{"title":"Law: wills, probate, succession, inheritance Books","description":"","products":[{"product_id":"probate-the-executors-guide-to-obtaining-grant-of-probate-and-administering-the-estate-9781845284091","title":"Probate: The Executor's Guide To Obtaining Grant","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e\u003cp\u003e\u003cb\u003eAn authoritative, accessible guide to administering an estate\u003c\/b\u003e\u003cbr\u003e\u003cbr\u003eThe majority of applications for probate that follow someone's death  can be dealt with inexpensively by any reasonably intelligent person with time  available and a little guidance. This easy-to-follow book clearly explains all  the information you need to administer the deceased's estate, from dealing with  the urgent practical matters to preparing and submitting the relevant forms,  paying inheritance tax, and distributing the estate. You'll find specimen forms  and letters and a list of useful addresses that will enable you to deal with it  all yourself. \u003cbr\u003e\u003cbr\u003e\u003cb\u003eContents:\u003c\/b\u003e \u003cbr\u003ePreface; \u003cbr\u003e1. What is probate, when is it necessary  and what is involved? \u003cbr\u003e2. Who can and should wind up the estate; \u003cbr\u003e3. Getting  started; \u003cbr\u003e4. Next steps; \u003cbr\u003e5. From preparing and submitting the forms to  distributing the estate; \u003cbr\u003e6. Distributing the estate; \u003cbr\u003e\u003cb\u003eAppendices:\u003c\/b\u003e \u003cbr\u003e1. Specimen  forms and letters; \u003cbr\u003e2. Useful addresses; \u003cbr\u003e3. Glossary; \u003cbr\u003eIndex.\u003c\/p\u003e\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTrade Review\u003c\/b\u003e\u003cbr\u003e'An easy to follow book aimed at the layperson and tells you all you need to know.' Active Life    'A simple and practical guide to an extremely complex and emotive subject.' Heffers bookshop website\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003ePreface; 1. What is probate, when is it necessary and what is involved? 2. Who can and should wind up the estate; 3. Getting started; 4. Next steps; 5. From preparing and submitting the forms to distributing the estate; 6. Distributing the estate; Appendices: 1. Specimen forms and letter; 2. Useful addresses; 3. Glossary; Index.","brand":"Little, Brown Book Group","offers":[{"title":"Default Title","offer_id":47850758144343,"sku":"9781845284091","price":10.49,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781845284091.jpg?v=1710620439"},{"product_id":"parry-and-kerridge-the-law-of-succession-9780414033580","title":"Parry and Kerridge The Law of Succession","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eThe leading textbook on the law of succession for over 70 years, Parry \u0026amp; Kerridge on the Law of Succession provides the detail required for a full understanding of the subject. This work covers not only wills and intestacy, but also probate and administration of estates, and has been thoroughly updated for the 13th edition to incorporate all key case and legislative developments.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003eChapter 1 INTRODUCTION; Chapter 2 INTESTACY; Chapter 3 THE NATURE OF WILLS; Chapter 4 FORMALITIES; Chapter 5 THE MAKING OF WILLS CAPACITY#THE MIND OF THE TESTATOR; Chapter 6 PROMISES TO LEAVE PROPERTY BY WILL; SECRET TRUSTS; MUTUAL WILLS; DONATIONES MORTIS CAUSA; THE RULE IN STRONG v. BIRD; Chapter 7 REVOCATION, ALTERATION, REVIVAL AND CONFIRMATION OF WILLS; Chapter 8 PROVISION FOR THE DECEASED#SFAMILY AND DEPENDANTS; Chapter 9 THE CONTENTS OF A WILL; Chapter 10 THE RECTIFICATION AND CONSTRUCTION OF WILLS; Chapter 11 THE CONSTRUCTION OF WILLS: SPECIFIC RULES OF CONSTRUCTION: THE CONSTRUCTIONOF POWERS; Chapter 12 THE DATE FROM WHICH A WILL SPEAKS; Chapter 13 SATISFACTION; Chapter 14 FAILURE OF GIFT BY WILL OR OF INTEREST ON INTESTACY; Chapter 15 DUTY OF CARE; Chapter 16 TAX; Chapter 17 EXECUTORS AND ADMINISTRATORS; Chapter 18 GRANTS OF PROBATE AND LETTERS OF ADMINISTRATION; Chapter 19 THE MAKING AND REVOCATION OF GRANTS; Chapter 20 COLLECTION, REALISATION AND MANAGEMENT OF THE ESTATE; Chapter 21 PAYMENT OF EXPENSES AND DEBTS, AND INCIDENCE OF GENERAL LEGACIES; Chapter 22 INCOME AND INTEREST; Chapter 23 DISTRIBUTION OF THE ESTATE; Chapter 24 REMEDIES","brand":"Sweet \u0026 Maxwell Ltd","offers":[{"title":"Default Title","offer_id":48733747741015,"sku":"9780414033580","price":35.1,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780414033580.jpg?v=1720001499"},{"product_id":"wills-a-practical-guide-9780854902743","title":"Wills A Practical Guide","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e'Wills: A Practical Guide' provides a concise summary of the law and practice of will-making for all those concerned in drafting wills, with particular reference to avoiding those issues which often given rise to litigation. The book includes useful precedents and checklists.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTrade Review\u003c\/b\u003e\u003cbr\u003e'    …an easy to use introduction for someone new to will writing or a useful reminder for the more experienced practitioner.' From a review in Law Society Gazette.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003ePreface 1\t WILLS AND OTHER DEATH DISPOSITIONS 1.1\t Why make a will? 1.2\t What wills can give away 1.3\t What wills cannot give away 1.4\t Intestacy 2\t RESTRICTIONS ON TESTAMENTARY FREEDOM 2.1\t Introduction 2.2\t Inheritance (Provision for Family and Dependants) Act 1975 2.3\t Mutual wills 2.4\t Contract to leave property by will 2.5\t Proprietary estoppel 3\t TESTAMENTARY CAPACITY AND INTENTION 3.1\t  Introduction 3.2\t Testator’s age and physical capacity 3.3\t Testator’s mental capacity 3.4\t Testator’s intention 3.5\t Practical issues for the practitioner preparing the will 4\t REQUIREMENTS FOR VALID EXECUTION 4.1\t Introduction 4.2\t A simple recipe for getting it right 4.3\t Formalities in section 9 of the Wills Act 1837 4.4\t Practicalities of execution 4.5\t Codicils 4.6\t Wills made outside England and Wales and  section in 1 of the Wills Act 1963 4.7\tWills not subject to section 9 of the Wills Act  1837  5\t REVOCATION OF WILLS 5.1\t Freedom to revoke wills 5.2\t Methods of revocation 5.3\t Revocation by a later will or codicil 5.4\t Revocation by destruction 5.5\t Revocation by subsequent marriage or formation of a civil partnership 5.6\t Effect of divorce and dissolution 5.7\t Conditional revocation 5.8\t Revocation and privileged wills 6\t ALTERATION TO WILLS AND USE OF CODICILS 6.1\t Alterations made before execution 6.2\t Alterations made after execution 6.3\t Use of codicils 7\t CONSTRUCTION AND INTERPRETATION OF WILLS 7.1\t Introduction 7.2\t General principles of construction 7.3\t Applying basic rules of construction 7.4\t Using extrinsic evidence as an aid to construction 7.5\t From which date does a will speak? 7.6\t Omitting, changing and supplying words 7.7\t Class gifts and the class closing rules 7.8\t Defining children and other relatives 8\t WHY GIFTS IN WILLS MIGHT FAIL 8.1\t Reasons for failure 8.2\t Disclaimer 8.3\t Ademption 8.4\t Lapse 8.5\t Forfeiture 8.6\t Beneficiary witnesses will 8.7\t Uncertainty 8.8 \t Contrary to public policy 8.9\t Gift induced by force, fear or undue influence 8.10\t Doctrine of satisfaction 8.11\t Abatement 9\t WILLS DEALING WITH PROPERTY ABROAD 9.1\t Problems caused by owning foreign property 9.2\t Forced heirship 9.3\t Community of property 9.4\t The EU Succession Regulation 9.5\t How many wills? 9.6\t Helping clients to deal with local lawyers 10\t LOCATING AND STORING WILLS 10.1\t Storing wills 10.2\t Locating lost wills 10.3\t Obtaining probate in absence of the original will 11\t  APPOINTMENT OF EXECUTORS AND TRUSTEES 11.1\t  Why appoint executors? 11.2\t  Executors distinguished from administrators 11.3\t  Drafting the executor’s appointment 11.4\t  Who can be appointed? 11.5\t  Remuneration of executors 11.6\t  How many executors? 11.7\t  Executors as trustees 11.8\t  Limited and special appointments 11.9\t  Conditional, substitute and alternative appointments 11.10 Failure of appointment – divorce\/annulment, renunciation and uncertainty 11.11 Protecting executors and trustees 11.12 Some other issues relating to executors 12\t  APPOINTMENT OF TESTAMENTARY GUARDIANS 12.1\t  Introduction 12.2\t  Who can appoint a testamentary guardian? 12.3\t  Requirements for a valid appointment 12.4\t  When does an appointment take effect? 12.5\t  Consequences for the guardian 12.6\t  Funding for guardians and trust funds 13\t  LEGACIES 13.1\t  A word on terminology 13.2\t  Types of non-residuary legacy 13.3\t  Methods of making gifts 13.4\t  Particular recipients 13.5\t  Subject matter of legacies 13.6\t  Relieving provisions and other qualifications attached to gifts 14\t  DEALING WITH THE HOME AND LAND 14.1\t  Initial considerations before advising the testator 14.2\t  Points relevant to all testamentary gifts of land 14.3\t  Choices for the testator 15\t  RESIDUARY GIFTS INCLUDING RESIDUARY TRUSTS 15.1\t  Need for an effective gift of residue 15.2\t  Value of residue uncertain 15.3\t  Calls on residue 15.4\t  Is a trust of residue always necessary? 15.5\t  Residuary provision 16\t  IMPORTANCE OF INHERITANCE TAX 16.1\t  Importance of inheritance tax 16.2\t  Death estate 16.3\t  Exemptions and reliefs 16.4   The rate of tax 16.5\t  Transferable nil rate band 16.6\t  Residence nil rate band 17\t  PLANNING A TAX-EFFICIENT WILL 17.1\t  Introduction 17.2\t  Using trusts 17.3\t  Making best use of the residence nil rate band 18\t  POWERS TO DEAL WITH INCOME AND CAPITAL 18.1\t  Power to apply income – section 31 of the Trustee Act 1925 18.2   Power to advance capital – section 32 of the Trustee Act 1925 19\t  ADMINISTRATIVE POWERS FOR PERSONAL REPRESENTATIVES AND TRUSTEES 19.1\t  Introduction 19.2\t  STEP standard provisions 19.3\t  Legacies to minors 19.4\t  Power to invest 19.5\t  Power to acquire land 19.6\t  Power to act though personally interested and to buy trust property (‘self-dealing’) 19.7\t  Appropriation of assets 19.8\t  Power to charge 19.9\t  Retention of directors’ remuneration 19.10 Power to employ agents 19.11 Appointment of new trustees 19.12 Power to act on counsel’s opinion 19.13  Indemnity clauses 19.14  Insurance 19.15  Power to carry on a business 19.16  Power to borrow 19.17  Exclusion of the apportionment rules 19.18  Trusts of Land and Appointment of Trustees Act 1996 20\t   FUNERAL AND OTHER REQUESTS 20.1\t   Funeral arrangements 20.2\t   Donation of the body and body parts 21\t   PRACTICAL ISSUES WHEN TAKING INSTRUCTIONS AND AT EXECUTION 21.1\t   Preliminary matters 21.2\t   Terms of the will 21.3\t   Executing wills 22\t   TIPS ON AVOIDING DRAFITING PITFALLS 22.1\t   Failing to make provision for an event 22.2\t   Internal inconsistencies 22.3\t   Ignorance of a legal rule APPENDICES 1\t   A Family Will 2\t   Intestacy Rules 3\t   Planning a Tax-efficient Will – Case Studies  Index","brand":"Wildy, Simmonds and Hill Publishing","offers":[{"title":"Default Title","offer_id":48737617281367,"sku":"9780854902743","price":45.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780854902743.jpg?v=1723811309"},{"product_id":"a-practitioners-guide-to-wills-9780854902965","title":"A Practitioners Guide to Wills","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eRevised and fully updated, the fifth edition of A Practitionerâs Guide to Wills  provides a practical and comprehensive reference for all those concerned in drafting and interpreting wills, and in giving effect to their provisions.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003ePreface Table of Precedents Table of Cases Table of Statutes Table of Statutory Instruments Table of Conventions 1\tINTRODUCTION 2\tTHE NATURE OF A WILL 2.1\tDefinition 2.2\tA will distinguished from other concepts 2.3\tContracts to make a will 2.4\tJoint and mutual wills 2.5\tProperty which can validly be disposed of by will 3\tTESTAMENTARY CAPACITY 3.1\tChanges in capacity 3.2\tMinors 3.3\tPersons who lack capacity 3.4\tIntention 3.5\tKnowledge and approval 3.6\tMistake 3.7\tForce, fear, fraud or undue influence 4\tFORMAL REQUIREMENTS FOR THE CREATION OF A WILL 4.1\tGeneral 4.2\tWriting 4.3\tSignature 4.4\tAttestation 4.5\tCapacity of witnesses 4.6\tPrivileged wills 4.7\tIncorporation of unattested documents 5\tBENEFICIARIES 5.1\tGeneral 5.2\tGift to a beneficiary who predeceases the testator 5.3\tUnlawful killing 5.4\tGifts for the upkeep and maintenance of graves 5.5\tGifts for animals 5.6\tGifts to societies and clubs 5.7\tGifts to charities 6\tBENEFICIARIES IDENTIFIED BY DESCRIPTION OR RELATIONSHIP 6.1\tIntroduction 6.2\tRelationship by blood and affinity 6.3\tGender-specific drafting 6.4\tIllegitimacy and adoption 6.5\tChildren 6.6\tDescendants 6.7\tStep-children 6.8\tIssue 6.9\tSurvivors 6.10\tSpouses and civil partners 6.11\tNext of kin 6.12\tHeir 6.13\tHolders of an office 6.14\tPrecatory words 6.15\tSecret trusts 7\tREVOCATION AND ALTERATION 7.1\tRevocation 7.2\tDivorce and revocation 7.3\tRevocation by a privileged testator 7.4\tConditional revocation 7.5\tAlteration 8\tCODICILS, REVIVAL AND REPUBLICATION 8.1\tCodicils 8.2\tRevival 8.3\tRepublication or confirmation 9\tEXECUTORS AND TRUSTEES 9.1\tAppointment of executors 9.2\tWho can be an executor? 