Can You Trust Your Trust? What You Need to Know about the Advantages and Disadvantages of Trusts and Trust Compliance Issues
- Publisher:
- American Bar Association
- Publication date:
- 2014-08-15
- Authors:
-
Seymour Goldberg
(Senior partner in the law firm of Goldberg & Goldberg, P.C., in Woodbury, New York) - ISBN:
- 9781627227094
Description:
This straightforward guide helps anyone involved with trusts and estate planning understand the complexities and legal implications that arise when using a trustee.
Index
- About the Author
- Overview
- Trustee Headaches in General
- Changing Trust Laws
- The Trustee and State Trust Laws
- What You Should Know About Trusts
- Trustee Liability Issues
- The TAI Task Force
- Conflicts of Interest
- What's the Big Deal about Trusts and Trust Administration?
- Why Trusts Are Difficult to Administer
- Multiple Trustees
- Rights of Trustees to Compensation
- Right of Trustee to Reimbursement of Expenses
- Remedies for Breach of Trust
- Statute of Limitations
- Estate Tax Issues
- Fiduciary Income Tax Returns
- Unitrust
- Estate Planning and Professional Liability
- Life Insurance and Estate Tax Issues
- Irrevocable Life Insurance Trusts and Estate Planning
- Living Trust Scams
- IRAs Payable to Non-QTIP IRA Trusts
- Disclosure Issues and IRA Trusts
- Application of the Uniform Principal and Income Act Rules in New York State
- Some Examples of the Trust Accounting Rules in New York State
- Appendix A. Uniform Trust Code
- Appendix B. Uniform Principal and Income Act
- Appendix C. A Unitrust Court Case in New York State
- Limited Quick Reference Glossary