Loring And Rounds

Author : Jr. Charles E. Rounds,Charles E. Rounds
Publisher : Wolters Kluwer Law & Business
Page : 1916 pages
File Size : 40,7 Mb
Release : 2022-01-31
Category : Trusts and trustees
ISBN : 9781543837056

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Loring and Rounds by Jr. Charles E. Rounds,Charles E. Rounds Pdf

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.

Author : Rounds
Publisher : Wolters Kluwer Law & Business
Page : 1942 pages
File Size : 52,7 Mb
Release : 2024-07-01
Category : Electronic
ISBN : 9781543880021

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Loring and Rounds: A Trustee's Handbook, 2024 Edition by Rounds Pdf

Author : Charles E. Rounds, Jr.,Charles E. Rounds (Jr)
Publisher : Wolters Kluwer
Page : 1874 pages
File Size : 53,8 Mb
Release : 2015-12-18
Category : Electronic
ISBN : 9781454856757

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Loring and Rounds by Charles E. Rounds, Jr.,Charles E. Rounds (Jr) Pdf

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

Author : Rounds
Publisher : Wolters Kluwer
Page : 1902 pages
File Size : 51,6 Mb
Release : 2016-12-19
Category : Trusts and trustees
ISBN : 9781454871583

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Loring and Rounds: A Trustee's Handbook, 2017 Edition (IL) by Rounds Pdf

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

Author : Rounds
Publisher : Wolters Kluwer
Page : 1830 pages
File Size : 53,6 Mb
Release : 2018-12-17
Category : Electronic
ISBN : 9781454899723

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Loring and Rounds: A Trustee's Handbook, 2019 Edition (IL) by Rounds Pdf

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

Author : Rounds
Publisher : Wolters Kluwer
Page : 1864 pages
File Size : 44,8 Mb
Release : 2019-11-21
Category : Electronic
ISBN : 9781543811346

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

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

Author : Rounds
Publisher : Wolters Kluwer
Page : 1884 pages
File Size : 42,7 Mb
Release : 2020-12-11
Category : Electronic
ISBN : 9781543818673

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Loring and Rounds: A Trustee's Handbook, 2021 Edition by Rounds Pdf

Loring and Rounds: A Trustee's Handbook 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 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 2021 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: The 2021 Handbook fully covers the fourth income and principal act issued by the Uniform Law Commission, namely the Uniform Fiduciary Income and Principal Act (2018), otherwise known as UFIPA. UFIPA has been covered extensively in this edition and has been added in many separate sections. A new section covers remedies at law for breaches of trust, such as the tort of intentional interference with inheritance or acquisition by inter vivos transfer. In addition, the Handbook has been updated with 200+ new cases, including: Roth v. Jelley, holding that, when it comes to a judicial proceeding that could adversely affect the equitable property rights of a trust beneficiary,the beneficiary is entitled under the Due Process Clause of the Fourteenth Amendment to notice and an opportunity to be heard. This case also discusses the various consequences attendant to the failure to provide such notice. Hector v. Bank of N.Y. Mellon, where the court, having in part looked to the Restatement (Third) for guidance, held that the designated passive corporate trustee of a securitized fund of mortgage-backed notes would not be personally at fault, and therefore, not personally liable for any injuries to the tenants of a certain parcel of real estate, title to which the trustee had acquired via foreclosure, that might be occasioned by their exposure to lead paint in and about the premises. Murphy v. Trustee of Star Financial Bank, a case discussing the unfortunate linkage of survivorship and per stirpes: "to their surviving children per stirpes." The court held that the way in which "surviving" and "per stirpes" were linked rendered the provision itself ambiguous in that the "condition of survival negates the right of representation inherent in a per stirpes distribution." 2020 Tax Rates for Trusts and 2021 Projected Tax Rate Schedule for Trusts Note: Online subscriptions are for three-month periods. Previous Edition: Loring and Rounds: A Trustee's Handbook, 2020 Edition, ISBN 9781543818666

Author : Charles E. Rounds,Rounds
Publisher : Aspen Publishers
Page : 0 pages
File Size : 49,6 Mb
Release : 2014-12
Category : Trusts and trustees
ISBN : 1454843896

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Loring and Rounds by Charles E. Rounds,Rounds Pdf

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

Author : Charles E. Rounds, Jr.,Charles E. Rounds
Publisher : Wolters Kluwer
Page : 1764 pages
File Size : 47,5 Mb
Release : 2012-12-20
Category : Law
ISBN : 9781454813699

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Loring and Rounds by Charles E. Rounds, Jr.,Charles E. Rounds Pdf

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.

