Loring: A Trustee's Handbook

Trustees today must consider CERCLA, RICO, Medicaid, ERISA, IRAs, and a host of other modern legal growths that have been grafted on to the ancient body of the law of trusts. A Trustee's Handbook, with unmatched clarity and insight, answers all the trustee's basic, new, and recurring questions about trustees' duties, beneficiaries' rights, and third party rights under current federal and state law. 
Among this convenient book's special features you'll find: 
* Trust Termination Checklist . A 29-item checklist of things to do to ensure that you will have done everything possible to properly terminate a trust and avoid the absolute liability entailed by misdelivery. * State Law Source Catalog . A catalog of multi-state charts, surveys, and string citations, organized by topic, providing a detailed list of sources for state laws governing trusts. * Important Hard-to-Find Trust-Related Law . Bonds and sureties, bankruptcy issues, the missing beneficiary problem, revocable inter vivos trusts, guardians ad litem, offshore asset protection trusts, distribution to minors, essential trust doctrines that today's trustees need to understand, and much more.

Charles E. Rounds, Jr.

Eric P. Hayes

Business & Money

Little Brown & Co Law & Busine

Rounds (law, Suffolk U.) is a member of the Massachusetts Bar, and so at least geographically an heir to Boston attorney Augustus Peabody Loring, who published his first edition of the Handbook in 1898. The 2005 edition incorporates Sections 1-69 of the Restatement (Third) of Trusts, dealing with the creation and interpretation of trusts, which were adopted and promulgated by the American Law Institute in May 2001. A section now contains an extensive discussion of the fiduciary issues associated with establishing and administering state pension funds. Other changes include 14 new sections, substantial additions to the text and footnotes, a larger format, and the continuing process of making the Handbook international and ahistorical. Annotation ©2005 Book News, Inc., Portland, OR (booknews.com)

Loring Trustees Handbook 2005 Edition

Tax Law

Aspen Publishers

This (relatively) compact reference for trustees describes the rights, duties, and obligations of the parties once the trustee takes title to trust property. Coverage includes relevant treatises, restatements, law review articles, uniform statutes, and cases. The contents of Sections 70-81 of the Restatement (Third) of Trusts, recently adopted and promulgated by the American Law Institute, have been incorporated into the 2006 edition. The volume also features the addition of 22 new sections, addressing such topics as spousal rights in common law states, the two party rule, and subrogation doctrine. Rounds teaches at Suffolk U. Law School in Boston. Annotation ©2006 Book News, Inc., Portland, OR (booknews.com)

Loring: A Trustees Handbook, 2006 Edition

In the 112 years since its first publication, Augustus Peabody Loring'scompact 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: <ul>
<li> What are the duties of the trustee? </li> <li> What are the rights of the beneficiary? </li> <li> What are the rights of the settlor? </li> <li> What are the rights of third parties involved? </li> </ul>
 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.

Loring and Rounds: A Trustee's Handbook, 2012 Edition

Charles E. Rounds, III

In the 113 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: <ul>
<li> What are the duties of the trustee? </li> <li> What are the rights of the beneficiary? </li> <li> What are the rights of the settlor? </li> <li> What are the rights of third parties involved </li> </ul>
 Loring and Rounds: A Trustee's Handbook, 2013 Edition 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.

Loring & Rounds: A Trustees Handbook, 2013 Edition

An All-Inclusive Resource for the Trustee! 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: <ul>
<li> The direct-benefits estoppel doctrine in the context of trust arbitration clauses </li> <li> The rule in Saunders v. Vautier </li> <li> The implied-gift-in-default doctrine in the context of expired nongeneral powers of appointment </li> <li> And more! </li> </ul>

Loring & Rounds: A Trustees Handbook, 2014 Edition

Wolters Kluwer/Law & Business

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: <ul>
<li> The Property Requirement </li> <li> The Trustee's Office </li> <li> Interests Remaining with the Settlor </li> <li> The Beneficiary </li> <li> The Trustee's Duties </li> <li> The Trustee's Liabilities </li> <li> Miscellaneous Topics of General Interest to the Trustee </li> <li> Special Types of Trusts </li> <li> The Income Taxation of Trusts </li> <li> Tax Basis/Cost of Trust Property </li> </ul>

Loring and Rounds: A Trustees Handbook, 2016 Edition

Law Practice

Wolters Kluwer

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: <ul>
<li>The Property Requirement</li> <li>The Trustee's Office</li> <li>Interests Remaining with the Settlor</li> <li>The Beneficiary</li> <li>The Trustee's Duties</li> <li>The Trustee's Liabilities</li> <li>Miscellaneous Topics of General Interest to the Trustee</li> <li>Special Types of Trusts</li> <li>The Income Taxation of Trusts</li> <li>Tax Basis/Cost of Trust Property</li> </ul>

Loring and Rounds: A Trustee's Handbook, 2017 Edition

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: <ul>
<li>The Property Requirement</li> <li>The Trustee's Office</li> <li>Interests Remaining with the Settlor</li> <li>The Beneficiary</li> <li>The Trustee's Duties</li> <li>The Trustee's Liabilities</li> <li>Miscellaneous Topics of General Interest to the Trustee</li> <li>Special Types of Trusts</li> <li>The Income Taxation of Trusts</li> <li>Tax Basis/Cost of Trust Property</li> </ul>
Note: Online subscriptions are for three-month periods. Previous Edition: Loring and Rounds: A Trustee's Handbook, 2018 Edition, ISBN 9781454883883

Loring and Rounds 2019: A Trustee's Handbook

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