Publications

The Pennsylvania Bar Institute announces the publication of
firm partner, TED PERKINS new book
THE PENNSYLVANIA TRUSTS HANDBOOK

PBI

Pennsylvania Bar Insititute

I

Everything you need to know about trusts in Pennsylvania - Ted Perkins brings his 40 years of experience as a lawyer and CPA to this key practice manual, clearly outlining the law governing PA-specific trusts and taxation and sharing practice tips for easy drafting. Learn about the various types of trusts, how and when to use each type, and hone your skills - This book features 16 sample forms to get you started! What's inside ;

An Introduction to Trusts: Uses, Types & Creation
Trustees: Duties, Powers & Liability
Administration & Judicial Oversight
Fiduciary Accounting
Taxation, Deductions & Credits
Drafting Trusts
Termination, Modification & Reformation of Existing Trusts
Provisions: Dispositive, Administrative, Trustee & More
Sample Forms: Living Trust, Dynasty Trust, Third-Party Special Needs Trust, QTIP Trust Provision, Marital Deduction/Credit Shelter Trust, Minor’s Trust Under a Will and many more!