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Estate Planning - Trusts Estate Planning - Trusts • UK • International / Cross-Border • USA Englischsprachige Literatur Stand: Oktober 2007 Bettina Kube Telefon (089) 5 51 34-248 email [email protected] Bitte beachten Sie: Erscheinungstermine, Preise und Wechselkurse können sich ändern! Die hier angegebenen Preise sind kalkuliert mit 1 ₤ = € 1,50, 1US$ = € 0,85 und inklusive MWSt . Grundsätzlich gilt: Wir fakturieren immer den Verlagspreis zum aktuellen Wechselkurs zuzüglich MWSt. * Useful in commonwealth jurisdictions - regularly cited in court UK * An unrivalled and well-established text for the specialist practitioner Contemporary Perspectives on Property, Equity and Trust Law Cases & Materials on Equity and Trusts Edited by Martin Dixon and Gerwyn Ll H Griffiths Sixth Edition Price: £50.00 (hardback) Gary Watt ISBN 978-0-19-921984-1 Price: £29.99 (Paperback) Estimated publication date: November 2007 ISBN 978-0-19-920316-1 200 pages Publication date: 29 March 2007 618 pages Incisive analysis of recent developments such as public benefit and charities, such as hospitals and schools; equality law; the This new edition contains extracts from a wide range of relevant regulation of trustees; landlords and tenants; and joint ownership of and interesting case law, statutory material, academic writing and property official proposals for law reform. In a subject that is heavily case- Written by leading academics and practitioners in the field of trusts based, the content of Todd & Watt's Cases and Materials on Equity and equity and Trusts provides a complete source of reference for students. Contains in depth and up to date commentary of recent legislation Logically set out, the book is structured to correspond to a typical such as The Charities Act 2006 and The Disability Discrimination undergraduate course in equity and trusts, with materials linked by Act 2005 engaging commentary and stimulating questions with answers, as Covers a wide range of topics within land, property law and trust well as suggestions for further study. law, serving the needs of both practitioners and academics Discusses the major areas of debate within the area of trusts and The sixth edition has been revised to include a new chapter equity in one concise, readable volume dedicated to equitable doctrines and remedies. It has also been This work counters the common perception that equity and trusts is updated to include the Charities Act 2006, the Law Commission a static area of law. The essays, written by leading academics and report on Trustee Exemption Clauses (2006) and consultation well established practitioners of the field, demonstrate both that the paper on Cohabitation (2006), and numerous new cases, including area is vibrant with new legislation and case law and show the Re Farepak Foods (2006), Re Horley Town Football Club (2006), value of reconsidering familiar topics in the light of new Barlow Clowes International Ltd. (In Liquidation) v. Eurotrust developments. International Limited (2005), and Charter plc v City Index Ltd (2007) . This new edition is especially notable for the inclusion of The scope of the book is wide ranging, covering equity, trusts and extracts from recent scholarly articles by several of the world's property and is divided into two main sections: the law of real leading academic thinkers on the law of trusts. property, and the law of equity and trusts. In Part One, a variety of topics surrounding the law of real property are discussed: from Online Resource Centre unconscionability, and the protection of third party interests, to Fully supported by an Online Resource Centre orientated towards property, marriage and ownership, and the impact of equality law consolidating students' understanding and providing a forum for on landlord and tenant regulations. Part Two focuses on the self-assesment. Resources include regular updates to changes and regulation of trusts and trustees and the impact of new legislation developments in relevant cases, suggested answers to questions on charities such as hospitals and schools. in the book, and links to key websites. Contents Drafting Trusts and Will Trusts Part 1: Introduction to Equity and Trusts James Kessler 1. Foundations of Equity and Trusts 2. Trusts in Context ISBN 9780421955509 Part 2: Creation and Recognition of Trusts Edition: 8th Edition 3. Trusts Created Expressly 4. Constitution of Trusts: Effective Publisher: Sweet & Maxwell Disposition of Benefit 5. Resulting Trusts: Ineffective Disposition of Publication Date: 13/12/2006 Benefit 6. Formality, Perpetuity, and Illegality: Trust Creation and £127.19 Public Policy 7. Charity: Trust Creation and Public Policy II 8. Constructive Trusts and Informal Trusts of Land The definitive guide to drafting trusts Part 3: The Regulation