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.


Table of Contents

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 7 -- Drafting Issues

Chapter 8 -- Old vs. New Comparison Table

Chapter 9 -- Slide Show

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.

Shorter UPIA Outline

Slides for Short UPIA Presentation

Other Links

Glenn Karisch Resume

Glenn Karisch Photo

 

The Texas Probate Web Site www.texasprobate.net
 The Best Source of Information on Estate Planning, Probate and Trust Law in Texas
2003-4 by Glenn M. Karisch, All Rights Reserved