9.3\tRenunciation 9.4\tAppointment of trustees 9.5\tGuardians 10\tTHE DISPOSAL OF THE BODY 10.1\tDirections as to disposal 10.2\tAnatomical research and organ transplantation 11\tFOREIGN PROPERTY OR DOMICILE 11.1\tGeneral 11.2\tThe concept of domicile 11.3\tMovables 11.4\tImmovables 11.5\tPowers of appointment exercised by will 11.6\tEU Regulation 650\/2012 12\tLEGACIES 12.1\tSpecific Legacies 12.2\tGeneral Legacies 12.3\tDemonstrative legacies 12.4\tGifts to a debtor 12.5\tGifts to an executor 12.6\tGifts to employees 12.7\tGifts of undivided shares of personalty 13\tGIFTS OF BUSINESSES 13.1\tBusiness property relief 13.2\tSuccession planning 14\tGIFTS OF LAND 14.1\tGeneral 14.2\tGifts to minors 14.3\tDirections as to inheritance tax 14.4\tImpact of the residence nil rate band 14.5\tGifts of undivided shares and clauses dealing with joint property 14.6\tRight to occupy a personal residence 14.7\tGifts of testamentary options 14.8\tGifts of leaseholds 15\tCONDITIONS ATTACHED TO GIFTS 15.1\tConditions precedent and subsequent 15.2\tGeneral 15.3\tEffect of invalidity 15.4\tDeterminable Interests 16\tPILOT TRUSTS 16.1\tBackground 16.2\tTraditional pilot trust planning before the 2015 changes 16.3\tThe new rules introduced by the Finance (No 2) Act 2015 16.4\tAdditional points on the new rules 16.5\tIs there any place for future pilot trusts planning? 16.6\tNon-related settlements 17\tGIFTS OF RESIDUE 17.1\tGeneral 17.2\tThe necessity for a trust 17.3\tTrust for sale or power to sell 17.4\tDifferent persons as executors and trustees 17.5\tTrusts of fractional shares of residue 17.6\tProviding for spouses and civil partners 17.7\tBurden of inheritance tax 17.8\tSurvivorship clauses 17.9\tSubstitutional gifts 18\tPOWERS AND DISCRETIONARY TRUSTS 18.1\tNature and classification of powers 18.2\tWills Act 1837, section 27 18.3\tPerpetuities and Accumulations Act 2009 18.4\tDelegation of powers 18.5\tConsent to exercise power 18.6\tRelease of powers 18.7\tFraudulent appointments 18.8\tDiscretionary trusts 18.9\tNil rate band discretionary trusts 18.10\tTrusts for the disabled 18.11\t Protective trusts 19\tINCOME AND INTEREST 19.1\tImmediate specific gifts and devises 19.2\tContingent or deferred specific gifts 19.3\tGeneral and demonstrative gifts 19.4\tResiduary gifts 20\tABATEMENT, ADEMPTION, ELECTION, SATISFACTION AND CONVERSION 20.1\tAbatement 20.2\tRefunds 20.3\tAdemption 20.4\tOptions to purchase and ademption 20.5\tRepublication and ademption 20.6\tElection 20.7\tSatisfaction 20.8\tConversion 21\tTESTAMENTARY OPTIONS TO PURCHASE 21.1\tIntroduction 21.2\tTerms 22\tADMINISTRATIVE PROVISIONS 22.1\tIntroduction 22.2\tAppropriation of assets 22.3\tPower to act though personally interested and to purchase trust property (‘self-dealing’) 22.4\tRetention of directors’ remuneration 22.5\tPower to act by majority 22.6\tPower to employ agents 22.7\tAppointment of new trustees 22.8\tPower to act on counsel’s opinion 22.9\tIndemnity clauses 22.10\tCharging clauses 22.11\tPower to invest 22.12\t‘Anti-Bartlett’ clauses 22.13\tPower to acquire land 22.14\tPowers to manage land 22.15\tInsurance 22.16\tDebts 22.17\tPower to carry on a business 22.18\tPower to borrow 22.19\tPowers in relation to particular beneficiaries 22.20\tPower to advance capital 23\tPERPETUITIES AND ACCUMULATION 23.1\tThe general perpetuity rule 23.2\tThe rule against vesting outside the perpetuity period 23.3\tThe rule against perpetual trusts 23.4\tThe rule against accumulations 24\tCONSTRUCTION 24.1\tGeneral principles 24.2\tThe modern approach to construction 24.3\tPresumptions 24.4\tAdmissibility of extrinsic evidence 24.5\tRectification 24.6\tDate from which a will ‘speaks’ 24.7\tThe falsa demonstratio doctrine 24.8\tConstruing the same words in different parts of the same will 24.9\tMeaning of particular words of description 24.10\tPer capita and per stirpes distribution 24.11\tChildren born as a result of fertilisation techniques 24.12\tSurrogacy arrangements 24.13\tClass gifts 24.14\tAbsolute interests made subject to restrictions 24.15\tGifts to legatees and their children 24.16\tGifts to legatees and their issue 24.17\tGifts to benefit legatees 24.18\tGifts over 24.19\tContingencies relating to gifts over on death 24.20\tDivesting 24.21\tFailure of issue 25\tFAILURE OF GIFTS AND INTESTACY 25.1\tUncertainty 25.2\tDisclaimer 25.3\tForfeiture on contesting a will 25.4\tThe effect of failure 25.5\tAcceleration of a subsequent interest 25.6\tIntestacy 25.7\tAccruer clauses 26\tFAMILY PROVISION 26.1\tIntroduction 26.2\tTime limit for applications 26.3\tThose who can apply 26.4\tReasonable financial provision 26.5\tThe guidelines 26.6\tProperty available for financial provision 26.7\tOrders which the court may make 26.8\tInterim payments 26.9\tAnti-avoidance 26.10\tTax implications 26.11\tMinimising the chances of a successful claim 27\tINHERITANCE TAX 27.1\tThe charge to tax 27.2\tTransfers of value 27.3\tValue transferred 27.4\tTransfers which are not transfers of value 27.5\tChargeable transfers 27.6\tExcluded property 27.7\tExemptions and reliefs 27.8\tThe transferable nil rate band 27.9\tThe residence nil rate band 27.10\tReservation of benefit 27.11\tThe reduced rate for charitable giving 27.12\tGeneral tax planning 27.13\tPost-death variations 28\tCAPITAL GAINS TAX 28.1\tIntroduction 28.2\tRates of tax 28.3\tDisposal of assets 28.4\tEffect of death 28.5\tExemptions and reliefs 28.6\tAccelerated payment of tax 28.7\tRearranging succession provisions after death 28.8\tBasic tax planning 29\tSETTLEMENTS 29.1\tLiability to inheritance tax 29.2\tLiability to capital gains tax 29.3\tInheritance Tax Act 1984, section 144: appointments from trusts within 2 years of death 29.4\tThe need to register settlements 30\tTAX-EFFICIENT WILL PLANNING 30.1\tIntroduction 30.2\tEstate planning options 30.3\tProblems with using the residence nil rate band APPENDICES A1\tCOMPLETE WILLS AND MISCELLANEOUS PRECEDENTS A1A\tStandard will: full form (long) A1B\tMutual wills A1C\tWill disposing of a business A1D\tWill of widow(er) exercising power of appointment given by will of pre-deceased spouse or civil partner A1E\tWill giving nil rate band legacy to discretionary trust A1F\tSimple will giving all property to another of full age absolutely A1G\tCodicil made on separation from spouse or civil partner prior to divorce or annulment A1H\tWill providing for discretionary trust of income during perpetuity period with division of capital at the end of period between surviving beneficiaries A1I\tLetter of wishes to trustees A1J\tDeed of variation to sever beneficial joint tenancy and create nil rate band legacy A1K\tDeed of variation of a will A2\tNIL RATE BAND DISCRETIONARY TRUSTS WITH DEBT\/CHARGE PROVISIONS A2A\tExplanatory note A2B\tAdditional clauses for a will containing a nil rate band discretionary trust which is to include debt\/ charge provisions A2C\tDebt scheme: draft letter from the executors to the trustees of the legacy fund (when a charge is being imposed by the executors) A2D\tDebt scheme: securing the debt A3\tTEMPORARY CHANGES TO WILLS ACT 1837, SECTION 9 TO ALLOW REMOTE WITNESSING A3.1\tThe position in April 2020 at the beginning of the COVID-19 lockdown A3.2\tThe amending legislation A3.3\tThe procedure for remote witnessing A3.4\tPossible attestation clause where both witnesses are witnessing remotely A3.5\tProblems  Index","brand":"Wildy, Simmonds and Hill Publishing","offers":[{"title":"Default Title","offer_id":48737618133335,"sku":"9780854902965","price":90.25,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780854902965.jpg?v=1723811311"},{"product_id":"a-practitioners-guide-to-inheritance-act-claims-9780854902989","title":"A Practitioners Guide to Inheritance Act Claims","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eThis new edition is a comprehensive, accessible, and practical guide to the provisions of the Inheritance (Provision for Family and Dependants) Act 1975. It provides up-to-date guidance on the law, practice, and procedure on the ever-increasing applications for financial provisions under the Act.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003eTable of Cases Table of Statutes Table of Statutory Instruments Table of Guides and Codes of Practice Table of International Materials 1\tINTRODUCTION 1.1\tBackground 1.2\tUrgent need for law reform 2\tPROOF OF DEATH AND DOMICILE 2.1\tIntroduction 2.2\tProof of death 2.3\tDomicile 2.4\tDomicile of origin 2.5\tDomicile of dependency 2.6\tDomicile of choice 2.6.1\tResidence 2.6.2\tIntention 2.6.3\tBurden of proof 2.6.4\tStandard of proof 2.6.5\tEvidence 2.6.6\tSummary 3\tTIME LIMITS 3.1\tIntroduction 3.2\tCommencement of the period of 6 months 3.2.1\tGrant ad colligenda bona 3.2.2\tGrant pending determination of claim 3.2.3\tGrant ad litem 3.2.4\tGrant in common form 3.2.5\tSuccessive grants 3.2.6\tDe bonis non grant 3.2.7\tCessate grant 3.2.8 \tAuthority to the Official Solicitor to obtain a grant: Senior Courts Act 1981, section 116 3.2.9\tStanding search for grant 3.3\tCan a claim be made before grant? 3.3.1\tThe position post-1 October 2014 3.4\tApplications in respect of joint property – I(PFD)A 1975, section 9 3.5\tExtension of time 3.5.1\tPowers of the court 3.5.2\tThe relevant criteria to be applied in an application for extension of time 3.5.3\tMerits of the claim 3.5.4\tDelay in bringing the claim 3.5.5\tNegotiations 3.5.6\tDistribution of the estate 3.5.7\tClaimant’s possible claim against third parties or solicitors 3.5.8\tConscious decision not to make a claim 3.5.9\tClaimant under disability 3.5.10\tDelay caused by application for public funding 3.6\tProcedure 3.7\tBurden of proof 4\tCLAIMANTS 4.1\tIntroduction 4.2\tSpouse of the deceased 4.2.1\tProof of marriage 4.2.2\tPolygamous and potentially polygamous marriages 4.2.3\tVoid marriages 4.2.4\tRights of spouse to void marriage under the I(PFD)A 1975 4.2.5\tMarriage entered into in good faith 4.2.6\tDistinction between void marriage and non-marriage 4.2.7\tEffect of annulment of void marriage to claim under the I(PFD)A 1975 4.2.8\tVoidable marriage 4.2.9\tMarriage with a transsexual – Gender Recognition Act 2004 4.2.10\tSeparation of married couples by judicial separation order (formerly decree of judicial separation) 4.3\tCivil partner of the deceased 4.3.1\tProof of civil partnership 4.3.2\tVoid civil partnership 4.3.3\tVoidable civil partnership 4.3.4\tCivil partnership entered into in good faith 4.3.5\tEffect of dissolution or annulment of civil partnership 4.3.6\tEffect of marriage overseas between same sex couples 4.3.7\tSeparation order in the case of civil partnership 4.3.8\tEffect on claim made by surviving spouse\/civil partner by the subsequent marriage\/civil partnership before the claim is determined 4.4\tFormer spouse of the deceased who has not remarried 4.4.1\tOverseas divorce and talaq 4.4.2\tApplication of I(PFD)A 1975, section 14 4.4.3 \tRestrictions imposed in matrimonial proceedings under I(PFD)A 1975, sections 15 and 15A 4.5\tFormer civil partner of the deceased 4.5.1\tApplication of I(PFD)A 1975, section 14A 4.5.2\tRestrictions imposed in proceedings for the dissolution, etc of a civil partnership on an application under I(PFD)A 1975, section 15ZA 4.6\tCohabitant of the deceased 4.6.1\tWhole of the 2 years immediately before the date when the deceased died 4.6.2\tLiving in the same household 4.6.3\tAs the husband or wife of the deceased 4.6.4\tSame sex cohabitants post-5 December 2005 4.6.5\tSame sex cohabitants pre-5 December 2005 4.7\tChild of the deceased 4.7.1\tPresumption of legitimacy 4.7.2\tLegitimation 4.7.3\tLegitimation and same sex female partners 4.7.4\tChild of void marriage 4.7.5\tAdopted child 4.7.6\tChild born as a result of infertility treatment 4.7.7\tMistaken transfer of sperm 4.7.8\tA child who is the subject of a parental order 4.7.9\tDeclaration of parentage, legitimacy and legitimation 4.8\tAny person treated as a child of the family 4.9\tAny person (not being a person included in the forEgoing paragraphs) who immediately before the death of the deceased was being maintained either wholly or partly by the deceased 4.9.1\tBeing maintained 4.9.2\tSubstantial contribution 4.9.3\tReasonable needs 4.9.4\tOtherwise than for full valuable consideration pursuant to an arrangement of a commercial nature 4.9.5\tImmediately before the death of the deceased 5\tFORFEITURE 5.1\tIntroduction 5.2\tOrder modifying the effect of the rule 5.3\tThree-month time limit – when time begins to run 5.4\tRelevant factors for modifying the effect of the Act 5.5\tFurther illustration of the application of section 2(2) 5.6 \tDoes the forfeiture rule affect trusts? 