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Author : CARL ISLAM
Publisher :
ISBN 13 : 9781784461249
Total Pages : pages
Book Rating : 4.4/5 (612 download)
Download or read book CONTENTIOUS TRUSTS HANDBOOK written by CARL ISLAM and published by . This book was released on 2020-05-31 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher :
ISBN 13 : 9781784460600
Total Pages : pages
Book Rating : 4.4/5 (66 download)
Download or read book Contentious Probate Handbook written by and published by . This book was released on 2016 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Evans
Publisher : Bloomsbury Professional
ISBN 13 : 9781845925635
Total Pages : 380 pages
Book Rating : 4.9/5 (256 download)
Download or read book Practitioner's Guide to Contentious Trusts and Estates written by Evans and published by Bloomsbury Professional. This book was released on 2002-01-01 with total page 380 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Intended to be the first point of reference for busy practitioners, this new handbook covers all relevant aspects of trust and probate litigation. "
Author :
Publisher : Tolley
ISBN 13 : 9780754516583
Total Pages : 329 pages
Book Rating : 4.5/5 (165 download)
Download or read book A Practitioner's Guide to Contentious Trusts and Estates written by and published by Tolley. This book was released on 2002 with total page 329 pages. Available in PDF, EPUB and Kindle. Book excerpt: Intended to be the first point of reference for busy practitioners, this new handbook covers all relevant aspects of trust and probate litigation. Endorsed by ACTAPS Uniquely combines trusts and estates Includes taxation information
Author : Charles E. Rounds, Jr.
Publisher : Wolters Kluwer
ISBN 13 : 1454813695
Total Pages : 1764 pages
Book Rating : 4.4/5 (548 download)
Download or read book Loring and Rounds written by Charles E. Rounds, Jr. and published by Wolters Kluwer. This book was released on 2012-12-20 with total page 1764 pages. Available in PDF, EPUB and Kindle. Book excerpt: In the 114 years since its first publication, Augustus Peabody Loring 'scompact A Trustee's Handbook has come to be regarded as the mostconvenient, reliable, and complete source for trust research. This classicreference distills the essence of trust law, illuminating thefundamental principles and answering the basic questions:What are the duties of the trustee?What are the rights of the beneficiary?What are the rights of the settlor?What are the rights of third parties involvedLoring and Rounds: A Trustee's Handbook, 2013 Editioncarries on the tradition of concise, practical and up-to-date guidance fortrustees, giving you the latest in-depth information on how to stay on top ofthe developments in this complex field of practice.Loring and Rounds: A Trustee's Handbook is the gold standard andindispensable "go-to" resource for anyone seeking a comprehensive explanationof the vast tapestry of trust law. For over one hundred years it has been thebible for professionals and non-professionals, lawyers and non-lawyers whocreate, administer, and benefit from trusts.Also available on IntelliConnect . Call 888 -224 -7377 for moreinformation.
Author : Richard [VNV] Wilson
Publisher : Jordan Publishing (GB)
ISBN 13 : 9781846612022
Total Pages : 350 pages
Book Rating : 4.6/5 (12 download)
Download or read book Trusts Litigation Handbook written by Richard [VNV] Wilson and published by Jordan Publishing (GB). This book was released on 2017-12-31 with total page 350 pages. Available in PDF, EPUB and Kindle. Book excerpt: Trust litigation is increasingly common in the UK. Hostile litigation, such as breach of trust disputes and applications for removal of trustees, are frequently encountered in practice, as are applications for directions by trustees and other examples of less hostile litigation. The Trust Litigation Handbook provides a clear and comprehensive account of the practice and procedure governing trust litigation in the UK, together with the relevant substantive law. It will provide practitioners with clear answers and guidance to the many questions that arise in trust litigation. In addition to the narrative commentary, a number of expertly drafted precedents are be included. Contents include: The Trust Instrument * The Trustees * Trustees Seeking the Court's Assistance * Trustees' Conduct * Interim Applications * Third Party Litigation * International Dimension * Precedents
Author : George Gleason Bogert
Publisher : Forgotten Books
ISBN 13 : 9781330132098
Total Pages : 687 pages
Book Rating : 4.1/5 (32 download)