of Trusts Explains the issues in drafting trusts and will trusts, the choices that 9. Variation of Trusts and the Flexibility of Benefit 10. The Fiduciary have to be made and the issues that concern the settler and Duty 11. Fulfilling and Filling the Office of Trustee 12. Investment testator 13. Breach of Trust: The Personal Liability of Trustees Helps ensure practitioners can make the best tax planning Part 4: Trusts and Third Parties judgements and prepare trust documents which precisely meet 14. Tracing and Recovering Trust Property 15. The Equitable client requirements and reflect up-to-date trust and tax law Liability of Strangers to the Trust Covers all the technical issues involved in drafting settlements, Part 5: Equity common mistakes and traps, which matters are essential and 16. Equity: Maxims, Doctrines, and Remedies which may be safely omitted, to ensure you draft the most accurate, reliable and appropriate trust Updated to take into account the latest legislation including the Civil Constructive Trusts Partnership Act and Finance Act 2006 which has had profound A J Oakley implications on trust drafting ISBN: 9780421876705 Contains expert commentary on drafting plus guidance on the Edition: 4th Edition relevant law and tax issues Publisher: Sweet & Maxwell Written in an easy-to-understand style enabling the less Publication Date: NA experienced drafter to understand the more complex issues £145.00 Offers an extensive selection of precedents to suit a wide range of trust requirements Now in its fourth edition, this well-respected and practical text Precedents are drafted in a straightforward and modern drafting provides the definitive guide to constructive trust law and practice. style which avoids outdated and unnecessary complexities Arranged into the situations and areas in which constructive trusts Includes precedents on a CD-ROM which saves re-keying and can be imposed, the work deals with a topic which is becoming makes precedents available for immediate use increasingly common. The work analyses major decisions, applying them to the principles Contents: of the law and the practice and procedure they affect. It has been FA 2006: The Raid on Trusts. First Principles. Style. Principles of regularly judicially cited in Australian, New Zealand and English Interpreting Trust Documents. Beneficiaries. Trustees. Trustees courts. Powers. Trust Property. The Rule Against Perpetuities. General Easy to use, the contents are ordered by circumstances where Provisions of a Trust. Drafting and Understanding Overriding constructive trusts can be imposed. The chapters are broken down Powers (Appointment, Re-settlement and Advancement). into parts and headed sections for ease of navigation. New Exercising Overriding Powers. Settlor Exclusion and Default chapters have been added on Constructive Trusts and Taxation; Clauses. Lifetime Interest in Possession Trusts. Discretionary Constructive Trusts and Limitation; and Constructive Trusts in the Trusts. Provisions Inconsistent with IP and IHT Special Trusts. Will Conflict of Laws. All three principal chapters on the substantive law Trusts. Wills and Care Fee Planning. Administrative Provisions; have been the subject of recent important English decisions. Bare Trusts. Trusts of Life Insurance Policies. Charitable Trusts. * Provides the definitive guide to constructive trust law and practice Trusts of Damages. Trusts for Disabled Beneficiaries. Governing * Includes case-based analysis with extensive footnotes 2 Law, Place of Administration and Jurisdiction Clauses. Restricting 1. Introduction to Equity and Trusts 2. Understanding Trusts 3. Rights of Beneficiaries. Stamp Duty and SDLT. Exec. Appointment Capacity and Formailty Requirements 4. Certainty Requirements 5. and Retirement of Trustees. Indemnities for Trustees. Precedents The Constitution of Trusts 6. Public Policy Limitations on the STEP Standard Provisions. Annotated Bibliography. Useful Formation of Trusts 7. Purpose Trusts 8. Charitable Trusts 9. Websites. NRB debt and charge arrangements: tax analysis. Variation of Trusts 10. Trustee Appointments 11. The Nature of Definitions of “disabled” for tax purposes Trusteeship 12. Trustees' Duties 13. Maintenance & Advancement 14. Investment 15. Breach of Trust: Defences and Relief 16. Resulting and Constructive Trusts 17. Informal Trusts of Land 18. Equity and the Law of Trusts Tracing 19. The Equitable Liability of Strangers to the Trust 20. Tenth Edition Equitable Doctrines and Remedies Philip H. Pettit Price: £32.99 (paper) ISBN 978-0-19-928534-1 Hanbury & Martin: Modern Equity Publication date: 29 September 2005 Jill Martin 798 pages ISBN: 9780421798403 Edition: 17th Edition The tenth edition has been fully revised and updated to include Publisher: Sweet & Maxwell
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