Author : Charles E. Rounds, Jr.,Charles E. Rounds, III
Publisher : Wolters Kluwer Law and Business
Page : 1812 pages
File Size : 43,6 Mb
Release : 2013-12-26
Category : Law
ISBN : 1454826622

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Loring and Rounds, 2014 by Charles E. Rounds, Jr.,Charles E. Rounds, III Pdf

2014 Loring and Rounds: A Trustee's Handbook is the gold standard and indispensable "go-to" resource for anyone seeking a comprehensive explanation of the vast tapestry of trust law. 2014 Loring and Rounds: A Trustee's Handbook has been updated to include essential new sections, including: The direct-benefits estoppel doctrine in the context of trust arbitration clauses The rule in Saunders v. Vautier The implied-gift-in-default doctrine in the context of expired nongeneral powers of appointment And more!

Author : Charles E. Rounds
Publisher : Aspen Publishers
Page : 0 pages
File Size : 47,7 Mb
Release : 2009-12-15
Category : Trusts and trustees
ISBN : 073558611X

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Loring and Rounds, a Trustee's Handbook by Charles E. Rounds Pdf

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.

Author : Charles E. Rounds, Jr.,Charles E. Rounds, III
Publisher : Kluwer Law International
Page : 950 pages
File Size : 50,9 Mb
Release : 2011-11-29
Category : Law
ISBN : 1454813296

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Loring and Rounds by Charles E. Rounds, Jr.,Charles E. Rounds, III Pdf

In the 112 years since its first publication, Augustus Peabody Loring's compact A Trustee's Handbook has come to be regarded as the most convenient, reliable, and complete source for trust research. This classic reference distills the essence of trust law, illuminating the fundamental 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 carries on the tradition of concise, practical and up-to-date guidance for trustees, giving you the latest in-depth information on how to stay on top of the developments in this complex field of practice. Loring and Rounds: A Trustee's Handbook is the gold standard and indispensable "go-to" resource for anyone seeking a comprehensive explanation of the vast tapestry of trust law. for over one hundred years it has been the bible for professionals and non-professionals, lawyers and non-lawyers who create, administer, and benefit from trusts. We've taken the supplemental text of the 2011 Edition and incorporated into a single bound volume. the new 2012 Edition takes the reader through the complex maze of both codified and un-codified trust law. It includes and expands upon the invaluable additions and updates that were incorporated into the 2011 Edition. In addition, the new 2012 Edition includes 77 pages of additional content. There are now 482 additional footnotes, citations to 22 additional cases, and 13 new sections.

Author : Charles E. Rounds,Augustus Peabody Loring
Publisher : Unknown
Page : 0 pages
File Size : 42,8 Mb
Release : 2004
Category : Trusts and trustees
ISBN : 073554638X

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Loring a Trustee's Handbook by Charles E. Rounds,Augustus Peabody Loring Pdf

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.

Author : Charles E. Rounds
Publisher : Aspen Publishers
Page : 683 pages
File Size : 47,7 Mb
Release : 2003-02-21
Category : Trusts and trustees
ISBN : 0735538239

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Loring Trustees Handbook 2003 Edition by Charles E. Rounds Pdf

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.

Author : Charles E. Rounds
Publisher : Aspen Law & Business
Page : 845 pages
File Size : 45,9 Mb
Release : 2008-12-12
Category : Law
ISBN : 0735580588

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Loring A Trustee's Handbook 2009 by Charles E. Rounds Pdf

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