5.7\tSummary 6\tBASIS OF THE CLAIM 6.1\tGrounds on which a claim may be made 6.2\tMeaning of ‘reasonable financial provision’ 6.2.1\tSurviving spouse\/civil partner and judicially separated spouse\/civil partner 6.2.2\tSurviving spouses\/civil partners and those who come within I(PFD)A 1975, sections 14 and 14A 6.2.3\tClaim by surviving husband 6.2.4\tJudicially separated spouse\/civil partner and former spouse\/civil partner 6.2.5\tAll other claimants 6.3\tMeaning of ‘maintenance’ 6.3.1 \tMaintenance in relation to claimants on state benefits 7\tMATTERS TO WHICH THE COURT IS TO HAVE REGARD 7.1\tIntroduction 7.2\tRelevant date for consideraton of section 3 factors 7.3\tCriteria in I(PFD)A 1975, section 3 7.3.1\tSurviving spouse\/civil partner 7.3.2\tFormer spouse\/civil partner of the deceased who has not remarried or formed a subsequent civil partnership, and cohabitants 7.3.3\tChild of the deceased 7.3.4\tPerson treated as a child of the family 7.3.5\tAny other person who was being maintained by the deceased 7.4\tFinancial resources and financial needs – I(PFD)A 1975,  section 3(1)(a)–(c) 7.4.1\tFinancial resources 7.4.2\tFinancial needs 7.5\tDeceased’s obligations and responsibilities – I(PFD)A 1975,  section 3(1)(d) 7.6\tSize and nature of the net estate – I(PFD)A 1975, section 3(1)(e) 7.7\tPhysical and mental disability of any claimant or beneficiary – I(PFD)A 1975, section 3(1)(f) 7.8\tAny other matter including conduct – I(PFD)A 1975, section 3(1)(g) 7.8.1\tThe deceased’s reasons 7.8.2\tClaimant’s wish to pass assets to beneficiaries of choice 7.8.3\tConduct 7.8.4\tProprietary estoppel 7.8.5\tConstructive trust 7.8.6\tRule in Rochefoucauld v Boustread 7.8.7\tDoctrine of mutual wills 7.9\tFactors relevant to a surviving spouse, former spouse, civil partner and cohabitants 7.9.1\tAge 7.9.2\tDuration of marriage\/civil partnership and cohabitation 7.9.3\tClaimant’s contribution to the welfare of the family 7.9.4\tFinancial contribution 7.10\tWhat the surviving spouse\/civil partner might reasonably have expected to receive on divorce\/dissolution – divorce comparison test 7.11\tFactors which apply to a former spouse\/civil partner or cohabitant 7.11.1\tMatrimonial proceedings and disentitlement orders under I(PFD)A 1975, sections 15, 15ZA, 15A and 15B 7.12\tClaim by surviving husband\/cohabitant 7.13\tClaims by children of the deceased and children of the family – I(PFD)A 1975, section 1(1)(c) and (d) 7.14\tClaims by person maintained by the deceased – I(PFD)A 1975,  section 1(1)(e) 7.15\tAssumption of responsibility by the deceased – I(PFD)A 1975,  section 3(3) and (4) 8\tPOWERS OF THE COURT TO MAKE ORDERS 8.1\tIntroduction 8.2\tPeriodical payments – I(PFD)A 1975, section 2(1)(a) 8.2.1\tCommencement date 8.2.2\tSetting aside and appropriation of property – I(PFD)A 1975, section 2(3) 8.2.3\tSupplementary orders and conditions 8.2.4\tSecured periodical payments order 8.2.5\tDuration of periodical payments order 8.3\tLump sum order – I(PFD)A 1975, section 2(1)(b) 8.3.1\tInstalment order 8.3.2\tVariation of order 8.3.3\tAssessing amount to be awarded 8.4\tTransfer of property order – I(PFD)A 1975, section 2(1)(c) 8.5\tSettlement of property order – I(PFD)A 1975, section 2(1)(c) 8.6\tAcquisition of property order – I(PFD)A 1975, section 2(1)(e) 8.7\tVariation of nuptial settlement – I(PFD)A 1975, section 2(1)(f) and (g) 8.7.1\tHas there been a settlement? 8.7.2\tHow should the court exercise its discretion? 8.8\tConsequential and supplemental orders – I(PFD)A 1975, section 2(4) 8.9\tInterim orders – I(PFD)A 1975, section 5 8.9.1\tConditions precedent 8.9.2\tMatters to be considered 8.9.3\tOrders that can be made 8.9.4\tPersonal representatives and interim orders – I(PFD)A 1975, section 20(2) 8.10\tInjunctions 8.11\tVariation, discharge, suspension and revival of orders – I(PFD)A 1975, section 6 8.11.1\tWho may apply? 8.11.2\tOrders that can be made – I(PFD)A 1975, section 6(2)–(4) 8.11.3\tMeaning of ‘relevant property’ 8.11.4\tMatters to be considered 8.11.5\tTime limits 8.11.6\tCommencement of the order 8.12\tVariation and discharge of secured periodical payments orders made under Matrimonial Causes Act 1973 – I(PFD)A 1975, section 16 8.12.1\tWho may apply? 8.12.2\tProvisions of Children Act 1989, Schedule 1 8.13\tVariation and revocation of maintenance agreements – I(PFD)A 1975, section 17 8.13.1\tMeaning of ‘maintenance agreement’ 8.13.2\tOrders that can be made 8.13.3\tCriteria to be applied by the court 8.13.4\tEffect of the order 8.14\tCourt’s powers in relation to applications under Matrimonial  Causes Act 1973, sections 31 and 36 and CPA 2004, Schedule 5, paragraphs 60 and 73 – I(PFD)A 1975, section 18 8.14.1\tTime limit 8.15\tEffect, duration and form of orders – I(PFD)A 1975, section 19 9\tTHE NET ESTATE 9.1\tIntroduction 9.2\tDefinition – I(PFD)A 1975, Section 25(1)–(3) 9.3\tProperty which the deceased had power to dispose of by will 9.4\tProperty under general power of appointment 9.5\tWhat may be deducted from the net estate? 9.6\tNominated property – I(PFD)A 1975, Section 8(1) 9.6.1\tInsurance policies and pension schemes 9.7\tDonatio mortis causa – I(PFD)A 1975, section 8(2) 9.7.1\tWhat is donatio mortis causa? 9.8\tProperty held on joint tenancy – I(PFD)A 1975, section 9 9.8.1\tTime limit 9.8.2\tMeaning of ‘property’ 9.8.3\tSeverance 9.8.4\tCircumstances in which an order will be considered 9.8.5\tCriteria which will be applied 9.8.6\tFacilitating the making of financial provision\/and appears to  be just 9.8.7\tMeaning of ‘at the value thereof’ 9.9 \tForeign property 9.9.1\tJurisdiction 9.9.2 \tLaw of succession 9.9.3\tEU Regulation 650\/2012 10\tDISPOSITIONS INTENDED TO DEFEAT FINANCIAL PROVISION 10.1\tIntroduction 10.2\tInter vivos disposition 10.2.1\tCondition precedent for an order 10.2.2\tMeaning of ‘disposition’ 10.2.3\tFull valuable consideration 10.2.4\tIntention of defeating a claim 10.2.5\tMatters the court will take into consideration 10.2.6\tOrders that can be made 10.2.7\tDonee’s right to apply 10.3\tContracts to leave property by will 10.3.1\tCondition precedent for an order 10.3.2\tContract 10.3.3\tIntention to defeat a claim 10.3.4\tFull valuable consideration 10.3.5\tMatters to be considered by the court 10.3.6\tOrders that can be made under I(PFD)A 1975, section 11 10.3.7\tWhere money has been paid 10.3.8\tWhere money has not been paid 10.3.9\tPosition of donee who is a trustee 10.3.10\tRestrictions on the court’s powers 10.3.11\tRights of persons to enforce the contract 11\tPERSONAL REPRESENTATIVES AND TRUSTEES 11.1\tIntroduction 11.2\tLiabilities under the I(PFD)A 1975 11.3\tProtection afforded by I(PFD)A 1975, section 20 11.3.1\tResponsibilities and duties after proceedings have been issued 11.4\tTrustees 12\tPROCEDURE 12.1\tIntroduction 12.2\tPre-action Protocol 12.3\tVenue 12.4\tClaim form 12.4.1\tContents 12.4.2\tTime limits 12.4.3\tApplication under I(PFD)A 1975, section 9 for severance of joint tenancy 12.4.4\tApplication under I(PFD)A 1975, sections 10 and 11 to set aside transactions made by the deceased with the intention of defeating or reducing a claim under the Act 12.4.5\tClaimants 12.4.6\tDefendants 12.5\tClaimant’s witness statements\/affidavit 12.6\tParty under disability 12.7\tService 12.8\tAcknowledgement of service and defendant’s evidence 12.8.1\tPosition of personal representative who is a defendant 12.8.2\tOther defendants 12.8.3\tClaimant’s reply 12.9\tInterlocutory matters, directions and case management 12.10\tDisclosure 12.11\tAttempts\/offers to settle 12.11.1\tCPR Part 36 offer 12.11.2\tCalderbank offers 12.12\tHearing 12.13\tEndorsement of memorandum on grant 12.14\tDrawing up and service of orders 12.15\tSubsequent applications 12.15.1\tProcedural guide 13\tAPPEALS 13.1\tIntroduction 13.2\tPermission to appeal 13.3\tRoute of appeal 13.4\tTime limits 13.5\tStay of execution 13.6\tGrounds of appeal 13.7\tProcedure 13.7.1\tAppellant’s notice 13.7.2\tAmendment of appeal notice 13.7.3\tRespondent’s notice 13.8\tProcedural tables Appeal from a county court judge or High Court to the  Court of Appeal Appeal to the Supreme Court APPENDICES Precedents A1\tApplication for a postal search of the probate records of England and Wales, Form PA1S A2\tExample claims to be included in the Part 8 claim form A3\tWitness statement by the claimant (a surviving spouse) A4\tWitness statement of the personal representative A5\tWitness statement by a cohabitant of the deceased A6\tWitness statement of an adult person treated as a child of the family A7\tDraft orders  Legislation A8\tInheritance (Provision for Family and Dependants) Act 1975 A9\tCivil Procedure Rules, Part 57 – Probate and Inheritance, Extract A10\tCivil Procedure Rules, Practice Direction 57 – Probate  Practice Guidance A11\tACTAPS Practice Guidance for the Resolution of Probate and Trust Disputes (ACTAPS Code)  Index","brand":"Wildy, Simmonds and Hill Publishing","offers":[{"title":"Default Title","offer_id":48737618166103,"sku":"9780854902989","price":90.25,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780854902989.jpg?v=1723811309"},{"product_id":"the-good-will-guide-9780956508911","title":"The Good Will Guide","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eA no-nonsense, candid and practical consumer guide which looks at today's Will-making options of using DIY kits, Will-writers, banks, online suppliers and solicitors to make a Will. Also discussed is the appointment of executors, Will storage, the writing of a Letter of Wishes and when to review a Will.  It could literally save you thousands.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTrade Review\u003c\/b\u003e\u003cbr\u003eA no-nonsense...well-written and comprehensive guide for the layperson.               Manchester Law Society Messenger - August 2013   Byron points out common mistakes and traps for the unwary. I liked much about this little book, which highlights the importance of making the decisions that are correct for individuals and their heirs. Written in the same clear and practical style as Last Orders, this impressive book is a comprehensive guide for the lay person. It will equip the reader with all of the information needed to take the next step and make a good will.        - STEP Journal, October 2013  I finished reading The Good Will Guide last night and I really liked it. I thought it was very well-balanced between the various types of will preparers and gave plenty of information about wills so that consumers can make up their own minds.   To be honest, it was refreshing to read something on the pros and cons of various will preparers that didn't have a heavy bias one way or the other. Almost everything else I've read in this area has an agenda to push  -  whether it's STEP, the Law Society, Institute of Professional Will Writers, Co-op, Saga, etc. The Good Will Guide certainly deserves to be as successful as Last Orders. - Stephen Sampson, Solicitor and TEP, Edward Hayes LLP Solicitors and Advocates, September 2014.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e1 Good Will  \t\t\t\t\t       2 Intestacy    3 First Things First  \t\t\t                4 DIY Will Kits  \t\t\t\t\t  5 Online Wills  \t\t\t\t\t     6 Will-Writers  \t\t\t\t\t     7 Banks  \t\t\t\t\t\t     8 Solicitors  \t\t\t\t\t     9 Other Will Providers  \t\t\t\t    10 Charities  \t\t\t\t\t    11 Weighing It All Up  \t\t\t\t    12 Choosing Your Executors  \t\t\t    13 Letters of Wishes   \t\t\t\t    \t\t\t\t    14 Storing Your Will  \t\t\t\t    15 Other Matters To Consider   \t\t\t    16 When to Review Your Will  \t\t\t    17 Twelve Things To Do","brand":"Stellar Books Publishing","offers":[{"title":"Default Title","offer_id":48737905508695,"sku":"9780956508911","price":9.49,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780956508911.jpg?v=1723811582"},{"product_id":"a-practitioneras-guide-to-probate-and-the-administration-of-estates-9780854902361","title":"A Practitionerâs Guide to Probate and the","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eThe fourth edition of A Practitionerâs Guide to Probate and the Administration of Estates is a practical and comprehensive guide to all forms of non-contentious probate applications, completion of Inheritance Tax Accounts and the administration of estates.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTrade Review\u003c\/b\u003e\u003cbr\u003e\"...well-written and authoritative... The authors have clearly accumulated vast personal experience... It is difficult to imagine a probate issue that could not be referred to in this comprehensive guide.\"  From the review in STEP Journal.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003ePreface\t Table of Cases\t Table of Statutes\t Table of Statutory Instruments\t Table of Conventions  1\tMaking a Start\t 2\tAssets and Liabilities: Initial Enquiries\t 3\tInheritance Tax Reliefs and Allowances\t 4\tInheritance Tax Accounts\t 5\tQuestions Concerning Wills and Codicils\t 6\tIntestacy\t 7\tCaveats\t 8\tCitations\t 9\tRenunciations\t 10\tDiscretionary Orders\t 11\tTrust Corporations\t 12\tApplications for Grants\t 13\tScottish, Northern Irish and Colonial Grants\t 14\tApplications on Summons\t 15\tCollecting in the Assets\t 16\tPowers and Duties of the Personal Representatives\t 17\tPaying the Debts of the Estate\t 18\tPaying the Legacies\t 19\tDistribution of the Residue\t 20\tFinalising Liability to Inheritance Tax\t 21\tTaxation During the Administration\t 22\tCompleting the Administration\t 23\tClaims By and Against the Estate\t 24\tLiabilities of the Personal Representatives\t 25\tVariations, Disclaimers and Other Opportunities\t 26\tNotation, Amendment and Revocation of Grants\t 27\tSearches and Copies \t Appendices A\tChecklist of Information and Documents\t B\tUseful Addresses\t C\tSpecimen Forms \t Affidavits C1\tAffidavit of condition of will or of alterations to will\t C2\tAffidavit of Search for Will\t C3\tAffidavit of handwriting\t C4\tAffidavit of due execution\t C5\tAffidavit of executor’s identity\t C6\tAffidavit of alias\t C7\tAffidavit in support of application for leave to swear death","brand":"Wildy, Simmonds and Hill Publishing","offers":[{"title":"Default Title","offer_id":48738497528151,"sku":"9780854902361","price":80.75,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780854902361.jpg?v=1720048854"},{"product_id":"tristram-and-cootes-probate-practice-9781474317177","title":"Tristram and Cootes Probate Practice","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eTristram and Coote''s Probate Practice is the definitive work on probate and is extensively referred to by the Probate Registries. This new edition, fully updated since the 31st edition and supplement set, contains up to date, expert guidance on all aspects of probate procedure and is accompanied by a CD-ROM containing precedents recommended by Probate Registrars. The text is written by a team of experts drawn from the judiciary, probate registry and the Capital Taxes Office and is fully updated to include all new developments since the 31st edition.The precedents are accepted by the Probate Registry and come recommended, making this new edition essential for all practitioners working within this complex area of the law.","brand":"LexisNexis UK","offers":[{"title":"Default Title","offer_id":48739596534103,"sku":"9781474317177","price":822.