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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
Adobe PDF

Bob Wolf's TRU Tune-Up
Final Regulations Statutory Fine Tuning and Patches
Adobe PDF

Implementing Total Return Trusts
Paul S. Lee, J.D. LL.M. Director, Bernstein
Investment Research and Management
Adobe PDF

Managing Trusts: Better Decisions in An Uncertain World
Paul S. Lee, J.D. LL.M. Director, Bernstein
Investment Research and Management
Adobe PDF

TRU or False: An Analysis of the Total Return Unitrust
Golden
Adobe 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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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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A Professional's Simplified Guide to TRUs
Leimberg
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THE (TRU) SHAPE OF THINGS TO COME
Wolf & Leimberg
Read Full Text

Sample Total Return Unitrust
Wolf
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Total Return Trusts
Spencer
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TRUSTS FOR THE NEW CENTURY
Edwards
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Should Estate Planners Be Revising Their Trusts?
Dam
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Trust Design and Investment Strategy for the Next Millennium
Diamond
Microsoft Word Doc

Definition of Income
Howell-Smith
Read Full Text

REG-106513-00 TRU Thoughtfulness!
Wolf
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News on Total Return UniTrusts: Too Hot to Wait!
Wolf
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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
Adobe PDF

Article review: Forbes Magazine

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