{"title":"Law: equity and trusts, foundations Books","description":"","products":[{"product_id":"the-law-of-trusts-9780192855008","title":"The Law of Trusts","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eThe Core Text Series takes the reader straight to the heart of the subject, providing a reliable and invaluable guide for students of law at all levels. Written by leading academics and renowned for their clarity, these concise texts explain the intellectual challenges of each area of the law.The Law of Trusts provides a concise, yet academically rigorous, textbook that skilfully engages with both controversial and complex issues within the subject. James Penner offers perceptive analysis and original and thought-provoking commentary to give students an excellent grounding in what is considered to be a challenging subject. Drawing on a variety of learning features, including summaries of key issues discussed in each chapter, must-read cases, assessment questions, and carefully selected further reading, this approachable and thorough textbook equips students with the tools they need to engage critically with the subject.Digital formats and resourcesThe twelfth edition is available for s\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003ePart I: The Express Trust 1: Historical origins of the trust 2: Basic principles 3: Trusts and powers 4: Modern discretionary trusts 5: Certainty 6: Constitution 7: The beneficiary principle 8: The trust up and running 9: Formalities Part II: Resulting Trusts and Bare Trusts 10: Resulting trusts 11: Bare trusts subject to contractual obligations and agency mandates Part III: Liabilities Arising from Breach of Trust and Fiduciary Obligations 12: Following, tracing, and claiming 13: The trustee's liability for breach of trust 14: Fiduciary relationships 15: Third party liability for breach of trust and fiduciary obligations 16: Restitution, unjust enrichment, and the law of trusts Part IV: Constructive Trusts 17: Constructive trusts and informal trusts of family property Part V: Charity 18: The law governing charities","brand":"Oxford University Press","offers":[{"title":"Default Title","offer_id":48732599124311,"sku":"9780192855008","price":42.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780192855008.jpg?v=1791378658"},{"product_id":"the-principles-of-equity-trusts-9780192857170","title":"The Principles of Equity  Trusts","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eThe Principles of Equity \u0026amp; Trusts offers a refreshing, student-focused approach to a dynamic area of law. In the fifth edition of his best-selling textbook, Professor Graham Virgo brings his expertise as a teacher to deliver an engaging, contextual account of the essential principles of trusts and their equitable remedies.Virgo states the law in plain terms before building on an area of debate and encouraging students to fully engage with the inherent issues within the subject. Concise and authoritative analysis enables students to grasp the principles of trusts, develop the confidence to engage fully with the subject area, and excel in their studies.Virgo approaches the topics with unparalleled clarity and provides the academic rigour for which this text has come to be relied upon. Combining expert knowledge and comprehensive coverage, this is the ideal companion to a course in trusts.Digital formats and resourcesThe fifth edition is available for students and institutions to purchase\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTrade Review\u003c\/h2\u003eAn invaluable resource for students seeking to develop a comprehensive understanding of the law and principles underpinning it, Virgo makes difficult material accessible without sacrificing nuance. * Luke Williams, Lecturer, BPP Law School *\u003cbr\u003eIn my view the most useful textbook available in this subject in the UK; a great mix of clear explanation of basic concepts with really first-rate analysis of more complex questions. * Professor Hilary Biehler, Professor of Public Law, Trinity College Dublin (previous edition) *\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003ePart I: Equity 1:: An introduction to equity 2:: The characteristics of equity 3:: An introduction to the trust Part II: The Express Trust 4:: The requirements of an express trust 5:: Formalities Part III: Trusts for Purposes 6:: Charitable trusts 7:: Non-charitable purpose trusts Part IV: Implied Trusts 8:: Resulting trusts 9:: Constructive trusts 10:: Informal arrangements relating to property Part V: Beneficiaries 11:: Beneficiaries Part VI: Trustees and Their Representatives 12:: Trustees 13:: The administration of trusts 14:: Dispositive powers and duties 15:: Fiduciary duties Part VII: Variation of Trusts 16:: The variation of trusts Part VIII: Breach of Trust and Fiduciary Duty 17:: Liability for breach of trust and fiduciary duty 18:: Personal claims and remedies 19:: Proprietary claims and remedies 20:: Personal liability of third parties","brand":"Oxford University Press","offers":[{"title":"Default Title","offer_id":48732600533335,"sku":"9780192857170","price":999.99,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780192857170.jpg?v=1719997595"},{"product_id":"equity-and-trusts-concentrate-law-revision-and-study-guide-9780192865632","title":"Equity and Trusts Concentrate Law Revision and","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eEquity and Trusts Concentrate is written and designed to help you succeed. Accurate and reliable, Concentrate guides go above and beyond, not only consolidating your learning but focusing your revision and maximising your potential.\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTrade Review\u003c\/h2\u003eReview from previous edition It is a little more in-depth than other revision guides, and also has clear diagrams and teaches ways to obtain extra marks. These features make it unique * Godwin Tan, law student, University College London *\u003cbr\u003eThe exam style questions are brilliant and the series is very detailed, prepares you well * Frances Easton, law student, University of Birmingham *\u003cbr\u003eThe accompanying website for Concentrate is the most impressive I've come across * Alice Munnelly, law student, King's College London *","brand":"Oxford University Press","offers":[{"title":"Default Title","offer_id":48732604694871,"sku":"9780192865632","price":21.23,"currency_code":"GBP","in_stock":false}]},{"product_id":"trusts-equity-9780192869630","title":"Trusts  Equity","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eTrusts \u0026amp; Equity continues to offer a comprehensive and user-friendly approach, providing a concise route through what can be a challenging area of the law. Drawing on years of experience, Gary Watt encourages students to actively engage with the subject and think critically about its central issues, outlining the key perspectives with clarity and rigour.Digital formats and resourcesThis edition is available for students and institutions to purchase in a variety of formats, and is supported by online resources.- The e-book offers a mobile experience and convenient access along with functionality tools, navigation features, and links that offer extra learning support: www.oxfordtextbooks.co.uk\/ebooks- The online resources include: Video lectures presented by Gary Watt, providing an introduction to key areas of debate within the subject Essay questions and problem scenarios with accompanying answer guidance, along with general guidance on answering these kinds of questions to enable you t\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTrade Review\u003c\/h2\u003eReview from previous edition This is an excellent textbook which strikes a perfect balance. Watt has a wonderful writing style which makes complex issues understandable for all students, making this textbook an invaluable study aid. * Dr Claire-Michelle Smyth, University of Brighton *\u003cbr\u003eOnce again, Gary Watt has produced one of the leading texts in equity and trusts. Watt is able to present complex ideas and notions clearly and simply, and students will be sure to benefit from this excellent textbook. * Dr Tom Frost, University of Sussex *\u003cbr\u003eWatt focuses on the relevant areas of equity and trusts, providing readers with a broad, but nevertheless rigorous, knowledge and understanding of the subject area. An accessible and important source of information. All in all, a very good book. * Dr Lloyd Brown, University of Birmingham *\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003ePart I: Introduction to Trusts and Equity 1: Foundations 2: Trusts in context Part II: Creation and Recognition of Trusts 3: Trusts created expressly 4: Effective disposition of benefit: constitution of trusts 5: Ineffective disposition of benefit: resulting trusts 6: Formality, perpetuity, and illegality: trust creation and public policy I 7: Charity: trust creation and public policy II 8: Constructive trusts and informal trusts of land Part III: The Regulation of Trusts 9: Flexibility of benefit 10: The fiduciary duty 11: Fulfilling and filling the office of trustee 12: Trustee investment 13: Breach of trust: the personal liability of trustees Part IV: Trusts and Third Parties 14: Tracing and recovering trust property 15: The equitable personal liability of strangers to the trust Part V: Equity 16: Equitable maxims, doctrines, and remedies","brand":"Oxford University Press","offers":[{"title":"Default Title","offer_id":48732606857559,"sku":"9780192869630","price":42.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780192869630.jpg?v=1719997623"},{"product_id":"complete-equity-and-trusts-9780198787549","title":"Complete Equity and Trusts","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eComplete Equity \u0026amp; Trusts is supported by clear author commentary, choice extracts, and useful learning features. The explanations and examples in this textbook have been crafted to help students hone their understanding of trusts law.The Complete titles are ambitious in their scope; they''ve been carefully developed with teachers to offer law students more than just a presentation of the key concepts. Instead they offer a complete package. Only by building on the foundations of the subject, by showing how the law works, demonstrating its application through extracts from cases and judgments, and by giving students the tools and the confidence to think critically about the law will they gain a complete understanding.This book is accompanied by free online resources, which feature resources for students and lecturers including the following:- Guidence for answering end-of-chapter questions in the book- Self-test question with instant feedback- A flashcard glossary of key terms- Updates o\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTrade Review\u003c\/h2\u003eReview from previous edition A clearly laid out, user-friendly and well written textbook that brings together explanation and commentary with case extracts, providing a useable and intelligent approach to the subject that students find helpful. * Adam Gearey, Professor of Law, Birkbeck, University of London *\u003cbr\u003eThe concepts, issues, and cases are explained clearly. The authors explain the law on trusts simply, whilst still retaining the detail and complexity of the subject. * Katharine Davies, Senior Lecturer in Law, Northumbria University *\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003e1: The birth of equity and trusts 2: The different types of trust 3: Trusts and powers and the three certainties 4: The formality requirements and incompletely constituted trusts 5: Proprietary estoppel 6: The disposal of property on death 7: Resulting trusts 8: Unincorporated associations and the beneficiary principle 9: Charitable trusts 10: The duties of trustees: with special reference to investment 11: Maintenance and advancement and protective trusts 12: The appointment of trustees 13: Variation of trust 14: Breach of trust 15: Constructive trusts and fiduciary duty 16: Tracing 17: Trusts of the family home 18: Equitable remedies","brand":"Oxford University Press","offers":[{"title":"Default Title","offer_id":48732784001367,"sku":"9780198787549","price":46.54,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780198787549.jpg?v=1791454503"},{"product_id":"concentrate-questions-and-answers-equity-and-trusts-9780198853213","title":"Concentrate Questions and Answers Equity and","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eConcentrate Q\u0026amp;A Equity and Trusts is part of the Concentrate Q\u0026amp;A series, the result of a collaboration involving hundreds of law students and lecturers from universities across the UK. Each book in this series offers you better support and a greater chance to succeed on your law course than any of the competitors.","brand":"Oxford University Press","offers":[{"title":"Default Title","offer_id":48732814278999,"sku":"9780198853213","price":13.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780198853213.jpg?v=1791378731"},{"product_id":"pearce-stevens-trusts-and-equitable-obligations-9780198867494","title":"Pearce  Stevens Trusts and Equitable Obligations","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003ePearce \u0026amp; Stevens' Trusts and Equitable Obligations provides students with a detailed and contextualized account of the law of equity and trusts.\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003ePart I The Importance of Equity 1: What is equity? 2: Equitable obligations 3: Equity and the management of property 4: Equitable remedies in modern English law Part II Creating the Relationship 5: Certainty 6: Constitution of trusts 7: Formalities 8: Policy limits Part III Resulting and Constructive Trusts 9: Resulting trusts 10: Constructive trusts Part IV Equity in Action: The Family Home 11: The family home in context 12: Determining interests in the family home through trusts 13: The evolution of rights in the family home 14: Proprietary estoppel 15: Family homes: Postscript Part V Equity in Society 16: Clubs and societies 17: Wills and intestate succession 18: Secret trusts Part VI Charitable Trusts 19: The role and status of charities 20: Charitable purposes 21: Public benefit 22: Cy-près: redistributing funds and changing purposes 23: Control and regulation of charitable trusts Part VII Allocation of Benefit 24: Choosing who benefits 25: Fixed trusts 26: Powers of appointment 27: Discretionary trusts 28: Powers of maintenance and advancement 29: Variation of beneficial interests Part VIII Managing Trust Property 30: Management and delegation 31: Investment 32: Appointing and changing trustees Part IX Controlling Trustees and Fiduciaries 33: Need for control 34: Remedies against the trustee for breach of trust 35: Fiduciary duties of trustees and other fiduciaries 36: Limitation of action Part X Recovering Trust Property 37: Remedies against strangers to the trust 38: Tracing","brand":"Oxford University Press","offers":[{"title":"Default Title","offer_id":48732822143319,"sku":"9780198867494","price":999.99,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780198867494.jpg?v=1719998546"},{"product_id":"equity-trusts-law-directions-9780198869382","title":"Equity  Trusts Law Directions","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eA considered balance of depth, detail, context, and critique, Equity \u0026amp; Trusts Law Directions offers the most student-friendly guide to the subject; empowering students to evaluate the law, understand its practical application, and approach assessments with confidence. Gain a complete understanding of the topic: we won''t overload or leave your students short, just the right amount of detail conveyed clearly Understand the law in context: with scene-setting introductions and highlighted case extracts, the practical importance of the law becomes clear Identify when and how to evaluate the law critically: we''ll introduce the key areas of debate and give your students the confidence to question the law Direct and consolidate their knowledge: visually engaging learning and self-testing features aid understanding and help students tackle assessments with confidence Elevate their learning: with the ground-work in place you can aspire to take learning to the next level, the authors provide di\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTrade Review\u003c\/h2\u003eReview from previous edition An excellent text as an introduction to this subject. Accessible, authoritative and in a readable style. Without equal in the marketplace * Benjamin Jones, University Of South Wales *\u003cbr\u003eIt is excellent. Clear, well-spaced, and the use of colour is helpful and writing style is engaging. There is plenty to stimulate interest and reflection. * Pamela Henderson, Nottingham Trent University *\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003e1: Introduction to equity and trusts 2: Understanding trusts 3: Capacity and formality requirements 4: Certainty requirements 5: The constitution of trusts 6: Public policy limitations on the formation of trusts 7: Purpose trusts 8: Charitable trusts 9: Variation of trusts 10: Trustee appointments 11: The nature of trusteeship 12: Trustees' duties 13: Maintenance and advancement 14: Investment 15: Breach of trust: defences and relief 16: Resulting and constructive trusts 17: Informal trusts of land 18: Tracing 19: The equitable liability of strangers to the trust 20: Equity: doctrines and remedies","brand":"Oxford University Press","offers":[{"title":"Default Title","offer_id":48732823454039,"sku":"9780198869382","price":42.99,"currency_code":"GBP","in_stock":false}]},{"product_id":"trusts-law-macmillan-law-masters-9781137606723","title":"Trusts Law Macmillan Law Masters","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eCharlie Webbis an Associate Professorin the Department ofLaw at the London School of Economics and Political Science, UK.Tim Akkouh is a Barrister at Erskine Chambers in London. He specialises in trusts, commercial, civil fraud and insolvency litigation.