The law of trusts and equitable obligations:
Gespeichert in:
| Hauptverfasser: | , |
|---|---|
| Format: | Buch |
| Sprache: | English |
| Veröffentlicht: |
London [u.a.]
Butterworths
1995
|
| Schlagworte: | |
| Online-Zugang: | Inhaltsverzeichnis |
| Beschreibung: | LVII, 706 S. graph. Darst. |
| ISBN: | 0406052468 |
Internformat
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Datensatz im Suchindex
| _version_ | 1804124988687515648 |
|---|---|
| adam_text | The Law of Trusts and
Equitable Obligations
Robert A Pearce, BCL, MA
Professor of the Law of Property and Equity,
University of Buckingham
John Stevens, BCL, MA
Lecturer in Law,
University of Buckingham
INSTITUT FUR RECHTSVERGLEICHUNG
an der Johann Woifgang Goelhe-Universitat
Frankfurt am Main %
Blbllothek F 165
Butterworths
London, Dublin, Edinburgh
Contents
Preface v
Table of statutes xiii
Table of cases xix
PART I INTRODUCTORY 1
Chapter 1 Historical introduction 3
1 What is equity? 3
2 The historical development of equity 4
3 The Judicature Acts 1873 and 1875 9
4 The fusion of law and equity 10
5 The maxims of equity 15
6 The creativity of equity 20
Chapter 2 Equitable remedies in modern English law 25
1 Introduction to equitable remedies 25
2 Specific performance 25
3 Injunctions 35
4 ‘Mareva’ injunctions 48
5 Anton Piller orders 53
6 Remission 56
7 Rectification 62
8 Account 63
Chapter 3 Equity and the law of property 70
1 Introduction 70
2 What is property? 70
3 Proprietary rights 71
4 Equitable proprietary rights 75
5 Priority of property rights 81
6 Trusts of land and the equitable doctrine of conversion 90
Chapter 4 Equity and the management of property 92
1 Introduction 92
2 Dealing with property 95
3 Hiding the real owner 96
4 Transferring property 96
5 Facilitating collective investment 103
6 Property holding of clubs and societies 105
vii
viii Contents
7 Trusts arising informally 105
8 Remedial trusts 106
9 Trusts and tax avoidance 108
Chapter 5 Fundamental concepts 115
1 Introduction 115
2 Distinctions-other mechanisms separating the management and ownership
of property 115
3 Key concepts of equitable mechanisms for the separation of management
and ownership 119
4 Classification of equitable obligations 123
PART II ASSET MANAGEMENT 135
Chapter 6 Holding trusts and nominee holdings 131
1 The nature of nominee holdings 137
2 Rights and obligations of nominees 138
3 Execution and performance 140
4 Dealing with the equitable interest 141
Chapter 7 Management powers 145
1 Trusts with no management powers 145
2 The need for management 146
3 The extent of the powers 146
Chapter 8 Investment and reinvestment 157
1 Introduction 157
2 The purpose of investment 158
3 Powers of disposal 159
4 Authorised investments 161
5 Widening of powers of investment 167
6 Duties of trustees in relation to investment 169
Chapter 9 Collective assets and investments 175
1 Introduction 175
2 Incorporation of a company 175
3 Investment trusts 176
4 Friendly societies 176
5 Building societies 177
6 Members’ arrangements with companies and friendly societies 178
7 Endowment policies 179
8 Unit trusts 179
9 Investment club 180
10 Pension funds and provision for retirement 181
11 Clubs and societies 193
Chapter 10 Delegation by trustees 201
1 Introduction 201
2 Delegation prior to the Trustee Act 1925 201
Contents ix
3 Delegation after the Trustee Act 1925 204
4 Proposed reform 211
Chapter 11 Appointment, removal and retirement of trustees
1 The appointment of the original trustees of a trust fund 212
2 The appointment of replacement or additional trustees 215
3 Appointment under the Trustee Act 1925, s 36 217
4 Appointment under the Trustee Act 1925, s 41 223
5 Appointment of special trustees 226
6 The court’s inherent jurisdiction to remove trustees 229
7 Summary 229
Chapter 12 Accountability of trustees 231
1 Introduction 231
2 The duty of trustees to act unanimously 231
3 The trustees’exercise of their discretion 233
4 Trustees duty to keep accounts and records 238
5 Beneficiaries entitlement to inspect trust documents 240
PART III ALLOCATION OF FUNDS 243
Chapter 13 Introduction to allocation 245
1 General 245
2 Certainty of objects 245
3 Beneficial entitlement and ownership 248
4 Purpose trusts 249
5 Charitable and benevolent giving 257
6 The duty to act evenhandedly between beneficiaries 258
Chapter 14 Defined interests 263
1 Introduction 263
2 Defined interests under trusts 264
3 Beneficial entitlement to defined interests 266
4 Certainty of objects 266
5 Policy limits 271
Chapter 15 Powers of appointment and redistribution 277
1 Nature of powers of appointment 277
2 Essential validity of powers of appointment 280
3 Exercise of powers of appointment 286
4 Duties of the donee of a bare power of appointment 288 ; ■
