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Practitioners Guide To Drafting Trusts
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Book Synopsis A Practitioner's Guide to Drafting Trusts by : Michael Waterworth
Download or read book A Practitioner's Guide to Drafting Trusts written by Michael Waterworth and published by Tolley. This book was released on 2003 with total page 414 pages. Available in PDF, EPUB and Kindle. Book excerpt: This practical handbook covers the main principles of drafting trusts as well as providing concise coverage of the drafting of specific trusts. Acce ssible and user friendly, this guide covers: uses of trusts; types of trust; will trusts; drafting style; validity of the trust; choice of trustees; trustees' duties and powers; content of trust deed; administrative provisions; miscellaneous matters and precedents. The guide is suitable for trust practitioners, private client lawyers, accountants and professional students, and complements the larger, more weighty texts in the Trusts and Estates portfolio.
Book Synopsis A Practitioner's Guide to Drafting Trusts by : Bloomsbury Publishing Plc
Download or read book A Practitioner's Guide to Drafting Trusts written by Bloomsbury Publishing Plc and published by Bloomsbury Professional. This book was released on 2003-01-01 with total page 414 pages. Available in PDF, EPUB and Kindle. Book excerpt: "The second edition of A Practitioner's Guide to Drafting Trusts is a thorough update of this practical handbook that covers the main principles of drafting trusts as well as providing concise coverage of the drafting of specific trusts, including an Appendix containing nearly 30 precedents."
Book Synopsis A Practitioner's Guide to Wills by : Lesley King
Download or read book A Practitioner's Guide to Wills written by Lesley King and published by Wildy Practitioner Guide Series. This book was released on 2017 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This edition of this popular title provides a practical and comprehensive reference for all those concerned in drafting and interpreting wills, and in giving effect to their provisions. All precedent material is included on the accompanying CD-ROM.
Book Synopsis A Practitioner's Guide to Drafting Trusts by : Mark K. Dunkley
Download or read book A Practitioner's Guide to Drafting Trusts written by Mark K. Dunkley and published by . This book was released on 2001 with total page 217 pages. Available in PDF, EPUB and Kindle. Book excerpt: This guide covers the main principles of drafting trusts as well as providing concise coverage of the drafting of specific trusts. It covers: the different types of trusts and when they should be created; the reasons why certain trusts should be used; the relevant tax implications on each specific trust; implications of the Trustee Act 2000; what to avoid when drafting a trust; the style and validity of certain trusts; how to appoint and remove trustees; and post-trust-creation steps.
Book Synopsis A Practitioner's Guide to Powers of Attorney by : John Thurston
Download or read book A Practitioner's Guide to Powers of Attorney written by John Thurston and published by Bloomsbury Publishing. This book was released on 2015-12-17 with total page 733 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Practitioner's Guide to Powers of Attorney, Ninth Edition is a practical, user-friendly and easy to read guide to all forms of power of attorney including ordinary power of attorney, lasting power of attorney and enduring power of attorney. It is the only book on the market to include the changes made by the Lasting Powers of Attorney, Enduring Powers of Attorney and Public Guardian (Amendment) Regulations 2015. Offering a detailed overview of the subject as a whole, this book provides in-depth advice on more specific and complex areas including execution of documents and protection of third parties. Fully up-to-date with the latest legislation and case law, the ninth edition responds to questions, such as: - Can you modify the circumstances in which the appointment of replacement attorneys become effective, or are you bound by what is in the Act? - Can you extend the power of attorneys to make gifts? - Can the donor authorise an attorney to change the will of the donor? - If two or more attorneys are appointed jointly and severally, can the donor require two attorneys to make some decisions? - Can a donor require an attorney to obtain the consent of a third party to a transaction? - If a partner in a limited liability partnership is appointed as attorney, can an employee of the firm give the certificate? - How will the court deal with objections to the registration of a power?