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781474317177.jpg?v=1720052692"},{"product_id":"after-im-gone-organizer-a-simple-journal-about-my-affairs-and-last-wishes-9781728271002","title":"After I'm Gone Organizer: A Simple Journal About","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e\u003cp\u003e\u003cb\u003eEnsure peace of mind for you and your loved ones with the After I'm Gone Organizer!\u003c\/b\u003e\u003cbr\u003e\u003cbr\u003eThe After I'm Gone Organizer is your essential companion for ensuring your loved ones are well-prepared for the unexpected. This comprehensive planner empowers you to record vital personal, medical, contact, financial, insurance, security, and account information, all in one secure place. With ample space to express your final wishes and expert tips from a licensed attorney well-versed in real estate contracts and local municipal laws, this easy-to-use guide is designed to help you gather and organize your important information and documents.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eEND OF LIFE PLANNER INCLUDES SPACE TO WRITE DOWN KEY INFORMATION:\u003c\/b\u003e\u003cbr\u003e\u003cbr\u003ePersonal\u003cbr\u003eContacts\u003cbr\u003eMedical\u003cbr\u003eWhat to Do When You Pass Away and Funeral Planning\u003cbr\u003eDependents\u003cbr\u003eFinances\u003cbr\u003ePersonal Property\u003cbr\u003eBusiness\u003cbr\u003eInsurance\u003cbr\u003eBeneficiaries\u003cbr\u003eDevices \u0026amp; Accounts\u003cbr\u003ePets\u003cbr\u003eImportant Documents and Registrations\u003cbr\u003eLast Wishes\u003cbr\u003e\u003cbr\u003eDon't leave your loved ones guessing—leave behind a legacy of preparedness and clarity with the After I'm Gone Organizer.\u003c\/p\u003e","brand":"Sourcebooks, Inc","offers":[{"title":"Default Title","offer_id":48740915544407,"sku":"9781728271002","price":13.56,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781728271002.jpg?v=1720056009"},{"product_id":"a-modern-approach-to-wills-administration-and-estate-planning-9781784734633","title":"A Modern Approach to Wills, Administration and","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eWritten by leading lawyers in the field, this popular guide to the tax efficient drafting of wills, estate planning and administration provides practitioners with help and guidance, and discusses the typical problems and pitfalls that may be encountered in practice. The precedents have been carefully selected to deal in a straightforward fashion with the common needs of clients.The book begins by looking at the essential legal framework of wills, trusts and taxation through a combination of detailed and authoritative commentary, worked examples and expertly drafted precedents. It then examines specific topics including: transferable nil rate band, using IPDIs, provision for children, pilot trusts, gifts, APR and BPR, instruments of variation and disclaimer, and tax efficient administration.The authors narrative commentary is supplemented by 40 precedents which are included on an accompanying CD-ROM, allowing users to download and adapt each document as necessary.","brand":"LexisNexis UK","offers":[{"title":"Default Title","offer_id":48741262131543,"sku":"9781784734633","price":218.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781784734633.jpg?v=1720057062"},{"product_id":"last-orders-your-executors-guide-to-your-letter-of-wishes-9781910275450","title":"Last Orders: Your Executors' Guide to Your Letter","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eBrimful with invaluable information and money-saving suggestions, this book will not only serve as a guidebook and working document, it will also help you make vital, informed decisions about, not least, your funeral, finances and even your pet. It will offer you peace of mind and make a difficult subject easier for your family and executors. Read, digest and complete Last Orders, and you will effectively be lending a helping hand at a time when your family needs you most. And, have no doubt, when the sad time comes, your family and executors will thank you endlessly for having taken the time to assist them.  Written and published in the UK, the ground-breaking Last Orders has been used by thousands of families across the UK and recommended to clients by the country's top tier law firms, Will-writers and financial advisors. It could save you, your family and executors money, time and an incalculable amount of stress and take most, if not all, of the guesswork out of administering your estate.","brand":"Stellar Books Publishing","offers":[{"title":"Default Title","offer_id":48742554534231,"sku":"9781910275450","price":13.49,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781910275450.jpg?v=1720061884"},{"product_id":"lawpack-mirror-wills-diy-kit-9781910143490","title":"Lawpack Mirror Wills DIY Kit","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"Lawpack Publishing Ltd","offers":[{"title":"Default Title","offer_id":48868947755351,"sku":"9781910143490","price":27.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781910143490.jpg?v=1722290497"},{"product_id":"living-will-living-well-9780888644947","title":"Living Will Living Well","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eClinical ethicist Dianne Godkin offers deeper understanding of the experience of preparing for end-of-life (advance directive).\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTrade Review\u003c\/b\u003e\u003cbr\u003e\"No one is immortal, and the best way to deal with the unfortunate is preparation. \"Living Will, Living Well\" is a guide to responsibly dealing with the event of death. Aimed at those in their later years, the book speaks of the importance of a living will and how the document isn't enough. \"Living Will\" offers advice on encouraging communication with loved ones and friends, assistance in dealing with the legal paperwork of wills and other complications that arise, and dealing with oneself after a loved one has passed on. \"Living Will\" is a solid compendium of knowledge on one's own death, and should be highly considered by those who don't want complications for themselves or their loved ones.\" Internet Bookwatch, Midwest Book Review, Nov. 2008\u003cbr\u003e\"Godkin draws from her nursing experience and research in her advocacy of advanced directives. The five substantive chapters in this concise, clearly written volume are titled 'Protecting Self and Others,' 'Facing One's Mortality,' 'Talking about Death,' 'Choosing an Agent,' and 'Getting It Done.' In contrast with many such works, this volume is practical and concrete, noting that the general public became aware of the concept of advaced directives through legal cases like those of Karen Ann Quinlan and Terry Schiavo. These cases highlighted living wills' potential for protecting patient autonomy and supporting family, friends, and caregivers in making medical decisions for dying patients. To illustrate her message, Godkin introduces two fictitious individuals dying of leukemia: 'Alice,' 84, learns about advanced directives from a church workshop, prepares for her own death by preparing a legacy scrapbook, and dies peacefully in accord with her expressed wishes; and 'Martha,' 65. Godkin, a young nurse, is called in as Martha is dying, and is horrified by the quasi-violence of medical efforts to resuscitate Martha before she is 'efficiently pronounced dead.' Appendixes include 'Guiding Interview Questions,' 'Sample Advanced Directives,' and 'Educational Resources.' Valuable for health facility patients, staff, and visitors.\" H. J. John, Choice, April 2009\u003cbr\u003e\"Minimally, the \"publish or perish\" world of the academy expects that the contents of doctoral dissertations will be mined for conference papers and\/or articles in refereed journals. The academic ideal, however, is the dissertation's transformation into a book, something that Godkin, currently Regional Ethicist with Trillium Health Centre in Mississauga and a University of Toronto assistant professor, has done with \"Apprehending Death: The Older Adult's Experience of Preparing an Advance Directive,\" her 2002 dissertation completed at the University of Alberta's Faculty of Nursing. Readers seeking a how-to book on preparing their own living will, aka an advance directive, will eventually get that information, but Godkin's doctoral research was more concerned about the process that seniors used in arriving at the creation of a living will than she was in its exact contents. Drawing heavily from the structure and content of chapters 4-8 of her dissertation, Godkin explores five themes which serve as the book's chapter titles: \"Protecting Self and Others\"; \"Facing One's Mortality\"; \"Talking about Death\"; \"Choosing an Ally\"; and \"Getting It Done.\" In her study, Godkin interviewed 15 seniors whose reflections on preparing an advance directive are given voice through the narration of Godkin's composite creation, Alice Dawson, 84, whose \"conversations\" appear in italics while Godkin's analysis is in regular print. The book concludes with an eight-page Reference List and four appendices, with one being her interview questions, the second a \"Sample Advance Directive,\" and the final two \"Legislative Guidelines\" and \"Educational Resources.\" Godkin saw three audiences for Living Will, Living Well: individuals, especially older adults, who are considering preparing an advance directive; their family members or friends who would play a supportive role, including being the ally who would endeavour to ensure that the advance directive's terms were actualized; and health care providers. Godkin believes members of the last group because they see their goal as preserving life, often find themselves in conflict with living wills and, therefore, need to become better informed. Though the book is generally quite readable, given that two of the audiences are just average Canadians, Godkin needed to abandon some of the academic writing style, especially the reference citations within the text. Recommended.\" - Dave Jenkinson, University of Manitoba\u003cbr\u003e\"This text sets out the matters to be considered and done in preparation for departure from this mortal coil. The highlight is the sample directives that will assist the reader in his or her testamentary decisions. A useful book for trial lawyers who have reached 65 years of age.\" Ronald F. 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Explains the various forms of probate, including grants where the deceased was domiciled abroad, and limited grants, special grants and discretionary grants Provides full coverage of contentious probate procedure and practice Covers the devolution of assets and claims on personal representatives Deals with the administration of estates, including insolvent estates, with a detailed examination of assets, taxation, and payment of debts, and the powers and liabilities of the personal representative Includes full coverage of the rules on family provision Looks at administration and other actions, including claims by and against the estate Discusses the distribution of assets, including on intestacy Key new conte","brand":"Sweet \u0026 Maxwell Ltd","offers":[{"title":"Default Title","offer_id":49083498725719,"sku":"9780414111134","price":460.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780414111134.jpg?v=1725549140"},{"product_id":"last-will-testament-kit-9781910143834","title":"Last Will \u0026 Testament Kit","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"Lawpack Publishing Ltd","offers":[{"title":"Default Title","offer_id":49372632547671,"sku":"9781910143834","price":20.69,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781910143834.jpg?v=1730163593"},{"product_id":"wealth-of-wisdom-9781119827702","title":"Wealth of Wisdom","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e\u003cp\u003eForeword xiii\u003cbr\u003e \u003ci\u003eJames E. Hughes, Jr.