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Practitioners Guide To Inheritance Claims
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Book Synopsis Practitioner's Guide to Inheritance Claims by : Thurston
Download or read book Practitioner's Guide to Inheritance Claims written by Thurston and published by Bloomsbury Professional. This book was released on 2001-01-01 with total page 158 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This unique title is a practical and portable guide aimed at those who require detailed advice on inheritance claims rather than wills or estates. This title addresses the practicalities of this area and looks at claims made by spouses, cohabitants and maintained persons, as well as: persons entitled to claim; property available for distribution; taxation implications; time limits; court procedure."
Book Synopsis A Practitioner's Guide to Inheritance Claims by : John Thurston
Download or read book A Practitioner's Guide to Inheritance Claims written by John Thurston and published by Tolley. This book was released on 2001 with total page 137 pages. Available in PDF, EPUB and Kindle. Book excerpt: This handbook is a practical and self-contained guide dealing purely with inheritance claims, an area which is often absorbed into other areas of law. Written for all practitioners, from lawyers to banks to advice centres and charities, it includes practicalities and checklists. It covers the court procedures necessary for making a claim, and has examples of relevant case scenarios.
Book Synopsis A Practitioner's Guide to Inheritance Act Claims by : Nasreen Pearce
Download or read book A Practitioner's Guide to Inheritance Act Claims written by Nasreen Pearce and published by Wildy, Simmonds & Hill Publishing. This book was released on 2023-05-31 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This new edition is a comprehensive, accessible, and practical guide to the provisions of the Inheritance (Provision for Family and Dependants) Act 1975. It provides up-to-date guidance on the law, practice, and procedure on the ever-increasing applications for financial provisions under the Act. The provisions of the Act and its interpretation by the courts are set out and explained by providing summaries of relevant cases. The book also contains a step-by-step guide to the preparation of a case under the Act and the practice and procedure to process an application through the courts. The introduction provides an overview of the background of the legislation, the amendments that have been made, and the issues that still need to be resolved, particularly in relation to cohabitants. Each chapter comprehensively deals with information on the preconditions and time limits to prepare for an application to be made under the Act. These include issues such as domicile, limitation of time, eligibility, grounds for making a claim and the necessary factors to establish a claim. The book also provides useful information on claims based on constructive trusts and proprietary estoppel which so frequently arise in farming claims and claims made by cohabitants and other family members. The new edition sets out the challenges of cryptocurrencies, crypto assets, and currency. It also emphasises the importance of engaging in negotiations and mediation as part of the pre-proceedings steps to be taken, and the adverse impact on costs of failure to do so or frustrating attempts made to resolve the issues by agreement. The Appendices contain the 1975 Act, as amended, various Rules and Practice Directions, ACTAPS Practice Guidance, as well as precedents which provide a checklist of the information and evidence necessary to establish a case for each category of eligible claimant.
Book Synopsis A Practitioner's Guide to Probate Disputes by : Nasreen Pearce
Download or read book A Practitioner's Guide to Probate Disputes written by Nasreen Pearce and published by Wildy, Simmonds & Hill Publishing. This book was released on 2022-03-31 with total page 340 pages. Available in PDF, EPUB and Kindle. Book excerpt: This new edition of A Practitioner's Guide to Probate Disputes provides an invaluable guide to the relevant legal framework and the basis on which a will and other testamentary provisions may be challenged. This second edition details the issues that personal representatives must deal with, including grounds for their removal and replacement; lifetime testamentary dispositions and claims; the challenges that can be made in relation to them, and the new measures introduced in relation to the execution and attestation of a will as a result of the COVID-19 pandemic. It also specifically covers wills procured as a result of fraud. This book supplies guidance as to best practice and sets out examples from recent case law to illustrate the legal requirements and the problems which can arise from poor will drafting and a failure to investigate sufficiently all the circumstances relating to the testator/testatrix and their capacity to make a will. New chapters are included on burial disputes and personal representatives. The chapter on procedure for making applications has been expanded to include Pre-Actions steps and disclosure generally. A comprehensive commentary on liability for costs has also been added.
Book Synopsis Inheritance Act Claims by : Tracey Angus
Download or read book Inheritance Act Claims written by Tracey Angus and published by Law Society Publishing. This book was released on 2006-12 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: This practical book provides an excellent guide to claims brought under the Inheritance Act (Provision for Family and Dependents) 1975. The book offers comprehensive coverage of the area, including a guide to the legislation and discussion of the problems faced by practitioners when dealing with cases.
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 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 A&C Black. This book was released on 2012-02-29 with total page 429 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Practitioner's Guide to Powers of Attorney, Eighth 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. Offering a detailed overview of the subject as a whole, this book also 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, this new 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? This is an invaluable handbook for solicitors, legal executives, accountants, will writers, licensed conveyancers, banks and building societies, and anyone who is acting under a power of attorney and needs to know their powers, duties and rights.
Book Synopsis A Practical Guide to Inheritance ACT Claims by Adult Children Post-Ilott V Blue Cross by : Sheila Hamilton MacDonald
Download or read book A Practical Guide to Inheritance ACT Claims by Adult Children Post-Ilott V Blue Cross written by Sheila Hamilton MacDonald and published by . This book was released on 2017-12-05 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical guide on how to put together a claim in a 1975 Act application by an adult child. While it concentrates on claimants, it should also be of assistance to those defending a claim, whether they are executors/administrators or beneficiaries. It is intended to be helpful to legal practitioners without specific experience in this area of the law, but should also be helpful to potential claimants or defendants who are considering acting in person. ABOUT THE AUTHOR Sheila Hamilton Macdonald is a sole practitioner barrister based in the Midlands. She specialises in family property cases, including disputes between cohabitees, ancillary relief on divorce, inheritance issues and contested probate. She also has a particular interest in mental health issues and their connection to property matters. As well as taking instructions via solicitors, she is also able to take instructions by direct or licensed access, and she is available for consultation by appointment in London and Leeds. Her website is www.sheilamacdonaldbarrister.com.