Book Synopsis A Practitioner's Guide to Trusts by : John Thurston
Download or read book A Practitioner's Guide to Trusts written by John Thurston and published by A&C Black. This book was released on 2013-09-28 with total page 661 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Practitioner's Guide to Trusts is a step-by-step guide to all the practical aspects of trust law. Written by an expert and highly respected author, this handbook provides practical information that is as useful to accountants and trust practitioners as it is to lawyers.Written by an expert and highly respected author, this handbook provides practical information that is as useful to accountants and trust practitioners as it is to lawyers. It has been fully updated and revised to take into account the latest Finance Act.KEY FEATURES:Includes changes to IHT treatment of trusts subject to the relevant property regime (simplification of the calculation of IHT charges on trusts at ten-yearly intervals or when assets are transferred out of the trust);Expanded analysis on income tax and CGT treatment of trusts;The book has been designed to make key information easy to find and assimilate and includes signposts to provide useful summaries and focus points to highlight important issues;Case law includes the IHT Pawson holiday let case (28 Jan 2013).Includes coverage of the following areas:Breach of trust;Capital Gains Trust and second residences;Income tax and settlor interested trusts;Ownership of house (Jones v Kernott);Ownership of monies in joint bank account;Proprietary estoppel;Removal of trustees;Severance of joint tenancy.Previous edition ISBN: 9781847667687
Book Synopsis A Practical Guide to the Construction and Rectification of Wills and Trust Instruments - Second Edition by : Edward Hewitt
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
Book Synopsis Flexible Trusts and Estates for Uncertain Times by : Jerold I. Horn
Download or read book Flexible Trusts and Estates for Uncertain Times written by Jerold I. Horn and published by . This book was released on 2007 with total page 920 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis A Practitioner's Guide to Wills by : Lesley King
Download or read book A Practitioner's Guide to Wills written by Lesley King and published by Wildy, Simmonds & Hill Publishing. This book was released on 2023-01-04 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Revised and fully updated, the fifth edition of A Practitioner's Guide to Wills provides a practical and comprehensive reference for all those concerned in drafting and interpreting wills, and in giving effect to their provisions. Among matters considered in the fifth edition are: - What are the requirements for the virtual witnessing of wills executed during the Covid-19 pandemic? - What can be done to help prevent a successful challenge to a will if the testator's capacity or intention might be an issue? -To what extent can the terms of a will give rise to a need to register a trust with HMRC? - What are the pitfalls if creating a will trust where it is hoped to claim the inheritance tax residential nil rate allowance? - Do nil rate band discretionary trusts still have a purpose in estate planning? - How does the court now deal with disputes over the interpretation of wills in light of Marley v Rawlings and family provision claims after Ilott v Blue Cross? The book also contains an extensive range of specimen clauses and model wills are set out in a separate appendix. All precedent material in the book is included on the accompanying CD-ROM.
Book Synopsis Drafting British Virgin Islands Trusts by : James Kessler
Download or read book Drafting British Virgin Islands Trusts written by James Kessler and published by . This book was released on 2014 with total page 529 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis PRACTITIONER'S GUIDE TO ESTATE PRACTICE IN ONTARIO. by : Margaret E. Rintoul
Download or read book PRACTITIONER'S GUIDE TO ESTATE PRACTICE IN ONTARIO. written by Margaret E. Rintoul and published by . This book was released on 2023 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Nevill's Trusts Drafting Handbook by : Nicky Richardson
Download or read book Nevill's Trusts Drafting Handbook written by Nicky Richardson and published by . This book was released on 2013-01 with total page 344 pages. Available in PDF, EPUB and Kindle. Book excerpt: NEVILL'S TRUSTS DRAFTING HANDBOOK, 1ST EDITION is a practical tool for practitioners working in the area of trusts law. Written in plain English by a team of highly experienced legal practitioners, this work provides a large number of useful precedents that are easy to follow and simple to apply. Topics and precedents contained within cover such topics as: Nature of a trust (including the requiredcertainties); Taking instructions and Preliminary questionnaire; Problematic words, phrases and provisions; General matters; Practical matters; Opening clauses, key clauses and provisions and formal elements.