\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003e1. An Introduction to Equity and Trusts  2. Basic Concepts and Principles  3. Certainty  4. Purpose Trusts  5. Charitable Trusts  6. Formalities  7. Constitution and Promises to Create Trusts  8. Resulting Trusts  9. Constructive Trusts  10. Fiduciary Obligations  11. Non-fiduciary Obligations  12. The Administration of Trusts  13. Breach of Trust and Trustees' Liability  14. Proprietary Claims and the Liability of Third Parties  15. Injunctions  16. A Trust in Practice.","brand":"Bloomsbury Publishing PLC","offers":[{"title":"Default Title","offer_id":48738403221847,"sku":"9781137606723","price":39.89,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781137606723.jpg?v=1723812015"},{"product_id":"underhill-and-hayton-law-of-trusts-and-trustees-9781474316088","title":"Underhill and Hayton Law of Trusts and Trustees","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eUnderhill \u0026amp; Hayton Law of Trusts and Trustees is our flagship Trusts title and is recognised as being the leading book in the market. Written by renowned experts in the field this major work provides practitioners with expert commentary on the law of trusts and trustees and is a guide to all legal developments relating to trusts. It examines legislation and case law, including cases from significant offshore trust jurisdictions likely to affect UK trust law - beneficial to those working in Trusts both at legal practices as well as banks and accountancy firms. It has been fully updated from the 19th edition.Its easy reference format takes you through the definitions of trusts, administration of trusts and consequences of breaches of trust. Whatever stage you are advising clients at, you will find all the information you need in Underhill and Hayton.","brand":"LexisNexis UK","offers":[{"title":"Default Title","offer_id":48739596501335,"sku":"9781474316088","price":695.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781474316088.jpg?v=1720052690"},{"product_id":"equity-and-trusts-9781838166441","title":"Equity and Trusts","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"Hall and Stott Publishing Ltd","offers":[{"title":"Default Title","offer_id":48741946229079,"sku":"9781838166441","price":30.59,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781838166441.jpg?v=1791478279"},{"product_id":"law-express-revision-guide-equity-trusts-law-9781292439051","title":"Law Express Revision Guide Equity  Trusts Law","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003e\u003cp\u003e\u003cstrong\u003eJohn Duddington\u003c\/strong\u003e was Head of the Law School at Worcester College of Technology before retiring to focus on writing and research. He also teaches property law at the University of Worcester.\u003c\/p\u003e\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003eAcknowledgements\u003cp\u003e\u003c\/p\u003e  Introduction\u003cp\u003e\u003c\/p\u003e  Guided tour\u003cp\u003e\u003c\/p\u003e  Table of cases\u003cp\u003e\u003c\/p\u003e  \u003cul\u003e\n\u003cli\u003eChapter 1: Nature of equity and trusts\u003cp\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003eChapter 2: Equitable remedies and doctrine\u003cp\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003eChapter 3: The three certainties\u003cp\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003eChapter 4: Formalities\u003cp\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003eChapter 5: Constitution\u003cp\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003eChapter 6: Secret and half-secret trusts\u003cp\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003eChapter 7: Resulting trusts\u003cp\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003eChapter 8: Constructive trusts and estoppel\u003cp\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003eChapter 9: Charitable trusts\u003cp\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003eChapter 10: Non-charitable purpose trusts\u003cp\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003eChapter 11: Trusteeship and variation of trusts\u003cp\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003eChapter 12: Breach of trust\u003cp\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e  Glossary of terms\u003cp\u003e\u003c\/p\u003e  Index\u003cp\u003e\u003c\/p\u003e","brand":"Pearson Education Limited","offers":[{"title":"Default Title","offer_id":48866532819287,"sku":"9781292439051","price":12.99,"currency_code":"GBP","in_stock":false}]},{"product_id":"cases-materials-and-text-on-property-law-9781841137506","title":"Cases, Materials and Text on Property Law","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eThis casebook presents a deep comparative analysis of property law systems in Europe (ie the law of immovables, movables and claims), offering signposts and stepping stones for the reader wishing to explore this fascinating area. The subject matter is explained with careful attention given to its history, foundations, thought-patterns, underlying principles and basic concepts.   The casebook focuses on uncovering differences and similarities between Europe's major legal systems: French, German, Dutch and English law are examined, while Austrian and Belgian law are also touched upon. The book combines excerpts from primary source materials (case law and legislation) and from doctrine and soft law. In doing so it presents a faithful picture of the systems concerned.  Separate chapters deal with the various types of property rights, their creation, transfer and destruction, with security rights (such as mortgages, pledges, retention of title) as well as with harmonising and unifying efforts at the EU and global level.   Through the functional approach taken by the Ius Commune Casebooks this volume clearly demonstrates that traditional comparative insights no longer hold. The law of property used to be regarded as a product of historical developments and political ideology, which were considered to be almost set in stone and assumed to render any substantial form of harmonisation or approximation very unlikely. Even experienced comparative lawyers considered the divide between common law and civil law to be so deep that no common ground - so it was thought - could be found. However economic integration, in particular integration of financial markets and freedom of establishment, has led to the integration of particular areas of property law such as mortgage law and enforceable security instruments (eg retention of title). This pressure towards integration has led comparative lawyers to refocus their interest from contract, tort and unjustified enrichment to property law and delve beneath its surface.  This book reveals that today property law systems are closer to one another than previously assumed, that common ground can be found and that differences can be analysed in a new light to enable comparison and further the development of property law in Europe.\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003ePreface Introductory chapter  Chapter 1. Common concepts and leading principles  Chapter 2. Protection of property rights  Chapter 3. Types of property rights: immovables and movables  Chapter 4. Types of property rights: claims  Chapter 5. Property rights as security interests  Chapter 6. Management devices: trust, treuhand, fiducie  Chapter 7. Creation  Chapter 8. Transfer  Chapter 9. Destruction  Chapter 10. Uniform or harmonised property law  Tables Contributors Bram Akkermans (Maastricht University, NL)  Monika HINTEREGGER (University of Graz, AU)  Caroline LEBON (University of Leuven, BE)  John Michael MILO (University of Utrecht, NL)  Vincent SAGAERT (University of Leuven, University of Antwerp, BE)  William SWADLING (University of Oxford, UK)  Sjef VAN ERP (Maastricht University, NL)  Lars VAN VLIET (University of Maastricht, NL) Assisted by Ton ROSEBOOM (Maastricht University)  Advisory committee Madeleine CANTIN CUMYN (McGill University, CA)  Susan FRENCH (UCLA Law School, USA)  Kenneth REID (Edinburgh University, UK)","brand":"Bloomsbury Publishing PLC","offers":[{"title":"Default Title","offer_id":48868655137111,"sku":"9781841137506","price":76.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781841137506.jpg?v=1722289082"},{"product_id":"snells-equity-4th-supplement-9780414068117","title":"Snells Equity 4th Supplement","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eSnell's Equity provides in-depth commentary and analysis of the law of equity and offers interpretation of how the different rules can be applied to property (trusts, assets, securities).  It is the most comprehensive book on this subject and is frequently cited in court.","brand":"Sweet \u0026 Maxwell Ltd","offers":[{"title":"Default Title","offer_id":48884071661911,"sku":"9780414068117","price":96.0,"currency_code":"GBP","in_stock":false}]},{"product_id":"a-practical-guide-to-the-transfer-of-trusteeships-third-edition-9781787421134","title":"A Practical Guide to the Transfer of","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eThis text, first published by STEP in 2007 and now in its third edition, reviews the difficulties that arise on the transfer of trusteeships, particularly in respect of the negotiation of indemnities, and sets out a suggested approach.  It contains: * a core section dealing with trusts governed by English law; * jurisdictional chapters, which explain the differences under local law for trusts governed by the laws of The Bahamas, Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, Hong Kong, the Isle of Man, Jersey, New Zealand and Singapore; * precedent deeds of change of trustee for each of those jurisdictions; * a detailed drafting commentary; * a U.S. commentary which outlines general principles involved in the transfer of trusteeships of U.S. trusts and general tendencies among states, with a particular focus on the trusteeship laws of the State of New York; and * a table of references listing the statutes and cases, for ease of reference. The text is an essential reference work for any legal practitioners, trust company professionals and others involved in advising on the transfer of trusteeships.\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTrade Review\u003c\/h2\u003eEach chapter is tersely written, to get to the nub of the issues and the book includes chapters devoted to practice in various non-Australian jurisdictions including England... -- D W Marks QC * Queensland Law Reporter *\u003cbr\u003eIn my view, ‘A Practical Guide to the Transfer of Trusteeships’ is the most relevant and, therefore, important work in the whole area of trusts and trusteeships. -- Edward Buckland * LGL Trustees, Trusts \u0026amp; Trustees *\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003eForeword to the 1st edition 7 The Honourable Mr Justice David Hayton  Table of legislation 9  Cases 13  STEP 15  1. Introduction 17 Richard Williams Queensland Bar  2. English law trusts 21  2.1 Statutory and express powers of retirement, removal and appointment 21  2.2 Trustees’ lien 29 Nicholas Le Poidevin QC New Square Chambers  2.3 Indemnities 35 Arabella Murphy Maurice Turnor Gardner LLP  2.4 Inspection and transfer of trust documents 43 Toby Graham Farrer \u0026amp; Co Richard Williams Queensland Bar  2.5 Contentious cases 51 Toby Graham Farrer \u0026amp; Co  2.6 Trustee indemnity insurance 55 Toby Graham Farrer \u0026amp; Co  3. Bahamian law trusts 61 Theo Burrows Higgs \u0026amp; Johnson  4. Bermuda law trusts 71 Craig MacIntyre Alec Anderson Conyers Dill \u0026amp; Pearman  5. British Virgin Islands law trusts 79 Christopher McKenzie O’Neal Webster (UK) LLP  6. Cayman Islands law trusts 87 Tony Pursall Mourant Ozannes  7. Guernsey law trusts 97 Alison MacKrill Appleby (Guernsey) LLP  8. Hong Kong law trusts 107 Richard Norridge Joanna Caen Herbert Smith Freehills  9. Isle of Man law trusts 123 John Rimmer Advocate John Rimmer  10. Jersey law trusts 127 Steve Meiklejohn Ogier  11. New Zealand law trusts 137 John Hart Barrister and Notary  12. Singapore law trusts 149 Yee Hoong Chua Withers KhattarWong  13. United States trusts 159 G Warren Whitaker, Day Pitney LLP  14. Commentary on the model precedents 171 Richard Williams Queensland Bar Charles Pitter Kleinwort Hambros Helen Ratcliffe Judith Morris Bircham Dyson Bell LLP  14.1 Format of the precedents and general comment 171  14.2 Overall approach to indemnities 174  14.3 Use of the precedents 175  14.4 Drafting comments on the precedents 176  14.5 Adapting the offshore precedents to suit other cases 195  Appendices 197 Precedents for the transfer of trusteeships  Appendix A 197 English law precedents Helen Ratcliffe Bircham Dyson Bell LLP  Appendix B 243 Bahamian law precedents Theo Burrows Higgs \u0026amp; Johnson  Appendix C 255 Bermuda law precedents Craig MacIntyre Alec Anderson Conyers Dill \u0026amp; Pearman  Appendix D 281 British Virgin Islands law precedents Christopher McKenzie O’Neal Webster (UK) LLP  Appendix E 293 Cayman Islands law precedents Tony Pursall Mourant Ozannes  Appendix F 319 Guernsey law precedents Alison MacKrill Appleby (Guernsey) LLP  Appendix G 345 Hong Kong law precedents Richard Norridge Joanna Caen Herbert Smith Freehills  Appendix H 357 Isle of Man law precedents John Rimmer Advocate John Rimmer  Appendix I 383 Jersey law precedents Steve Meiklejohn Ogier  Appendix J 403 New Zealand precedents John Hart Barrister and Notary  Appendix K 429 Singapore law precedents Yee Hoong Chua Withers KhattarWong  About the authors 441","brand":"Globe Law and Business Ltd","offers":[{"title":"Default Title","offer_id":48887825826135,"sku":"9781787421134","price":999.99,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781787421134.jpg?v=1791477442"},{"product_id":"trusts-in-prime-jurisdictions-fifth-edition-9781787422988","title":"Trusts in Prime Jurisdictions: Fifth Edition","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eAs globalisation continues apace, opportunities are arising for practitioners in trust jurisdictions that did not exist a few years ago. Growth continues in the traditional trust jurisdictions, especially in civil law jurisdictions where trusts and foundations have previously been used in a limited capacity. In parallel, the concept of the foundation has been adopted by several common law jurisdictions that, until recently, have relied exclusively on trusts – notably Jersey and Gibraltar.  The fifth edition of 'Trusts in Prime Jurisdictions' has been fully updated and features a number of new chapters on topics including trust and real estate trust in Israel, what it means to be a fiduciary family office, the role of the trust protector, Islamic (Waqf) trusts, and trusts in relation to divorce. In addition, new for this edition are chapters on Germany and Bermuda.   Produced in association with STEP, this edition provides a solid grounding in the use of trusts in a wide range of important jurisdictions and contexts. It also examines related topics such as trust taxation, anti-money laundering laws, the OECD initiative, CRS, exchange of information, transparency of registers and the notion that countries are entitled to collect taxes beyond their borders, among others.  Written by leading professionals and recognised academics, many of whom are STEP members, the fifth edition of 'Trusts in Prime Jurisdictions' will be an essential resource for all lawyers, trust practitioners and banking professionals working in the field.\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTrade Review\u003c\/h2\u003eThe Fifth Edition of Trusts in Prime Jurisdictions will be a valuable primer, an enabler of us asking the right questions of our opposite numbers in the other jurisdiction, even where it does not provide the answer. -- Richard Citron\u003cbr\u003eAs a lawyer from a civil law country, I am thankful for having had the possibility to review a two-volume book dealing with trusts, which has recently been updated and which greatly helped me bridge the gap and expand my knowledge. The editors of Trusts in Prime Jurisdictions (Alon Kaplan from Israel and Barbara R Hauser from the United States) are well-known practitioners. They have brought together more than 50 contributors, mostly from common law countries but also a few from civil law jurisdictions. -- Dr Niklas Schmidt\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003ePreface Introduction Alon Kaplan Barbara R Hauser  Part One: Introduction  Hague Convention Hein Koetz Max-Planck Institut, International Academy of Comparative Law  The Hague Convention on Trusts and the Uniform Code Michael W Galligan Phillips Nizer LLP  Part Two: Jurisdictional Overview  Australia Allan Blaikie Mathew Fenwick Clayton Utz  Bermuda Keith Robinson Carey Olsen  British Virgin Islands Christopher McKenzie Vanessa King O’Neal Webster  Canada Rachel Blumenfeld Martin J Rochwerg Miller Thomson LLP  Cyprus Emily Yiolitis Harneys Aristodemou Loizides Yiolitis LLC  Cayman Islands Bernadette Carey Carey Olsen  England and Wales Martyn Gowar Ziva Robertson McDermott Will \u0026amp; Emery UK LLP  Germany Raoul Jacobs Bafin  Guernsey Natasha Kapp Nina Silva Carey Olsen  Gibraltar Moses J Anahory Wayne Fortunato James Levy QC Hassans  Hong Kong  India Ravi Nath Rajinder Narain \u0026amp; Co  Israel Lyat Eyal Aronson, Ronkin-Noor, Eyal Law Firm Alon Kaplan Advocate and Notary Meytal Liberman Alon Kaplan Law Firm  Japan Makoto Arai Chuo University, Tokyo  Jersey Justin Harvey-Hills Mourant Ozannes Oliver Schmidt Allgemeines Treuunternehmen  Liechtenstein trusts and foundations: creation and operation Dietmar Loretz Jacqueline Marxer David Vogt \u0026amp; Partner Trust reg  Luxembourg Paulo Panico Paolo Panico’s Law Chambers – Private Trustees SA  Malta Priscilla Mifsud Parker Chetcuti Cauchi Advocates  New Zealand  Quebec Marilyn Piccini Roy Robinson Sheppard Shapiro LLP  Scotland Paolo Panico Paolo Panico’s Law Chambers – Private Trustees SA  Switzerland Dominique Jakob University of Zurich Peter Picht Max Planck Institute for Innovation and Competition; University of Zurich  The use of trusts in Switzerland Daniel Bader Daniel Leu Baer \u0026amp; Karrer Ltd  United States Barbara R Hauser Independent Family Adviser  The use of trusts for estate planning in the US Stanley A Barg Kozusko Harris Duncan  Part Three: Special Topics  Asset protection trusts Gideon Rothschild Moses \u0026amp; Singer LLP  International trust litigation, jurisdiction and enforcement David Faust Faust Oppenheim LLP  The trustee as fiduciary: some practical considerations David Faust Faust Oppenheim LLP  Fiduciary responsibility Susan Schoenfeld Wealth Legacy Advisors LLC  Trusts, trustees and family businesses Christian Stewart Family Legacy Asia (HK) Limited  Settlor control and influence-through the use of settlor-reserved powers and private trust companies Paul Matthams Carey Olsen  The UK Tax Treatment of Offshore Trusts Maggie Gonzalez Buzzacott LLP  Trusts and money laundering Yehuda Shaffer Deputy State Attorney (Financial Enforcement) Israel  International Family Governance Integration with Family Trusts Barbara R Hauser Independent Family Adviser  Trust and Divorce Ziva Robertson McDermott Will \u0026amp; Emery UK LLP  The trust protector – a mini revolution in trust law Alexander A Bove Jr Bove \u0026amp; Langa Law Firm  The war on trusts Filippo Noseda Withers LLP  Beneficial ownership registers of companies and trusts Paolo Panico Paolo Panico’s Law Chambers – Private Trustees SA","brand":"Globe Law and Business Ltd","offers":[{"title":"Default Title","offer_id":48887826710871,"sku":"9781787422988","price":280.25,"currency_code":"GBP","in_stock":true}]},{"product_id":"beneficial-ownership-registers-the-step-handbook-for-advisers-9781787424142","title":"Beneficial Ownership Registers: The STEP Handbook","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eBeneficial ownership registers were introduced in the European Union (EU) under the 4th and 5th Anti Money Laundering Directive, with the ultimate goal of promoting increased transparency in the financial markets. Nevertheless, public access to the beneficial ownership information of companies and other legal arrangements, such as trusts, raises significant issues in relation to each individual's fundamental right to privacy, and consequently many EU member states are still struggling to strike the right balance between transparency and privacy. As a result, the implementation of beneficial ownership registers has been delayed in many EU member states and different legislative choices have been made in the various jurisdictions. Since beneficial ownership registers do not only apply to entities incorporated or administered in an EU jurisdiction, but may also extend to foreign entities with some business connection to that jurisdiction, it is essential to master these differences.  