Download or read book Handbook of the Law of Trusts written by George Gleason Bogert and published by Forgotten Books. This book was released on 2015-06-17 with total page 687 pages. Available in PDF, EPUB and Kindle. Book excerpt: Excerpt from Handbook of the Law of Trusts The object of this book is to give to practitioners and students a compact summary of the fundamental principles of the American law relating to trusteeships. It is hoped that lawyers will be able by the use of the book to obtain ready information on the large, outstanding problems in the field, and to gain starting points for research into the more recondite and complicated questions. The law student will, it is believed, find in the book: sufficient material to furnish him that groundwork which is the maximum possible of attainment in his preliminary studies. Space limitations have prevented detailed treatment of the English law and extended discussion of matters of principle. These must be reserved for a text-book which purports to be all-inclusive. In the arrangement of topics the author has varied somewhat from the standard analysis. This change has been made partly with the purpose of facilitating the work of the reader in finding the law and partly because it has appealed to the author as logical. An effort has been made to classify the material under headings which represent the principal practical problems arising in the administration of trusts, as well as to develop the trust relation in sequence from beginning to end. The chapters on the trust purpose are illustrative of these departures from the customary outline. What may be the trust purpose is a frequently occurring question in practical affairs, and the trust purpose is one element of the trust relationship which logically deserves treatment. Some statutory matters have been dealt with in considerable detail, as, for example, the Statute of Frauds. Effort has been made to set forth as far as possible the peculiarities existing in the states which have statutory trust systems, as, for instance. New York, Michigan, and California. The important distinction between the states which have modified and partially codified the law of trusts, and those jurisdictions which retain the English system almost wholly untouched by legislation, is not always appreciated. About the Publisher Forgotten Books publishes hundreds of thousands of rare and classic books. Find more at www.forgottenbooks.com This book is a reproduction of an important historical work. Forgotten Books uses state-of-the-art technology to digitally reconstruct the work, preserving the original format whilst repairing imperfections present in the aged copy. In rare cases, an imperfection in the original, such as a blemish or missing page, may be replicated in our edition. We do, however, repair the vast majority of imperfections successfully; any imperfections that remain are intentionally left to preserve the state of such historical works.
Author : Gill Steel
Publisher : Law Society Publishing
ISBN 13 : 9781853286483
Total Pages : 499 pages
Book Rating : 4.2/5 (864 download)
Download or read book Trust Practitioner's Handbook written by Gill Steel and published by Law Society Publishing. This book was released on 2007-12 with total page 499 pages. Available in PDF, EPUB and Kindle. Book excerpt: This invaluable guide to the creation, administration and taxation of trusts has been comprehensively revised and updated to take account of the wide-ranging impact of the Finance Act 2006 on the Inheritance Tax treatment of trusts. The book offers practitioners useful guidance on how to: create and use good systems to avoid potential negligence claims for failing to invest correctly; avoid penalties for missing tax deadlines or for incorrectly assessing tax bills; delegate trust management functions and comply with the regulatory regime for practitioners; and, run an efficient trust department and improve profitability. The author's experience training practitioners ensures that the law of trusts and the relevant tax regimes are explained in an easily accessible way, and an accompanying CD-ROM contains a range of useful forms and checklists from the book that may be customised.
Author : Rounds
Publisher : Wolters Kluwer
ISBN 13 : 1454899727
Total Pages : 1830 pages
Book Rating : 4.4/5 (548 download)
Download or read book Loring and Rounds: A Trustee's Handbook, 2019 Edition (IL) written by Rounds and published by Wolters Kluwer. This book was released on 2018-12-17 with total page 1830 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loring and Rounds: A Trustee's Handbook--well over 1,550 pages-- is regarded not only as authoritative but also as the most convenient, reliable, and complete single-volume source for trust doctrine. Get in-depth information on how to stay on top of the developments in this complex field of practice. The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the First Edition. This classic trust reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions. Loring and Rounds: A Trustee's Handbook, 2019 Edition is up to date and includes eleven chapters of important information, such as chapters on: The Property Requirement The Trustee's Office Interests Remaining with the Settlor The Beneficiary The Trustee's Duties The Trustee's Liabilities Miscellaneous Topics of General Interest to the Trustee Special Types of Trusts The Income Taxation of Trusts Tax Basis/Cost of Trust Property Note: Online subscriptions are for three-month periods. Previous Edition: Loring and Rounds: A Trustee's Handbook, 2018 Edition, ISBN 9781454883883
Author : Rounds
Publisher : Wolters Kluwer
ISBN 13 : 1543811345
Total Pages : 1864 pages
Book Rating : 4.5/5 (438 download)
