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About this Archive

This page is a archive of entries in the Fiduciary Issues category from September 2008.

Fiduciary Issues: March 2009 is the next archive.

Find recent content on the main index or look in the archives to find all content.

Fiduciary Issues: September 2008 Archives

Nancy G. Fax     Introduction The Uniform Trust Code (UTC) is the first national codification of the law of trusts.  Since it was completed by the National Conference of Commissioners on Uniform State Laws (NCCUSL) in 2000, the...

Continue reading "Practical Drafting Under The Uniform Trust Code"

Donald Kozusko Partner, Kozusko Harris Vetter Wareh LLP, Washington, D.C.     Summary Trusts are most often valued as vehicles for tax planning, protecting against creditors, and managing assets for beneficiaries who are minors or incapacitated adults.  While valid,...

Continue reading "Choices: "Why Do I Need A Trust? Setting the Stage for Decision-making""

Sarah M. Johnson   Venable LLP, Washington, D.C.   Introduction The appointment of guardians for minor children is one of the most important aspects of a parent's estate plan.  If called to serve, the ideal guardian will oversee the...

Continue reading "Planning Considerations In Naming A Guardian For A Minor Child"

Donald Kozusko Partner, Kozusko Harris Vetter Wareh LLP, Washington, D.C.     Summary The increase in the number and value of family trusts in the United States has been accompanied by an evolution, even revolution, in the ways in...

Continue reading " Choices: "Reciprocal Trust Doctrine Threatens Family Decision-making""