Equity & trusts:
Saved in:
| Main Author: | |
|---|---|
| Format: | Book |
| Language: | English |
| Published: |
London [u.a.]
Cavendish
2001
|
| Edition: | 2. ed. |
| Subjects: | |
| Online Access: | Inhaltsverzeichnis |
| Physical Description: | LXVI, 954 S. |
| ISBN: | 1859414702 |
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CONTENTS
PREFACE FOR THE ACADEMIC V
PREFACE FOR THE STUDENT IX
GLOSSARY XXI
TABLE OF CASES XXV
TABLE OF STATUTES XLI
PARTI INTRODUCTORY
1 INTRODUCTION-THE NATURE OF EQUITY 5
1.1 ESTABLISHING A PHILOSOPHICAL BASIS FOR EQUITY 5
1.2 THE BIRTH OF EQUITY 9
1.3 UNDERSTANDING EQUITY 13
1.4 THE CORE EQUITABLE PRINCIPLES 17
1.5 EQUITY IN A BROADER CONTEXT 25
2 UNDERSTANDING THE TRUST 29
2.1 THE BIRTH OF THE TRUST 29
2.2 EXPRESS TRUSTS - THE MAGIC TRIANGLE 30
2.3 THE CLASSIFICATION OF TRUSTS 37
2.4 TRUSTS AND OTHER LEGAL CONSTRUCTS 39
2.5 THE BENEFITS OF TRUSTS 41
2.6 FUNDAMENTAL PRINCIPLES OF TRUSTS LAW 45
2.7 SUMMARY 55
PART 2 EXPRESS TRUSTS
3 THE CREATION OF EXPRESS TRUSTS 61
3.1 INTRODUCTORY 62
3.2 THE THREE CERTAINTIES 64
3.3 CERTAINTY OF INTENTION 64
3.4 CERTAINTY OF SUBJECT MATTER 75
3.5 CERTAINTY OF OBJECTS 88
3.6 SUMMARY 104
EQUITY & TRUSTS
4 TRUSTS FOR PEOPLE, PURPOSES AND PERPETUITIES
4.1
4.2
4.3
4.4
THE BENEFICIARY PRINCIPLE
THE RIGHTS OF BENEFICIARIES IN THE TRUST FUND
UNINCORPORATED ASSOCIATIONS
SUMMARY
5 FORMALITIES IN THE CREATION OF EXPRESS TRUSTS
5.1
5.2
53
5AE
5.5
5.6
5.7
5.8
SPECIFIC FORMALITIES IN THE CREATION OF A TRUST
EXCEPTIONS TO THE RULES OF FORMALITY
CONSTITUTION OF THE TRUST FUND
IMPROPERLY CONSTITUTED TRUSTS
PERFECTING IMPERFECT GIFTS
COVENANTS AND PROMISES TO CREATE A SETTLEMENT
DISPOSITION OF EQUITABLE INTERESTS
SUMMARY
6 SECRET TRUSTS
6.1
6.2
6.3
6.4
6.5
6.6
6.7
INTRODUCTORY
FULLY SECRET TRUSTS
HALF-SECRET TRUSTS
GENERAL PRINCIPLES
THE PROBATE DOCTRINE OF INCORPORATION BY REFERENCE
CATEGORISING THE SECRET TRUST
SUMMARY
7 ESSAY - THE NATURE OF EXPRESS TRUSTS
7.1
7.2
8 THE
8.1
8.2
8.3
CONCLUSIONS ON THE NATURE OF EXPRESS TRUSTS
A FUTURE STRUCTURE OF THE LAW OF TRUSTS?