This book, co-published with STEP, the world’s leading organisation for private wealth professionals, provides an in-depth analysis of the beneficial ownership registers legislation in a number of EU jurisdictions as well as in the UK, which pioneered it with the creation of its own ‘PSC Register’. It also looks at similar initiatives being experienced in some leading international financial centres as well as in the US.  It includes coverage of:  The functioning of beneficial ownership registers in selected EU jurisdictions; The differences between the beneficial ownership registers for companies and those for trusts, which are maintained in many EU member states; Practical comparisons on the possibility for individual beneficial owners to apply for their personal information to be withheld from public access; The ways of complaint in case such an application is not accepted; and Special cases such as the treatment of an EU company controlled by a trust or a foundation. The first to comprehensively approach this topic, this title will benefit private client advisers (lawyers, notaries, accountants) and family officers whose clients have business interests in the EU. The registration of the details of beneficial owners has become a new variable to be considered in any estate planning or asset protection exercise and more generally in any circumstance where a company or any other legal arrangement is created. It is therefore essential reading for anyone involved in any of these fields.\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTrade Review\u003c\/h2\u003eBeneficial Ownership Registers provides detailed and up-to-date information on the reporting of ‘beneficial ownership’ of companies and trusts and sets the contemporary scene both internationally and on a country-by-country basis, with reference to European Union countries, the United Kingdom and the United States. Differences among EU member states exist although they are meant to implement the same EU directive, as the book convincingly shows, and a substantial difference also stands out between the EU and the US where the Corporate Transparency Act has approached the issue of reporting beneficial ownership of companies (though not of trusts, not a mean distinction) on a functional basis, rather than as a politically biased mission to be accomplished no matter what. -- Maurizio Lupoi\u003cbr\u003eThe concept of beneficial ownership has become increasingly relevant in the context of numerous measures to increase transparency and disclosure, in particular by way of publicly accessible registers, such that it now extends significantly beyond its original application to anti-money laundering and ‘know your client’ compliance requirements. It is therefore important that there is a renewed focus on the legal meaning of the term so as to ensure its correct legal interpretation and application in practice. This compendium of multi-jurisdictional legal analyses is a welcome contribution to that renewed focus. -- Andrew Knight\u003cbr\u003eThis new book is the first to offer a comprehensive review of the rules relating to the reporting of beneficial ownership of companies and trusts in fifteen different EU jurisdictions, as well as in the UK, the Crown Dependencies, the USA and Liechtenstein. It also emphasises the variation of treatment relating to public access to information on beneficial ownership of companies and, importantly, of trusts.  The reader can only echo Paolo Panico’s comment that an EU regulation harmonising some of the varied national requirements would be a welcome development.  But until that happens this book will be an essential source of reference for any practitioner advising on international corporate and trust structures. -- Richard Pease TEP\u003cbr\u003eThis volume is a valuable new addition to the Globe Law and STEP stable of co-publications.  The topic of beneficial ownership has been much in the public eye in recent years, prompted partly by an international drive to create greater corporate disclosure to counter money-laundering and terrorist finance, and partly by a series of exposés in the form of the Panama, Paradise and Pandora papers.   Now family office advisers, law firms and accountancy practices have at their fingertips an up-to-date digest and commentary on the state of affairs prevailing in some of the world’s key jurisdictions.   Consulting  editor Paolo Panico has assembled a team of experts to appraise the measures taken by the authorities in 18 different countries and three British Crown dependencies.  The reader’s understanding is greatly assisted by introductory chapters which explain the history of government and supra-national [in the form of the EU] interventions, as various initiatives have evolved and with them new legislative frameworks and requirements.   The direction of travel is consistent, but the interpretation and implementation of new agreements and directives varies considerably.  The chapters on individual countries take a deep dive into the registration of  beneficial ownership in each case, and explain how concepts such as benefit and control are variously construed.   If you are seeking a comprehensive guide to navigate you through the tricky waters of beneficial ownership, look no further. -- David Molian\u003cbr\u003eDr Panico and his colleagues present a masterful survey of this difficult subject.  The discussion of its history and purposes introduces detailed accounts of its application in several EU countries, the United Kingdom and the United States.  The publication will be much welcomed by practitioners dealing with the affairs of international clients. -- Milton Grundy\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003eIntroduction: the 4th and 5th AML Directive Paolo Panico Paolo Panico’s Law Chambers Private Trustees SA  Austria Christiane Edelhauser Michael Petritz KPMG Austria  Belgium Saskia Lust Loyens \u0026amp; Loeff  Crown Dependencies Paul Matthams Stonehage Fleming  Cyprus George Economides E\u0026amp;G Economides LLC  Czech Republic Šteˇpán Holub Holubová advokati s.r.o.  France Jérôme Barré Barré \u0026amp; Associés Stéphanie Auferil Arkwood  Germany Susanne Stauder Heuking Kühn Lüer Wojtek  Greece Petros-Fotios Chr. Fatouros Angeliki Chimona Phi Lambda Law Firm  Ireland Aileen Keogan Aileen Keogan Solicitor \u0026amp; Tax Consultant  Italy Luigi Belluzzo Belluzzo International Partners  Liechtenstein Johanna Niegel Allgemeines Treuunternehmen  Luxembourg Paolo Panico Paolo Panico’s Law Chambers Private Trustees SA  The Netherlands John Graham Graham, Smith \u0026amp; Partners  Poland Aldona Leszczyn´ska-Mikulska Tomasz Piejak GWW  Portugal Nuno Cunha Barnabé António Vidal ABREU  Slovenia Tatjana Andoljšek OPAM LAW Luxembourg, Slovenia  Spain Alberto Perez Cedillo Alberto Perez Cedillo Spanish Lawyers and Solicitors  United Kingdom E N Reed Iskra Doukova Macfarlanes LLP  United States Todd D Mayo UBS","brand":"Globe Law and Business Ltd","offers":[{"title":"Default Title","offer_id":48887827464535,"sku":"9781787424142","price":157.5,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781787424142.jpg?v=1791477445"},{"product_id":"effective-trusts-minimising-disputes-through-design-governance-and-administration-9781787428812","title":"Effective Trusts: Minimising Disputes Through","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eTrust disputes can be tremendously costly, in terms of legal fees, hiring experts and lost opportunity costs, as well as the costs attendant with the often emotionally charged atmosphere that can pit family members against one another. Despite the high toll, trust litigation continues to increase around the world – both in the number of matters being initiated and the amounts in controversy – as trust instruments become increasingly important vehicles in the management and transfer of wealth of various sizes.  Preventing a fire is substantially less costly than fighting one. Identifying and appreciating the potential causes of trust disputes puts settlors, trust officials and beneficiaries in the best position to prevent a dispute from developing or accelerating.  This Special Report examines the causes of trust disputes and explores the steps that settlors, trustees, beneficiaries and others can take during each stage of a trust’s lifecycle – design, execution, administration and termination – to reduce the risk of sparking a dispute. Supported by real world experience and input from leading international trust practitioners, including estate planners, general counsel and experienced trust litigators, this Special Report delves into key concepts such as:  thoughtful design of a trust’s governance; incorporating flexibility and adaptability into a trust structure; the need for constructive communication and engagement between fiduciaries and beneficiaries; practices and procedures trust officials should consider implementing in trust administration; and how trustees and beneficiaries can avoid adding fuel to the fire once a dispute arises. The authors also examine the benefits of involving different perspectives, including those of experienced trust litigators, at various stages of the trust’s lifecycle, and offer practitioner insight into the measures and approaches both fiduciaries and beneficiaries should consider taking when a dispute first presents itself.  Filled with real-world practitioner guidance, perspective and insight on issues of critical importance to fiduciaries, trust officials and beneficiaries alike, this Special Report is essential reading.\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTrade Review\u003c\/h2\u003eThe beauty of this special report is that it contains real-world practitioner guidance, perspective, and insight on issues of critical importance to fiduciaries, trust officials and beneficiaries alike. -- Elizabeth Robson Taylor and Philip Taylor MBE\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003eAcknowledgements 7  I. Introduction 9  1. Trends in trust disputes 10 1.1 Deep fakes and the metaverse 10 1.2 Family office conflicts 10 1.3 Compliance-driven conflict, litigation and court activity 11  2. Common causes of trust disputes 12 2.1 Poor drafting 12 2.2 Communication failures 14 2.3 Lack of education 15 2.4 Disenfranchisement 16 2.5 Appointment of the wrong trust officials 16 2.6 Diminished capacity (including undue influence) 19 2.7 Challenges of recollection 22  3. Our approach 22  II. Trust dispute avoidance through design 23  1. Managing the settlor’s expectations 23  2. Good drafting 24  3. Creating the appropriate governance structure 27 3.1 Checks and balances 27 3.2 Selecting the right person for each role 30 3.3 Beneficiary committees 36 3.4 Qualifications 36 3.5 Fiduciary versus non-fiduciary capacity 39 3.6 Term limits 39 3.7 Age limits 40 3.8 Designing the right process for succession (appointment and removal) 41 3.9 Compensation 41 3.10 Sharing information 44 3.11 Avoiding co-trustee dysfunction 44  4. Communicating with the beneficiaries (or not): the duty to inform and the use of quiet trusts 47  5. Incorporating flexibility and adaptability into the trust 50 5.1 Power to add and remove beneficiaries 51 5.2 Variation or modification 53 5.3 Decanting 53 5.4 Changing situs 54 5.5 Changing governing law 54 5.6 Termination 55  6. Selecting appropriate liability and evidentiary standards 55  7. Using no-contest or forfeiture provisions to discourage disputes 56  8. Incorporating processes for non-judicial dispute resolution 57  9. Getting the litigator’s perspective during the drafting process 59  10. ‘Failure mode and effects analysis’: early detection of potential issues and warning signs 66  III. Minimising trust disputes through thoughtful execution 69  1. Family dynamics redux 69 2. Witnesses 70 3. Presence of individuals other than the settlor and witnesses 72 4. Self-imposed formalities 72 5. Lifetime approval of trusts 73  IV. Administration: deploying best practice and procedures 75  1. Follow the terms of the trust 76  2. Engage proactively 76  3. Communicate with the beneficiaries 77 3.1 Ongoing due diligence 77 3.2 Proactive trust accounting 79  4. Maintain good records 80 4.1 Retention practices and policies – the ‘hit by a bus’ scenario 80 4.2 Trustees and other trust officials 80 4.3 Distributions 81 4.4 Investments 82 4.5 Conflict transactions 83 4.6 Compensation 83 4.7 Taxes 84  5. Evaluate the trust and administration regularly 84 5.1 What has changed? 85 5.2 Would a change of situs be better for the trust? 86 5.3 Is modification (variation) or decanting warranted? 87 5.4 Should the trust be divided into separate trusts? 87 5.5 Are the right people (still) in the right roles? 89 5.6 Is your reliance on outside guidance (still) reasonable? 89 5.7 Are the trust officials working together effectively? 91  6. Evaluate the trust and administration when an issue arises (or maybe not) 92  7. Utilise experienced litigators outside of litigation 92 7.1 The devil’s advocate: having a litigator review proposed changes 95  V. Reducing the risk of disputes at termination 97  1. Releases, judicial accountings and indemnification 98  2. Providing information 102  3. Termination fees 104  4. Transferring assets 104  VI. Managing trust disputes  107  1. Avoid exacerbating the problem 107  2. Maintain open lines of communication 110  3. Taking a thoughtful position 111  4. Preserving lawyer–client privilege 115  5. Litigation management 116  6. Advice for beneficiaries when a dispute arises 118  VII. Conclusion 121  Notes 122  About the authors 129  About Globe Law and Business 131","brand":"Globe Law and Business Ltd","offers":[{"title":"Default Title","offer_id":48887828775255,"sku":"9781787428812","price":999.99,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781787428812.jpg?v=1791477447"},{"product_id":"trust-laws-in-cyprus-an-international-perspective-9781787428782","title":"Trust Laws in Cyprus: An International","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eThe Cyprus International Trust Law was originally enacted in 1992 and amended in 2012. It is a modern and flexible piece of legislation expressly addressing the needs of international families relying on Cyprus to arrange their wealth. At the same time, Cypriot resident families can apply the Trustee Law 1955, which is based on English law, to govern their trusts.  Trust Laws in Cyprus reviews both of these laws and places them in an international context, pointing out the solutions available on the island for wealth management, estate planning and asset protection purposes.  Authored by well-known experts in this field, chapters specifically analyse the relevance of Cyprus trusts where settlors wish to retain certain powers, arrange their succession in a more flexible manner than would be possible under forced heirship provisions, or protect heirloom assets from creditor claims. The book also covers the taxation of Cyprus trusts, both international and domestic, and the functioning of the UBO register of trusts under the 5th EU AML Directive.  This title is the only systematic review of the Cyprus trust laws in English. It will be an invaluable reference work to help lawyers and other private client advisers structure their clients' wealth. It will also assist professional trustees involved in the administration of Cyprus trusts, and be useful for accountants and tax advisers in relation to the tax treatment of various types of Cyprus trusts.