Whether you are fashioning, managing, challenging, or terminating a private or charitable trust, TRUST ADMINISTRATION provides you with all the guidance you need. All the fine points of this practice area are covered, along with significant treatment of topics including the interplay of income taxation and investments in dealing with trusts, the role and liability of the trustee, administration, discretionary distributions, charitable trusts, litigation, and obtaining assistance from the court.
Listing of chapters, authors (with firms hyperlinked and location — city — noted), general editor(s) (if applicable).
Chapter 1 — Creation of the Trust
Laurence J. Kline, Hoogendoorn & Talbot LLP, Chicago
Chapter 2 — Role of the Trustee
J. Andrew P. Stone and Olivia S. Brennan, Kozusko Harris Vetter Wareh Duncan LLP, Chicago, and Katy Crafton Fluet, McDermott Will & Emery LLP, Chicago and Silicon Valley, CA
Chapter 3 — Liability of the Trustee
Bernard T. Wall and Timothy G. Carroll, Harrison Held Carroll & Wall, LLP, Chicago
Chapter 4 — Administration of the Trust: Record Keeping and Allocation of Principal and Income
James A. Casey, Mayer Brown LLP, Chicago
Chapter 5 — Discretionary Distributions
William R. Franzen, Schiff Hardin LLP, and William J. Butler, Jeanette S. Hunter, and Elise J. McGee, McDermott Will & Emery LLP, Chicago
Chapter 6 — Investments
Shannon L. Hartzler, Lawrence Kamin, LLC, Chicago, and Emily Petrovic Li, Virginia Tech Foundation, Inc., Blacksburg, VA
Chapter 7 — Income Taxation of Trusts
Janet Rae Montgomery, Daluga Boland & Montgomery LLC, Chicago
Chapter 8 — Termination of the Trust
John T. Brooks and Jena L. Levin, Foley & Lardner LLP, Chicago
Chapter 9 — Obtaining Assistance from the Court
Rebecca Wallenfelsz and Sara T. Ghadiri, Chapman and Cutler LLP, Chicago
Chapter 10 — Administration of Charitable Trusts
James A. Casey, Mayer Brown LLP, and Neil T. Kawashima, McDermott Will & Emery LLP, Chicago
Chapter 11 — Trust Contests
John T. Brooks and Jena L. Levin, Foley & Lardner LLP, Chicago
