Pennsylvania Trust Guide - A Handbook For Trustees & Advisors

A Handbook for Trustees and Their Advisors
Second Edition

AUTHORS: JULIEANNE E. STEINBACHER, ESQ.
and ADRIANNE J. STAHL, ESQ.

Published: August, 2010 (Previous Editions: 1st: October, 2008)
Most recent supplement/update: 2012 supplement; released 12/11; $99.50
(Current Subscriber's Price: $79.50)
Library of Congress Control Number: 2008935708
ISBN: 0-9755281-9-X

1 VOLUME; HARD-BOUND; 663 PAGES; PRICE: $169.00

A Perfect Companion to your PENNSYLVANIA FIDUCIARY GUIDE

Learn how to be in compliance with the notice requirements of the Uniform Trust Act before the November deadline
Explains/analyzes: PA's Uniform Trust Act, taxation of trusts, PA's Prudent Investor Rule, and the PA Uniform Principal and Income Act
Explains how to establish, fund, and administer a trust
Explains how to reform, terminate, and amend a trust
Full of forms, examples, and practice tips

This timely new book is a practical guide for those in the profession who practice trust law, fund trusts, or advise trustees. The experienced authors have crafted an easy-to-use book that allows practitioners to examine the applicable statutes, benefit from insightful practice tips, and read a synopsis of pertinent points. When applicable, detailed examples have been added to illustrate the finer points of the law, and expertly drafted sample forms are included to aid the practitioner.

This one-volume resource focuses on the changes brought about by Pennsylvania's Uniform Trust Act. These modifications must be understood by a practitioner who is establishing and funding trusts or advising trustees. Pennsylvania's Uniform Trust Act codifies some common law, but also contains some major adjustments. The act, which adds Chapter 77 to Title 20, The Probate, Estates, and Fiduciaries Code, should be carefully examined by any attorney practicing in the area of trust law or any professional who works with trusts.

TABLE OF CONTENTS
Condensed

In Gratitude Preface About the Authors Table of Contents Table of Statutes Table of Text Forms
Chapter
1.	Pennsylvania's Uniform Trust Act
2.	Pennsylvania's Prudent Investor Rule
3.	Pennsylvania's Uniform Principal and Income Act
4.	Types of Trusts
5.	A Closer Look at Special Needs Trusts
6.	Practical Considerations for Establishing a Trust
7.	Practical Considerations for Funding a Trust
8.	Considerations for Transferring Real Estate to or from a Trust
9.	Practical Considerations for Serving as Trustee
10.	Reforming, Terminating, and Amending Trusts
11.	Taxation of Trusts
12.	Trust Situs
Table of Cases Index