Bisel Logo Pennsylvania Trust Guide

A Handbook for Trustees and Their Advisors
Fourth Edition

AUTHORS: JULIEANNE E. STEINBACHER, ESQ. and SAMANTHA K. WOLFE, ESQ.
ADRIANNE J. STAHL, ESQ.
JENNIFER E. LINN, ESQ.

Published: December, 2018 (4th Ed.) (Previous Editions: 2008, 2010 & 2019)
Most recent supplement/update: N/A
Library of Congress Control Number: 2008935708
ISBN: 978-0-9910771-6-8

1 VOLUME; HARD-BOUND; 1362 PAGES; PRICE: $229.00

This timely new edition 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

Chapter 1. Pennsylvania's Uniform Trust Act 2. Pennsylvania's Prudent Investor Rule 3. Pennsylvania 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

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