Book Synopsis A Guide to International Estate Planning by : Leigh-Alexandra Basha
Download or read book A Guide to International Estate Planning written by Leigh-Alexandra Basha and published by . This book was released on 2014 with total page 828 pages. Available in PDF, EPUB and Kindle. Book excerpt: With the explosive growth in international investments, more and more lawyers and financial advisors realize the acute need to properly address critical issues of international estate planning for their clients. Whether you are counseling a foreign national or an American citizen, whether your practice is in the U.S. or abroad, whether you want to develop a general expertise in the area or are confronted by these issues on a more frequent basis, this compendium is a necessary and practical resource to help you identify and navigate many of the complex planning and regulatory compliance issues, both legal and tax, involved in international estate planning. In addition to providing a complete overview of the basic principles and procedures of international asset management from addressing the conflict of laws issues that are central in determining which country s laws will govern the disposition of a donor or decedent s wealth to the basic transfer tax rules for nonresident aliens, U.S. citizens, and resident aliens A Guide to International Estate Planning teaches proven strategies, techniques, and practical applications to use for meeting your clients international estate planning needs. Twenty-two detailed chapters are written by trust and estate lawyers with significant experience in international issues. Their advice goes beyond simply highlighting issues in estate planning, emphasizing key issues as compliance, treaty, choice of law, and estate administration problems. This updated edition now includes chapters on FATF and anti-money laundering and offshore compliance, as well as chapters from several foreign jurisdictions to provide comparative insights on different topics."
Book Synopsis A Practical Guide to Drafting Irrevocable Life Insurance Trusts (with Sample Forms and Checklists) by : Sebastian V. Grassi
Download or read book A Practical Guide to Drafting Irrevocable Life Insurance Trusts (with Sample Forms and Checklists) written by Sebastian V. Grassi and published by . This book was released on 2004 with total page 365 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Drafting Trusts and Will Trusts in Australia by : James Kessler
Download or read book Drafting Trusts and Will Trusts in Australia written by James Kessler and published by Lawbook Company. This book was released on 2008-01-01 with total page 436 pages. Available in PDF, EPUB and Kindle. Book excerpt: Based on a highly acclaimed UK title, DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA has been comprehensively adapted to provide authoritative guidance on drafting trusts and will trusts in eight Australian jurisdictions. Providing both a comprehensive range of precedents and a wealth of valuable advice, DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA cuts through verbosity and helps you to understand and prepare trust documents your client wants and needs. The book features chapters on key areas of trust law, including beneficiaries, trustees, trustee's powers and general provisions of a trust. DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA also offers a large number of precedents for both lifetime and will trusts. The precedents, which appear in printed form and on an accompanying CD-Rom, reveal a fresh approach to creating documents. A unique addition to the Australian market, DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA is an essential reference for those practising in tax law, estate and succession planning, family law and property law.
Book Synopsis The Planning and Drafting of Wills and Trusts by : Thomas L. Shaffer
Download or read book The Planning and Drafting of Wills and Trusts written by Thomas L. Shaffer and published by West Publishing Company. This book was released on 2001 with total page 428 pages. Available in PDF, EPUB and Kindle. Book excerpt: This text, prepared by recognized experts in the field, addresses questions and issues that arise during the drafting of wills and trusts, particularly by couples. In addition, the authors offer insightful commentary. Representative chapters include Planning Together, Rebuilding Together, Non-Estate Planning, and Planning for Disability.
Book Synopsis California Wills and Trusts: Treatise and Forms by : LexisNexis Matthew Bender
Download or read book California Wills and Trusts: Treatise and Forms written by LexisNexis Matthew Bender and published by . This book was released on 2003-07-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