\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003eForeword: Perspectives on the Cyprus international trust law journey 5 Peter G Economides Totalserve Management Limited Richard FG Pease Solicitor (England and Wales); Consultant (Geneva, Switzerland) Stella Kammitsi Raza Corporate Services Ltd; Chair – STEP Cyprus  Part I  The Cypriot legal system: an overview 13 Eleni Louca Christodoulos G Vassiliades \u0026amp; Co LLC  Trusts in Cyprus under domestic law 25 Chrysthia PapacleovoulouVassiliou Open University of Cyprus Evi Papacleovoulou  Law Chambers Nicos Papacleovoulou LLC  Vakfs: the Islamic version of trusts 43 Paolo Panico Private Trustees SA; Chair – STEP Europe  Charitable trusts and charitable organisations 59 Eleni Drakou Michael Kyprianou \u0026amp; Co LLC  Part II  The Cyprus International Trusts Law 1992–2012: new dynamics 77 Chrysthia PapacleovoulouVassiliou Open University of Cyprus  Settlor reserved powers trusts 109 Emily Yiolitis Anemi Trustees Limited  Beneficiaries’ right to information 117 Nicky Xenofontos N Xenofontos LLC  Trustee investment powers and delegation 135 Savvas Georgiou Christodoulos G Vassiliades \u0026amp; Co LLC  Protectors 145 Emily Yiolitis Anemi Trustees Limited  Non-charitable purpose trusts 153 Panayiota Kouzoupi Christodoulos G Vassiliades \u0026amp; Co LLC  The trustee’s ability to request directions from the court 165 Constantinos Constantinides Stefanos Marangos Christodoulos G Vassiliades \u0026amp; Co LLC  Perpetuity and duration 177 Paolo Panico Private Trustees SA; Chair – STEP Europe  Forced heirship: the ‘firewall legislation’ 183 Stella Kammitsi Raza Corporate Services Ltd; Chair – STEP Cyprus  Asset protection trusts 201 Peter G Economides Totalserve Management Limited  The trustee’s liability to third parties and mistake 209 Nicky Xenofontos N Xenofontos LLC  The main ingredients of an international trust law – some proposals for reform 221 Paolo Panico Private Trustees SA; Chair – STEP Europe Nicky Xenofontos N Xenofontos LLC  Analysis of Cyprus case law involving Cyprus international trusts 237 Chrysthia PapacleovoulouVassiliou Open University of Cyprus  Part III  Taxation 257 George Economides E \u0026amp; G Economides LLC  Trusts and ultimate beneficial ownership registers in Cyprus 265 Eleni Drakou Michael Kyprianou \u0026amp; Co LLC  Appendix 277  About the authors 279  About Globe Law and Business 285","brand":"Globe Law and Business Ltd","offers":[{"title":"Default Title","offer_id":48887828873559,"sku":"9781787428782","price":90.25,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781787428782.jpg?v=1791477447"},{"product_id":"private-trust-companies-a-handbook-for-advisers-second-edition-9781787429611","title":"Private Trust Companies: A Handbook for Advisers,","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003ePrivate trust companies play an increasingly important role in the wealth structures of many ultra-wealthy families, offering a high degree of control and flexibility in the administration of a family’s trusts and the management of trust assets. Featuring chapters written by leading practitioners from firms including Appleby, McDermott, Will \u0026amp; Emery and Squire Patton Boggs, this edition fully explores the legal, regulatory and practical dimensions of forming and operating a private trust company.  The relevant law in prime jurisdictions including Bermuda, the Cayman Islands, Hong Kong, Jersey and key US states is thoroughly examined. In addition, content shines a light on organisational and operational issues such as designing a private trust company’s ownership structure, implementing proper internal controls, outsourcing services and working with professional advisers. Important matters like coordinating with the family office, communicating with family, protecting privacy and handling disputes involving private trust companies are also tackled.  This second edition features:  a new chapter covering Guernsey; regulatory developments in the Cayman Islands; tax law changes in Hong Kong; legislative developments in Wyoming and other US states; recent cases relevant to private trust companies; discovery disputes involving private trust companies; and developments concerning beneficial ownership disclosure requirements in the United States and Europe.  This handbook is a comprehensive resource for lawyers, accountants, family office executives and others who advise families on private trust companies.\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003eIntroduction 7 Todd D Mayo Wealth structuring strategist  Part I. Design and operation of private trust companies  Considerations when forming a private trust company 11 Todd D Mayo Wealth structuring strategist  Ownership and governance structures 33 Vanessa Schrum Appleby (Bermuda) Limited Kathryn von Matthiessen Katten Muchin Rosenman LLP  Coordinating with the family office 45 Sara Schroter Michelle L Wolfe Meritus Trust Company Limited  Facilitating essential communication with family members 67 Babetta von Albertini Institute for Family Governance  Helping hands: utilising service providers 89 Ryan M Harding Garden Trust Company Jonathan W Motto McDermott Will \u0026amp; Emery LLP  Internal controls 109 Elise J McGee McDermott Will \u0026amp; Emery LLP  Beneficial ownership registers: the balance between transparency and privacy 123 Paolo Panico Private Trustees SA Teton Trust Company LLC  US tax and regulatory considerations 143 Osvaldo Garcia JP Morgan Private Bank Sasha Grinberg Cadwalader, Wickersham \u0026amp; Taft LLP Dorothy Mehta Fried, Frank, Harris, Shriver \u0026amp; Jacobson LLP William S Schaaf Cadwalader, Wickersham \u0026amp; Taft LLP  Disputes involving private trust companies 171 Nicholas Holland Joseph J Viviano McDermott Will \u0026amp; Emery LLP  Part II. Non-US jurisdictions  Bermuda 191 Ashley Fife Keith Robinson Carey Olsen Bermuda Limited  British Virgin Islands 201 Fraser Allister Andrew Miller Bedell Cristin  Cayman Islands 211 Fraser Allister Andrew Miller Bedell Cristin  Guernsey 221 Joanna Caen Natasha Kapp Carey Olsen (Guernsey) LLP  Hong Kong 231 Patricia Woo Squire Patton Boggs  Jersey 241 Robert Dobbyn Carey Olsen Jersey LLP Sevyn Kalsi Bedell Cristin Jersey Partnership  Part III. US jurisdictions  Florida 255 Christopher W Boyett Nichole D Scott John L Stansbury Holland \u0026amp; Knight  Nevada 267 Thomas M Cota Jason Nomsen Matthew Tobin SDTC Services of Nevada LLC  New Hampshire 281 Steven M Burke Patrick O Collins McLane Middleton Todd D Mayo Wealth structuring strategist  South Dakota 325 James Paladino South Dakota Planning Company Matthew Tobin South Dakota Trust Company LLC  Tennessee 343 John M Bunge Aaron B Flinn Jill C Mastroianni Holland \u0026amp; Knight (formerly with Waller Lansden Dortch \u0026amp; Davis)  Wyoming 355 Christopher M Reimer Amy M Staehr Long Reimer Winegar LLP  About the authors 365  About Globe Law and Business 379","brand":"Globe Law and Business Ltd","offers":[{"title":"Default Title","offer_id":48887829168471,"sku":"9781787429611","price":202.5,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781787429611.jpg?v=1722546464"},{"product_id":"sqe-trusts-3e-9781805020073","title":"SQE - Trusts 3e","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"The University of Law Publishing Limited","offers":[{"title":"Default Title","offer_id":48887958470999,"sku":"9781805020073","price":37.99,"currency_code":"GBP","in_stock":false}]},{"product_id":"splitting-heirs-9780802413765","title":"Splitting Heirs","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"Moody Publishers","offers":[{"title":"Default Title","offer_id":49371766849879,"sku":"9780802413765","price":999.99,"currency_code":"GBP","in_stock":false}]},{"product_id":"trusts-and-equity-9781292017051","title":"Trusts and Equity","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003e\u003cp\u003e\u003cb\u003eRichard Edwards\u003c\/b\u003e,\u003cb\u003e \u003c\/b\u003eLLB, LLM, was a Principal Lecturer in Law at APU (now Anglia Ruskin University).\u003c\/p\u003e \u003cp\u003e\u003cb\u003eNigel Stockwell\u003c\/b\u003e, BA, LLB Barrister, is a Visiting Fellow, formerly Senior Lecturer, at Anglia Ruskin University.\u003c\/p\u003e \u003cp\u003e \u003c\/p\u003e\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003e\u003cp\u003ePreface\u003c\/p\u003e \u003cp\u003ePublisher's acknowledgements\u003c\/p\u003e \u003cp\u003eTable of cases\u003c\/p\u003e \u003cp\u003eTable of statutes and statutory instruments\u003c\/p\u003e \u003cp\u003eChapter 1   Growth of equity and the evolution of the trust\u003c\/p\u003e \u003cp\u003eChapter 2   The maxims of equity\u003c\/p\u003e \u003cp\u003eChapter 3   Trusts today\u003c\/p\u003e \u003cp\u003eChapter 4   The requirements of an express trust\u003c\/p\u003e \u003cp\u003eChapter 5   Powers and discretionary trusts\u003c\/p\u003e \u003cp\u003eChapter 6   Setting trusts aside\u003c\/p\u003e \u003cp\u003eChapter 7   Unlawful trusts\u003c\/p\u003e \u003cp\u003eChapter 8   Variation of trusts\u003c\/p\u003e \u003cp\u003eChapter 9   Purpose trusts\u003c\/p\u003e \u003cp\u003eChapter 10    Charitable trusts\u003c\/p\u003e \u003cp\u003eChapter 11    Resulting trusts\u003c\/p\u003e \u003cp\u003eChapter 12    Constructive trusts\u003c\/p\u003e \u003cp\u003eChapter 13    Shared homes\u003c\/p\u003e \u003cp\u003eChapter 14    The office of trustee: appointment, retirement and removal\u003c\/p\u003e \u003cp\u003eChapter 15    Trustees’ powers\u003c\/p\u003e \u003cp\u003eChapter 16    Trustees’ duties\u003c\/p\u003e \u003cp\u003eChapter 17    Remedies for breach of trust\u003c\/p\u003e \u003cp\u003eChapter 18    The equitable doctrines\u003c\/p\u003e \u003cp\u003eChapter 19    Equitable remedies\u003c\/p\u003e \u003cp\u003eGlossary\u003c\/p\u003e \u003cp\u003eIndex\u003c\/p\u003e","brand":"Pearson Education Limited","offers":[{"title":"Default Title","offer_id":49396208337239,"sku":"9781292017051","price":999.99,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781292017051.jpg?v=1730415105"},{"product_id":"property-law-statutes-20122013-routledge-student-statutes-9780415633895","title":"Property Law Statutes 20122013 Routledge Student","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003e\u003cp\u003eFocused content, layout and price - Routledge competes and wins in relation to all of these factors' - Craig Lind, University of Sussex, UK  \u003c\/p\u003e\u003cp\u003eThe best value and best format books on the market.' - Ed Bates, Southampton University, UK   \u003c\/p\u003e\u003cp\u003eRoutledge Student Statutes present all the legislation students need in one easy-to-use volume. Developed in response to feedback from lecturers and students, this book offers a fully up-to-date, comprehensive, and clearly presented collection of legislation - ideal for LLB and GDL course and exam use.  \u003c\/p\u003e\u003cp\u003eRoutledge Student Statutes are:    \u003cbr\u003e Exam Friendly: un-annotated and conforming to exam regulations   \u003cbr\u003e Tailored to fit your course: 80% of lecturers we surveyed agree that Routledge Student Statutes match their course and cover the relevant legislation   \u003cbr\u003e Trustworthy: Routledge Student Statutes are compiled by subject experts, updated annually and have\u003cbr\u003e\u003cbr\u003e\u003c\/p\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003e\u003cp\u003eContents Preface vii Guide to the Companion Website viii Prescription Act 1832 1–3 Wills Act 1837 3–10 Common Law Procedure Act 1852 10–11 Wills (Soldiers and Sailors) Act 1918 11–12 Law of Property Act 1922 12–14 Settled Land Act 1925 14–36 Trustee Act 1925 36–62 Law of Property Act 1925 62–153 Land Registration Act 1925 154–174 Administration of Estates Act 1925 175–199 Law of Property (Amendment) Act 1926 199–200 Landlord and Tenant Act 1927 200–202 Law of Property (Entailed Interests) Act 1932 203 Leasehold Property (Repairs) Act 1938 203–204 Intestates’ Estates Act 1952 204–207 Landlord and Tenant Act 1954 Charitable Trusts (Validation) Act 1954 207–209 Recreational Charities Act 1958 209–210 Variation of Trusts Act 1958 210–211 Rights of Light Act 1959 211–214 Perpetuities and Accumulations Act 1964 214–219 Law of Property (Joint Tenants) Act 1964 220 Wills Act 1968 220–221 Law of Property Act 1969 221–223 Administration of Justice Act 1970 223–224 Matrimonial Proceedings and Property Act 1970 224 Powers of Attorney Act 1971 225–226 Defective Premises Act 1972 Land Charges Act 1972 226–237 Administration of Justice Act 1973 237–238 Consumer Credit Act 1974 238–244 Inheritance (Provision for Family and Dependants) Act 1975 244–263 Local Land Charges Act 1975 263–265 Rentcharges Act 1977 265–267 Protection from Eviction Act 1977 267–271 Criminal Law Act 1977 271–275 Charging Orders Act 1979 275–278 Limitation Act 1980 278–290 Highways Act 1980 291–292 Senior Courts Act 1981 293–297 Forfeiture Act 1982 297–299 Administration of Justice Act 1982 299–300 County Courts Act 1984\u003c\/p\u003e","brand":"Taylor \u0026 Francis Ltd","offers":[{"title":"Default Title","offer_id":49402140393815,"sku":"9780415633895","price":999.99,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780415633895.jpg?v=1730479513"},{"product_id":"private-equity-9780471392927","title":"Private Equity","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003ePraise for Private Equity\u003cbr\u003e \u003cbr\u003e Harold Bierman has blended an excellent mix of important principles with real case study examples for a better understanding on a rather sophisticated finance subject.\u003cbr\u003e -Edward M. Dudley, Vice President \u0026amp; General Auditor, ABB Americas\u003cbr\u003e \u003cbr\u003e The role of private equity firms in financing buyouts as well as providing growth capital has expanded significantly in the past decade. In a clear, concise way, Harold Bierman provides a timely and astute analysis of the virtues of private equity as well as creative quantitative methodologies that are applicable to real-life transactions. This book should become essential reading for investors, intermediaries, financial advisors and the management of private, almost private, or soon-to-be private firms.\u003cbr\u003e -James A. Rowan Jr., Managing Director, Investment Banking\u003cbr\u003e Legg Mason Wood Walker, Inc.\u003cbr\u003e \u003cbr\u003e As the private equity asset class has grown to over $300 billion in the last three ye\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003eThe Many Virtues of Private Equity.\u003cbr\u003e \u003cbr\u003e Valuing the Target Firm.\u003cbr\u003e \u003cbr\u003e Structuring and Selling the Deal.\u003cbr\u003e \u003cbr\u003e A Changed Dividend Policy.\u003cbr\u003e \u003cbr\u003e A Changed Capital Structure.\u003cbr\u003e \u003cbr\u003e Merchant Banking.\u003cbr\u003e \u003cbr\u003e Operations: The Other Factor.\u003cbr\u003e \u003cbr\u003e The Many Virtues of Going Public.\u003cbr\u003e \u003cbr\u003e A Partial LBO: Almost Private Equity.\u003cbr\u003e \u003cbr\u003e Metromedia.\u003cbr\u003e \u003cbr\u003e LBO of RJR Nabisco (1988).\u003cbr\u003e \u003cbr\u003e Marietta Corporation (1994-1996).\u003cbr\u003e \u003cbr\u003e The Managerial Buy-out of United States Can Company (2000).\u003cbr\u003e \u003cbr\u003e Phillips Petroleum, Mesa and Icahn (1984-1985).\u003cbr\u003e \u003cbr\u003e Owens-Corning Fiberglas Corporation (1986).","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49402584695127,"sku":"9780471392927","price":71.25,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780471392927.jpg?v=1730480847"},{"product_id":"trusts-and-patrimonies-9780748697748","title":"Trusts and Patrimonies","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eFocusing on the private law of England, Scotland, France, Quebec and the Netherlands, this volume explores how the private law concepts of trust and patrimony interact in various jurisdictions, with a view to advancing the understanding of the trust as a fundamental legal concept.","brand":"Edinburgh University Press","offers":[{"title":"Default Title","offer_id":49404517155159,"sku":"9780748697748","price":90.25,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780748697748.jpg?v=1730486699"},{"product_id":"guernsey-trust-law-9781509919307","title":"Guernsey Trust Law","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eThis book is intended to be a comprehensive treatise of Guernsey trust law providing answers for practitioners advising on Guernsey trusts and trustees administering them. In particular, it provides a detailed analysis of the provisions of the Trusts (Guernsey) Law 2007 (as amended), a consideration of Guernsey trust cases as well as relevant cases in Jersey and in other jurisdictions, and analysis of the legal principles underpinning Guernsey trust law. Where there is no clear Guernsey authority on a particular point of law it gives a reasoned view, drawing on relevant legal principles, together with a broad assessment of the confidence of which the authors hold that view.