Sum & Substance Audio on Wills & Trusts, Third Edition

by Gerry W. Beyer

This audio lecture overviews uses; intent; separation of legal and equitable title; trusts versus other legal relationships; express trust creation; consideration; statute of frauds; rule against perpetuities; purpose; settlor; property; trustee; beneficiary; spendthrift and discretionary trusts. It explores support and charitable trusts; pour-over wills; life insurance trusts; trust administration; standard of care; investments and trustee powers. It also covers trust distributions; delegation of duties; duty of loyalty; contract and tort liability of trustee; accounting and compensation; principal and income; court modification of trusts; modification and termination of trusts; trust enforcement and against trustee, involving trust property, and against third parties. It provides information on charitable trusts; limitations; trust accounts; resulting and constructive trusts.

Paperback

First published October 25, 2004