UPIA Handbook
In 2003, the Texas Legislature enacted the Uniform Prudent Investor Act and the Uniform Principal and Income Act. These acts became effective January 1, 2004, and affect new and existing trusts. Download and print the following PDF files to have your copy of Glenn Karisch's UPIA Handbook -- the best source of information on the Uniform Prudent Investor Act and the Uniform Principal and Income Act as enacted in Texas.
Instructions:
1. Click on each of the following links. This will open the PDF file. (Please note that you must have the free Adobe Acrobat Reader program in order to access these files. You may download this free program by clicking here.)
2. Print each PDF file.
3. Using the Table of Contents as your guide, assemble the Table of Contents and each chapter into a handbook using a three-ring binder with numbered dividers.
Chapter 1 -- The Two UPIAs – How They Will Change the World
Chapter 2 -- The Uniform Prudent Investor Act with Comments
Chapter 3 -- The Uniform Principal and Income Act with Comments
Chapter 4 -- HB 3503 – Exculpatory Clauses
Chapter 5 -- Derivation Tables
Chapter 6 -- Marketing Opportunities
Chapter 8 -- Old vs. New Comparison Table
Shorter UPIA Outline
At some continuing legal education programs a shorter version of UPIA materials is used. If you are instructed to download and print the "Shorter UPIA Outline," then click the link below to open a PDF file containing the 24-page outline to be used at your program. Be sure to print the outline and bring it to the program.
Slides for Short UPIA Presentation
Other Links
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The Texas Probate Web Site
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www.texasprobate.net |