\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003e1. Foundation and Principles  I. Introduction  II. Saisie  III. Statutory Family Trusts  IV. Protective Trusts of Movables V. Religious Trusts in Connection with the Holding of Churches  VI. Other Charities  VII. Statutory Schemes for the Holding of Churches and Schools  VIII. Use of Trusts in Wills and Other Documents  IX. Growing Use and Statutory Recognition of Trusts in the Twentieth Century X. Recognition of Trusts by the Guernsey Court  XI. Proposals for the Trusts Law 1989  XII. Overview of the Trusts Law 2007  XIII. Application of Trusts Laws and Amendments  XIV. The Role of Authorities and Precedent in Guernsey  2. Express Trusts  I. Article 29 of the Succession Law 1840  II. Trusts under the Succession Law 1890  III. Trusts of Land in Saisie  IV. Express Private Trusts of Land  V. Charitable Trusts  VI. Purpose Trusts  VII. Employee Benefit Trusts  VIII. Unit Trusts  3. Trusts Arising by Operation of Law  I. Introduction  II. Constructive Trusts of Personalty  III. Liability as a Constructive Trustee  IV. Constructive Trusts of Land  V. Conclusions  4. Taxation  I. The Code of Practice  II. Guernsey Tax Liabilities  III. Liability to Non-Guernsey Taxes  IV. Guernsey Charities  V. Employee Benefit Trusts  VI. Unit Trusts  5. Creation, Validity and Termination  I. Existence of a Trust  II. Principles of Construction  III. Settlor  IV. Formalities  V. Duration and Perpetuities  VI. Validity and Enforceability  VII. Reservation of Powers by the Settlor  VIII. Termination of Trusts  6. Conflict of Laws  I. Introduction  II. Proper Law  III. Jurisdiction of the Guernsey Court  IV. Firewall Provisions  7. Trustees  I. Number of Trustees  II. Appointment of New or Additional Trustees  III. Power to Remove Trustees  IV. Vesting of Property in the New Trustees  V. Disclaimer of Trusteeship  VI. Resignation  VII. Duties of Outgoing Trustee  VIII. Appointment and Removal of Trustees by the Court  IX. Trustee Remuneration  X. Trustees’ Expenses XI. Trustees \u003ci\u003ede Son Tort \u003c\/i\u003e XII. Dealings with Third Parties  XIII. Insolvent Trusts  8. Powers, Duties and Liabilities of Trustees  I. Duties of Trustees  II. Powers of Trustees  III. Other Duties Applicable to the Exercise of Trustee Discretions  IV. Letters of Wishes  V. Liability for Breach of Trust  VI. Duties of Prospective Trustees  VII. Liability of Directors of Corporate Trustees  9. Beneficiaries  I. Definition of ‘Beneficiary’  II. Addition and Removal of Beneficiaries III. Requirements for Beneficiaries  IV. Disclaimer  V. Nature of Beneficiary’s Interest  VI. Assignment of a Beneficial Interest  VII. Protective Trusts and Spendthrift Provisions  VIII. Class Interests  IX. Consent to Breach of Trust  X. Power to make Beneficiaries Indemnify  XI. Disclosure of Information to Beneficiaries  XII. Data Protection Law  XIII. Disclosure to Third Parties XIV. Disclosure by Beneficiaries  10. Protectors  I. Introduction  II. Powers of Protectors  III. Regulation of Protectors  IV. Protector not a Trustee  V. Nature of Protector’s Powers  VI. Appointment and Removal of Protectors  VII. Protector’s Indemnity  VIII. Remuneration  IX. Retirement  X. Court’s Jurisdiction in Relation to Protectors  XI. Exoneration  XII. Disclosure of Information  XIII. Delivery Up of Documents  XIV. Exercise of Powers  XV. Liability  XVI. Conflicts of Interest  XVII. Prescription Period  XVIII. Standing to Apply to Court  XIX. Drafting Issues  11. Trust Investments  I. Trustee’s Investment Duties  II. Regulatory Issues III. Delegation of Investment Management  IV. Power to Direct Investments  12. Introduction to Trust Litigation  I. The Jurisdiction of the Royal Court II. Applications for Directions  III. General Powers of the Court  IV. Application to Distribute Trust Assets in the Context of Anti-money Laundering Issues  V. Approval of Trustees’ Actions  VI. \u003ci\u003eBeddoe \u003c\/i\u003eApplications  VII. Payment of Costs in Relation to Court Proceedings  VIII. Prescription and Limitation Periods  IX. Breach of Trust Judgment against Trustee to be Binding on All Beneficiaries  X. Alternative Dispute Resolution  13. Attacks on Trusts  I. Introduction  II. The Sham Doctrine  III. \u003ci\u003eDonner et Retenir ne Vaut \u003c\/i\u003e IV. Variation of Trusts in Foreign Matrimonial Proceedings  14. Variation of Trusts  I. Introduction  II. Variation under the Express Terms of the Trust  III. Variation by the Beneficiaries  IV. Variation by the Court  15. Remedial Applications to Court  I. Introduction  II. General Principles Applicable to Rectification and Rescission  III. Rectification on the Ground of Mistake IV. Rescission on the Ground of Mistake V. The Rule in \u003ci\u003eHastings-Bass \u003c\/i\u003e 16. Regulation of Fiduciaries  I. Background  II. The Guernsey Financial Services Commission  III. The Regulatory Regime for Professional Fiduciaries  IV. Principal Offence  V. Private Trust Companies  VI. Types of Licences  VII. Other Powers under the Fiduciaries Law 2000  VIII. Licensees’ Obligations  17. The Public Trustee  I. The Office of the Public Trustee  II. Trusts in Respect of which the Public Trustee May Act  III. The Functions of the Public Trustee  IV. Regulation  V. Appointment of the Public Trustee as Trustee  VI. Supplementary Powers and Provisions  VII. Appeals against Decisions of the Public Trustee  VIII. Confidentiality  IX. Limitation of Liability  X. Public Trustee to Act Alone in Most Cases  XI. Delegation  XII. Remuneration","brand":"Bloomsbury Publishing PLC","offers":[{"title":"Default Title","offer_id":49409597571415,"sku":"9781509919307","price":171.0,"currency_code":"GBP","in_stock":false}]},{"product_id":"key-ideas-in-trusts-law-9781509938698","title":"Key Ideas in Trusts Law","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eThis book provides an in-depth and easy to understand account of a subject that students often find dauntingly difficult to master.   The opening chapter sets out some definitions of what a trust is, and goes on to clearly explain the history of trusts law and how both trusts law and the roles played by trusts have changed over time. Different types of trust (trusts for persons, charitable and non-charitable purpose trusts, express trusts, constructive trusts, and resulting trusts) are explored in detail over the following two chapters. The fourth chapter sets out the law on when someone will commit a breach of trust and what remedies will be available when such a breach is committed; the obscure and intimidating terminology that affects this area of law is explained and made easy to use. A concluding chapter explores the harms caused by trusts law, particularly through its use to store wealth in tax havens abroad, and considers possibilities for reforming the law to mitigate those harms.   With references to almost 150 books and articles, and almost 150 cases, this book will save students a huge amount of time in terms of developing a sophisticated knowledge of the past, present and potential futures of trusts law both in England \u0026amp; Wales, and across the world, as well as the academic and judicial debates that surround this area of law.\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTrade Review\u003c\/h2\u003eMcBride is a master craftsman, who has turned his eye to a difficult and sometimes underappreciated subject. His comments are perceptive, and drawn from his wide knowledge of English private law. His analysis is (customarily) sharp. It is a very impressive text. I have recommended it to all my incoming students as a text to read in advance of their trusts studies. -- Julius Grower * University of Oxford *\u003cbr\u003eWell-written and engaging, and gets to some of the key debates. Very useful in that it allows you to get an overview of surrounding topics and thus delve deeper. -- Derek Whayman * Newcastle University *\u003cbr\u003eA very useful and thoughtful book which provides a good foundation for the course, whilst being challenging and thought-provoking. -- Graham Virgo * University of Cambridge *\u003cbr\u003eThis is a very good, short title, integrating recent developments in trust law and practice worldwide into the basic description of the subject. Such integration has long been desirable. I think the book does an excellent job; most trusts titles are so bulky, while this book achieves the necessary revamping and modernization within a modest frame. -- Adam Hofri-Winogradow * University of British Columbia *\u003cbr\u003eThis is one of the best short introductory books on trusts to be written in recent years. -- Nick Piska * University of Kent *\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003e1. Foundations 2. Persons and Purposes 3. Intended and Imposed 4. Trustees and Third Parties 5. Pandora’s Box","brand":"Bloomsbury Publishing PLC","offers":[{"title":"Default Title","offer_id":49409600520535,"sku":"9781509938698","price":16.72,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781509938698.jpg?v=1730507365"},{"product_id":"pipes-a-guide-to-private-investments-in-public-equity-9781576601945","title":"PIPEs: A Guide to Private Investments in Public","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"Bloomberg Press","offers":[{"title":"Default Title","offer_id":49410310275415,"sku":"9781576601945","price":56.25,"currency_code":"GBP","in_stock":false}]},{"product_id":"equity-and-trusts-9781788111089","title":"Equity and Trusts","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003e\u003cp\u003eThis review discusses the most important and influential papers in the field of Equity and Trusts. While taking seriously the intimate and historical relationship between English Equity and the law of trusts, it also addresses new and comparative perspectives on the subject, bringing together common law and civil law, doctrinal scholarship and socio-legal analysis, historical approaches to Equity and functional ones. The review includes a wide range of authors and outlooks ranging from Frederic Maitland to recent material on fiduciary obligations and discretionary trusts, highlighting the universality of Equity as a body of law, and the nature of the Trust as a fundamental juristic institution. This literary piece promises to be a useful tool for academics captivated by this subject area.\t\u003c\/p\u003e\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003eContents:  Introduction Lionel Smith and Alexandra Popovici  PART I\tEQUITY     1. Frederic William Maitland ([1909] 1929), ‘Lectures I and II: The Origins of Equity’, in A.H. Chaytor and W.J. Whittaker (eds), Equity – Also The Forms of Action at Common Law: Two Courses of Lectures, Cambridge, UK: Cambridge University Press, 1–11, 12–22   2. Paul D. Finn (1989), ‘The Fiduciary Principle’, in T. G. Youdan (ed.), Equity, Fiduciaries and Trusts, Chapter 1, Carswell, Toronto, Canada: Law Book Company, 1–56\t  3. Bernard Rudden (1992), ‘Equity as Alibi’, in Stephen Goldstein (ed.), Equity and Contemporary Legal Developments, Jerusalem, Israel: Hebrew University of Jerusalem, 30–45\t  4. Sarah Worthington (1999), ‘Fiduciaries: When is Self-Denial Obligatory?’, Cambridge Law Journal, 58 (3), November, 500–08\t[9]  5. Steven B. Elliott and Charles Mitchell (2004), ‘Remedies for Dishonest Assistance’, Modern Law Review, 67 (1), January, 16–47\t   6. Joshua Getzler (2006), ‘Rumford Market and the Genesis of Fiduciary Obligations’, in Andrew Burrows and Lord Rodger of Earlsferry (eds), Mapping the Law: Essays in Memory of Peter Birks, Chapter 31, Oxford, UK and New York, NY, USA: Oxford University Press, 577–98  7. Maurizio Lupoi (2009), ‘”Trust and Confidence”’, Law Quarterly Review, 125, April, 253–87\t  8. Charles Mitchell (2013), ‘Equitable Compensation for Breach of Fiduciary Duty’, Current Legal Problems, 66 (1), January, 307–39\t  9. Andrew Kull (2014), ‘Ponzi, Property, and Luck’, Iowa Law Review, 100 (3), March, 291–322\t  10. Paul B. Miller (2014), ‘The Fiduciary Relationship’, in Andrew S. Gold and Paul B. Miller (eds), Philosophical Foundations of Fiduciary Law, Chapter 3, Oxford, UK and New York, NY, USA: Oxford University Press, 63–90\t   11. Irit Samet (2016), ‘Fiduciary Law as Equity’s Child’, in Paul B. Miller and Andrew S. Gold (eds), Contract, Status, and Fiduciary Law, Chapter 6, Oxford, UK and New York, NY, USA: Oxford University Press, 139–66\t  12. Remus Valsan (2016), ‘Fiduciary Duties, Conflict of Interest, and Proper Exercise of Judgment’, McGill Law Journal, 62 (1), September, 1–40\t  13. Henry E. Smith (2017), ‘Fusing the Equitable Function in Private Law’, in Kit Barker, Karen Fairweather and Ross Grantham (eds), Private Law in the 21st Century, Chapter 9, Oxford, UK, Portland, Oregon, USA: Hart Publishing, 173–95\t \t PART II\tTRUSTS    14. Frederic William Maitland ([1909] 1929), ‘Lecture III: Uses and Trusts’, in A.H. Chaytor and W.J. Whittaker (eds), Equity  – Also The Forms of Action at Common Law: Two Courses of Lectures, Cambridge, UK: Cambridge University Press, 23–42\t  15. Joseph R. Long (1922), ‘The Definition of a Trust’, Virginia Law Review, 8 (6), April, 426–33\t  16. D.W.M. Waters (1967), ‘The Nature of the Trusts Beneficiary’s Interest’, Canadian Bar Review, 45 (2), March, 219–83\t  17. Roger Cotterrell (1987), ‘Power, Property and the Law of Trusts: A Partial Agenda for Critical Legal Scholarship’, Journal of Law and Society, 14 (1), Spring, 77–90   18. David Hayton (1996), ‘The Irreducible Core Content of Trusteeship’, in A. J. Oakley (ed.), Trends in Contemporary Trust Law, Chapter 3, Oxford, UK and New York, NY, USA: Oxford University Press, 47–62\t  19. George L. Gretton (2000), ‘Trusts Without Equity’, International and Comparative Law Quarterly, 49 (3), July, 599–620\t  20. Robert Chambers (2002), ‘Liability’, in Peter Birks and Arianna Pretto (eds), Breach of Trust, Chapter 1, Oxford, UK, Portland, Oregon, USA: Hart Publishing, 1–40\t \t 21. Paul Matthews (2002), ‘From Obligation to Property, and Back Again? The Future of Non-Charitable Purpose Trust ’, in David Hayton (ed.), Extending the Boundaries of Trusts and Similar Ring-Fenced Funds, The Hague, the Netherlands: Kluwer Law International, 203–41\t  22. Tony Honoré (2003), ‘Trusts: The Inessentials’, in Joshua Getzler (ed.), Rationalizing Property, Equity and Trusts: Essays in Honour of Edward Burn, Chapter 1, London, UK: LexisNexis Butterworths, 7–20\t  23. John H. Langbein (2004), ‘Mandatory Rules in the Law of Trusts’, Northwestern University Law Review, 98 (3), March, 1105–27\t \t 24. Paul Matthews (2006), ‘The Comparative Importance of the Rule in Saunders v. Vautier’, Law Quarterly Review, 122, April, 266–94\t  25. Lionel D. Smith (2008), ‘Trust and Patrimony’, Revue Générale de Droit, 38 (2), November, 379–403\t \t 26. Ben McFarlane and Robert Stevens (2010), ‘The Nature of Equitable Property’, Journal of Equity, 4, March, 1–28\t  27. Lusina Ho (2013), ‘Trusts: The Essentials’, in Lionel Smith (ed.), The Worlds of the Trust, Chapter 2, Cambridge, UK: Cambridge University Press, 1–20\t  28. J.E. Penner (2014), ‘Distinguishing Fiduciary, Trust, and Accounting Relationships’, Journal of Equity, 8, 202–34\t  29. Alexandra Popovici (2015), ‘Trusting Patrimonies’, in Remus Valsan (ed.), Trusts and Patrimonies, Chapter 9, Edinburgh, UK: Edinburgh University Press, 199–220\t  30. Robert Chambers (2016), ‘The End of Knowing Receipt’, Canadian Journal of Comparative and Contemporary Law, 2 (1), March, 1–32\t  31. Ying Khai Liew (2016), ‘Reanalysing Institutional and Remedial Constructive Trusts’, Cambridge Law Journal, 75 (3), November, 528–49\t  32. Alexandra Braun (2017), ‘The State of the Art of Comparative Research in the Area of Trusts’, in Michele Graziadei and Lionel Smith (eds), Comparative Property Law: Global Perspectives, Chapter 6, Cheltenham, UK and Northampton, MA, USA: Edward Elgar Publishing, 121–49\t  33. John Mee (2017), ‘The Past, Present, and Future of Resulting Trusts’, Current Legal Problems, 70 (1), December, 189–225\t  34. Lionel Smith (2017), ‘Massively Discretionary Trusts’, Current Legal Problems, 70 (1), December, 17–54  Index","brand":"Edward Elgar Publishing Ltd","offers":[{"title":"Default Title","offer_id":49412496720215,"sku":"9781788111089","price":371.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781788111089.jpg?v=1730516963"},{"product_id":"the-mob-and-the-mayor-persecution-of-the-salvation-army-at-the-victorian-seaside-9781789760842","title":"The Mob and The Mayor: Persecution of the","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eThe Salvation Army is well known for its work with the poor and disadvantaged. There is, however, much more to the story of the Salvation Army than their highly commendable good works. They have been so closely identified with a programme of social action that their wider history has been marginalized. This history includes a period of astonishing levels of opposition and religious persecution which the Army faced in its early years. Many Salvationists were badly injured in violent street riots against them while at the same time facing imprisonment as the force of the law was brought to bear on their evangelism. Among all those places in Britain where the Salvation Army was persecuted, that in the south-coast town of Eastbourne during the 1880s and 1890s stands out as worthy of attention. The Sussex seaside resort played a hugely important part in the wider anti-Salvation Army narrative as it was in Eastbourne that opposition was among the most violent and protracted. Significantly and surprisingly, the vehemence and savagery was supported by the local Council and Mayor. The narrative of The Mob and The Mayor is chronological and entirely evidence based. It includes: Eyewitness accounts; newspaper reports; Parliamentary papers; Eastbourne Council \u0026amp; Watch Committee Meetings Minutes; and Salvation Army documents. Britain was at times at war with itself as the country came to terms with urban poverty resulting from the Industrial Revolution. The persecution of the Salvation Army at the Victorian seaside sheds a wider light on the struggles to promote social betterment for all.\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTrade Review\u003c\/h2\u003e\"Eastbourne may seem the height of gentility now, but in the 1880s and 1890s it was the scene of violent persecution. Even the local council and mayor got in on the act. And the subject of their wrath? The Salvation Army. The better-off, who had retired to the town, found the Salvationist commitment to the poor and their evangelistic methods quite alien. The Army also angered the working-classes, who didnt wish to be admonished about the evils of drink. Skeleton armies targeted marching bands and riots broke out. The council made street marches a punishable offence, but the Salvationists carried on marching, suffering injury and jail. Who won? Read this absorbing tale to find out.\" -- Angela Wintle, Sussex Life, February 2021","brand":"Liverpool University Press","offers":[{"title":"Default Title","offer_id":49412669997399,"sku":"9781789760842","price":29.66,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781789760842.jpg?v=1730517552"},{"product_id":"arbitration-of-trust-disputes-9781802201314","title":"Arbitration of Trust Disputes","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eAs the arbitration of internal trust disputes has attracted significant attention amongst the arbitration and trust law communities in recent years, this book provides a timely and comprehensive examination of the ways of overcoming challenges associated with trust arbitration. Rebutting arguments made against the enforceability of trust arbitration clauses, it highlights key traps for the unwary when drafting such clauses, and thereby provides readers with the necessary knowledge to enter by the narrow gate of trust arbitration, rather than by the broad gate of trust litigation.\u003cp\u003e\u003cbr\u003e\u003cbr\u003eKey features include:\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli\u003eGuidance for the drafting of trust arbitration clauses\u003c\/li\u003e\n\u003cli\u003e\u003cbr\u003e\u003c\/li\u003e\n\u003cli\u003eIn-depth analysis of the European Convention on Human Rights (ECHR) and natural justice issues posed by trust arbitration\u003c\/li\u003e\n\u003cli\u003e\u003cbr\u003e\u003c\/li\u003e\n\u003cli\u003eComparisons between several commonwealth jurisdictions to determine how trust arbitration could work in each system\u003c\/li\u003e\n\u003cli\u003e\u003cbr\u003e\u003c\/li\u003e\n\u003cli\u003eAnalysis and commentary on multiple common law trust arbitration statutes, as well as relevant international treaties, including the Hague Trust Convention and the New York Convention\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cbr\u003e\u003cbr\u003eArbitrators, private client lawyers, trust professionals and scholars will greatly benefit from the detailed analysis and commentary in this book. Accessible in style, it will also prove invaluable to students of arbitration or trust law.