Download or read book Loring and Rounds: A Trustee's Handbook, 2020 Edition (IL) written by Rounds and published by Wolters Kluwer. This book was released on 2019-11-21 with total page 1864 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loring and Rounds: A Trustee's Handbook--well over 1,550 pages-- is regarded not only as authoritative but also as the most convenient, reliable, and complete single-volume source for trust doctrine. Get in-depth information on how to stay on top of the developments in this complex field of practice. The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the First Edition. This classic trust reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions. Loring and Rounds: A Trustee's Handbook, 2020 Edition is up to date and includes eleven chapters of important information, such as chapters on: The Property Requirement The Trustee's Office Interests Remaining with the Settlor The Beneficiary The Trustee's Duties The Trustee's Liabilities Miscellaneous Topics of General Interest to the Trustee Special Types of Trusts The Income Taxation of Trusts Tax Basis/Cost of Trust Property Previous Edition: Loring and Rounds: A Trustee's Handbook, 2019 Edition, ISBN 9781454899723
Author : Rounds
Publisher : Wolters Kluwer
ISBN 13 : 1543818676
Total Pages : 1884 pages
Book Rating : 4.5/5 (438 download)
Download or read book Loring and Rounds: A Trustee's Handbook, 2021 Edition written by Rounds and published by Wolters Kluwer. This book was released on 2020-12-11 with total page 1884 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loring and Rounds: A Trustee's Handbook is an invaluable practical resource that addresses the rights, duties, and obligations of the parties once the trustee takes title to trust property. This Handbook steers you through this complex field, providing property owners with a mechanism for seeing to the needs of beneficiaries in cost-effective, creative, efficient, and flexible ways. Loring and Rounds: A Trustee's Handbook is a handy, ready reference, and a gateway to the treatises, restatements, law review articles, uniform statutes, and cases you need to know. This fully integrated and bound volume of the 2021 Handbook brings you up to date on the latest cases, statutes, and developments, as well as new or updated discussion of topics as follow: The Handbook continues the lengthy process of pruning some of the deadwood; significant exposition has been cut, revised, or combined. In sum, the Handbook is now even leaner, meaner, and more usable than ever. In addition, numerous new cases and secondary sources have been added. These include the following: The 2021 Handbook fully covers the fourth income and principal act issued by the Uniform Law Commission, namely the Uniform Fiduciary Income and Principal Act (2018), otherwise known as UFIPA. UFIPA has been covered extensively in this edition and has been added in many separate sections. A new section covers remedies at law for breaches of trust, such as the tort of intentional interference with inheritance or acquisition by inter vivos transfer. In addition, the Handbook has been updated with 200+ new cases, including: Roth v. Jelley, holding that, when it comes to a judicial proceeding that could adversely affect the equitable property rights of a trust beneficiary,the beneficiary is entitled under the Due Process Clause of the Fourteenth Amendment to notice and an opportunity to be heard. This case also discusses the various consequences attendant to the failure to provide such notice. Hector v. Bank of N.Y. Mellon, where the court, having in part looked to the Restatement (Third) for guidance, held that the designated passive corporate trustee of a securitized fund of mortgage-backed notes would not be personally at fault, and therefore, not personally liable for any injuries to the tenants of a certain parcel of real estate, title to which the trustee had acquired via foreclosure, that might be occasioned by their exposure to lead paint in and about the premises. Murphy v. Trustee of Star Financial Bank, a case discussing the unfortunate linkage of survivorship and per stirpes: "to their surviving children per stirpes." The court held that the way in which "surviving" and "per stirpes" were linked rendered the provision itself ambiguous in that the "condition of survival negates the right of representation inherent in a per stirpes distribution." 2020 Tax Rates for Trusts and 2021 Projected Tax Rate Schedule for Trusts Note: Online subscriptions are for three-month periods. Previous Edition: Loring and Rounds: A Trustee's Handbook, 2020 Edition, ISBN 9781543818666
Author : Edward Hewitt
Publisher : Law Brief Publishing
ISBN 13 : 9781916698260
Total Pages : 0 pages
Book Rating : 4.6/5 (982 download)
Download or read book A Practical Guide to the Construction and Rectification of Wills and Trust Instruments - Second Edition written by Edward Hewitt and published by Law Brief Publishing. This book was released on 2023-11-30 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Private client practitioners dealing with estates and trusts routinely encounter drafting problems. These can be of many different types, from an ambiguous clause in a home-made will to a precedent clause included by mistake in a professionally prepared trust deed. They can also arise in very different contexts: while some can be resolved by agreement, others will result in a full-blown court battle, possibly accompanied by professional negligence proceedings against the draftsman. This book is designed as a practical guide to overcoming drafting problems. As well as