\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eAcknowledgments xv\u003c\/p\u003e \u003cp\u003eIntroduction xvii\u003c\/p\u003e \u003cp\u003eAssessing Your Family’s True Needs xxi\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection 1 Thinking Through What Matters Most 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 1 Four Profound Questions for Families 3\u003cbr\u003e \u003ci\u003eEllen Miley Perry\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 2 Identifying Actionable Values for Family and Enterprise 7\u003cbr\u003e \u003ci\u003eDoug Baumoel and Blair Trippe\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 3 Values That Matter 13\u003cbr\u003e \u003ci\u003eSharna Goldseker and Danielle Oristian York\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 4 A Framework for Family Wealth and Well-Being 19\u003cbr\u003e \u003ci\u003eRichard Franklin and Claudia Tordini\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 5 Understanding Identity and Social Power 27\u003cbr\u003e \u003ci\u003eKofi Hope and Zahra Ebrahim\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 6 Tapping Character Strengths to Move Families Forward 33\u003cbr\u003e \u003ci\u003eKristin Keffeler\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 7 Using the Ikigai Model to Foster a Legacy of Meaningful Engagement 39\u003cbr\u003e \u003ci\u003eDon Opatrny and Keith Michaelson\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 8 Stages of Wealth Integration 45\u003cbr\u003e \u003ci\u003eCourtney Pullen\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 9 Learning from Your Money History and Writing a New Story 51\u003cbr\u003e \u003ci\u003eJill Shipley\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 10 Envisioning the Future 59\u003cbr\u003e \u003ci\u003eJamie Traeger-Muney\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection 2 Becoming a Learning Family 67\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 11 Benchmarking Your Family Against Successful Global Families 69\u003cbr\u003e \u003ci\u003eDennis Jaffe\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 12 Understanding the True Goals of Wealth Preparation 75\u003cbr\u003e \u003ci\u003eJames Grubman\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 13 Advancing Flourishing: A 10x10 Learning Roadmap 81\u003cbr\u003e \u003ci\u003eStacy Allred, Joan DiFuria, and Stephen Goldbart\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 14 Finding What’s Next for Your Family 97\u003cbr\u003e \u003ci\u003eBarton Parrott\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 15 Creating Impactful Learning Programs for Families 103\u003cbr\u003e \u003ci\u003eGreg Burrows and Ruth Steverlynck\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 16 Developing a Family Wealth Education Plan 111\u003cbr\u003e \u003ci\u003eKirby Rosplock\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 17 Practical Tools for Building Healthy Families 119\u003cbr\u003e \u003ci\u003eChristian Stewart\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection 3 Planning Thoughtfully 127\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 18 Expressing Purpose in Your Trusts 129\u003cbr\u003e \u003ci\u003eJohn A. Warnick\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 19 Managing a Shared Family Property 137\u003cbr\u003e \u003ci\u003eJamie Forbes\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 20 Creating a Family Bank 143\u003cbr\u003e \u003ci\u003eJames E. Hughes, Jr.\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 21 Undertaking a Family Risk Assessment 147\u003cbr\u003e \u003ci\u003eLinda Bourn\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 22 Is Your Infrastructure Resilient? 155\u003cbr\u003e \u003ci\u003eNatasha Pearl\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 23 Creating a Family Owner’s Manual 161\u003cbr\u003e \u003ci\u003eJosh Kanter\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 24 Family Behavioral Health Wellness Assessment 167\u003cbr\u003e \u003ci\u003eArden O’Connor\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 25 Building a Smart Aging Plan 173\u003cbr\u003e \u003ci\u003eSusan Hyatt\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 26 Managing the Risk of Diminished Capacity 179\u003cbr\u003e \u003ci\u003ePatricia Annino\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 27 Creating an Ethical Will 189\u003cbr\u003e \u003ci\u003eScotty McLennan\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection 4 Investing Wisely 197\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 28 Monitoring Financial Capital with the “Four Horsemen” Graph 199\u003cbr\u003e \u003ci\u003eScott Peppet\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 29 Keeping Goals in the Spotlight with Capital Sufficiency Analysis 203\u003cbr\u003e \u003ci\u003eJoe Calabrese\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 30 Constructing an Investment Portfolio to Support Family Goals 209\u003cbr\u003e \u003ci\u003eJean Brunel and Voyt Krzychylkiewicz\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 31 Investment Education for Family Members 219\u003cbr\u003e \u003ci\u003eJim Garland\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection 5 Seeking Sound Advice 225\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 32 Assessing Your Family’s Financial and Family Management Needs 227\u003cbr\u003e \u003ci\u003eScott Hayman and Tom McCullough\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 33 Finding an Advisor Who Will Help Your Family Thrive for Generations 235\u003cbr\u003e \u003ci\u003eKathy Lintz and Ned Rollhaus\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 34 Choosing Trustees with Care and Wisdom 241\u003cbr\u003e \u003ci\u003eKim Kamin\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 35 Assessing Your Readiness for a (Family Enterprise) Leadership Coach 251\u003cbr\u003e \u003ci\u003eGreg McCann\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 36 Understanding Advisors’ Fees 255\u003cbr\u003e \u003ci\u003eMark Pletts\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection 6 Raising the Rising Generation 261\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 37 Balancing Entitlement and Responsibility in Children’s Birthdays 263\u003cbr\u003e \u003ci\u003eJoline Godfrey\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 38 A Ritual to Send Children off to College 269\u003cbr\u003e \u003ci\u003eAndrew Doust\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 39 Developmental Life Lessons for Grandchildren 277\u003cbr\u003e \u003ci\u003eWilliam (Bo) and Suzanne Huhn\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 40 Deciding If You Should Join the Family Business 281\u003cbr\u003e \u003ci\u003eJosh Baron and Rob Lachenauer\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 41 How Can You Ensure the Success of Your Successors? 287\u003cbr\u003e \u003ci\u003eDean Fowler\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 42 The Intergenerational Dialogue 295\u003cbr\u003e \u003ci\u003eSusan Massenzio\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection 7 Navigating Family Dynamics 299\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 43 A Three-Step Process for Enhanced Communication 301\u003cbr\u003e \u003ci\u003eKeith Whitaker\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 44 Strengthening Your “Family Factor” to Deconstruct Conflict 305\u003cbr\u003e \u003ci\u003eBlair Trippe and Doug Baumoel\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 45 Using Genograms to Understand Family Patterns 311\u003cbr\u003e \u003ci\u003eGuillermo Salazar\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 46 Achieving New Insights and Possibilities through Generative Dialogue 317\u003cbr\u003e \u003ci\u003eMichelle Osry\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 47 How Powerful Are Your Questions? 323\u003cbr\u003e \u003ci\u003eIan McDermott\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 48 Expectations versus Agreements 329\u003cbr\u003e \u003ci\u003eMimi Ramsey and Stephanie Hardwick\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 49 Enhancing Sibling Relationships 335\u003cbr\u003e \u003ci\u003eChristian Stewart\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 50 Gamechanging 343\u003cbr\u003e \u003ci\u003eMatt Wesley\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection 8 Making Shared Decisions 349\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 51 Hats Off to You! 351\u003cbr\u003e \u003ci\u003eLee Hausner\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 52 How to Balance Family Stability with Resilience over Generations 355\u003cbr\u003e \u003ci\u003eJames Grubman\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 53 Making Better Decisions by Telling Stories That Have “Already Happened” 359\u003cbr\u003e \u003ci\u003eStacy Allred\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 54 Democratizing Family Decision-Making 365\u003cbr\u003e \u003ci\u003eBarbara Hauser\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 55 Using RACI to Determine Roles and Responsibilities in a Complex Multigenerational Family Enterprise 369\u003cbr\u003e \u003ci\u003eKathryn McCarthy\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 56 Creating Internal Controls and Policy and Procedures for a Family Office 377\u003cbr\u003e \u003ci\u003eEugene Lipitz\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 57 Leading Successful Family Meetings 381\u003cbr\u003e \u003ci\u003eKatherine Grady and Wendy Ulaszek\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 58 Establishing Ground Rules for Family Meetings 387\u003cbr\u003e \u003ci\u003eKeith Whitaker\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection 9 Giving Together 391\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 59 Finding a Philanthropic Focus and Integrating the Rising Generation Perspective 393\u003cbr\u003e \u003ci\u003eEtienne Eichenberger, Małgorzata Smulowitz, and Peter Vogel\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 60 Facilitating Grandchild-Grandparent Philanthropy 401\u003cbr\u003e \u003ci\u003eJames E. Hughes, Jr.\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 61 Helping Families Move Up the Philanthropic Curve 405\u003cbr\u003e \u003ci\u003eLeslie Pine\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 62 A Roadmap to Successful Philanthropy 411\u003cbr\u003e \u003ci\u003eSusan Winer\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eConclusion 415\u003c\/p\u003e \u003cp\u003eBios 417\u003c\/p\u003e \u003cp\u003eIndex 419\u003c\/p\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49396207386967,"sku":"9781119827702","price":27.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781119827702.jpg?v=1730415101"},{"product_id":"the-101-biggest-estate-planning-mistakes-9780470375037","title":"The 101 Biggest Estate Planning Mistakes","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eA trust and estate lawyer to the stars offers an engaging look at how to avoid numerous estate planning mistakes  In The 101 Biggest Estate Planning Mistakes, author Herbert Nass, an estate planner for some of today's most famous celebrities, offers an entertaining look at what not to do when setting up an estate plan, or administering an estate.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e\u003cp\u003ePreface xv\u003c\/p\u003e \u003cp\u003eAcknowledgments xxi\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 1 The Single Biggest Mistake Is Not Planning for the One Certainty in Life Death 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMistake #1: No Estate Planning Whatsoever 3\u003c\/p\u003e \u003cp\u003eMistake #2: Out-of-Date Wills 14\u003c\/p\u003e \u003cp\u003eMistake #3: Losing Your Will 17\u003c\/p\u003e \u003cp\u003eMistake #4: Do-It-Yourselfers and Handwritten Wills 19\u003c\/p\u003e \u003cp\u003eMistake #5: Not Signing Your Will Because You Physically Can’t 24\u003c\/p\u003e \u003cp\u003eMistake #6: Not Properly Executing Documents 32\u003c\/p\u003e \u003cp\u003eMistake #7: The Best-Laid (Estate) Plans 35\u003c\/p\u003e \u003cp\u003eMistake #8: Dying Intestate, or Without a Will 42\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 2 Mistakes Involving Tangible Personal Property 45\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMistake #9: Nemo Dat Quo Non Habet (Latin for “He Who Has Not Cannot Give”) 46\u003c\/p\u003e \u003cp\u003eMistake #10: Not Properly Documenting the Delivery and Completion of a Gift 49\u003c\/p\u003e \u003cp\u003eMistake #11: Selling Valuable Tangible Personal Property Too Close to Death 51\u003c\/p\u003e \u003cp\u003eMistake #12: Bequeathing Tangible Personal Property That You Do Not Own 54\u003c\/p\u003e \u003cp\u003eMistake #13: Mentioning Too Many Details in Your Will 56\u003c\/p\u003e \u003cp\u003eMistake #14: Not Including Any Details in Your Will 60\u003c\/p\u003e \u003cp\u003eMistake #15: Not Providing Properly for the Care of Your Pets After Your Death 64\u003c\/p\u003e \u003cp\u003eMistake #16: Leaving Too Much Money for Your Pets After Your Death 66\u003c\/p\u003e \u003cp\u003eMistake #17: Giving the Same Tangible Personal Property Item to More Than One Person 68\u003c\/p\u003e \u003cp\u003eMistake #18: Not Properly Providing for the Disposition of Your Artworks after Your Death 69\u003c\/p\u003e \u003cp\u003eMistake #19: Not Providing for Your Tangible Personal Property in a Revocable Living Trust 73\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 3: Mistakes Involving Real Estate 75\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMistake #20: Not Confirming How Title Is Held to Real Estate Before or Right After Death 76\u003c\/p\u003e \u003cp\u003eMistake #21: Forgetting That Real Estate Usually Passes Subject to Loans and Mortgages 78\u003c\/p\u003e \u003cp\u003eMistake #22: Not Draining the Water Pipes in a Vacant House in Cold Weather 80\u003c\/p\u003e \u003cp\u003eMistake #23: Failing to Maintain Adequate Property and Casualty Insurance on Estate Property—Especially Vacant Real Estate 82\u003c\/p\u003e \u003cp\u003eMistake #24: Failing to Provide That Children, or Others, May Continue to Reside in the Family Home with the Executor’s or Trustee’s Approval 84\u003c\/p\u003e \u003cp\u003eMistake #25: Failing to Provide That Existing Leases Will Terminate on Reasonable Terms After the Death of the Owner of the Property 87\u003c\/p\u003e \u003cp\u003eMistake #26: Owning Land, a House or an Apartment in a Foreign Country 89\u003c\/p\u003e \u003cp\u003eMistake #27: Assuming That a Co-operative Apartment Building Board Will Always Do What You Would Like 90\u003c\/p\u003e \u003cp\u003eMistake #28: Placing Real Estate in a Trust Without Checking on the Ramifications of Doing So 92\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 4: Mistakes Involving Executors and\/or Trustees 95\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMistake #29: Selecting Only One Executor in a Complicated Estate 96\u003c\/p\u003e \u003cp\u003eMistake #30: Selecting Too Many Executors 98\u003c\/p\u003e \u003cp\u003eMistake #31: Selecting an Even Number of Executors 102\u003c\/p\u003e \u003cp\u003eMistake #32: Selecting Executors with a Conflict of Interest 103\u003c\/p\u003e \u003cp\u003eMistake #33: Not Compensating (or Under-Compensating) Your Executors 107\u003c\/p\u003e \u003cp\u003eMistake #34: Not Selecting Your Spouse as an Executor 110\u003c\/p\u003e \u003cp\u003eMistake #35: Surprising Your Spouse with the Terms of Your Will 112\u003c\/p\u003e \u003cp\u003eMistake #36: Not Naming Your Children as Executors\u003c\/p\u003e \u003cp\u003eMistake #37: Naming Your Children as Executors 114\u003c\/p\u003e \u003cp\u003eMistake #38: Naming a Literary Executor in Your Will 116\u003c\/p\u003e \u003cp\u003eMistake #39: Naming a Corporate Fiduciary That Can Be Removed by an Individual Fiduciary 119\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 5 Mistakes Involving Guardians, Minors, or Step-Children 123\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMistake #40: Not Naming the Biological Parent as the Guardian of Your Minor Children 124\u003c\/p\u003e \u003cp\u003eMistake #41: Naming the Biological Parent as the Guardian of Your Minor Children 128\u003c\/p\u003e \u003cp\u003eMistake #42: Failing to Periodically Review Your Choice of Guardian(s) 130\u003c\/p\u003e \u003cp\u003eMistake #43: Assuming That Your Step-Children Have the Same Legal Rights as Your Biological Children 132\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 6 Mistakes Involving Prior Marriages, Prenuptial Agreements, and Significant Others 135\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMistake #44: Not Taking into Account the Terms of an Existing Separation or Divorce Agreement 136\u003c\/p\u003e \u003cp\u003eMistake #45: Entirely Disinheriting Children or Grandchildren Out of Stupidity or Inadvertence 138\u003c\/p\u003e \u003cp\u003eMistake #46: Not Taking Your Spouse’s Legal or Statutory Rights into Account 141\u003c\/p\u003e \u003cp\u003eMistake #47: Putting Your Child in Charge of a Surviving Spouse Who Is Not His or Her Parent 142\u003c\/p\u003e \u003cp\u003eMistake #48: Assuming That Your Divorce Automatically Revokes Your Will in Its Entirety 144\u003c\/p\u003e \u003cp\u003eMistake #49: Not Updating Your Will at the Start of Your Divorce Proceedings 146\u003c\/p\u003e \u003cp\u003eMistake #50: Not Respecting the Validity of a Prenuptial Agreement 148\u003c\/p\u003e \u003cp\u003eMistake #51: Not Mentioning the Prenuptial Agreement in Your Will 149\u003c\/p\u003e \u003cp\u003eMistake #52: Failing to Fund a Revocable Living Trust During Your Lifetime to Avoid Probate 150\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 7 Estate Planning Mistakes Involving Tax and Copyright Issues\u003c\/b\u003e \u003cb\u003e153\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMistake #53: Eliminating Your Residuary Estate Because of High Taxes on Your Personal Property 154\u003c\/p\u003e \u003cp\u003eMistake #54: Not Taking Full Advantage of the Available Tax Exemption Amount 156\u003c\/p\u003e \u003cp\u003eMistake #55: Not Having Assets Titled in the Name of Each Spouse 158\u003c\/p\u003e \u003cp\u003eMistake #56: Failing to Ascertain Whether Gift Tax Returns Were Ever Filed 159\u003c\/p\u003e \u003cp\u003eMistake #57: Failing to Pay the Five Percent Annual Minimum Distribution Requirement for Private Charitable Foundations 161\u003c\/p\u003e \u003cp\u003eMistake #58: Not Having a Buy-Sell Agreement in a Closely Held Business, Partnership, or Limited Liability Corporation 163\u003c\/p\u003e \u003cp\u003eMistake #59: Failing to Title Appreciated Real Estate in the Name of the Spouse More Likely to Die First 165\u003c\/p\u003e \u003cp\u003eMistake #60: Separating the Copyright Interest from the Actual Work of Art That Is Bequeathed to a Charity 167\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 8 Estate Planning Mistakes Involving Disgruntled Friends and Family 169\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMistake #61: Lack of a No Contest or In Terrorem Clause in Your Will 170\u003c\/p\u003e \u003cp\u003eMistake #62: Using a One-Dollar No Contest\/In Terrorem Clause in Your Will 171\u003c\/p\u003e \u003cp\u003eMistake #63: Using a Codicil Instead of a New Will 175\u003c\/p\u003e \u003cp\u003eMistake #64: Impulsively Changing Your Will by Whipping Out a Quick “Down-and-Dirty” Codicil 180\u003c\/p\u003e \u003cp\u003eMistake #65: Not Contacting the Attorney for the Beneficiary of a Will When Trying to Settle a Dispute with the Attorney for the Executor 182\u003c\/p\u003e \u003cp\u003eMistake #66: Requiring Survivorship by a Certain Number of Days 184\u003c\/p\u003e \u003cp\u003eMistake #67: Not Including Your Long-Time Secretary or Assistant as a Beneficiary in Your Will 185\u003c\/p\u003e \u003cp\u003eMistake #68: Entirely Disinheriting Children or Grandchildren Out of Anger or Vindictiveness 187\u003c\/p\u003e \u003cp\u003eMistake #69: Failing to Mention the Names of the Heirs You Intend to Disinherit in Your Will 191\u003c\/p\u003e \u003cp\u003eMistake #70: Directing That a Specific Attorney or Other Advisor Be Hired by Your Executor 195\u003c\/p\u003e \u003cp\u003eMistake # 71: Not Taking Advantage of a Qualified Disclaimer within Nine Months of Death 197\u003c\/p\u003e \u003cp\u003eMistake #72: Offering Too Large an Amount at the Outset of Negotiations 199\u003c\/p\u003e \u003cp\u003eMistake #73: Arguing with Your Attorney about Legal Fees 200\u003c\/p\u003e \u003cp\u003eMistake #74: Fighting with a Lawyer with “Criminal” Clients 201\u003c\/p\u003e \u003cp\u003eMistake #75: Having Your Former Mother-in-Law Own a Life Insurance Policy on Your Life 202\u003c\/p\u003e \u003cp\u003eMistake #76: Not Getting the Original Will Back from the Person Replaced as an Executor 203\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 9 Mistakes Involving Funerals, Burials, or Cremation 205\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMistake #77: Not Appointing Someone to Make Burial and Funeral Arrangements 207\u003c\/p\u003e \u003cp\u003eMistake #78: Spending Too Much on a Funeral or Burial 212\u003c\/p\u003e \u003cp\u003eMistake #79: Providing Overly Detailed Funeral and Burial Instructions in Your Will 214\u003c\/p\u003e \u003cp\u003eMistake #80: Prepaying for Your Funeral, or Not 217\u003c\/p\u003e \u003cp\u003eMistake #81: Directing That There Be No Funeral or Memorial Service 218\u003c\/p\u003e \u003cp\u003eMistake #82: Losing the Deed for Your Cemetery Plot 222\u003c\/p\u003e \u003cp\u003eMistake #83: Directing That Your Bodily Remains or Ashes Be Buried or Scattered in an Illegal Manner 223\u003c\/p\u003e \u003cp\u003eMistake #84: Directing That Your Pet’s Remains Be Buried with Yours 225\u003c\/p\u003e \u003cp\u003eMistake #85: Getting Too Religious in Your Will 227\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 10 One-of-a-Kind Mistakes by Celebrities and Icons 229\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMistake #86: Not Making Charitable Gifts in Your Will When Your Sons Are the Heirs to the British Throne 230\u003c\/p\u003e \u003cp\u003eMistake #87: Mentioning the Name of a Lawsuit Involving You in Your Own Will 232\u003c\/p\u003e \u003cp\u003eMistake #88: Leaving Your Estate to an Older Person Outright and Not in Trust 235\u003c\/p\u003e \u003cp\u003eMistake #89: Leaving It All to Your Girlfriend Who Has a Drug Addiction 240\u003c\/p\u003e \u003cp\u003eMistake #90: Making a Bequest with Politically Incorrect or Racist Strings Attached 243\u003c\/p\u003e \u003cp\u003eMistake #91: Not Properly Identifying an Organization That Receives a Bequest 245\u003c\/p\u003e \u003cp\u003eMistake #92: Not Providing a Way to Determine That Your Wife Has Regained Her Sanity 247\u003c\/p\u003e \u003cp\u003eMistake #93: Murdering Your Spouse (or Anyone Else) 249\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 11 Rookie or Boneheaded Mistakes 251\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMistake #94: Making a Material Misrepresentation on a Life Insurance Application 252\u003c\/p\u003e \u003cp\u003eMistake #95: Not Settling a Dispute When the Downside Is Much Greater Than the Upside 254\u003c\/p\u003e \u003cp\u003eMistake #96: Making Handwritten Changes to a Will after It Has Been Signed and Witnessed 256\u003c\/p\u003e \u003cp\u003eMistake #97: Acting as a Witness to a Will in Which You Are Named as a Beneficiary 258\u003c\/p\u003e \u003cp\u003eMistake #98: Removing the Staples from an Original Will 259\u003c\/p\u003e \u003cp\u003eMistake #99: Putting Your Original Will in a Bank Safe Deposit Box That May Be Sealed 262\u003c\/p\u003e \u003cp\u003eMistake #100: Preparing Only a Videotaped Will Instead of a Written One 263\u003c\/p\u003e \u003cp\u003eMistake #101: Owning a Large Amount of Life Insurance in Your Name Individually 264\u003c\/p\u003e \u003cp\u003eAbout the Author 267\u003c\/p\u003e \u003cp\u003eIndex 269\u003c\/p\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49402317734231,"sku":"9780470375037","price":14.39,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780470375037.jpg?v=1730480052"},{"product_id":"wills-probate-and-inheritance-tax-for-dummies-9780470756294","title":"Wills Probate and Inheritance Tax For Dummies","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003ePlanning how to pass your estate on doesn't have to mean complications, legal jargon and huge bills. Wills, Probate and Inheritance Tax For Dummies, 2nd Edition  takes you through the process step-by-step and gives you all the information you need to ensure that your affairs are left in good order.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e\u003cp\u003eIntroduction 1\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart I: Planning Your Will 7\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 1: Preparing for the Inevitable 9\u003c\/p\u003e \u003cp\u003eChapter 2: Recognising the Benefits of Making a Will 19\u003c\/p\u003e \u003cp\u003eChapter 3: Totting Up the Value of Your Estate 35\u003c\/p\u003e \u003cp\u003eChapter 4: Deciding Who Gets What 51\u003c\/p\u003e \u003cp\u003eChapter 5: Leaving Your Home in Your Will 63\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart II: Writing Your Will 75\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 6: Choosing the Right People to Follow Your Wishes 77\u003c\/p\u003e \u003cp\u003eChapter 7: Getting It in Writing: Drawing Up Your Will 93\u003c\/p\u003e \u003cp\u003eChapter 8: Fine-Tuning Your Will 103\u003c\/p\u003e \u003cp\u003eChapter 9: Ringing the Changes: When and How to Change a Will 119\u003c\/p\u003e \u003cp\u003eChapter 10: Making Clear Your Funeral Wishes 135\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart III: Managing Probate 143\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 11: What To Do When Someone Dies 145\u003c\/p\u003e \u003cp\u003eChapter 12: Pro-what? The Basics of the Probate Process 153\u003c\/p\u003e \u003cp\u003eChapter 13: Dealing with the Estate: First Steps 163\u003c\/p\u003e \u003cp\u003eChapter 14: Distributing the Estate 175\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart IV: Taxing Times: Inheritance Planning 197\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 15: Introducing Inheritance Tax 199\u003c\/p\u003e \u003cp\u003eChapter 16: Simple Steps to Reduce Inheritance Tax 207\u003c\/p\u003e \u003cp\u003eChapter 17: Rolling Out the Big Guns: Understanding Trusts 223\u003c\/p\u003e \u003cp\u003eChapter 18: Using Trusts to Help Your Family 241\u003c\/p\u003e \u003cp\u003eChapter 19: Taking Care of Business: Inheritance Tax and Your Firm 251\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart V: The Part of Tens 261\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 20: Ten Items to Keep with Your Will 263\u003c\/p\u003e \u003cp\u003eChapter 21: Ten Problem Wills to Avoid 269\u003c\/p\u003e \u003cp\u003eChapter 22: Ten Tips for Getting Your Estate into Tax-Saving Shape 275\u003c\/p\u003e \u003cp\u003eAppendix 283\u003c\/p\u003e \u003cp\u003eIndex 287\u003c\/p\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49402427375959,"sku":"9780470756294","price":16.