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTrade Review\u003c\/h2\u003e\u003ci\u003e‘A bold piece of scholarship on a topic of unusual complexity and great practical interest. Lucas Clover Alcolea ticks all the boxes with an engaging, thoroughly-researched, exhaustive study of the many facets of trust disputes. The privacy of the arbitral process has long been attractive to the universe of trusts and this excellent work examines every angle, from the arbitrability of trust disputes to the representation of minor, unborn or unknown beneficiaries, capping off with a helpful review of critical drafting issues in drawing up a trust arbitration clause.’\u003c\/i\u003e -- Sophie Nappert, Arbitrator, Gray's Inn, UK and Co-Chair, ICC Task Force on Trusts and Arbitration\u003cbr\u003e\u003ci\u003e‘\u003c\/i\u003eArbitration of Trust Disputes\u003ci\u003e is a very useful and clearly written addition to the international literature on arbitration law. Trusts pose unique challenges for arbitration. They are a creature of equity and the courts jealously guard their supervision of trusts for the benefit of the beneficiaries. This book addresses in depth the key issues of arbitrability of trust disputes and the ability of arbitration clauses to bind all affected parties, as well as associated process issues. By drawing on case law and legislation from across the world, this book provides invaluable insights of international relevance and significance.’\u003c\/i\u003e -- Nicola Peart, Emerita Professor of Law, University of Otago, New Zealand\u003cbr\u003e\u003ci\u003e‘\u003c\/i\u003eArbitration of Trust Disputes\u003ci\u003e is a comprehensive and insightful analysis of the special issues that arise when internal trust disputes are brought to arbitration. The text not only provides both scholarly and practical guidance, it also offers both domestic and international perspectives. This book is a welcome addition to the growing literature on trust arbitration.’\u003c\/i\u003e -- Dr. S.I. Strong, The University of Sydney, Australia\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003eContents: 1. Introduction to the Arbitration Of Trust Disputes  2. (In-)arbitrability  3. Binding parties to trust arbitration clauses  4. Trust arbitration and due process: The ECHR and common law principles of natural justice  5. Representation of beneficiaries in arbitral proceedings  6. Conflicts of laws issues and The Hague Trust Convention  7. Existing statutory frameworks for trust arbitration  8. Enforceability of trust arbitration awards under the New York Convention and commonwealth law  9. Issues to consider when drafting a trust arbitration clause  Bibliography   Index","brand":"Edward Elgar Publishing Ltd","offers":[{"title":"Default Title","offer_id":49412885414231,"sku":"9781802201314","price":140.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781802201314.jpg?v=1730518432"},{"product_id":"trusts-essentials-9781845861292","title":"Trusts Essentials","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"Dundee University Press Ltd","offers":[{"title":"Default Title","offer_id":49413552963927,"sku":"9781845861292","price":18.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781845861292.jpg?v=1730520576"},{"product_id":"critical-trusts-law-9781910761236","title":"Critical Trusts Law","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"Counterpress","offers":[{"title":"Default Title","offer_id":49414421807447,"sku":"9781910761236","price":21.54,"currency_code":"GBP","in_stock":true}]},{"product_id":"principles-of-the-law-of-equity-and-trusts-in-ireland-9781911611257","title":"Principles of the Law of Equity and Trusts in","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eDivided into two main parts, part one `Equity' outlines the history and development of equity as a body of law before delving into the application of the equitable remedies. Part two, `The Trust', examines the history and origin of the trust as an equitable remedy and charts its expansion. It examines the creation and validity of different types of trusts and their administration. In Principles of the Law of Equity and Trusts in Ireland the author draws on her experience in teaching this topic in both Ireland and England at undergraduate and post graduate levels to bring together a text which is intelligible and user friendly.\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003ePart I - Equity Chapter 1: History and Development of Equitable Jurisdiction Chapter 2: The Maxims of Equity Chapter 3: Injunctions Chapter 4: Specific Performance Chapter 5: Rescission Chapter 6: Rectification Chapter 7: Estoppel Chapter 8: Tracing Part II - The Trust Chapter 9: History and Development of the Trust Chapter 10: Formalities and the Creation of the Express Trust Chapter 11: Secret Trusts Chapter 12: Donatio Mortis Causa Chapter 13: Resulting Trusts Chapter 14: Constructive Trusts Chapter 15: Trusts in Family Property Chapter 16: Purpose Trusts Chapter 17: Charitable Trusts Chapter 18: Void and Voidable Trust Chapter 19: The Administration of Trusts","brand":"Clarus Press Ltd","offers":[{"title":"Default Title","offer_id":49414471024983,"sku":"9781911611257","price":74.1,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781911611257.jpg?v=1791479523"},{"product_id":"equity-in-practice-9781911611264","title":"Equity in Practice","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eEquity in Practice consists of nine parts and 48 chapters. Part One of the book analyses the primary and secondary precepts of equity in a comprehensive and unique fashion. Part Two undertakes an in-depth study of the various equitable principles, doctrines and remedies and conditions, prerequisites and criteria for their application by the courts. Part Three identifies and analyses the conditions that must be shown to exist before the courts may apply the equitable principles of proprietary estoppel, promissory estoppel and estoppel by convention. Part Four presents the full array of injunctive relief, including mareva, interlocutory and mandatory interlocutory and springboard injunctions, that may be granted by the court of equity in appropriate circumstances. Part Five considers in depth the creation of express trusts, conditional trusts and charitable trusts observing the essential elements for their creation and also matters that may terminate such trusts. Part Six undertakes an extensive analysis of the role, duties, powers and liabilities of executors and trustees in the administration and distribution of trust estates. Part Seven provides a comprehensive discourse of trusts that may be imposed by the court equity in the form of resulting, secret and constructive trusts, and also equitable gifts and survivorship rights that may arise out of joint bank accounts. Part Eight considers fully the types of equitable actions that may be instituted concerning trusts and the equitable principles and doctrines, ex parte and notice of motion applications, summary judgments or leave to defend, actions based on the equitable principle of account taken and lites pendentes. Part Nine, the final part of the book, formulates a concept of equity, suggests how equity may be revitalised by imposing an equitable duty on persons to behave in a conscionable manner when transacting or interacting with others, and considers the relationship between equity and natural law.\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003ePART ONE: PRIMARY AND SECONDARY PRECEPTS OF EQUITY Chapter 1: Primary Precepts of Equity Chapter 2: Secondary Precepts of Equity Chapter 3: Primary Precepts and Injunctions Chapter 4: Damages In Lieu of Equitable Relief PART TWO: EQUITABLE PRINCIPLES AND DOCTRINES Chapter 5: Specific Performance of Contracts Chapter 6: Rescission of Contracts Chapter 7: Rectification of Written Instruments Chapter 8: Non Est Factum Chapter 9: Principles of Undue Influence Chapter 10: Unconscionable Transactions Chapter 11: Equitable Doctrines PART THREE: THE THREE ESTOPPELS Chapter 12: Proprietary Estoppel Chapter 13: Promissory Estoppel Chapter 14: Estoppel by Convention PART FOUR: APPLICATIONS FOR INJUNCTIVE RELIEF Chapter 15: Applications for Interlocutory Injunctions Chapter 16: Mandatory Interlocutory Injunctions and Commercial Contracts Chapter 17: The Equitable Principle of Confidence and Interlocutory Injunctions Chapter 18: Applications for Injunctions by Receivers Chapter 19: Employment Injunctions Chapter 20: Non-Compete Clauses and Springboard Injunctions Chapter 21: Applications for Injunctions Involving Torts PART FIVE: EXPRESS TRUSTS Chapter 22: The Elements of an Express Trust Chapter 23: The Creation of Express Trusts by Will Chapter 24: Charitable Trusts Chapter 25: Conditional Express Trusts and Engrafted Trusts Chapter 26: Ademption and Lapse of Express Trusts PART SIX: EXECUTORS AND TRUSTEES Chapter 27: Executors and Trustees of Express Trusts Chapter 28: Applications for Grants of Probate by Executors of Will Trusts Chapter 29: Duties of Executors and Trustees Chapter 30: Powers of Executors and Trustees Chapter 31: The Liability of Executors and Trustees PART SEVEN: IMPOSITION OF TRUSTS AND EQUITABLE GIFTS Chapter 32: Resulting and Quistclose Trusts Chapter 33: Secret and Half-Secret Trusts Chapter 34: Constructive Trusts Chapter 35: Powers in the Nature of Trusts Chapter 36: The Duties of Bankers and Superimposed Constructive Trusts Chapter 37: Joint Bank Accounts Chapter 38: Donationes Mortis Causa PART EIGHT: ACTIONS RELATING TO TRUSTS AND EQUITABLE PRINCIPLES Chapter 39: Actions Relating to Trusts Chapter 40: Equitable Actions Chapter 41: Administration Actions and Construction of Will Trusts Chapter 42: Ex Parte and Notice of Motion Applications for Injunctions Chapter 43: Actions to Take Account Chapter 44: Summary Judgment or Leave to Defend Chapter 45: Lites Pendentes and Land and Conveyancing Law Reform Act 2009 PART NINE: REVITALISING EQUITY Chapter 46: The Formulation of a Concept of Equity Chapter 47: The Equitable Duty, Principles and Rights Chapter 48: Equity and Natural Law","brand":"Clarus Press Ltd","offers":[{"title":"Default Title","offer_id":49414471090519,"sku":"9781911611264","price":166.25,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781911611264.jpg?v=1730523721"},{"product_id":"the-law-of-emergency-powers-comparative-common-law-perspectives-9789811529962","title":"The Law of Emergency Powers: Comparative Common","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003e\u003cp\u003eThis book presents a comprehensive legal and constitutional study of emergency powers from a comparative common law perspective. It is one of very few comparative studies on three jurisdictions and arguably the first one to explore in detail various emergency powers, statutory and common law, constitutional and statutory law, martial law and military acting-in-aid of civil authority, wartime and peacetime invocations, and several related and vital themes like judicial review of emergency powers (existence, scope and degree). The three jurisdictions compared here are: the pure implied common law model (employed by the UK), implied constitutional model (employed by the USA) and the explicit constitutional model (employed by India). The book’s content has important implications, as these three jurisdictions collectively cover the largest population within the common law world, and also provide maximum representative diversity. The book covers the various positions on external emergencies as opposed to internal emergencies, economic\/financial emergencies, and emergent inroads being made into state autonomy by the central or federal governments, through use of powers like Article 356 of the Indian Constitution. \u003c\/p\u003e  By providing a detailed examination of the law and practice of emergency powers, the book shares a wealth of valuable insights. Specific sub-chapters address questions like – what is the true meaning of ‘martial law’; who can invoke ‘martial law’; when can it be invoked and suspended; what happens when the military is called in to aid civilian authorities; can martial law be deemed to exist or coexist when this happens; what are the limits on state powers when an economic emergency is declared; and, above all, can, and if so, when and how should courts judicially review emergency powers? These and several other questions are asked and answered in this study. Though several checks and constraints have been devised regarding the scope and extent of ‘emergency powers,’ these powers are still prone to misuse, as all vast powers are. A study of the legal propositions on this subject, especially from a comparative perspective, is valuable for any body politic that aspires to practice democracy, while also allowing constitutionally controlled aberrations to protect that democracy. \u003cp\u003e\u003c\/p\u003e\u003cbr\u003e\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTrade Review\u003c\/h2\u003e\u003cp\u003e“Discerning readers will find the book’s combination of academic rigour, practical insight and considerable forthrightness worthy of commendation.” (The Commonwealth Lawyer, Vol. 31 (1), April, 2021)\u003c\/p\u003e\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003e\u003cp\u003e\u003cb\u003eChapter 1 \u003c\/b\u003e\u003cb\u003e– The Concept of Emergency Powers in History and Political Thought: Greek, Roman, and Indian paradigms\u003c\/b\u003e\u003c\/p\u003e  \u003cp\u003e \u003c\/p\u003e  \u003cp\u003eI.               Ideas Underlying the Concept of Emergency Powers\u003c\/p\u003e  II.            The Greek Period\u003cp\u003e\u003c\/p\u003e  \u003cp\u003eIII.         The Roman Dictatorship\u003c\/p\u003e  \u003cp\u003ei.          Appointment of Dictators\u003c\/p\u003e  ii.        Limitations of Time\u003cp\u003e\u003c\/p\u003e  \u003cp\u003eiii.      Non-Derogable Areas\u003c\/p\u003e  \u003cp\u003eiv.      Other limitations\u003c\/p\u003e  v.        Some additional effects of use of emergency powers\u003cp\u003e\u003c\/p\u003e  \u003cp\u003evi.      The decline of the dictatorship\u003c\/p\u003e  \u003cp\u003eIV.         Ancient and Medieval India\u003c\/p\u003e\u003cp\u003e\u003cb\u003eChapter 2 – Martial Law: A Comparative Analysis of the USA, the UK, and India\u003c\/b\u003e\u003cb\u003e\u003c\/b\u003e\u003c\/p\u003e\u003cp\u003e \u003c\/p\u003e\u003cp\u003eI.               Introduction\u003c\/p\u003e\u003cp\u003eII.            A Brief History of Martial Law\u003c\/p\u003e\u003cp\u003eIII.         Martial Law in the United States\u003c\/p\u003e\u003cp\u003ei.          Military Law, Military Government and Martial Law\u003c\/p\u003eii.        Absolute and Qualified Martial Law \u0026amp; Preventive and Punitive Martial Law\u003cp\u003e\u003c\/p\u003e\u003cp\u003eiii.      State of Insurrection and State of War\u003c\/p\u003e\u003cp\u003eiv.      Historical Instances of Use of Force\u003c\/p\u003e\u003cp\u003ev.        Is Martial Law Constitutional in USA?\u003c\/p\u003e\u003cp\u003evi.      Proclamation of Martial Law\u003c\/p\u003ea.       Identity of Proclaimer\u003cp\u003e\u003c\/p\u003e\u003cp\u003eb.      Nature and Content of Proclamations\u003c\/p\u003e\u003cp\u003ec.       Necessity and Effect of Proclamations\u003c\/p\u003e\u003cp\u003evii.    Permissible consequences of Martial Law\u003c\/p\u003e\u003cp\u003ea.       Exercise of powers in absence of trial of civilians by military tribunals\u003c\/p\u003eb.      Trials of civilians by military tribunals\u003cp\u003e\u003c\/p\u003e\u003cp\u003eviii.  Suspension of the writ of Habeas Corpus\u003c\/p\u003e\u003cp\u003ea.       Martial Law and Suspension of Writ of Habeas Corpus differentiated\u003c\/p\u003e\u003cp\u003eb.      Who may suspend the writ?\u003c\/p\u003e\u003cp\u003eIV.         Martial Law in England\u003c\/p\u003ei.          Historical Evolution and Significant Instances of Use\u003cp\u003e\u003c\/p\u003e\u003cp\u003eii.        Martial Law: Prerogative or Common Law?\u003c\/p\u003e\u003cp\u003eiii.      Proclamations of Martial Law\u003c\/p\u003e\u003cp\u003eV.           Martial Law in India\u003c\/p\u003e\u003cp\u003ei.          Pre-Independence Judicial Opinion\u003c\/p\u003eii.        Post-Independence Judicial Opinion\u003cp\u003e\u003c\/p\u003e\u003cp\u003eiii.      Can Martial Law be proclaimed under article 34?\u003c\/p\u003e\u003cp\u003e An alternative view: Historical Analysis of article 34\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003eChapter 3 \u003c\/b\u003e\u003cb\u003e– Military Acting in Aid of Civilian Authority\u003c\/b\u003e\u003cb\u003e\u003c\/b\u003e\u003c\/p\u003e\u003cp\u003e \u003c\/p\u003e\u003cp\u003eI.               Introduction\u003c\/p\u003eII.            Use of Military in Situations not amounting to Martial Law in the United States\u003cp\u003e\u003c\/p\u003e\u003cp\u003ei.          The National Guard\u003c\/p\u003e\u003cp\u003eii.        Some instances of use of the military in aid of civil authority\u003c\/p\u003e\u003cp\u003eiii.      Distinctions between martial law and use of military in aid of civil authority\u003c\/p\u003e\u003cp\u003eiv.      Principles governing liability of Guardsmen and Higher Officers\u003c\/p\u003ea.       General Principles\u003cp\u003e\u003c\/p\u003e\u003cp\u003eb.      False arrest and imprisonment\u003c\/p\u003e\u003cp\u003ec.       Use of excessive force\u003c\/p\u003e\u003cp\u003ed.      Immunity, if any?\u003c\/p\u003e\u003cp\u003ev.        Judicial review of actions of Guard in other situations\u003c\/p\u003evi.      Use of force by the Federal Government: The Debs Principle\u003cp\u003e\u003c\/p\u003e\u003cp\u003eIII.         Military Acting in Aid of Civil Authority in UK\u003c\/p\u003e\u003cp\u003ei.          Distinction between martial law and military acting in aid of civil authority\u003c\/p\u003e\u003cp\u003eii.        Historical evolution and current status of the civil decision to deploy military\u003c\/p\u003e\u003cp\u003eiii.      Judicial review and some other issues\u003c\/p\u003e\u003cp\u003e \u003c\/p\u003e\u003cp\u003eIV.         India: No direct comparative jurisprudence exists though some principles are summarized\u003c\/p\u003e\u003cp\u003e\u003cb\u003eChapter 4 \u003c\/b\u003e\u003cb\u003e– Judicial Independence and Economic Emergency with Special Focus on India\u003c\/b\u003e\u003c\/p\u003e\u003cp\u003e \u003c\/p\u003eI.               Introduction\u003cp\u003e\u003c\/p\u003e\u003cp\u003eII.            Economic Emergency under the Indian Constitution\u003c\/p\u003e\u003cp\u003eIII.         Financial Independence of the Judiciary\u003c\/p\u003e\u003cp\u003ei.          Judicial Salaries and Judicial Independence\u003c\/p\u003e\u003cp\u003eii.        Judicial Salaries and the Question of Independence in the United States\u003c\/p\u003eIV.         