considering the court's modern approach to the construction and rectification of both wills and trust instruments, it includes practical guidance on how to try to deal with drafting problems by agreement and, if that fails, on how to ask the court to resolve them. This new edition has been fully revised and updated to take account of recent developments in case law and procedure, including the completely rewritten Chancery Guide. ABOUT THE AUTHOR Edward Hewitt is a barrister at 5 Stone Buildings in Lincoln's Inn. He has a private client practice with a particular emphasis on inheritance and trust disputes. He is frequently asked to advise on the correct construction of wills and trust instruments. He has also acted in some of the leading recent cases involving the construction and rectification of wills and trust instruments, some of which have included ancillary professional negligence proceedings against the relevant draftsman. CONTENTS Chapter One - Introduction 1.1 The problem 1.2 Structure of this book: distinction between wills and other trust instruments 1.3 A bit of history 1.4 Relationship between construction and rectification 1.5 Miscellaneous Chapter Two - Construction of Wills 2.1 The law 2.2 Practice and procedure 2.2.1 Who is affected? 2.2.2 Can the problem be resolved by agreement? 2.2.3 Professional negligence 2.2.4 Court intervention: section 48 of the Administration of Justice Act 1985 2.2.5 Court intervention: construction claims in the Chancery Division Chapter Three - Rectification of Wills 3.1 The law 3.2 Practice and procedure 3.2.1 Who is affected? 3.2.2 Can the problem be resolved by agreement? 3.2.3 Professional negligence 3.2.4 Court intervention: rule 55 of the Non-Contentious Probate Rules 1987 3.2.5 Court intervention: rectification claims in the Chancery Division Chapter Four - Construction of Other Trust Instruments 4.1 The law 4.2 Practice and procedure 4.2.1 Who is affected? 4.2.2 Can the problem be resolved by agreement? 4.2.3 Professional negligence 4.2.4 Court intervention: section 48 of the Administration of Justice Act 1985 4.2.5 Court intervention: construction claims in the Chancery Division Chapter Five - Rectification of Other Trust Instruments 5.1 The law 5.2 Practice and procedure 5.2.1 Who is affected? 5.2.2 Can the problem be resolved by agreement? 5.2.3 Professional negligence 5.2.4 Court intervention: rectification claims in the Chancery Division Chapter Six - Mistake and Hastings-Bass 6.1 Mistake 6.2 Hastings-Bass REVIEWS OF THE FIRST EDITION "Mr Hewitt has an easy writing style which is to be commended for what could be a difficult and dry topic. Instead, it is a book which provides clarity when trying to approach the actions which need to be taken" - Gill Steel, LawSkills
Author : Charles E. Rounds, Jr.
Publisher : Wolters Kluwer
ISBN 13 : 1454856750
Total Pages : 1874 pages
Book Rating : 4.4/5 (548 download)
Download or read book Loring and Rounds written by Charles E. Rounds, Jr. and published by Wolters Kluwer. This book was released on 2015-12-18 with total page 1874 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loring and Rounds: A Trustee's Handbook--well over 1,550 pages--is regarded not only as authoritative but also as the most convenient, reliable, and complete single-volume source for trust doctrine. Get in-depth information on how to stay on top of the developments in this complex field of practice. The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the First Edition. This classic trust reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions. Loring and Rounds: A Trustee's Handbook, 2016 Edition is up to date and includes eleven chapters of important information, such as chapters on: The Property Requirement The Trustee's Office Interests Remaining with the Settlor The Beneficiary The Trustee's Duties The Trustee's Liabilities Miscellaneous Topics of General Interest to the Trustee Special Types of Trusts The Income Taxation of Trusts Tax Basis/Cost of Trust Property
Author : Gill Steel
Publisher :
ISBN 13 : 9781784460839
Total Pages : 480 pages
Book Rating : 4.4/5 (68 download)
Download or read book Trust Practitioner's Handbook written by Gill Steel and published by . This book was released on 2018 with total page 480 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Charles E. Rounds
Publisher : Aspen Publishers
ISBN 13 : 9780735538238
Total Pages : 683 pages
Book Rating : 4.5/5 (382 download)
Download or read book Loring Trustees Handbook 2003 Edition written by Charles E. Rounds and published by Aspen Publishers. This book was released on 2003-02-21 with total page 683 pages. Available in PDF, EPUB and Kindle. Book excerpt: The 2003 Edition brings you all of the information you need to stay on top of the developments in this complex field of practice. Loring answers thorny questions that arise in the front lines of the trust industry such as:May the court reform the terms of a trust even when they are unambiguous?When and why does a court appoint a receiver or special fiduciary?What kind of trusts are eligible to hold S Corporation shares?In addition, the comprehensive appendix materials are now provided on an accompanying CD-ROM and contain an expanded selection of relevant income, gift, estate, and generation-skipping Internal Revenue Code Sections.
