Trusts
This work provides a contemporary treatment of trust law, offering authoritative guidance to legislators, judges, and those who counsel trustees and beneficiaries or endeavor to draft instruments that accurately reflect the lawful intentions of donors. The work represents a complete revision of the Restatement Second, which is no longer in print. Volumes 1 and 2 cover the nature, creation, and elements of trusts; interests and rights of beneficiaries; and trust modification and termination. Volume 3 deals with trustee powers and duties and incorporates an updated version of an earlier Prudent Investor volume. The fourth volume covers trust administration, particularly breaches of trust and the appropriate legal remedies.
Reporter:
Edward C. Halbach, Jr., University of California,Berkley School of Law
Associate Reporters:
Jeffrey N. Pennell, Emory University School of Law (Volume 3)
Randall W. Roth, University of Hawaii at Manoa, William S. Richardson School of Law (Volumes 3 and 4)
Thomas P. Gallanis, University of Iowa College of Law (Volume 4)
Official Text Vol. 1433 pages, 2003, #1R3TRV1OTVolume 1 covers nature, characteristics, and types of trusts and creation of trusts.
More details and content summaryXHardbound | 1R3TRV1OT | 2003 | 433 pages | $98.00
Summary of Contents
VOLUME 1 (§§ 1 to 28)
FOREWORD
PART 1. NATURE, CHARACTERISTICS, AND TYPES OF TRUSTS
Chapter
1. Definitions and Distinctions
2. Resulting Trusts
PART 2. CREATION OF TRUSTS
3. Basic Principles and Requirements
4. Formalities: Trusts Created by Will
5. Formalities: Creation of Inter Vivos Trusts
In the Restatement tradition, this volume combines clear black-letter provisions with extensive explanatory Comments, clarifying Illustrations, and detailed Reporter’s Notes.
The Restatement will be supplemented by Annual Pocket Parts.
FGM – 40139746
ISBN – 978-0-314-10645-6- Official Text Vol. 2690 pages, 2003, #1R3TRV2OT
Volume 2 covers elements of trusts, the nature of beneficiaries ' rights and Interests, and the modification and termination of trusts.
More details and content summaryXHardbound | 1R3TRV2OT | 2003 | 690 pages | $98.00
Summary of Contents
VOLUME 2 (§§ 29 to 69)
FOREWORD
PART 3. ELEMENTS OF TRUSTS
Chapter
6. Trust Purposes
7. The Trustee
8. Trust Property
9. Beneficiaries
PART 4. NATURE OF BENEFICIARIES’ RIGHTS AND INTERESTS
10. Extent and Enforceability of Beneficial Interests
11. Voluntary and Involuntary Transfers of Beneficial Interests: General Principles
12. Spendthrift Trusts and Other Restraints on Voluntary and Involuntary Alienation
PART 5. MODIFICATION AND TERMINATION OF TRUSTS
13. Modification and Termination of Trusts
Table of Cases
Table of Statutes
Parallel Tables Showing Corresponding Restatement Third and Restatement Second Section Numbers
Table of Cross References to Digest System Key Numbers and ALR Annotations
Index (Volumes 1 and 2)
In the Restatement tradition, this volume combines clear black-letter provisions with extensive explanatory Comments, clarifying Illustrations, and detailed Reporter’s Notes.
The Restatement will be supplemented by Annual Pocket Parts..
FGM – 40139747
ISBN – 978-0-314-10646-4 - Official Text Vol. 3474 pages, 2007, #1R3TRV3OT
Volume 3 covers trustee powers and duties and includes an updated version of the Prudent Investor Rule volume published in 1992, superseding that volume.
More details and content summaryXHardbound | 1R3TRV3OT | 2007 | 474 pages | $105.00
Summary of Contents
VOLUME 3 (§§ 70 to 92)
FOREWORD
PART 6. TRUST ADMINISTRATION
Chapter
14. Trustee Powers and Duties: General Principles
15. Specific Duties of Trusteeship
16. Extent and Exercise of Trustees’ Powers
17. Investment of Trust Funds (The “Prudent Investor Rule”)
Table of Cases
Table of Statutes
Parallel Tables Showing Corresponding Restatement Third and Restatement Second Section Numbers
Index (Volume 3)
In the Restatement tradition, this volume combines clear black-letter provisions with extensive explanatory Comments, clarifying Illustrations, and detailed Reporter’s Notes.
The Restatement will be supplemented by Annual Pocket Parts.
FGM – 40616959
ISBN – 978-0-314-97638-3 - Official Text Vol. 4200 pages, 2012, #1R3TRV4OT
Volume 4 covers trust administration, especially breaches of trust, issues of liability, and appropriate legal remedies. Volume 4 also contains an entirely new approach to principal-and-income accounting.
More details and content summaryXHardbound | 1R3TRV4OT | 2012 | 200 pages | $131.00
Summary of Contents
VOLUME 4 (§§ 93 to 111)
FOREWORD
PART 6 (Continued). TRUST ADMINISTRATION
Chapter
18. Remedying Breach of Trust: General Principles
19. Trustee Liability to Beneficiaries
20. Beneficiary Liability
21. Liability of Trust or Trustee to Third Party
22. Third-Party Liability to Trust
23. Accounting for Principal and
Table of Cases
Table of Statutes
Parallel Tables Showing Corresponding Restatement
Third and Restatement Second Section Numbers
Index (Volumes 3 and 4)
In the Restatement tradition, this volume combines clear black-letter provisions with extensive explanatory Comments, clarifying Illustrations, and detailed Reporter’s Notes.
The Restatement will be supplemented by Annual Pocket Parts.
FGM - 41253088
ISBN - 978-0-314-60814-7
- Current Offerings:
- Appendix 5 (July 1986 through June 2013)$147.00 868 pages 2014 #14AXTR1
This volume contains all relevant citations to the original Restatement of the Law of Trusts, Trusts 2nd, and Trust 3d, that were reported from July 1986 through June 2013.
- Current Offerings:
- 2024 REST PKPT TRUSTS 3D V5 43312915$96.00 200+ pages 2024 #24PPTR
This Cumulative Annual Pocket Part contains citations from July 2013 through June 2023 to the Restatement of the Law of Trusts (2 Vols.), Restatement of the Law Second, Trusts 2d (2 Vols.), and Restatement of the Law Third, Trusts (4 Vols.). For earlier citations, Appendix Volumes 3, 4, and 5 of the Restatement of the Law Second, Trusts 2d (1959, 1987, 1987), and Appendix Volume 5 of the Restatement of the Law Third, Trusts (2014) should be consulted. If there are no previous citations, the notation No earlier citations appears under the section or other title.
FGN - 43312915