Financial Independence of Judiciary under the Indian Constitution\u003cp\u003e\u003c\/p\u003e\u003cp\u003eV.           Judicial Review of Reduction of Judicial Salaries during an Economic Emergency\u003c\/p\u003e\u003cp\u003ei.          Colorable Exercise of Power\u003c\/p\u003e\u003cp\u003eii.        Fundamental Rights Violation\u003c\/p\u003e\u003cp\u003eiii.      Judicial Review and Basic Structure Constitutionalism\u003c\/p\u003e Conclusion\u003cbr\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003eChapter 5 \u003c\/b\u003e\u003cb\u003e– Emergency Powers in India\u003c\/b\u003e\u003cb\u003e\u003c\/b\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003e \u003c\/b\u003e\u003c\/p\u003e\u003cp\u003eI.               Historical overview of Emergency Powers in Pre-Indepenent India\u003c\/p\u003e\u003cp\u003ei.          Pre-British India\u003c\/p\u003e\u003cp\u003eii.        Company Rule: 1600-1857\u003c\/p\u003eiii.      Direct British Rule Prior to First World War: 1858-1914\u003cp\u003e\u003c\/p\u003e\u003cp\u003eiv.      First World War: 1914-18\u003c\/p\u003e\u003cp\u003ev.        Inter War Years: 1919-39\u003c\/p\u003e\u003cp\u003evi.      Second World War and Independence: 1939-47\u003c\/p\u003e\u003cp\u003e \u003c\/p\u003e\u003cp\u003eII.            Emergency Powers in the Indian Constitution\u003c\/p\u003e\u003cp\u003ei.          Introductory\u003c\/p\u003eii.        Travaux Preparatories Relating to Constitutional Provisions\u003cp\u003e\u003c\/p\u003e\u003cp\u003eiii.      Changes in Emergency Provisions During and After 1975\u003c\/p\u003e\u003cp\u003eiv.      Some legal aspects of Emergency Powers\u003c\/p\u003e\u003cp\u003ea.       Proclamation of Emergency\u003c\/p\u003e\u003cp\u003eb.      Effects of Emergency\u003c\/p\u003ev.        Post-Independence Emergencies\u003cp\u003e\u003c\/p\u003e\u003cp\u003ea.       War Emergencies\u003c\/p\u003e\u003cp\u003eb.      The 1975 Peacetime Emergency\u003c\/p\u003e\u003cp\u003ec.       Detentions\u003c\/p\u003e\u003cp\u003ed.      The Press and Media\u003c\/p\u003e\u003cp\u003e \u003c\/p\u003e\u003cp\u003eIII.         President’s Rule: A Sui Generis Emergency Power\u003c\/p\u003ei.          Introductory\u003cp\u003e\u003c\/p\u003e\u003cp\u003eii.        Constituent Assembly Debates Relating to Article 355, 356, and 357\u003c\/p\u003e\u003cp\u003eiii.      Post-Independence Changes in Article 355, 356, and 357\u003c\/p\u003e\u003cp\u003eiv.      Some legal aspects of President’s Rule in India\u003c\/p\u003e\u003cp\u003ea.       Role and Status of President and Governor during an article 356 Proclamation\u003c\/p\u003eb.      Duration of Effects of Action under an article\u003cp\u003e\u003c\/p\u003e\u003cp\u003e·         356 Proclamation\u003c\/p\u003e\u003cp\u003e·         Violation of Constitutional Provisions relating to Parliamentary scrutiny\u003c\/p\u003e\u003cp\u003ec.       Legality of suspension of Assembly\u003c\/p\u003e\u003cp\u003ed.      Judicial Review and Article 356\u003c\/p\u003e\u003cp\u003e·         State of Rajasthan v. Union of India\u003c\/p\u003e\u003cp\u003e·         S. R. Bommai v. Union of India\u003c\/p\u003e\u003cp\u003e Post Bommai Development\u003cbr\u003e\u003c\/p\u003e\u003cbr\u003e\u003cp\u003e\u003c\/p\u003e","brand":"Springer Verlag, Singapore","offers":[{"title":"Default Title","offer_id":49427820904791,"sku":"9789811529962","price":999.99,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9789811529962.jpg?v=1730565789"},{"product_id":"wills-trusts-and-estates-administration-9780134559858","title":"Wills Trusts and Estates Administration","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003e\u003cp\u003e\u003cstrong\u003eSuzan Herskowitz \u003c\/strong\u003eis a graduate of Texas Tech University School of Law. Ms. Herskowitz has been practicing law since 1986 and is licensed in Virginia, West Virginia, Florida, and Texas. In addition to being a sole practitioner with an emphasis on wills, trusts, estate planning, elder law, real estate, and business planning, Ms. Herskowitz has utilized her law school education in numerous and diverse ways. She has been a law librarian at Nova Southeastern University School of Law in Fort Lauderdale, Florida, a professor at Keiser College (now Keiser University), and an editor for a publisher of legal books. Ms. Herskowitz has authored a number of legal books. \u003cstrong\u003e\u003cem\u003eWills, Trusts and Estate Administration\u003c\/em\u003e\u003c\/strong\u003e and \u003cstrong\u003e\u003cem\u003eLegal Research Made Easy\u003c\/em\u003e, 4th Edition\u003c\/strong\u003e (Sourcebooks). The 2nd edition of Legal Research Made Easy was recommended by Library Journal and highly recommended by the National Association of Legal Assistants' Facts and Find\u003cbr\u003e\u003cbr\u003e\u003c\/p\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003e\u003col\u003e\n\u003cli\u003ePurpose and Need for a Will\u003c\/li\u003e\n\u003cli\u003eProperty\u003c\/li\u003e\n\u003cli\u003eTestate or Intestate\u003c\/li\u003e\n\u003cli\u003eThe Will\u003c\/li\u003e\n\u003cli\u003eWill Preparation and Drafting\u003c\/li\u003e\n\u003cli\u003eAdvance Directives\u003c\/li\u003e\n\u003cli\u003ePlanning for Non-Traditional Families\u003c\/li\u003e\n\u003cli\u003eTrusts: Elements and Purpose\u003c\/li\u003e\n\u003cli\u003eSpecialized Trusts and Gifts\u003c\/li\u003e\n\u003cli\u003eThe Personal Representative\u003c\/li\u003e\n\u003cli\u003eEstate Administration\u003c\/li\u003e\n\u003cli\u003eTax Considerations in Estate Administration\u003c\/li\u003e\n\u003cli\u003eThe Probate Court and Uniform Laws\u003c\/li\u003e\n\u003cli\u003eParalegals and Ethics\u003c\/li\u003e\n\u003c\/ol\u003e \u003cp\u003e\u003cstrong\u003eAppendices\u003c\/strong\u003e\u003cbr\u003eA. Important Cases Concerning the Right to Die\u003cbr\u003e B. Selected Wills of Famous People\u003cbr\u003eC. Internet Websites\u003cbr\u003e Appendix D\u003c\/p\u003e \u003cp\u003eGlossary\u003c\/p\u003e","brand":"Pearson Education (US)","offers":[{"title":"Default Title","offer_id":49524396327255,"sku":"9780134559858","price":999.99,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780134559858.jpg?v=1791453929"},{"product_id":"the-complete-book-of-trusts-9780471214588","title":"The Complete Book of Trusts","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eA new, updated edition of the ultimate guide to trusts  Trusts are powerful and flexible financial planning tools, and this new edition of The Complete Book of Trusts covers everything you need to know to protect your hard-earned assets from taxes, creditors, and more.\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003ePART ONE: UNDERSTANDING THE BUILDING BLOCKS OF A TYPICAL TRUSTS.\u003cbr\u003e \u003cbr\u003e Overview of Trusts.\u003cbr\u003e \u003cbr\u003e The Trust Document: Basic Building Blocks.\u003cbr\u003e \u003cbr\u003e Transferring Assets to Your Trust.\u003cbr\u003e \u003cbr\u003e Grantor's Rights and Powers.\u003cbr\u003e \u003cbr\u003e Designations and Rights of Beneficiaries.\u003cbr\u003e \u003cbr\u003e Fiduciary Rights, Powers and Obligations.\u003cbr\u003e \u003cbr\u003e Investment Standards and Decisions.\u003cbr\u003e \u003cbr\u003e Distribution of Income and Principal.\u003cbr\u003e \u003cbr\u003e Miscellaneous Trust Provisions and Exhibits.\u003cbr\u003e \u003cbr\u003e PART TWO: TAX CONSEQUENCES OF TRUSTS.\u003cbr\u003e \u003cbr\u003e Planning for the Gift and Estate Tax.\u003cbr\u003e \u003cbr\u003e Planning for the Generation Skipping Transfer Tax.\u003cbr\u003e \u003cbr\u003e How Trusts and Beneficiaries are Taxed.\u003cbr\u003e \u003cbr\u003e PART THREE: TRUSTS FOR DIFFERENT PEOPLE AND ORGANIZATIONS.\u003cbr\u003e \u003cbr\u003e Trusts for Yourself.\u003cbr\u003e \u003cbr\u003e Trusts for Your Spouse.\u003cbr\u003e \u003cbr\u003e Trusts for NonMarried Partners.\u003cbr\u003e \u003cbr\u003e Trusts for Children and Others.\u003cbr\u003e \u003cbr\u003e Trusts for Charities.\u003cbr\u003e \u003cbr\u003e PART FOUR: TRUSTS FOR SPECIFIC TYPES OF ASSETS.\u003cbr\u003e \u003cbr\u003e Trusts to Protect Your Assets.\u003cbr\u003e \u003cbr\u003e Life Insurance Trusts.\u003cbr\u003e \u003cbr\u003e Trusts for Securities.\u003cbr\u003e \u003cbr\u003e Trusts for Business Asstes.\u003cbr\u003e \u003cbr\u003e Trust for Real Estate.\u003cbr\u003e \u003cbr\u003e Trusts for Pensions and Employee Benefits.\u003cbr\u003e \u003cbr\u003e PART FIVE: TERMINATION OF YOUR TRUST.\u003cbr\u003e \u003cbr\u003e Trust Termination.\u003cbr\u003e \u003cbr\u003e Index.","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49525401256279,"sku":"9780471214588","price":19.54,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780471214588.jpg?v=1731860372"},{"product_id":"wills-trusts-a-quickstudy-laminated-law-reference-bar-exam-study-guide-9781423236603","title":"Wills  Trusts a QuickStudy Laminated Law","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eBarCharts, Inc was founded on our law guides created by the owner, designed to understand the significance of details within the larger scheme of the law, as a daily refresher, and to review before the Bar Exam. Twenty five years later we keep those guides up to date for students, paralegals and practicing lawyers to have the most handy legal reference to the most important points of the law possible in 6 laminated pages. 6-page laminate guide includes:  Freedom \u0026amp; Power To Transfer Property At Death Execution Of Valid Will Scope Of Will Construction Of Will Revocation Of Will Contracts Concerning Wills Disposition Of Decedent's Property Probate Intestacy Advancement Transfer To Minor Will Substitutes Bars To Succession Trusts Terms","brand":"Barcharts, Inc","offers":[{"title":"Default Title","offer_id":49529574883671,"sku":"9781423236603","price":999.99,"currency_code":"GBP","in_stock":false}]},{"product_id":"wills-trusts-and-estates-the-essentials-9781454856092","title":"Wills Trusts and Estates The Essentials","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"Aspen Publishers","offers":[{"title":"Default Title","offer_id":49530182271319,"sku":"9781454856092","price":210.6,"currency_code":"GBP","in_stock":true}]},{"product_id":"contemporary-trusts-and-estates-aspen-casebook-9781454880899","title":"Contemporary Trusts and Estates Aspen Casebook","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"Wolters Kluwer Law \u0026 Business","offers":[{"title":"Default Title","offer_id":49530183123287,"sku":"9781454880899","price":229.89,"currency_code":"GBP","in_stock":true}]},{"product_id":"avizandum-statutes-on-the-scots-law-of-property-trusts-succession-9781474498562","title":"Avizandum Statutes on the Scots Law of Property","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eThis volume contains the main statutory provisions relating to both heritable and moveable property, trusts and succession, including all the important provisions regulating post-feudal land law in Scotland.","brand":"Edinburgh University Press","offers":[{"title":"Default Title","offer_id":49530672316759,"sku":"9781474498562","price":28.45,"currency_code":"GBP","in_stock":false}]},{"product_id":"the-new-fiduciary-standard-the-27-prudent-investment-practices-for-financial-advisers-trustees-and-plan-sponsors-9781576601839","title":"The New Fiduciary Standard: The 27 Prudent","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"Bloomberg Press","offers":[{"title":"Default Title","offer_id":49532535210327,"sku":"9781576601839","price":32.29,"currency_code":"GBP","in_stock":false}]},{"product_id":"how-to-plan-and-settle-estates-9781621533948","title":"How to Plan and Settle Estates","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eThis up-to-date, thorough, and authoritative guide clearly explains all of the complexities of planning and administering an estate. From wills, trusts, and powers of attorney to health-care directives and probate, everything you need to know is presented in an accessible, friendly style. This indispensable tool provides readers with:\u003cbr\u003e\u003cbr\u003e• A step-by-step planning process\u003cbr\u003e• In-depth coverage of Federal tax issues\u003cbr\u003e• Helpful checklists\u003cbr\u003e• Real-life examples\u003cbr\u003e• An extensive glossary of terms\u003cbr\u003e• Sample forms and documents\u003cbr\u003e\u003cbr\u003e\u003ci\u003eHow to Plan and Settle Estates\u003c\/i\u003e is an invaluable resource for protecting loved ones, saving time and money, and reducing stress for anyone setting up or handling an estate.\u003cbr\u003e\u003cbr\u003eAllworth Press, an imprint of Skyhorse Publishing, publishes a broad range of books on the visual and performing arts, with emphasis on the business of art. Our titles cover subjects such as graphic design, theater, branding, fine art, photography, interior design, writing, acting, film, how to start careers, business and legal forms, business practices, and more. While we don't aspire to publish a \u003ci\u003eNew York Times\u003c\/i\u003e bestseller or a national bestseller, we are deeply committed to quality books that help creative professionals succeed and thrive. We often publish in areas overlooked by other publishers and welcome the author whose expertise can help our audience of readers.","brand":"Skyhorse Publishing","offers":[{"title":"Default Title","offer_id":49533495542103,"sku":"9781621533948","price":12.34,"currency_code":"GBP","in_stock":false}]},{"product_id":"living-trusts-for-everyone-why-a-will-is-not-the-way-to-avoid-probate-protect-heirs-and-settle-estates-second-edition-9781621535676","title":"Living Trusts for Everyone: Why a Will Is Not the","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003e\u003cb\u003eReaders say it best: \"Very informative.\" \"Saved me a lot of money and headaches!\" \"Recommend it for everyone who has to plan estates for their elderly parents\"\u003c\/b\u003e\u003cbr\u003e\u003cbr\u003e\u003ci\u003eLiving Trusts for Everyone\u003c\/i\u003e is the best resource for setting up a living trust. Explaining in specific terms what benefits a trust will have, Ronald Farrington Sharp gives the tools necessary to set up a loved one’s trust with no lawyers and no expense.\u003cbr\u003e\u003cbr\u003eWills benefit lawyers. Trusts benefit the clients. Too often lawyers sell wills to clients only to sit back and wait to sell their probate services to their clients’ heirs. Ronald Farrington Sharp describes the best way to handle modern estate planning and details the many advantages trusts have over wills in not only eliminating probate but in also protecting your assets for your heirs. Sharp explains why legal services are not needed to do the clerical work in settling a trust after death. This updated edition includes new information on an array of subjects, including:\u003cbr\u003e\u003cul\u003e\n\u003cli\u003eElimination of the federal estate tax for most estates due to increased exemption amounts\u003c\/li\u003e\n\u003cli\u003eOnline assets\u003c\/li\u003e\n\u003cli\u003eThe use of passwords, usernames, and websites\u003c\/li\u003e\n\u003cli\u003eKeeping trustees honest and the process of removing trustees for malfeasance\u003c\/li\u003e\n\u003cli\u003eForms for simplifying the planning process\u003c\/li\u003e\n\u003cli\u003eStrategies to lower attorneys’ fees\u003c\/li\u003e\n\u003c\/ul\u003e\u003cbr\u003eWith no legal jargon, just step-by-step instructions and sample form letters, \u003ci\u003eLiving Trusts for Everyone\u003c\/i\u003e takes the mystery out of the process of setting up a trust.\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTrade Review\u003c\/h2\u003e“Sharp makes a reasoned and strong case for the use of trusts as a complete alternative for wills. For roughly the cost of a lunch, \u003ci\u003eLiving Trusts for Everyone\u003c\/i\u003e can . . . equip the average American with enough thoughtful questions to ensure that his or her lawyer is doing all that s\/he can to protect that person’s assets. For that alone, it belongs on your reading list.” \u003cb\u003e—Logan Lo, \u003ci\u003eNew York Journal of Books\u003c\/i\u003e\u003c\/b\u003e\u003cbr\u003e\u003cbr\u003e “If you want to know a good deal about estate planning and trusts but don’t want a four-hundred-page boring book to read, I highly, highly recommend getting this one. It’s short, to-the-point, and very informative.” \u003cb\u003e—\u003ci\u003eFree Money\u003c\/i\u003e, Finance.com\u003c\/b\u003e\u003cbr\u003e\u003cbr\u003e “Ronald Sharp explains trusts in clear and easy-to-understand language, including one truth most lawyers don’t want to admit: a trust is often better than a will and less costly!” \u003cb\u003e—Lonnie Mclane, Estate \u0026amp; Tax Consultants, LLC\u003c\/b\u003e","brand":"Skyhorse Publishing","offers":[{"title":"Default Title","offer_id":49533497639255,"sku":"9781621535676","price":13.34,"currency_code":"GBP","in_stock":true}]},{"product_id":"third-party-and-self-created-trusts-a-modern-look-9781639052691","title":"Third-Party and Self-Created Trusts: A Modern","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003e\u003cp\u003eWritten by Clifton B. Kruse, Jr., a well-known expert in the fields of estate planning and elder law, this updated edition of Third-Party and Self-Created Trusts explains the effect that governmental legislation has had on trust law and guides you through the maze of federal laws that affect planning for the elderly and disabled. Focusing on the effect of the Omnibus Budget Reconciliation Act of 1993 on trusts for older and disabled Americans, this guide includes the full text of this act and outlines how it affects the drafting of trusts, illustrated by a comprehensive chart showing OBRA 1993's effect on nine commonly used trusts.\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eThird-Party and Self-Created Trusts includes sample forms and language reflecting the most current rulings, dozens of real-world examples, and detailed endnotes that will help you:\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eDraft trusts for individuals who have disabled children or elderly or disabled parents so that the trust beneficiary is not disqualified from receiving government entitlement programs\u003c\/li\u003e\n\u003cli\u003eOutline the necessary case law and language that should be considered when drafting wills and trusts for such clients\u003c\/li\u003e\n\u003cli\u003eInclude language in the trust for disabled clients who may be receiving Medicaid and wish to retain a supplemental fund for themselves until their death.