The Law of Probate Bonds - 2nd Edition - Sharon Ann Sergeant

The Law of Probate Bonds 2nd Edition Sharon Ann Sergeant ISBN 9781634250894

Now revised and updated, The Law of Probate Bonds offers a comprehensive examination of all aspects of probate bonds. The book covers a wide range of topics, from the public policy rationale for requiring probate bonds to claim handling, defenses, and unique or complex situations that may arise.

The twenty chapters include:

1. Public Policy: Why Require Probate Bonds?

2. Underwriting the Probate Bond

3. Types of Probate Bonds and Rules of Fiduciaries

4. Claimants on a Bond

5. Procedural Prerequisites to Asserting Claims on Probate Bonds

6. Statute of Limitations: When the Surety’s Liability Can Be Laid to Rest

7. Handling and Disposition of Fiduciary Bond Claims: Types of Claims and Damages

8. Bond Liability for Money Principal Borrows

9. Surety’s Liability for Acts Occurring Before the Bond Was Issued

10. The Impact of Attorney Neglect and Bad Acts on the Probate Bond Surety

11. The Surety’s Liability for Misconduct or Co-Fiduciaries

12. Fiduciaries Serving Estates in Multiple Capacities

13. Non-Estate Property Obtained Under Color of Office

14. The Prudent Investor Rule and Exposure of the Probate Surety

15. Prior Judgment Against the Principal and Its Effect on the Probate Surety’s Liability

16. Penal Sum Issues Relating to Probate Bonds

17. Defenses Available to the Probate Bond Surety

18. Probate Bonds: Recovery and Salvage

19. The Probate Surety and Bankruptcy

20. Practical Guide to Handling Probate Bond Claims

The book is thoroughly supported with detailed footnotes referencing case law from courts nationwide, as well as relevant state statutes governing probate bonds.

The Law of Probate Bonds is an essential resource for both seasoned and entry-level claims professionals, practitioners, and general legal practitioners seeking a clear and authoritative guide to this complex area of law.

The Law of Probate Bonds 2nd Edition Sharon Ann Sergeant ISBN 9781634250894, 978-1634250894 & 9781634250900

Editors
Jeffrey M Frank
Sharon Ann Sergeant