PART 3 ADMINISTRATION OF TRUSTS
OFFICE OF TRUSTEE AND THE CONDUCT OF TRUSTS
INTRODUCTORY
THE OFFICE OF TRUSTEE
POWERS OF MAINTENANCE AND ADVANCEMENT
107
107
121
127
136
139
140
143
146
147
156
160
168
185
189
189
195
200
202
208
208
215
217
217
224
233
233
233
238
CONTENTS
8.4 THE CONDUCT OF TRUSTS 242
8.5 FIDUCIARY RESPONSIBILITIES OF TRUSTEES - IN OUTLINE 243
8.6 DELEGATION OF TRUSTEES' DUTIES 251
8.7 CONTROL OF TRUSTEES AND PROVISION OF INFORMATION 256
8.8 SUMMARY 259
9 INVESTMENT OF TRUSTS 261
9.1 INTRODUCTORY 261
9.2 TRUSTEE ACT 2000 263
9.3 GENERAL TRUSTS INVESTMENT PRINCIPLES 268
9.4 TRUSTEE'S DUTY TO MANAGE INVESTMENTS 273
9.5 PRINCIPLES GOVERNING INVESTMENT OF TRUSTS 277
10 VARIATION OF TRUST FUNDS 281
10.1 INTRODUCTORY 281
10.2 SUMMARY 290
PART 4 TRUSTS IMPLIED BY LAW
11 RESULTING TRUSTS 295
11.1 INTRODUCTORY - WHAT IS A RESULTING TRUST? 295
11.2 AUTOMATIC RESULTING TRUSTS 302
11.3 QUISTCLOSE TRUSTS 307
11.4 PRESUMED RESULTING TRUSTS 311
11.5 MISTAKE AND RESULTING TRUST 327
11.6 UNDERSTANDING THE NATURE OF THE RESULTING TRUST 330
12 CONSTRUCTIVE TRUSTS 341
12.1 INTRODUCTORY 342
12.2 CONSTRUCTIVE TRUSTS AT LARGE 345
12.3 UNCONSCIONABLE DEALINGS WITH PROPERTY 348
12.4 PROFITS FROM UNLAWFUL ACTS 352
12.5 FIDUCIARY MAKING UNAUTHORISED PROFITS 360
12.6 COMMON INTENTION CONSTRUCTIVE TRUSTS 369
12.7 VOLUNTARY ASSUMPTION OF LIABILITY 371
EQUITY & TRUSTS
12.8
12.9
12.10
12.11
INTERMEDDLERS AS CONSTRUCTIVE TRUSTEES
PERSONAL LIABILITY TO ACCOUNT AS A CONSTRUCTIVE TRUSTEE
ISSUES WITH CONSTRUCTIVE TRUSTS
SUMMARY
13 ESSAY- FIDUCIARY RESPONSIBILITY - A MUTABLE CATEGORY?
13.1
13.2
13.3
13.4
13.5
13.6
THE ROLE OF THE FIDUCIARY
A QUESTION OF DEFINITION
ESTABLISHED CATEGORIES
THE ADVANTAGES OF REMEDIES BASED ON FIDUCIARY RESPONSIBILITY
SCOPE FOR THE DEVELOPMENT OF NEW CATEGORIES?
CONCLUSIONS - THE TRADITIONAL CONTEXT
PART 5 EQUITY, TRUSTS AND THE HOME
14 TRUSTS OF HOMES
14.1
14.2
14.3
14.4
14.5
14.6
14.7
14.8
14.9
INTRODUCTORY
EXPRESS TRUSTS OF HOMES
RESULTING TRUSTS - CONTRIBUTION TO PURCHASE PRICE
CONSTRUCTIVE TRUSTS - ACQUISITION OF EQUITABLE INTERESTS BY CONDUCT OR
AGREEMENT
THE BALANCE SHEET APPROACH
THE FAMILY ASSETS APPROACH
PROPRIETARY ESTOPPEL
THE COMMONWEALTH CASES
TRENDS IN THE ACADEMIC DISCUSSION OF TRUSTS OF HOMES
15 EQUITABLE ESTOPPEL
15.1
15.2
15.3
15.4
15.5
15.6
15.7
INTRODUCTORY
A SINGLE DOCTRINE OF ESTOPPEL?
PROPRIETARY ESTOPPEL
ESTOPPEL LICENCES: FROM CONTRACT TO PROPERTY RIGHTS
PROMISSORY ESTOPPEL
COMMON LAW ESTOPPEL IN COMMERCIAL LAW
IN CONCLUSION
373
375
394
397
399
399
399
400
401
404
409
415
416
420
421
427
439
447
451
457
466
475
475
476
477
484
485
486
487
CONTENTS
16 TRUSTS OF LAND, FAMILIES AND CHILDREN
16.1
16.2
16.3
16.4
INTRODUCTORY
TRUSTS OF LAND - THE LEGISLATIVE CONTEXT
FAMILY LAW AND THE LAW OF THE HOME
SOCIAL JUSTICE AND RIGHTS IN THE HOME
17 ESSAY- HUMAN RIGHTS, EQUITY AND TRUSTS
17.1
17.2
17.3
INTRODUCTORY
HUMAN RIGHTS LAW AND EQUITY
PRINCIPLES OF HUMAN RIGHTS LAW
PART 6 BREACH OF TRUST AND EQUITABLE CLAIMS
18 BREACH OF TRUST
18.1
18.2
18.3
18.4
18.5
18.6
18.7
INTRODUCTORY
BREACH OF TRUST
THE NATURE OF THE REMEDY
NON-TRUSTEES' LIABILITY TO ACCOUNT FOR BREACHES OF TRUST