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eIn addition to updating the material from the earlier editions, the trust forms have been amended where appropriate.\u003c\/p\u003e\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003e\u003cp\u003eTABLE OF CONTENTS\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eAcknowledgments                                ix\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eAbout the Authors                               xi\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eCHAPTER 1\u003c\/p\u003e\u003cp\u003eIntroduction of Planning for Special Needs with Trusts        1\u003c\/p\u003e\u003cp\u003eI.\tDemographics                              1\u003c\/p\u003e\u003cp\u003eA.\tThe Costs of Long-Term Care                   3\u003c\/p\u003e\u003cp\u003eB.\tWhy Plan to Become Eligible for Public Benefits?         3\u003c\/p\u003e\u003cp\u003eII.\tHistory of Trust Planning                       4\u003c\/p\u003e\u003cp\u003eA.\tEarly Trust Practice (No Holds Barred)              4\u003c\/p\u003e\u003cp\u003eB.\tMQT                                 6\u003c\/p\u003e\u003cp\u003eC.\tOBRA ’93                              8\u003c\/p\u003e\u003cp\u003eD.\tMedicaid Trusts                          11\u003c\/p\u003e\u003cp\u003eIII.\tDistinctions between Self-Settled and Third-Party Trusts     11\u003c\/p\u003e\u003cp\u003eA.\tWhen Can a Self-Settled Trust Actually Be\u003c\/p\u003e\u003cp\u003ea Third-Party Trust?                        12\u003c\/p\u003e\u003cp\u003eIV.\tExamples of Various Public Benefits Programs           13\u003c\/p\u003e\u003cp\u003eV.\tSNT Requirements Summary                     15\u003c\/p\u003e\u003cp\u003eVI.\tVocabulary                               15\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eCHAPTER 2\u003c\/p\u003e\u003cp\u003eEthical Issues and Fiduciary Representation              17\u003c\/p\u003e\u003cp\u003eI.\tIntroduction                              17\u003c\/p\u003e\u003cp\u003eII.\tWho Is the Client?                           17\u003c\/p\u003e\u003cp\u003eA.\tFirst-Party Trusts: Is the Question, “Who Is the Client?”\u003c\/p\u003e\u003cp\u003eMore Complicated?                        19\u003c\/p\u003e\u003cp\u003eB.\tThird-Party SNTs: Is the Question, “Who Is the Client?”\u003c\/p\u003e\u003cp\u003eEasier to Answer?                         21\u003c\/p\u003e\u003cp\u003eIII.\tWhen an Attorney Represents the Trustee:\u003c\/p\u003e\u003cp\u003eThe Ethical Issues                           22\u003c\/p\u003e\u003cp\u003eIV.\tWhen the Attorney Is the Trustee (or Other Fiduciary)       27\u003c\/p\u003e\u003cp\u003eV.\tDoes the Attorney for the Trustee Have Any Duty\u003c\/p\u003e\u003cp\u003eor Liability to the Trust Beneficiary?                 28\u003c\/p\u003e\u003cp\u003eVI.\tAbility to Share Information with Nonclient Beneficiary     32\u003c\/p\u003e\u003cp\u003eA.\tWhat about Privileged Information? Is That Protected\u003c\/p\u003e\u003cp\u003efrom Disclosure?                         34\u003c\/p\u003e\u003cp\u003eVII.\tAlways an Attorney Must Be Competent              36\u003c\/p\u003e\u003cp\u003eVIII.\tConclusion                               37\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eCHAPTER 3\u003c\/p\u003e\u003cp\u003ePublic Benefits                               39\u003c\/p\u003e\u003cp\u003eI.\tIntroduction                              39\u003c\/p\u003e\u003cp\u003eII.\tVarious Programs                           39\u003c\/p\u003e\u003cp\u003eA.\tSupplemental Security Income                  39\u003c\/p\u003e\u003cp\u003eB.\tSSDI                                50\u003c\/p\u003e\u003cp\u003eIII.\tChildhood Disability Benefits: Transitioning from SSI to SSDI  60\u003c\/p\u003e\u003cp\u003eA.\tDescription of Programs                     61\u003c\/p\u003e\u003cp\u003eB.\tEligibility Requirements                     62\u003c\/p\u003e\u003cp\u003eC.\tProving Disability                         62\u003c\/p\u003e\u003cp\u003eD.\tMedicare                              64\u003c\/p\u003e\u003cp\u003eE.\tMedicaid                              65\u003c\/p\u003e\u003cp\u003eF.\tTips and Tricks                          66\u003c\/p\u003e\u003cp\u003eIV.\tFederal Housing Programs under the U.S. Department of Housing and Urban Development                 67\u003c\/p\u003e\u003cp\u003eA.\tDescription of Programs                     67\u003c\/p\u003e\u003cp\u003eB.\tEligibility Rules                          68\u003c\/p\u003e\u003cp\u003eC.\tTips and Tricks                          72\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eCHAPTER 4\u003c\/p\u003e\u003cp\u003eFirst-Party Special Needs Trusts                     77\u003c\/p\u003e\u003cp\u003eI.\tIntroduction                              77\u003c\/p\u003e\u003cp\u003eII.\tThe Statutes and More                         78\u003c\/p\u003e\u003cp\u003eIII.\tThe Program Operations Manual System              81\u003c\/p\u003e\u003cp\u003eIV.\tThe State’s Medicaid Program                    81\u003c\/p\u003e\u003cp\u003eV.\tThe State’s Trust Code                        81\u003c\/p\u003e\u003cp\u003eVI.\tCommentary                              82\u003c\/p\u003e\u003cp\u003eVII.\tThe Trust Is Irrevocable                        84\u003c\/p\u003e\u003cp\u003eVIII.\tSole Benefit                               85\u003c\/p\u003e\u003cp\u003eIX.\tSource of Funds                            86\u003c\/p\u003e\u003cp\u003eX.\tDistribution Standard                         88\u003c\/p\u003e\u003cp\u003eXI.\tWhat Are “Special Needs”?                      89\u003c\/p\u003e\u003cp\u003eXII.\tSome Specific Trust Provisions                   89\u003c\/p\u003e\u003cp\u003eXIII.\tSubmitting the SNT to the SSA for Approval            91\u003c\/p\u003e\u003cp\u003eXIV.\tWho Should Be the Trustee?                     91\u003c\/p\u003e\u003cp\u003eXV.\tCase Law                                92\u003c\/p\u003e\u003cp\u003eXVI.\tCreation                                93\u003c\/p\u003e\u003cp\u003eXVII.\tPayback Requirements                        95\u003c\/p\u003e\u003cp\u003eXVIII.\tAdministrative Matters                        96\u003c\/p\u003e\u003cp\u003eXIX.\tSpousal and Child Support                      97\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eCHAPTER 5\u003c\/p\u003e\u003cp\u003eThird-Party Special Needs Trusts                    99\u003c\/p\u003e\u003cp\u003eI.\tIntroduction                              99\u003c\/p\u003e\u003cp\u003eII.\tWhat Is a Discretionary Trust?                   100\u003c\/p\u003e\u003cp\u003eIII.\tDistinctions of a Third-Party SNT from the First-Party SNT   104\u003c\/p\u003e\u003cp\u003eA.\tWhy a Third-Party SNT?                    104\u003c\/p\u003e\u003cp\u003eB.\tWho Is a Third Party?                      109\u003c\/p\u003e\u003cp\u003e \u003c\/p\u003e\u003cp\u003evi                 Table of Contents\u003c\/p\u003e\u003cp\u003eIV.\tUniform Trust Code                         110\u003c\/p\u003e\u003cp\u003eV.\tInter Vivos or Testamentary?                    114\u003c\/p\u003e\u003cp\u003eVI.\tDistribution Standard                        116\u003c\/p\u003e\u003cp\u003eVII.\tModification                             124\u003c\/p\u003e\u003cp\u003eVIII.\tWhat the Courts Have to Say                    126\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eCHAPTER 6\u003c\/p\u003e\u003cp\u003eModification, Reformation, Decanting, and Directed Trusts    131\u003c\/p\u003e\u003cp\u003eI.\tIntroduction                              131\u003c\/p\u003e\u003cp\u003eII.\tModification                             131\u003c\/p\u003e\u003cp\u003eA.\tGuidance from the Program Operations Manual System   134\u003c\/p\u003e\u003cp\u003eB.\tModification: Applicability to Special Needs Trusts     134\u003c\/p\u003e\u003cp\u003eIII.\tReformation                             142\u003c\/p\u003e\u003cp\u003eIV.\tDecanting                               144\u003c\/p\u003e\u003cp\u003eA.\tUniform Trust Decanting Act                  145\u003c\/p\u003e\u003cp\u003eB.\tState Example: Florida’s Decanting Statute          147\u003c\/p\u003e\u003cp\u003eC.\tDecanting Cases                         148\u003c\/p\u003e\u003cp\u003eV.\tDirected Trusts                            152\u003c\/p\u003e\u003cp\u003eA.\tCase Law on Trust Directors                  154\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eCHAPTER 7\u003c\/p\u003e\u003cp\u003eSpecial Needs Trust Alternatives                    157\u003c\/p\u003e\u003cp\u003eI.\tNo SNT or Trust at All                       157\u003c\/p\u003e\u003cp\u003eII.\tAchieving a Better Life Experience Accounts           158\u003c\/p\u003e\u003cp\u003eIII.\tQualified Disability Trusts                     162\u003c\/p\u003e\u003cp\u003eA.\tElements                             164\u003c\/p\u003e\u003cp\u003eB.\tTaxation of Distributions                    165\u003c\/p\u003e\u003cp\u003eC.\tAnalysis                              166\u003c\/p\u003e\u003cp\u003eIV.\tSole Benefit Trusts                          167\u003c\/p\u003e\u003cp\u003eA.\tElements                             168\u003c\/p\u003e\u003cp\u003eB.\tAnalysis                              169\u003c\/p\u003e\u003cp\u003eV.\tSettlement Protection\/Preservation Trusts             171\u003c\/p\u003e\u003cp\u003eVI.\tHealth Insurance under the Affordable Care Act         172\u003c\/p\u003e\u003cp\u003e \u003c\/p\u003e\u003cp\u003e\tTable of Contents\tvii\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eAPPENDICES\u003c\/p\u003e\u003cp\u003eAppendix A\t\u003c\/p\u003e\u003cp\u003eSelf-Created Special Needs Trust\t177\u003c\/p\u003e\u003cp\u003eAppendix B\tThird-Party Inter Vivos Trust\t193\u003c\/p\u003e\u003cp\u003eAppendix C\tChecklist for First-Party Special Needs Trust\t\u003c\/p\u003e\u003cp\u003e\tConsiderations for Interview and Drafting\t209\u003c\/p\u003e\u003cp\u003eAppendix D\tClient Interview Questionnaire\t213\u003c\/p\u003e\u003cp\u003eAppendix E\tSocial Security Administration Notice Letter\t\u003c\/p\u003e\u003cp\u003e\tfor Self-Settled Trust with Payback Language Based\t\u003c\/p\u003e\u003cp\u003e\ton SSA Step-Action from the Program Operations\t\u003c\/p\u003e\u003cp\u003e\tManual System\t221\u003c\/p\u003e\u003cp\u003eAppendix F\tSocial Security Administration Letter for Third-Party\t\u003c\/p\u003e\u003cp\u003e\tSpecial Needs Trust, No Payback\t229\u003c\/p\u003e\u003cp\u003eAppendix G\tSocial Security Administration Step-Action from the\t\u003c\/p\u003e\u003cp\u003e\tProgram Operations Manual System: SI 01120.203\t\u003c\/p\u003e\u003cp\u003e\tExceptions to Counting Trusts Established on or after\t\u003c\/p\u003e\u003cp\u003e\tJanuary 1, 2000\t233\u003c\/p\u003e\u003cp\u003eAppendix H\tThird-Party Special Needs Trust Information Schedule\t237\u003c\/p\u003e\u003cp\u003eAppendix I\tCaregiver Letter\t245\u003c\/p\u003e\u003cp\u003eAppendix J\tTrustee Letter\t251\u003c\/p\u003e\u003cp\u003eAppendix K\tChoosing a Trustee Letter\t265\u003c\/p\u003e\u003cp\u003eAppendix L\tSpecial Needs Alliance Trustees Handbook\t273\u003c\/p\u003e\u003cp\u003eAppendix M\tTrust Distribution Standards (a Sampler)\t291\u003c\/p\u003e\u003cp\u003eAppendix N\tABLE Account, Special Needs, and Pooled Trust\t\u003c\/p\u003e\u003cp\u003e\tComparison Chart\t293\u003c\/p\u003e\u003cp\u003eAppendix O\tTransmittal 64\t309\u003c\/p\u003e\u003cp\u003eIndex\t\t349\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e","brand":"American Bar Association","offers":[{"title":"Default Title","offer_id":49534102733143,"sku":"9781639052691","price":116.11,"currency_code":"GBP","in_stock":false}]},{"product_id":"the-employee-ownership-manual-9781910151150","title":"The Employee Ownership Manual","description":"\u003ch2\u003eBook Synopsis\u003c\/h2\u003eThis book is intended to meet a range of different needs and to cater for different levels of knowledge about employee ownership. If you are considering making your company employee-owned or you are advising someone going through that process, and in either case are new to the topic, you can build up your knowledge levels from Chapter 1.   Alternatively, the book can be used as a reference work if you have a particular question to answer.\u003cp\u003eSome parts of the book will not be relevant to every reader. For example, several Chapters consider how employees can acquire shares personally: these will not be relevant to companies which intend their employee ownership only to be through an employee trust.\u003c\/p\u003e\u003cp\u003eThe book is intended as practical guide rather than a highly detailed technical treatise. Its priority is to explain key issues in an accessible fashion and to raise awareness of where further exploration and advice may be important.\u003c\/p\u003e\u003cbr\u003e\u003cbr\u003e\u003ch2\u003eTable of Contents\u003c\/h2\u003eChapter 1: This Chapter looks at the background to employee ownership and why companies choose to become employee-owned. Chapter 2: Employee trusts are a key part of the structure of most employee-owned companies, as outlined in this Chapter. Individual share ownership is also introduced here, as some employee-owned companies combine ownership by an employee trust (which usually holds the majority of the company's shares) with direct, individual ownership of shares by employees. Chapter 3: Delves more deeply into how employee trusts work and how the role of trustees as owners interacts with the role of the company's directors. Chapter 4: In this Chapter, the key steps and decisions that will need to be made in establishing an employee trust are considered. Chapter : This Chapter starts to look in more detail at individual share ownership, in particular the ways in which employees can acquire shares personally, and provides a summary of the tax reliefs that are available for individual employees acquiring shares in their company. Chapter: Employee ownership trusts are a particular kind of employee trust, bringing particular tax reliefs. This Chapter considers these tax reliefs and the various conditions which must be satisfied. Chapter 7: Many companies become employee-owned through the existing owners transferring their shares to an employee trust. This Chapter looks at how to plan ownership succession in this way and some key questions that will need to be considered. Chapter 8: An employee ownership trust deed is likely to form the structural core of most employee-owned companies. This Chapter explains the key provisions that it will commonly include. Chapter 9: This Chapter considers the people issues which arise in a transition to employee ownership, and has been written by Jeremy Gadd. The next five Chapters look in more detail at how employees can acquire shares individually and may be of value to companies wishing to include individual share ownership alongside trust ownership. Chapters 10 and 11 look at two tax-advantaged all-employee share schemes. Chapter 10: The Share Incentive Plan (SIP) enables employees to purchase shares or receive free shares, in each case with relief against income tax. The SIP is an all-employee share scheme, which means that all employees must be allowed to participate in any offer of shares. This Chapter looks at the statutory requirements for operating a SIP and how it works in practice. Chapter 11: Save As You Earn (SAYE) options is another form of all-employee share scheme, under which employees can be granted options to acquire shares in the future and those employees who participate will save a monthly amount towards the option exercise price. This Chapter considers how SAYE options work. Chapters 12 and 13 look at tax-advantaged share schemes which do not need to involve all employees: Chapter 12: This Chapter looks at Enterprise Management Incentive (EMI) options. For companies wishing to create personal share ownership for their key people, EMI options will often be the best place to start. There are particular eligibility requirements for EMI options. These are considered in this Chapter, which also discusses the key elements of an EMI scheme, and offers suggestions as to how EMI options can be structured. Chapter 13: An alternative to EMI options is the Company Share Option Plan (CSOP). This Chapter considers how the CSOP works. Chapter 14: This Chapter looks at other ways in which employees can acquire shares personally. Chapters 15 to 20 consider other legal, regulatory and taxation issues. Chapter 15: Where employees are to acquire shares (or cash) from an employee trust, it is important to ensure that this is structured in a way which does not fall foul of tax anti-avoidance rules which were introduced to counter what is commonly referred to as disguised remuneration. This Chapter looks at these provisions and how to keep on the right side of them. Failure to do so could result in a charge to income tax and National Insurance on the value of assets even though an employee has not acquired any definite ownership rights over them. Chapter 16: This Chapter sweeps up some other legal and regulatory matters not directly covered in previous Chapters. Chapter 17: This Chapter covers data protection requirements. Chapter 18: This Chapter covers phantom shares. Chapter 19: This looks at the interaction between corporation tax, employee trusts and different individual employee share schemes. Chapter 20: There are a number of registration and filing requirements with HM Revenue and Customs and the Registrar of Companies. This Chapter considers these and some continuing administration requirements and summarises the accounting treatment of employee trusts and employee share schemes.","brand":"Spiramus Press","offers":[{"title":"Default Title","offer_id":49535978963287,"sku":"9781910151150","price":44.96,"currency_code":"GBP","in_stock":true}]},{"product_id":"trusts-and-equity-mylawchamber-pack-9781292017129","title":"Trusts and Equity MyLawChamber pack","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"Pearson Education","offers":[{"title":"Default Title","offer_id":49990027542871,"sku":"9781292017129","price":47.32,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781292017129.jpg?v=1739543345"},{"product_id":"make-your-own-living-trust-9781413330571","title":"Make Your Own Living Trust","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"NOLO","offers":[{"title":"Default Title","offer_id":50015415566679,"sku":"9781413330571","price":27.54,"currency_code":"GBP","in_stock":false}]}],"url":"https:\/\/bookcurl.com\/collections\/law-equity-and-trusts-foundations.oembed?page=3","provider":"Book Curl","version":"1.0","type":"link"}