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Trust Administration 2019 Edition

This complete guide covers all aspects of trust administration from formation through termination.

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

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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

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