Automatic Update Service


This book is included in PBI’s automatic update service. PBI will publish supplements or new editions as appropriate to keep the book up to date. We will send you a notice when a new edition is available. You will then have the option to purchase the supplement or new edition at a discounted rate or decline the offer, with no further obligation.

Click to review/change your Automatic Update status.

  • PBI Press Book

The Pennsylvania Trusts Handbook (Includes Electronic Download)

Quantity:
Available: In Stock
Price: $119.00
Item Code: 10946-PBK

About

Print copy coming soon—order the book and receive the electronic download today!

Trusts can be, in the hands of a competent drafter, the most versatile of estate planning tools. This manual will assist you in achieving a better understanding of Pennsylvania-specific trust and taxation information. Explore what a trust is, what kinds of trusts are available, the terminology used, how tax laws affect the planning of a trust, and when trusts are most useful in estate planning. Obtain insights into relevant Pennsylvania law governing trusts and gain practical examples of when to use each type of trust, sample forms, and tips for the novice drafter.

 

Summary of Contents

  • An Introduction to Trusts
  • The Uses and Types of Trusts
  • The Creation of Trusts
  • The Duties of the Trustee
  • The Powers of the Trustee
  • Liability of Trustees
  • Administration and Judicial Oversight
  • The Fundamentals of Fiduciary Accounting
  • Investments of the Trust
  • Termination, Modification, and Reformation of Existing Trusts
  • The Income Taxation of Trusts—An Overview
  • The Taxation of Trust Income
  • Ordinary Deductions and Credits
  • The Income Distribution Deduction
  • How the Trust Beneficiary is Taxed
  • Pennsylvania Income Taxation of Trusts
  • The Tax Treatment of Grantor Trusts
  • Estate and Gift Taxation of Trusts
  • The Interpretation and Construction of Trusts
  • Drafting Trusts—Overview and Introductory Provisions
  • Dispositive Provisions
  • Administrative Provisions
  • Trustee Provisions
  • Other Necessary Provisions
  • Sample Forms
  • Statutory Index
  • Subject Index

 

Automatic Update Service

This book is included in PBI’s automatic update service. PBI will publish supplements or new editions as appropriate to keep the book up to date. We will send you a notice when a new edition is available. You will then have the option to purchase the supplement or new edition at a discounted rate or decline the offer, with no further obligation.

If you would like to opt out of the automatic update service, log in to your PBI account, click on Your Account and select Account Home. Then, click on Automatic Update Products. If you do not wish to receive automatic updates for any product, uncheck the box next to that product. If you would like to opt in to the automatic update service for any product, check the box next to that product.
Practice Areas
Published: 2/1/2020
Pages: 656
Size: 6x9

Authors/Faculty

Ted Perkins JD, LL.M., CPA
Gibson & Perkins, PC