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Fiduciary accounting and trust administration guide / David M. English, Robert Whitman.

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Bibliographic Details
Main Author: English, David, 1953-
Corporate Author: American Law Institute-American Bar Association Committee on Continuing Professional Education
Other Authors: Whitman, Robert, 1936-
Format: Book
Language:English
Published: Philadelphia, PA : American Law Institute-American Bar Association Continuing Professional Education, [2008]
Edition:Second edition.
Subjects:
Trusts and trustees > United States.
Executors and administrators > United States.
Table of Contents:
  • PART I: Introductoin to part I
  • Record keeping for fiduciary accounting
  • Inventory and receipts of principal
  • Carrying values and market values
  • Principal and income : allocation and presentation
  • Disbursements
  • Information schedules
  • Distributions
  • Basic objectives and general standards of fiduciary accounting
  • Guidelines for reasonable review of fiduciary accountings
  • Performance accounting
  • Sorting out receipts and releases
  • PART II: Introduction to part II
  • Introduction and overview
  • Definitions and miscellaneous provisions
  • Jurisdiction and governing law
  • Representation and nonjudicial settlements
  • Creation and validity of trusts
  • Modification and termination of trusts
  • Provisions and rights of beneficiary's creditors
  • Revocable trusts
  • Office of trustee
  • Duties and powers of trustee
  • The Uniform Prudent Investor Act
  • Liability of trustees and rights of persons dealing with trustees
  • Relations with third persons
  • Appendices.

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