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780470756294.jpg?v=1730480367"},{"product_id":"someday-all-this-will-be-yours-9780674046887","title":"Someday All This Will Be Yours","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eHartog tells the heartbreaking stories of how families fought over the work of caring for the elderly, and its compensation, in a time before pensions, Social Security, and nursing homes filled this gap.  As an explosive economy drew the young away from home, we see how the elderly used promises of inheritance to keep children at their side.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTrade Review\u003c\/b\u003e\u003cbr\u003eIn this gem of a book, Hartog reveals the human drama of growing old and dependent, and the enduring dilemma in mixing love and economic need. -- Martha Minow, Dean, Harvard Law School\u003cbr\u003eHartog brilliantly illuminates the central role that law has played in shaping Americans' ideas about getting old. Poignant, funny, and analytically razor-sharp, this is a groundbreaking book. -- Dylan Penningroth, author of \u003ci\u003eThe Claims of Kinfolk: African American Property and Community in the Nineteenth-Century South\u003c\/i\u003e\u003cbr\u003eWith empathy and captivating style, Hartog, a superb historian, offers a memorable analysis of changing family struggles over inheritance and care. -- Viviana A. Zelizer, author of \u003ci\u003eEconomic Lives: How Culture Shapes the Economy\u003c\/i\u003e\u003cbr\u003eThis is a disturbing book, in the best sense--a transformative book. With unique sensitivity and ingenuity, Hartog tells a profound story about the meaning of inheritance and what one owes and is owed as a member of a family, making brilliant history of seemingly eternal human predicaments. -- Amy Dru Stanley, author of \u003ci\u003eFrom Bondage to Contract: Wage Labor, Marriage, and the Market in the Age of Slave Emancipation\u003c\/i\u003e\u003cbr\u003eA page-turner with Dickensian overtones. -- Fred A Bernstein * New York Times blog *\u003cbr\u003eAside from the history of development in this area of law, the book offers a social and cultural history of families caring for their elder members. This book will be of interest not only to those interested in estate law but also students and researchers of gerontology. -- C. Ross * Choice *","brand":"Harvard University Press","offers":[{"title":"Default Title","offer_id":49403540341079,"sku":"9780674046887","price":32.36,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780674046887.jpg?v=1730483770"},{"product_id":"inherited-wealth-9780691134512","title":"Inherited Wealth","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eA comparative study of the development of inheritance law in the United States, France, and Germany, this work investigates longstanding political and intellectual debates over inheritance laws and explains why these laws differ so greatly among these countries.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTrade Review\u003c\/b\u003e\u003cbr\u003e\"Sociologist Beckert provides a thoughtful overview and analysis of the development of inheritance law in the US, Germany, and France, focusing on the period from the 1700s to the present... Beckert successfully argues that the three countries' trajectories have reflected important cultural, political, and economic differences, and he rejects earlier arguments that the process has been driven by increased individualization. Because the book is balanced and knowledgeably covers an immense amount of ground, the reader quickly comes to respect Beckert's arguments and insights.\"--R. M. Whaples, Wake Forest University, for Choice \"Breathtaking in its detail and logic, Beckert's analysis is constructed with the precision of an economist building a model.\"--Livio Di Matteo, Canadian Journal of Sociology \"Inherited Wealth is foremost an enjoyable and erudite invitation to an extremely interesting yet understudied research area. Beckert successfully captures the reader's interest in the empirical relations and normative issues addressed in his book.\"--Andrea Pozas-Loyo, Law and Politics Book Review \"Translated into English and aimed at an academic audience, this volume draws on a wealth of French and German sources not readily accessible to Anglophone scholars and offers an unusually comprehensive comparative analysis.\"--Anne Alstott, Socio-Economic Review \"Jens Beckert has produced a fascinating and admirable work... Beckert offers a number of interesting ideas. He goes over the important debates and the writers on inheritance law and thus contributes to intellectual history... He has a methodology for exploring debates, content analysis, that is worthy of attention because it can be obviously used in a vast number of American studies of ideology--indeed, a formulation that I think is particularly apropos to the Civil War era... The interpretations are sound, the use of theory wise, the methodology instructive, and the information provocative. For individuals in legal history, political history, and transatlantic studies, this book comes with the highest recommendation.\"--James Huston, Journal of Social History\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003eACKNOWLEDGMENTS vii      Chapter 1: Introduction 1  1.1 Inheritance and Modern Society 1  1.2 Social Dimensions of Inheritance Law 12      Chapter 2: The Right to Bequeath: Testamentary Freedom and the Individuality of Property 21  2.1 France: Equality versus the Freedom of Private Disposition over Property 23  2.2 Germany: Testamentary Freedom versus Family and Social Justice 50  2.3 United States: Equality of Opportunity versus Individual Rights of Disposition 69  2.4 Conclusion 80      Chapter 3: Equality and Inclusion: The Inheritance Rights of the Family 83  3.1 The Principle of Equality in Intestacy Law 87  3.2 The Spouse in Intestacy Law 90  3.3 The Integration of Illegitimate Children into Inheritance Law 99  3.4 Conclusion 109      Chapter 4: Political Structure and Inheritance Law: The Abolition of Entails 114  4.1 The Double Abolition of Substitutions in France 119  4.2 The Delayed Abolition of Fideikommisse in Germany 131  4.3 The Abolition of Entails in the American Revolution 156  4.4 Conclusion 163      Chapter 5: Social Justice through Redistribution? The Taxation of Inheritance 167  5.1 Equality of Opportunity versus Private Property:  The Estate Tax in the United States 171  5.2 \"Sense of Family\" versus Social Justice: The Inheritance Tax in Germany 209  5.3 Destruction of National Wealth? The Progressive Inheritance Tax in France 243  5.4 Conclusion 270      Chapter 6: Conclusion: Discourses and Institutions 275      APPENDIX: THE METHOD OF CONTENT ANALYSIS OF PARLIAMENTARY DEBATES 295      NOTES 299  REFERENCES 343  INDEX 367","brand":"Princeton University Press","offers":[{"title":"Default Title","offer_id":49403754283351,"sku":"9780691134512","price":999.99,"currency_code":"GBP","in_stock":false}]},{"product_id":"lincoln-wills-15321534-lrs89-9780901503664","title":"Lincoln Wills 15321534 LRS89","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e\u003cb\u003eWills from lower social status shed light on religious, social and cultural history.\u003c\/b\u003eLincolnshire has an extensive archive of sixteenth-century probate material, preserved in the registers of the consistory and archdeaconry courts of Lincoln, the peculiar court of the Dean and Chapter of Lincoln Cathedral, and thearchdeaconry court of Stow. Unlike the wills proved by the archiepiscopal probate courts of Canterbury and York, those from Lincolnshire reflect a population of lower social status. The overwhelming majority come from the ranks of husbandmen, yeomen, or tradesmen, rather than the gentry. In this respect the wills offer a valuable source for the cultural and religious preoccupations of the 'middling sort' and those lower in the social spectrum on the eve of the Reformation. Equally, the detailed bequests of property, livestock and land provide an insight into the material culture and prosperity of the testators, as well as extensive genealogical and topographical information of interest to local, regional and family historians.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTrade Review\u003c\/b\u003e\u003cbr\u003eA magnificent volume,and follows in a great tradition... a marvellous invitation to the world, the church, and the society we have lost. But, skilfully, it provides a means of finding it again. For those convinced of the usefulness of wills as a historical source, this is a professionally produced volume that will be very useful....A rich collection of primary documents. * SIXTEENTH CENTURY JOURNAL *\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003eThe publication of Lincolnshire wills; LCC 1532-34; the testators; wills as a historical source; religious bequests; editorial method; Lincoln Wills 1532-1534. Appendix: undated or incompletely dated wills.","brand":"Boydell \u0026 Brewer Ltd","offers":[{"title":"Default Title","offer_id":49406501781847,"sku":"9780901503664","price":45.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780901503664.jpg?v=1730496058"},{"product_id":"eu-succession-a-commentary-9781509909957","title":"EU Succession: A Commentary","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eThe European Union Succession Regulation No 650\/2012 entered into force on 17 August 2015 covering all successions in European Union Members States (with the exception of Denmark, the United Kingdom and Ireland). The Regulation comprehensively covers the substantive succession law as well as the specific procedural law and the law concerning recognition and enforcement of the relevant judicial awards. The Regulation applies to ''cross-border“ succession i.e. cases where the citizen of one Member State died in another Member State where he or she owned movable or immovable assets. Based on the Regulation, the applicable law now follows uniform rules, meaning the historic legal fragmentation within Europe will be eliminated in the future. This magisterial new text offers a comprehensive analysis of the new regulation, providing an authoritative guide to the new European succession framework.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTrade Review\u003c\/b\u003e\u003cbr\u003eThe present Commentary adds another voice to the European concerto which so far features commentaries from Germany, Austria, Belgium\/Switzerland, Italy\/Germany\/Spain and Spain. This makes for a very interesting symphony. -- Prof Dr Peter Mankowski * Zeitschrift zum Gemeinschaftsprivatrecht - GPR *\u003cbr\u003e[R]ecommended as offering a careful and sensible legal assessment of the provisions of the Regulation that all succession practitioners will find extremely useful in understanding the subtleties of the 2012 European legislation: it is also extremely useful for academics involved in succession or in cross-border property disputes falling within the scope of the Regulation. -- Jonathan Fitchen, University of Aberdeen * Edinburgh Law Review *","brand":"Bloomsbury Publishing PLC","offers":[{"title":"Default Title","offer_id":49409596358999,"sku":"9781509909957","price":261.25,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781509909957.jpg?v=1730507351"},{"product_id":"parkers-will-precedents-9781526524362","title":"Parkers Will Precedents","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eAny Will drafter should have this book in their arsenal. - Law Skills The book contains a comprehensive collection of precedents supplied as an electronic download, including a variety of precedents for individual clauses as well as a set of complete wills catering for different scenarios. The emphasis of the approach is on clarity, practicality and simplicity, so you can quickly draft legally sound wills for a variety of circumstances. The book includes notes and guidance on drafting and additional materials, letters, support materials and extracts from relevant legislation.Recommended by the Institute of Professional Willwriters, \u003ci\u003eParker''s Will Precedents\u003c\/i\u003e is a well-established and highly regarded publication, renowned for its clarity of drafting.This title is included in Bloomsbury Professional''s Parker''s Will Precedents online service.","brand":"Bloomsbury Publishing PLC","offers":[{"title":"Default Title","offer_id":49409824784727,"sku":"9781526524362","price":175.75,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781526524362.jpg?v=1730508152"},{"product_id":"creating-the-good-will-9781591841456","title":"Creating The Good Will","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"Penguin Putnam Inc","offers":[{"title":"Default Title","offer_id":49410422276439,"sku":"9781591841456","price":16.14,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781591841456.jpg?v=1730510174"},{"product_id":"advanced-care-planning-crafting-your-healthcare-financial-decisions-9781716490125","title":"Advanced Care Planning: Crafting Your Healthcare","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"Lulu.com","offers":[{"title":"Default Title","offer_id":49411435233623,"sku":"9781716490125","price":9.36,"currency_code":"GBP","in_stock":true}]},{"product_id":"litigating-trust-disputes-in-jersey-law-procedure-remedies-9781782256809","title":"Litigating Trust Disputes in Jersey: Law,","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eThis text is the first comprehensive guide to litigating trust disputes in Jersey, bringing together analysis of substantive Jersey law, civil procedure and the remedies available to parties appearing in trust litigation before the Royal Court of Jersey. The book is an indispensable tool for trust professionals and legal practitioners with clients that have an exposure to a trust structure in Jersey, whether through a trustee, a beneficiary or a protector, enforcer or other power holder.  