Statutory Techniques for Balancing the Financial Interests of Trust Beneficiaries
ALYSSA A. DIRUSSO
Cumberland School of Law, Samford University
KATHLEEN M. SABLONE
U.S. Trust
Published in
University of San Francisco Law Review, Vol. 39, p. 261, 2005
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Bob Wolf's TRU Tune-Up
Final Regulations Statutory Fine Tuning and Patches
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PDF
Implementing Total Return Trusts
Paul S. Lee, J.D. LL.M. Director, Bernstein
Investment Research and Management
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PDF
Managing Trusts: Better Decisions in An Uncertain World
Paul S. Lee, J.D. LL.M. Director, Bernstein
Investment Research and Management
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PDF
TRU or False: An Analysis of the Total Return Unitrust
Golden
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PDF
Other files available for this article:
Appendices
(pdf)
Appendix
B1 15 (pdf)
Appendix
D (pdf)
Appendix
E (pdf)
THE TRU DEBATE
Monchek
Adobe
PDF or Microsoft
Word Document
A Primer on the Uniform Principal and
Income Act
Keene
www.keenecpas.com
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Full Text
The Power to Adjust and the Unitrust
Wolf
Adobe
PDF or Microsoft
Word Document
Policy Differences in Total Return Laws
Welch
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Full Text
A Professional's Simplified Guide to TRUs
Leimberg
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Text
THE (TRU) SHAPE OF THINGS TO COME
Wolf & Leimberg
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Full Text
Sample Total Return Unitrust
Wolf
Read
Full Text
Total Return Trusts
Spencer
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Full Text
TRUSTS FOR THE NEW CENTURY
Edwards
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Should Estate Planners Be Revising Their
Trusts?
Dam
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Text
Trust Design and Investment Strategy for the Next Millennium
Diamond
Microsoft
Word Doc
Definition of Income
Howell-Smith
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REG-106513-00 TRU Thoughtfulness!
Wolf
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News on Total Return UniTrusts: Too Hot to Wait!
Wolf
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Text
ESTATE PLANNING WITH TOTAL RETURN TRUSTS
Wolf
Description: This article originally appeared
at 36 Real Prop. Prob & Tr. J. 169 (2001) and is reproduced
here with the permission of the American Bar Association. Errata
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Article review: Forbes Magazine
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