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Practitioners Guide To Contentious Trusts And Estates
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Book Synopsis A Practitioner's Guide to Contentious Trusts and Estates by :
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
Book Synopsis Practitioner's Guide to Contentious Trusts and Estates by : Evans
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. "
Book Synopsis A Practitioner's Guide to Beneficiaries Actions by : Arabella Saker
Download or read book A Practitioner's Guide to Beneficiaries Actions written by Arabella Saker and published by Tolley. This book was released on 2003 with total page 231 pages. Available in PDF, EPUB and Kindle. Book excerpt: Endorsed by the Society of Trust and Estate Practitioners, and uniquely aimed at providing practical explanations of the law relating to trustees' powers and duties in the context of risk management and dispute resolution, this handbook deals with contentious issues in trusts and estates from the perspective of the beneficiary. It offers clarity, practicality and advice on the best way to proceed when your client is a beneficiary of a trust where losses or other problems are occurring, or a trustee faced with difficulties or disputes involving beneficiaries. Also includes procedural information, precedents and case notes, with practical guidelines on the appropriate procedures for resolving disputes either through the courts or using mediation or other forms of dispute resolution. A 10 per cent discount is avaliable for STEP members.
Book Synopsis Practitioner's Guide to Beneficaries' Actions by : Saker
Download or read book Practitioner's Guide to Beneficaries' Actions written by Saker and published by Bloomsbury Professional. This book was released on 2003-12-01 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Endorsed by the Society of Trust and Estate Practitioners (STEP), and uniquely aimed at providing practical explanations of the law relating to trustees' powers and duties in the context of risk management and dispute resolution, this handbook deals with contentious issues in trusts and estates from the perspective of the beneficiary. It offers clarity, practicality and advice on the best way to proceed when your client is a beneficiary of a trust where losses or other problems are occurring, or a trustee faced with difficulties or disputes involving beneficiaries. Also includes procedural information, precedents and case notes, with practical guidelines on the appropriate procedures for resolving disputes either through the courts or using mediation or other forms of dispute resolution. "
Book Synopsis A Practitioner's Guide to Probate and the Administration of Estates by : Emma Gaudern
Download or read book A Practitioner's Guide to Probate and the Administration of Estates written by Emma Gaudern and published by Wildy, Simmonds & Hill Publishing. This book was released on 2012 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical and comprehensive guide to all forms of non-contentious probate and applications and the administration of estates. An accompanying CD-ROM contains a comprehensive set of precedent forms, enabling you to adapt precedents for your own use. This new edition has been completely revised and updated.
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 Tottel Publishing. This book was released on 2011-09-29 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is a step-by-step guide to all the practical aspects of trust law. A time-saving, concise guide, it provides all the information a practitioner needs to answer clients' queries and concerns.
Book Synopsis Practitioner's Guide to Trusts, Estates, and Trust Returns by : Larry H. Frostiak
Download or read book Practitioner's Guide to Trusts, Estates, and Trust Returns written by Larry H. Frostiak and published by Thomson Carswell. This book was released on 2004-01-01 with total page 337 pages. Available in PDF, EPUB and Kindle. Book excerpt:
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 International Trust Disputes by : Sara Collins
Download or read book International Trust Disputes written by Sara Collins and published by OUP Oxford. This book was released on 2012-01-19 with total page 900 pages. Available in PDF, EPUB and Kindle. Book excerpt: The number of disputes involving trusts has risen significantly in recent years. Many disputes take place in the international environment and cross-border jurisdictional issues may arise. These disputes often involve large sums of money, impacting significantly on family relations. The handling of such disputes requires specialist skills and knowledge, including an understanding of how and why private trusts are established and administered and the problems that can arise; an awareness of the cross-jurisdictional issues that may be relevant; and the ability to identify practical legal solutions to the dispute that are compliant with trust principles. International Trust Disputes provides a comprehensive and thorough treatment of this topic. Acting as a specialist guide for practitioners, it offers a survey of the special considerations that may arise with regard to trust disputes as well as a definitive guide to the issues which may be encountered in the jurisdictions where disputes are most likely to take place.
Book Synopsis The Trustee's Legal Companion by : Liza Hanks
Download or read book The Trustee's Legal Companion written by Liza Hanks and published by Nolo. This book was released on 2021-03-30 with total page 417 pages. Available in PDF, EPUB and Kindle. Book excerpt: You're the trustee. Now what? Living trusts are popular estate planning tools, but when you’re chosen to serve as a trustee, you might wonder where to begin. The Trustee’s Legal Companion has everything you need to get organized, get started, and get the job done. You’ll learn how to: decide whether to take on the job of trustee set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs invest trust assets get help from lawyers, financial planners, and other experts handle taxes and prepare accountings, and work effectively with beneficiaries, and distribute trust property. The authors—attorneys who have helped many a bewildered trustee—show you, step by step, how to administer a living trust with confidence.