EQUITABLE COMPENSATION
ALLOCATING CLAIMS
SUMMARY
19 TRACING
19.1
19.2
19.3
19.4
19.5
19.6
19.7
19.8
TRACING - UNDERSTANDING THE NATURE OF THE CLAIM
COMMON LAW TRACING
EQUITABLE TRACING
EQUITABLE TRACING INTO MIXED FUNDS
CLAIMING: TRUSTS AND REMEDIES
DEFENCES
CONCLUSIONS
SUMMARY
20 DOCTRINE OF NOTICE AND UNDUE INFLUENCE
20.1
20.2
THE DOCTRINE OF NOTICE
UNDUE INFLUENCE
489
489
489
498
504
509
509
510
514
525
525
526
534
542
547
551
552
555
555
561
564
571
579
585
587
592
595
595
597
EQUITY & TRUSTS
20.3 MISREPRESENTATION AND EQUITABLE WRONGS
20.4 SETTING MORTGAGES ASIDE - O'BRIEN AND ALL THAT
20.5 A SURVEY OF THE 'NEW' UNDUE INFLUENCE
PART 7 COMMERCIAL USES OF TRUSTS
21 RETENTION OF TITLE, LEADING AND QUISTCLOSE TRUSTS
21.1 INTRODUCTORY
21.2 RETENTION OF TITLE AND FLOATING CHARGES
21.3 QUISTCLOSE TRUSTS
21.4 CATEGORISING QUISTCLOSE
22 COMMERCE, EQUITY AND DEALING WITH PROPERTY
22.1 INTRODUCTORY
22.2 EQUITY AND COMMERCE
223 ALLOCATING TITLE
22.4 GIVING GOOD TITLE: NEMO DAT QUOD NON HABET
22.5 CERTAINTY OF SUBJECT MATTER IN COMMERCIAL LAW
22.6 PARTNERSHIP LAW AND PARTNERSHIP PROPERTY
23 MORTGAGES
23.1 INTRODUCTORY
23.2 THE MORTGAGE AS A SECURITY
23.3 THE EQUITY OF REDEMPTION
23.4 EQUITABLE MORTGAGES
23.5 THE MORTGAGEE'S POWER OF REPOSSESSION
23.6 THE MORTGAGEE'S POWER OF SALE
23.7 SETTING ASIDE MORTGAGES IN EQUITY
24 UNIT TRUSTS
24.1 INTRODUCTORY
24.2 FUNDAMENTALS OF THE UNIT TRUST
24.3 FIDUCIARY DUTIES IN A UNIT TRUST
24.4 RIGHTS OF THE PARTICIPANTS IN A UNIT TRUST
24.5 WHETHER THE UNIT TRUST IS A TRUST
601
602
615
623
623
623
625
627
631
631
632
638
639
644
646
649
649
649
650
653
655
658
662
665
665
665
671
675
680
XVI
CONTENTS
25 ESSAY - CORPORATIONS, COMMERCE AND EXPRESS TRUSTS 685
25.1 THE DEVELOPMENT OF THE ENGLISH COMPANY OUT OF THE LAW OF TRUSTS 685
25.2 HOW COMMERCIAL LAWYERS THINK OF PROPERTY RIGHTS 687
25.3 NEW FIDUCIARIES IN THE RISK SOCIETY 688
25.4 GLOBALISATION - A MEANS OF UNDERSTANDING THE FRAGMENTATION BETWEEN
COMMERCIAL AND NON-COMMERCIAL TRUSTS 690
PART 8 WELFARE USES OF TRUSTS
26 OCCUPATIONAL PENSION FUNDS 697
26.1 PENSION FUNDS AS INVESTMENT ENTITIES 697
26.2 OCCUPATIONAL PENSION SCHEMES 699
26.3 INVESTMENT OF PENSION FUNDS - THE STATUTORY SCHEME 700
26.4 THE REGULATORY SCHEME - IN OUTLINE 705
26.5 SETTLORS IN PENSION FUNDS 706
26.6 TRUSTEES IN PENSION FUNDS 708
26.7 EQUITABLE INTERESTS IN PENSION FUNDS 711
27 CHARITIES 721
27.1 INTRODUCTION 721
27.2 RELIEF OF POVERTY 730
27.3 EDUCATION 737
27.4 TRUSTS FOR RELIGIOUS PURPOSES 744
27.5 OTHER PURPOSES BENEFICIAL TO THE COMMUNITY 748
27.6 CY-PRES DOCTRINE 756
28 CO-OPERATIVES, FRIENDLY SOCIETIES AND TRUSTS 763
28.1 INTRODUCTION 763
28.2 INDUSTRIAL AND PROVIDENT SOCIETIES 766
28.3 CREDIT UNIONS 771
28.4 FRIENDLY SOCIETIES 775
29 PUBLIC INTEREST TRUSTS 785
29.1 INTRODUCTORY 785
29.2 PUBLIC INTEREST TRUSTS 786
XVLL
EQUITY & TRUSTS
293 THE LEGAL NATURE OF NHS TRUSTS 789
29.4 COMMENTARY ON TRUSTS USED FOR WELFARE PURPOSES 794
PART 9 EQUITABLE REMEDIES
30 SPECIFIC PERFORMANCE 801
30.1 THE NATURE OF SPECIFIC PERFORMANCE 801
30.2 CONTRACTS WHERE SPECIFIC PERFORMANCE IS AVAILABLE 802
30.3 CONTRACTS WHERE SPECIFIC PERFORMANCE IS UNAVAILABLE 804