5 Failure to exercise the power 291
6 Fiduciary powers 295
7 Release of powers 299
Chapter 16 Powers of advancement and maintenance 305 ■:
1 Introduction 305
2 The trustee’s power of maintenance 305
3 The trustee’s power of advancement 310
x Contents
Chapter 17 Discretionary trusts 313
1 Introduction 313
2 Essential validity of discretionary trusts 317
3 Rights of the beneficiaries of discretionary trusts 325
4 The duties of trustees of discretionary trusts 328
Chapter 18 Variation of beneficial interests 330
1 Introduction 330
2 Variation under the inherent jurisdiction of the court 332
3 Statutory powers of variation other than the Variation of Trusts
Act 1958 334
4 The Variation of Trusts Act 1958 335
Chapter 19 Charities 345
1 Introduction 345
2 Privileges enjoyed by charitable trusts 347
3 Defining charitable trusts 351
4 Charitable purposes 353
5 Public benefit 375
6 Interpreting charitable gifts 383
Chapter 20 Winding up of funds 387 ,
1 Introduction 387
2 Surplus funds on the failure of trusts 388
3 Surplus funds on the dissolution of unincorporated associations 396
4 Surplus funds on the failure of a charity 400
PART IV CHECKS AND CONTROLS 411
Chapter 21 Control of trusts and trustees 413
1 The need for control 413
2 The means of control 415
3 Controlling and supervising charitable trusts 420
Chapter 22 Remedies against the trustee for breach of trust 420
1 Meaning of breach of trust 430
2 The remedy for breach of trust 434
3 Defences to liability for breach of trust 443 -
4 Contribution and indemnity where the trustee is liable 455
Chapter 23 Fiduciary position of trustees 460
1 Fiduciary relationships 460
2 Unauthorised remuneration 466
3 Purchase of trust property 468
4 Incidental profits 472
5 Remedies against the fiduciary 485 ;
6 Restitution and remedies for breach of fiduciary duty 491
Contents xi
Chapter 24 Remedies against strangers to the trust 494
1 Introduction 494
2 Strangers who take it upon themselves to act as a trustee 497
3 Strangers who receive trust property in breach of trust 499
4 Strangers who assist in a dishonest and fraudulent design 510
Chapter 25 Tracing 515
1 What is tracing? 515
2 Identifying specific property-the rules of tracing 517
3 The requirements for equitable tracing 532
4 Tracing and restitution 539
PARTV CREATING THE RELATIONSHIP 545
Chapter 26 Substantive and formal requirements for the creation of
express trusts 547
1 Introduction 547
2 Creating a valid trust 547
3 The requirement of certainty 549
4 Constitution of trusts 555
5 Formal requirements for the creation of trusts 576
Chapter 27 Secret trusts 588
1 Distributing property on death 588
2 Introduction to secret trusts 591
3 Requirements for the creation of secret trusts 592
4 Failure of secret trusts 598
5 Death or disclaimer by the secret trustee 599
6 The legal rationale for the enforcement of secret trusts 600
Chapter 28 Resulting trusts 607
1 Introduction to resulting trusts 607
2 Presumed resulting trusts 609
3 The presumption of advancement 617
4 Reform in the context of matrimonial property 624
Chapter 29 Constructive trusts 625
1 Introduction to constructive trusts 625
2 The constructive trust as a remedy available against fiduciaries 628
3 Constuctive trusts as a remedy available against strangers to a trust 629
4 Constructive trusts imposed to prevent a criminal benefiting from
his crime 629
5 Constructive trusts where a vendor enters a specifically enforceable contract
to sell property 633
6 Constructive trusts where testators have made mutual wills 634
7 Constructive trusts where a purchaser of land has expressly agreed to take
subject to the interests of a third party 635
8 Constructive trusts and the co-ownership of land 636
9 The ‘remedial constructive trust’ 654
xii Contents
Chapter 30 Proprietary estoppel 661
1 Introduction to proprietary estoppel 661
2 Establishing the equity 663
3 Satisfying the equity 673
Chapter 31 Mutual wills 683
1 The nature of mutual wills 683
2 Requirements of mutual wills 684
3 Operation of mutual wills 687
Index 693
|
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| discipline | Rechtswissenschaft |
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| title | The law of trusts and equitable obligations |
| title_auth | The law of trusts and equitable obligations |
| title_exact_search | The law of trusts and equitable obligations |
| title_full | The law of trusts and equitable obligations Robert A. Pearce ; John Stevens |
| title_fullStr | The law of trusts and equitable obligations Robert A. Pearce ; John Stevens |
| title_full_unstemmed | The law of trusts and equitable obligations Robert A. Pearce ; John Stevens |
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