This book is also of importance to matrimonial, criminal or insolvency practitioners seeking information or documents for the purposes of foreign proceedings and those seeking asset recovery or enforcement against assets subject to Jersey trusts.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e1. Jersey as a Jurisdiction in which to Litigate Trust Disputes 2. Conflict of Law Issues in Jersey Trust Litigation  3. Applications for Directions, the Variation of Trusts  4. Litigation Concerning the Existence of the Trust, the Rectification of its Terms and the Exercise of Powers  5. Disclosure of Trust Information and Documents  6. Trusts Arising by Operation of Law: Resulting and Constructive Trusts  7. Personal Remedies against Trustees: The Personal Accountability of the Trustee and Liability for Breaches of Trust  8. Conflicts of Interest and Unauthorised Profits  9. Remedies against Wrongful Recipients of Trust Property  10. The Retirement, Removal or Replacement of the Trustee by the Royal Court  11. The Trustee’s Protection from Personal Liability: The Trustee’s Indemnity  12. Remedies against Accessories to a Breach of Trust and Miscellaneous Claims against Third Parties other than in Respect of Breach of Trust  13. Proprietary Remedies against Trustees and Third Parties  14. Trust Property and the Proceeds of Crime  15. The Recognition and Enforcement of Judgments against Jersey Trust Assets and Trustees  16 Prescription of Actions","brand":"Bloomsbury Publishing PLC","offers":[{"title":"Default Title","offer_id":49411912040791,"sku":"9781782256809","price":375.25,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781782256809.jpg?v=1730515057"},{"product_id":"eu-cross-border-succession-law-9781785365294","title":"EU Cross-Border Succession Law","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eWith cross-border successions becoming increasingly common in the context of the European Union, this timely book offers a systematic practical analysis of how cross-border successions should be treated, including examination of which courts may establish jurisdiction over succession disputes and which law governs such disputes.\u003cp\u003e\u003cbr\u003e\u003cbr\u003eKey Features:\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli\u003ePractical analysis of the provisions of the EU Succession Regulation\u003c\/li\u003e\n\u003cli\u003e\n\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli\u003eConsideration of issues at the intersection between cross-border successions and taxation\u003c\/li\u003e\n\u003cli\u003e\n\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli\u003eAnalysis of the specificities of the European Certificate of Succession and its interface with national laws\u003c\/li\u003e\n\u003cli\u003e\n\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli\u003eStudy of cross-border successions in the context of both estate planning and the opening and liquidation of a succession\u003c\/li\u003e\n\u003cli\u003e\n\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli\u003eContextualization of the EU Succession Regulation in the framework of the national law and practice of several EU Member States\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cbr\u003e\u003cbr\u003eA comprehensive study of EU cross-border succession law with global reach, this book is an invaluable source of reference and guidance for practitioners specialising in estate planning, family law and property law, including judges, notaries, tax specialists and lawyers. Scholars of European succession law and conflict of laws will also find this book’s critical analysis an instrumental tool in their research.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003eContents:   Preface xxii List of abbreviations xxiv  PART I THE SCOPE OF APPLICATION OF THE EU SUCCESSION REGULATION 1 Definition of succession 2 Peter Kindler 2 Succession and family law 5 Anna Reis 3 Succession and trust 33 Daniele Muritano 4 Succession and property rights 49 Zeno Crespi Reghizzi 5 Succession and company law 72 David Paulus 6 The EU succession regulation and third countries 88 Stefania Bariatti  PART II DETERMINING THE APPLICABLE LAW UNDER THE EU SUCCESSION REGULATION 7 The law applicable to the succession: Objective connecting factors 101 Peter Kindler 8 The notion of habitual residence in Recitals 23 and 24 115 Michael Kränzle 9 Applicable law: choice of law 133 Ilaria Viarengo 10 Renvoi 152 Luigi Fumagalli 11 States with more than one legal system 168 Alegría Borrás 12 The scope of applicable law and problems of commorientes and estates without heirs 184 Daniele Muritano 13 Acceptance and waiver of the succession 190 Daniele Muritano 14 The exceptions to the application of the lex successionis 202 Francesca C. Villata  PART III DETERMINING JURISDICTION UNDER THE EU SUCCESSION REGULATION 15 Jurisdiction in succession matters: General rules and choice of court 221 Ilaria Queirolo  PART IV RECOGNITION AND ENFORCEMENT OF JUDGMENTS AND OTHER INSTRUMENTS UNDER THE EU SUCCESSION REGULATION 16 Recognition and enforcement of foreign decisions in cross-border succession matters 246 Francesco Pesce and Stefano Dominelli 17 Authentic instruments and court settlements 285 Giulia Vallar  PART V THE EUROPEAN CERTIFICATE OF SUCCESSION 18 The European certificate of succession: creation, purpose, contents, and effects 308 Carlo Alberto Marcoz 19 The European certificate of succession: issuance procedure 327 Carlo Alberto Marcoz 20 The European certificate of succession: Redress procedure and suspension of the effects of the certificate 345 Carlo Alberto Marcoz  PART VI CROSS-BORDER SUCCESSIONS AND TAXATION 21 Cross-border issues related to inheritance tax from the EU perspective 351 Raul-Angelo Papotti and Sonia Velasco 22 Tax aspects of cross-border successions: Notarial problems 357 Daniele Muritano  PART VII THE IMPACT OF THE EU SUCCESSION REGULATION ON THE NATIONAL LAWS ON CROSS-BORDER SUCCESSION 23 The impact of the EU succession regulation on Belgian law 366 Elise Goossens 24 Private international law of succession England and Wales 382 Richard Frimston and Andrew Godfrey 25 The French cross-border succession law 408 Cyril Nourissat 26 The implementation of the EU succession regulation in Germany: A concise assessment of the ‘international succession law procedure act (ISLPA)’ 414 Peter Kindler 27 Private international law of succession – Italy 427 Giulio Peroni 28 Private international law of succession – Northern Ireland 444 Michael Graham 29 Private international law of succession – Scotland 451 Paul Beaumont and Jayne Holliday 30 Changes in Spanish law as a consequence of the EU succession regulation 471 Lorenzo Prats Albentosa and Isidoro Calvo Vidal 31 Remarks on the impact of the EU succession regulation on Swiss-EU successions 478 Gian Paolo Romano 32 Effects of the EU succession regulation on wills and successions connected with the United States 510 Cristina M. Mariottini  Index","brand":"Edward Elgar Publishing Ltd","offers":[{"title":"Default Title","offer_id":49412198793559,"sku":"9781785365294","price":218.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781785365294.jpg?v=1730515973"},{"product_id":"a-straightforward-guide-to-producing-your-own-will-9781802362350","title":"A Straightforward Guide To Producing Your Own","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"Straightforward Publishing","offers":[{"title":"Default Title","offer_id":49412897669463,"sku":"9781802362350","price":9.49,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781802362350.jpg?v=1730518476"},{"product_id":"a-straightforward-guide-to-the-probate-and-the-law-9781847167538","title":"A Straightforward Guide To The Probate And The","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"Straightforward Publishing","offers":[{"title":"Default Title","offer_id":49413637472599,"sku":"9781847167538","price":9.49,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781847167538.jpg?v=1730520878"},{"product_id":"succession-law-in-ireland-principles-cases-and-commentary-9781905536788","title":"Succession Law in Ireland: Principles, Cases and","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eThis book contains 16 chapters.  Each chapter introduces the subject matter, the legislation, principles, criteria or prerequisites relevant to the subject matter, followed by reference to cases and the application of principles, criteria or prerequisites to the issues, and the findings of the courts.","brand":"Clarus Press Ltd","offers":[{"title":"Default Title","offer_id":49414245384535,"sku":"9781905536788","price":76.0,"currency_code":"GBP","in_stock":true}]},{"product_id":"will-trusts-and-equitable-property-rights-9781911611080","title":"Will Trusts and Equitable Property Rights","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eWill Trusts and Equitable Property Rights, provides an in-depth and comprehensive coverage and analyses of the law relating to will trusts and equitable property rights, and is the third and final book completing the trilogy of practitioner books on wills by the leading expert on this area. The twenty-seven chapters of the book present an incisive view of the following material relating to the subject matter of the book: • The creation of trusts by wills by use of precedents • The creation of family will trusts by use of precedents • The creation of will trusts of land by use of precedents • Discretionary will trusts by use of precedents • The creation of charitable trusts by will • The exercise of powers by will trust • The modification of trusts in wills by equitable doctrines\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003eContent Includes PART ONE: WILL TRUSTS Chapter 1: The Creation of Trusts by Will Chapter 2: Family Will Trusts Chapter 3: Trusts of Land by Will Chapter 4: Discretionary Will Trusts Chapter 5: Charitable Will Trusts Chapter 6: Powers and Will Trusts Chapter 7: The Modification of Trusts by Equitable Doctrines Chapter 8: The Rule Against Double Portions Chapter 9: Equitable and Statutory Advancements PART TWO: EXECUTORS AND TRUSTEES OF WILL TRUSTS Chapter 10: Executors and Trustees of Will Trusts Chapter 11: Beneficiaries of Will Trusts Chapter 12: The Removal of Executors and Trustees Chapter 13: The Liability of Executors, Trustees and Solicitors PART THREE EQUITABLE PROPERTY RIGHTS Chapter 14: Snell’s Principles Chapter 15: The Acquisition of Equitable Property Rights by Re-Formulated Proprietary and Promissory Estoppel Chapter 16: The Concept of Remedial Constructive Trust Chapter 17: The Acquisition of Equitable Property Rights by Constructive Trusts Chapter 18: The Creation of Property Rights by Donationes Mortis Causa Chapter 19: The Creation of Equitable Property Rights by Secret and Half-Secret Trusts Chapter 20: The Creation of Contractual and Equitable Rights by Joint Bank Accounts PART FOUR: ACTIONS INVOLVING WILL TRUSTS AND EQUITABLE PROPERTY RIGHTS Chapter 21: Actions Involving Trusts and Wills Chapter 22: The Construction of Will Trusts Chapter 23: Actions for Breach of Trust Chapter 24: Actions Involving Equitable Property Rights Chapter 25: Actions in the Circuit Court Chapter 26: Interpretative Sources of Legal Practice","brand":"Clarus Press Ltd","offers":[{"title":"Default Title","offer_id":49414470664535,"sku":"9781911611080","price":128.25,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781911611080.jpg?v=1730523717"},{"product_id":"the-law-of-wills-9781911611059","title":"The Law of Wills","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eThe Law of Wills, Second Edition, is a comprehensive and in-depth account of the law of wills, including the procedures and practices required in the making of a will.","brand":"Clarus Press Ltd","offers":[{"title":"Default Title","offer_id":49414470697303,"sku":"9781911611059","price":999.99,"currency_code":"GBP","in_stock":false}]},{"product_id":"stiftungsrecht-9783110251517","title":"Stiftungsrecht","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"de Gruyter","offers":[{"title":"Default Title","offer_id":49416172405079,"sku":"9783110251517","price":84.96,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9783110251517.jpg?v=1730529163"},{"product_id":"erbrecht-9783110792010","title":"Erbrecht","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"De Gruyter","offers":[{"title":"Default Title","offer_id":49416203370839,"sku":"9783110792010","price":25.65,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9783110792010.jpg?v=1730529248"},{"product_id":"deutsches-deliktsrecht-aus-okonomischer-perspektive-9783161599682","title":"Deutsches Deliktsrecht aus ökonomischer","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e","brand":"Mohr Siebeck GmbH \u0026 Co. 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