30.4 DEFENCES TO AN ACTION FOR SPECIFIC PERFORMANCE 809
30.5 SUMMARY 812
31 INJUNCTIONS 813
31.1 NATURE OF INJUNCTION 813
31.2 CLASSIFICATION OF INJUNCTIONS 817
31.3 INTERIM INJUNCTIONS 819
31.4 FREEZING INJUNCTIONS 821
31.5 SEARCH ORDERS 824
31.6 THE INTERACTION WITH THE COMMON LAW 826
31.7 SUMMARY 827
32 RESCISSION AND RECTIFICATION 829
32.1 INTRODUCTORY 829
32.2 RESCISSION 829
32.3 RECTIFICATION 837
32.4 SUMMARY 841
33 SUBROGATION 843
33.1 INTRODUCTORY 843
33.2 SIMPLE SUBROGATION 843
33.3 REVIVING SUBROGATION 844
33.4 SUMMARY 850
XVIU
CONTENTS
PART 10 EQUITY, TRUSTS AND SOCIAL THEORY
34 THE NATURE OF PROPERTY IN EQUITY AND TRUSTS 855
34.1 QUESTIONS OF PROPERTY AS THEY APPLY TO TRUSTS 855
34.2 THEORIES OF PROPERTY IN LAW 857
35 RESTITUTION OF UNJUST ENRICHMENT 867
35.1 THE ROOTS OF RESTITUTION 867
35.2 THE MAIN PRINCIPLES OF RESTITUTION 873
35.3 CONCLUSION 878
36 A TAXONOMY OF THE LAW OF TRUSTS 881
36.1 INTRODUCTORY 881
36.2 TOWARDS A NEW TAXONOMY OF TRUSTS 881
36.3 CONCLUSIONS - THE NEW LANDSCAPE 889
37 EQUITY, CHAOS AND SOCIAL COMPLEXITY 891
37.1 MAPPING THE SOCIAL ROLE OF EQUITY 891
37.2 SOCIAL COMPLEXITY 893
37.3 EQUITY AND CHAOS 895
37.4 OTHER CONCEPTIONS OF EQUITY IN THE SOCIAL SCIENCES 898
37.5 EQUITY, CULTURE AND POLITICS 903
37.6 THE GOALS OF EQUITY 906
37.7 IN CONCLUSION. 908
BIBLIOGRAPHY 911
INDEX 923 |
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| id | DE-604.BV013249368 |
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| indexdate | 2024-09-10T00:55:25Z |
| institution | BVB |
| isbn | 1859414702 |
| language | English |
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| spelling | Hudson, Alastair Verfasser aut Equity & trusts Alastair Hudson Equity and trusts 2. ed. London [u.a.] Cavendish 2001 LXVI, 954 S. txt rdacontent n rdamedia nc rdacarrier Equity England Equity Wales Trusts and trustees England Trusts and trustees Wales Billigkeit (DE-588)4145520-4 gnd rswk-swf England (DE-588)4014770-8 gnd rswk-swf England (DE-588)4014770-8 g Billigkeit (DE-588)4145520-4 s 1\p DE-604 SWB Datenaustausch application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=009029945&sequence=000001&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis 1\p cgwrk 20201028 DE-101 https://d-nb.info/provenance/plan#cgwrk |
| spellingShingle | Hudson, Alastair Equity & trusts Equity England Equity Wales Trusts and trustees England Trusts and trustees Wales Billigkeit (DE-588)4145520-4 gnd |
| subject_GND | (DE-588)4145520-4 (DE-588)4014770-8 |
| title | Equity & trusts |
| title_alt | Equity and trusts |
| title_auth | Equity & trusts |
| title_exact_search | Equity & trusts |
| title_full | Equity & trusts Alastair Hudson |
| title_fullStr | Equity & trusts Alastair Hudson |
| title_full_unstemmed | Equity & trusts Alastair Hudson |
| title_short | Equity & trusts |
| title_sort | equity trusts |
| topic | Equity England Equity Wales Trusts and trustees England Trusts and trustees Wales Billigkeit (DE-588)4145520-4 gnd |
| topic_facet | Equity England Equity Wales Trusts and trustees England Trusts and trustees Wales Billigkeit England |
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