Author : Jr. Charles E. Rounds
Publisher : Wolters Kluwer Law & Business
ISBN 13 : 1543837050
Total Pages : 1916 pages
Book Rating : 4.5/5 (438 download)
Download or read book Loring and Rounds written by Jr. Charles E. Rounds and published by Wolters Kluwer Law & Business. This book was released on 2022-01-31 with total page 1916 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loring and Rounds: A Trustee's Handbook (2022) is an invaluable practical resource that addresses the rights, duties, and obligations of the parties once the trustee takes title to trust property. This Handbook steers you through this complex field, providing property owners with a mechanism for seeing to the needs of beneficiaries in cost-effective, creative, efficient, and flexible ways. Loring and Rounds: A Trustee's Handbook (2022) is a handy, ready reference, and a gateway to the treatises, restatements, law review articles, uniform statutes, and cases you need to know. This fully integrated and bound volume of the Handbook brings you up to date on the latest cases, statutes, and developments, as well as new or updated discussion of topics as follow: The Handbook continues the lengthy process of pruning some of the deadwood; significant exposition has been cut, revised, or combined. In sum, the Handbook is now even leaner, meaner, and more usable than ever. In addition, numerous new cases and secondary sources have been added. These include the following: In the 2022 Edition, there are 91 judicial-decision references and 186 footnotes that were not in the 2021 Edition. Forty pre-existing footnotes have been revised along with their accompanying texts. There has been a major across-the-board expansion, re-organization, renovation, consolidation, coordination, and updating of the content devoted to the intersection of trust law and constitutional (U.S.) law. We have, for example, opened up a whole new section devoted entirely to relevant taking and due process jurisprudence. See §5.3.1A and its sub-sections. The Handbook's treatment of the Domestic Asset Protection Trust (DAPT) has been beefed up and consolidated in §9.28. While the Handbook has had much to say about the equitable doctrine of unclean hands as it pertains to trustee conduct, there has been little on its applicability to beneficiary conduct. This oversight has been corrected. See §§ 5.5 & 7.1.9. All this, and much more is included in the 2022 Edition of the Handbook.
Author : Charles E. Rounds, Jr.
Publisher : Kluwer Law International
ISBN 13 : 9781454813293
Total Pages : 950 pages
Book Rating : 4.8/5 (132 download)
Download or read book Loring and Rounds written by Charles E. Rounds, Jr. and published by Kluwer Law International. This book was released on 2011-11-29 with total page 950 pages. Available in PDF, EPUB and Kindle. Book excerpt: In the 112 years since its first publication, Augustus Peabody Loring's compact A Trustee's Handbook has come to be regarded as the most convenient, reliable, and complete source for trust research. This classic reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions: What are the duties of the trustee? What are the rights of the beneficiary? What are the rights of the settlor? What are the rights of third parties involved Loring and Rounds: A Trustee's Handbook carries on the tradition of concise, practical and up-to-date guidance for trustees, giving you the latest in-depth information on how to stay on top of the developments in this complex field of practice. Loring and Rounds: A Trustee's Handbook is the gold standard and indispensable "go-to" resource for anyone seeking a comprehensive explanation of the vast tapestry of trust law. for over one hundred years it has been the bible for professionals and non-professionals, lawyers and non-lawyers who create, administer, and benefit from trusts. We've taken the supplemental text of the 2011 Edition and incorporated into a single bound volume. the new 2012 Edition takes the reader through the complex maze of both codified and un-codified trust law. It includes and expands upon the invaluable additions and updates that were incorporated into the 2011 Edition. In addition, the new 2012 Edition includes 77 pages of additional content. There are now 482 additional footnotes, citations to 22 additional cases, and 13 new sections.