Book Synopsis Michigan Inheritance Tax by : Michael A. Shields
Download or read book Michigan Inheritance Tax written by Michael A. Shields and published by . This book was released on 1993 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Inheritance Act Claims by : Miranda Allardice
Download or read book Inheritance Act Claims written by Miranda Allardice and published by . This book was released on 2017-10 with total page 352 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 A Guide to Inheritance Claims by : Nasreen Pearce
Download or read book A Guide to Inheritance Claims written by Nasreen Pearce and published by Hyperion Books. This book was released on 1989 with total page 162 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis A Practitioner's Guide to Probate and the Administration of Estates by : Keith Biggs
Download or read book A Practitioner's Guide to Probate and the Administration of Estates written by Keith Biggs and published by Wildy Practitioner Guide Series. This book was released on 2018 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The fourth edition of A Practitioner's Guide to Probate and the Administration of Estates is a practical and comprehensive guide to all forms of non-contentious probate applications, completion of Inheritance Tax Accounts and the administration of estates. The book is packed with hints and tips and an accompanying CD-ROM contains a comprehensive set of precedent forms, enabling practitioners to adapt precedents for their own use. The authors provide careful explanations of every step in the procedure for winding up the estate of a deceased person, from taking initial instructions to the final distribution of the estate and closing the file. The book opens with advice on meeting the client and taking proper instructions; moving on to tracking down the assets and liabilities which comprise the estate; completing inheritance tax forms and obtaining any available reliefs and allowances; questions concerning wills and intestacies; applying to the probate registries; discretionary orders; obtaining grants of representation; collecting in the paying debts and liabilities; identifying the beneficiaries and paying the legacies; finalising the tax situation; and distributing the residue of the estate. This new edition has been completely revised with practice and procedure brought up-to-date,
Book Synopsis Inheritance Claims and Challenges by : Nasreen Pearce
Download or read book Inheritance Claims and Challenges written by Nasreen Pearce and published by . This book was released on 2004 with total page 279 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Practioner Guide to Executorship by : Thurston
Download or read book Practioner Guide to Executorship written by Thurston and published by Bloomsbury Professional. This book was released on 2004-01-01 with total page 430 pages. Available in PDF, EPUB and Kindle. Book excerpt: "A Practitioner's Guide to Executorship and Administration is a concise and thorough guide to all matters pertaining to the executorship and administration of an estate. The handbook provides guidance to the administration of estates of those dying testate, intestate or partially intestate, from taking initial instructions to preparing final accounts and distributing the estate. The handbook discusses wills, identifying the estate's assets and liabilities, preparing the Inland Revenue Account and the application for the grant, executors, Inheritance tax, the grant and collecting in and distributing the estate. A host of forms and useful addresses are included. "
Book Synopsis Probate Practitioner's Handbook by : Lesley King
Download or read book Probate Practitioner's Handbook written by Lesley King and published by The Law Society. This book was released on 2021-02-22 with total page 630 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Probate Practitioner's Handbook is a well-established and popular guide to good practice for solicitors' firms that undertake probate and estate administration work.This new ninth edition has been comprehensively updated by leading experts to take account of: money-laundering issues including the requirements of the 5th EU Anti-Money Laundering Directives and the updated LSAG guidance the SRA Accounts Rules 2019 changes resulting from the new SRA Standards and Regulations new SRA guidance relevant to practitioners updates to relevant practice notes including disputed wills and handling complaints Inheritance and Capital Gains Tax developments implications of the UK leaving the European Union the introduction of the SRA Transparency Rules implications for practitioners arising from the Covid pandemic. the different ways in which foreign elements may affect the English probate practitioner. An essential new chapter explains how data protection law applies in the context of the administration of estates. Features such as checklists, precedents, case commentaries and examples enhance the book's usefulness.
Book Synopsis A Practical Guide to Elderly Law - 2nd Edition by : Justin Patten
Download or read book A Practical Guide to Elderly Law - 2nd Edition written by Justin Patten and published by . This book was released on 2021-04-27 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Second Edition of this book continues to provide an accessible read for lawyers and people interested in the area of elderly law. It reflects the updated law including recent cases. The new edition adds another chapter on Executors and how to effectively remove them together with more detail on the area of Trusts, Probate Fraud and Undue Influence. The book provides a number of practical tips to ensure that people are able to successfully navigate the complex and often demanding legal processes within this growing area of the law. It also covers other key topics including Will Validity, Inheritance Law, Lasting Power of Attorney, Mediation (both law and practice) and Mental Capacity, including the Court of Protection. ABOUT THE AUTHOR Justin Patten is a solicitor and mediator accredited by the Academy of Experts and founded Human Law in 2002. The firm deals a wide range of probate and inheritance issues including executor and trust problems and will validity legal cases. Justin has also worked for Which?, advising its members on elderly client issues. REVIEWS 'The first edition proves to be a 'very handy guide' for the Practitioner who advises the older client. The book covers a broad range of topics well.' - LawSkills (read full review) CONTENTS Chapter One - Will Validity Chapter Two - Inheritance Claims Chapter Three - Executors - Challenging the Executor Chapter Four - Removal of Executors Chapter Five - Trusts Chapter Six - Lasting Powers of Attorney Chapter Seven - Mental Capacity Chapter Eight - LPA, Will and Probate Fraud Chapter Nine - Mediation - Introduction and Law Chapter Ten - Practical Use of Mediation for the Advisor and Client