Book Synopsis A Practical Guide to Legal Rights in Scotland by : Sarah-Jane MacDonald
Download or read book A Practical Guide to Legal Rights in Scotland written by Sarah-Jane MacDonald and published by . This book was released on 2022-01-31 with total page 194 pages. Available in PDF, EPUB and Kindle. Book excerpt: The concept of 'legal rights' is at its heart seemingly simple; giving certain parties a fixed entitlement to a deceased's estate. Regardless of how straightforward it seems, in practice, legal rights are a veritable minefield. This book is intended to act as a roadmap to help practitioners navigate through those proverbial mines. This practical guide is designed to collate the key principles, as well as highlight some of the quirks or greyer areas where there is little or inconsistent judicial authority. Legal rights issues can broadly be split into three pillars, namely "who" is entitled, "what" they are entitled to and "how" legal rights are dealt with. This book will deal with each in turn, pinpointing important principles and issues, whilst providing practical solutions. The "who" chapters will deal with issues around modern families, minor, missing or incapax beneficiaries and duties to notify. It will then consider how the net moveable estate is ascertained, when heritable property may be moveable, when gifts may be taken into account, and what deductions are to be made. Finally, it will consider how legal rights are dealt with, including issues of forfeiture, collation, interest, the interaction with various taxes, and what planning may be undertaken to potentially mitigate such an entitlement. Whilst it is aimed at those who may have less experience in dealing with all the complexities legal rights have to offer in practice, it is also designed to be a checklist for even the most experienced practitioners. ABOUT THE AUTHOR Sarah-Jane advises on all aspects of Private Client law, with a particular interest in complex or contentious trusts and estates. She is recognised as a "Key Lawyer" by Legal 500 for both 'Personal Tax, Trusts & Executries' and 'Contentious Trusts & Probate'. Sarah-Jane is a full member of the Society of Trust & Estate Practitioners (STEP), having previously won a STEP Worldwide Excellence Award (Trusts Law & Practice) and gained her STEP Diploma (Scotland) and Advanced Certificate (Trust Disputes), both with distinction. She is also a current member of the STEP Scotland Branch Committee and is dedicated to furthering the profession through STEP and other avenues. Having previously achieved a First-Class Honours Degree in Mathematics & Economics, before entering her career in law, Sarah-Jane uses those problem solving skills alongside her private client experience to reach practical resolutions to disputes. She has hands-on experience in negotiation and mediation, and in 2021 won the Core at 20 Mediation Challenge. She regularly speaks about dispute resolution for trustees and executors, in particular on the many issues surrounding legal rights.
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 Taxation of Trusts and Estates by : Grace Chow
Download or read book Taxation of Trusts and Estates written by Grace Chow and published by . This book was released on 2022 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
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 Wills, Trusts, and Estates, Eleventh Edition by : Robert H. Sitkoff
Download or read book Wills, Trusts, and Estates, Eleventh Edition written by Robert H. Sitkoff and published by Aspen Publishing. This book was released on 2021-11-01 with total page 1524 pages. Available in PDF, EPUB and Kindle. Book excerpt: Buy a new version of this textbook and receive access to the Connected eBook with Study Center on CasebookConnect, including: lifetime access to the online ebook with highlight, annotation, and search capabilities; practice questions from your favorite study aids; an outline tool and other helpful resources. Connected eBooks provide what you need most to be successful in your law school classes. Learn more about Connected eBooks. Widely hailed as one of the best casebooks in legal education, this comprehensive text combines interesting cases, thoughtful analysis, notes, images, and a clear organization for an excellent teaching tool. Cartoons, illustrations, case documents, and photographs provide engaging visual commentary. Sidebars on relevant persons, places, and things provide interesting and sometimes humorous context. A comprehensive Teacher’s Manual provides a complete teaching summary of all materials in the book, and comprehensive PowerPoint slides provide helpful structure for classroom organization. New to the Eleventh Edition: New section on will execution during the COVID-19 pandemic, with attention to reconciling “presence” with social distancing Updated and completely revised section on electronic or digital wills, with attention to the latest cases and statutes Updated to account for the 2021 and 2019 revisions to the Uniform Probate Code that, among other things, eliminated gender-based distinctions and expanded recognition of non-biological parent-child relationships Updated coverage of wealth and income inequality and new material on recent proposals for a wealth tax Updated and completely revised section on trust decanting, with attention to the latest statutory and case law developments Updated and completely revised section on asset protection trusts, with attention to key choice-of-law and fraudulent transfer principles Professors and students will benefit from: Unique blend of wit, erudition, insight, and playfulness retained from the late Jesse Dukeminier Organization that covers all the key topics in a logical and clear format Interesting cases that are not only fun to read, but fun to teach Cases enhanced and connected to broader legal principles by well-written connective text, notes, questions, problems, and sidebars Arresting two-color design Cartoons, illustrations, wills and other case documents, and photographs that provide visual commentary and teaching aids Teaching materials include: Teacher’s Manual that provides a complete teaching summary of all materials in the book PowerPoint slides that provide explanatory diagrams and structure for classroom discussion Transition Guide Sample Exams Sample Estate Planning Documents
Book Synopsis Taxation of Trusts and Estates: a Practitioner's Guide by : Grace Chow
Download or read book Taxation of Trusts and Estates: a Practitioner's Guide written by Grace Chow and published by . This book was released on 2024 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
