Publications

The Pennsylvania Bar Institute announces the publication of
firm partner, TED PERKINS new book

 THE PENNSYLVANIA TRUSTS HANDBOOK

PBI

 Pennsylvania Bar Insititute
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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!

To  Purchase your Copy go to 
PBI.org

Also Check out the popular eBook


Pennsylvania Bar Institute
5080 Ritter Road, Mechanicsburg, PA 17055
Phone: 800-932-4637 | Fax: 717-796-2348 | Email: info@pbi.org | www.pbi.org

 

Also by TED PERKINS
 SPECIAL NEEDS TRUSTS IN PENNSYLVANIA

and

DRAFTING WILLS THAT WORK IN PENNSYLVANIA

Some of the Estate Planning CLE/CPE Program Outlines 

Authored by G&P Partner
EDWARD L. PERKINS, JD, LLM (Tax), CPA  

Estate Planning Essentails for the Close
Estate Planning for the Blended Family C
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Estate Planning After Estate Tax Repeal.
Succession Planning for the Closely Held

EVIDENTIARY  RULES IN ORPHANS COURT

EDWARD PERKINS, JD, LLM (Tax), CPA

PAUL FELLMAN, JD

POST MORTEM INCOME TAX PLANNING

EDWARD PERKINS, JD, LLM (Tax), CPA

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SPECIAL NEEDS TRUSTS FOR LITIGATORS

EDWARD PERKINS, JD, LLM (Tax), CPA

DRAFTING BUY SELL AGREEMENTS

EDWARD PERKINS, JD, LLM (Tax), CPA

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DRAFTING IRREVOCABLE TRUSTS
AGREEMENTS

EDWARD PERKINS, JD, LLM (Tax), CPA