related law practice are explored in detail: lawyers acting as trustees and lawyers representing trustees. A number of difficult regulatory and ethical issues are raised by these types of practice, and Understanding and Using Trusts explores these issues in depth. Practice notes are included throughout the book on best practices to adopt and potential pitfalls to avoid when exercising trustee powers and advising clients.

    Recent updates:

    • Update: October 2024
  • Table of Contents
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