The law of trusts:
Saved in:
| Main Author: | |
|---|---|
| Format: | Book |
| Language: | English |
| Published: |
Oxford [u.a.]
Oxford Univ. Press
2006
|
| Edition: | 5. ed. |
| Series: | Core text series
|
| Subjects: | |
| Online Access: | Inhaltsverzeichnis |
| Physical Description: | XXXIX, 478 S. |
| ISBN: | 0199288437 9780199288434 |
Staff View
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Record in the Search Index
| _version_ | 1804135651815194624 |
|---|---|
| adam_text | IMAGE 1
CONTENTS
PREFACE V
ABBREVIATIONS XII
TABLE OF STATUTES XIII
TABLE OF OTHER STATUTES XV
TABLE OF CASES XVI
THE HISTORICAL ORIGINS OF THE TRUST 1
THE COURT OF CHANCERY AND THE ORIGIN OF EQUITY 1
THE RELATIONSHIP BETWEEN EQUITY AND THE COMMON LAW 5
EQUITY S CREATION OF THE TRUST 8
FURTHER READING 13
SELF-TEST QUESTIONS 13
PROPERTY, OBLIGATIONS, AND TRUSTS 14
EQUITABLE TIDE 14
THE EXPRESS TRUST 15
FIDUCIARY OBLIGATIONS 18
THE PERSONAL AND PROPRIETARY NATURE OF THE TRUST 21
A NOTE ON TRUSTS FOR CIVIL LAWYERS 41
THE CONTEXT OF INSOLVENCY 43
TESTAMENTARY GIFTS 46
FURTHER READING 48
SELF-TEST QUESTIONS 48
EXPRESS TRUSTS 49
RXED TRUSTS, DISCRETIONARY TRUSTS, AND POWERS OF APPOINTMENT 49
BENEFICIAL INTERESTS UNDER FIXED TRUSTS 58
THE PRINCIPLE IN SOUNDERS V VAUTIER 61
THE RULE AGAINST PERPETUITIES 63
THE ENFORCEMENT OF DISCRETIONAIY TRUSTS AND POWERS OF APPOINTMENT 66
IMAGE 2
VIII I CONTENTS
BENEFICIAL INTERESTS UNDER DISCRETIONARY TRUSTS AND POWERS OF
APPOINTMENT 75
PROTECTIVE TRUSTS 77
FURTHER READING 84
SELF-TEST QUESTIONS 85
4 RESULTING TRUSTS 86
INTENTIONAL TRUSTS AND TRUSTS WHICH ARISE BY OPERATION OF LAW (TABOLS)
86
PRESUMED INTENTION RESULTING TRUSTS (PIRTS) 88
AUTOMATIC RESULTING TRUSTS (ARTS) 98
THE NATURE OF RESULTING TRUSTS AND RESULTING TRUSTEESHIP 105 A NEW
THEORY OF RESULTING TRUSTS 107
FURTHER READING 110
SELF-TEST QUESTIONS 111
5 CONSTRUCTIVE TRUSTS 112
VARIETIES OF CONSTRUCTIVE TRUST 112
TRUSTS OF THE FAMILY HOME 115
THE NATURE OF THE CONSTRUCTIVE TRUST 122
FURTHER READING 125
SELF-TEST QUESTIONS 125
6 FORMALITIES AND SECRET TRUSTS 127
THE PURPOSE OF FORMALITIES 127
DECLARATIONS OF TRUSTS IN LAND: S 53(L)(B) OF THE LAW OF PROPERTY ACT
1925 128
THE DOCTRINE OF ROCHEFOUCAULD V BOUSTEAD 130
DISPOSITION OF SUBSISTING EQUITABLE INTERESTS:
LAW OF PROPERTY ACT 1925, S 53(L)(C) 131
TESTAMENTARY TRUSTS: WILLS ACT 1837, S 9 146
INFORMAL TESTAMENTARY TRUSTS: SECRET AND HALF-SECRET TRUSTS 148 FURTHER
READING 161
SELF-TEST QUESTIONS 161
IMAGE 3
CONTENTS I IX
CERTAINTY 163
CERTAINTY OF INTENTION: THE FAMILY GIFT CONTEXT 164
CERTAINTY OF INTENTION: THE COMMERCIAL CONTEXT 168
CERTAINTY OF SUBJECT MATTER AND OBJECTS: COMMON ISSUES 175
CERTAINTY OF SUBJECT MATTER: PARTICULAR ISSUES 181
CERTAINTY OF OBJECTS: PARTICULAR ISSUES 185
POWERS AND MCPHAIL TRUSTS 185
CONDITIONS PRECEDENT DEFINING A CLASS 188
ADMINISTRATIVE UNWORKABILITY AND CAPRICIOUSNESS 188
EFFECTS OF UNCERTAINTY 194
FURTHER READING 194
SELF-TEST QUESTIONS 194
THE CONSTITUTION OF TRUSTS 196
EQUITY WILL NOT ASSIST A VOLUNTEER 197
PERFECTING AN IMPERFECT GIFT: I: THE RE ROSE PRINCIPLE 199
II: THE RULE IN STRONG V BIRD 201
III: DONATIONES MORTIS CAUSA 203
IV: PROPRIETARY ESTOPPEL 204
COVENANTS TO SETTLE 205
THE ENFORCEMENT OF COVENANTS TO SETTLE BY EQUITY 207
THE ENFORCEMENT OF COVENANTS TO SETTLE AT COMMON LAW 209
THE TRUST OF THE BENEFIT OF A PROMISE TO SETTLE 213
FORTUITOUS VESTING OF THE TRUST PROPERTY 218
CONCLUDING CONSIDERATIONS 221
FURTHER READING 222
SELF-TEST QUESTIONS 223
TRUSTS AND PURPOSES 224
THE BENEFICIARY PRINCIPLE AND THE INVALIDITY OF PURE PURPOSE TRUSTS 225
ANOMALOUS VALID PURPOSE TRUSTS 229
POWERS FOR PURPOSES 231
AN ENFORCER PRINCIPLE? 233
VALID TRUSTS FOR PERSONS LIMITED BY A PURPOSE : RE SANDERSON TRUSTS 235
IMAGE 4
X I CONTENTS
THE BARE TRUST WITH MANDATE AND QUISTDOSE TRUSTS 242
GIFTS TO UNINCORPORATED ASSOCIATIONS 250
THE DISSOLUTION OF UNINCORPORATED ASSOCIATIONS 256
LESS THAN UNINCORPORATED ASSOCIATIONS: THE CASE OF POLITICAL PARTIES 261
THE RULE AGAINST PERPETUITIES 262
FURTHER READING 264
SELF-TEST QUESTIONS 264
10 THE TRUST UP AND RUNNING 266
THE DUTY OF INVESTMENT 266
THE TRUSTEE ACT 2000 268
THE STANDARD OF PRUDENCE IN MAKING TRUST INVESTMENTS 270
SOCIAL OR ETHICAL INVESTING 274
THE DELEGATION OF TRUSTEE FUNCTIONS 278
THE POWER OF MAINTENANCE 279
THE POWER OF ADVANCEMENT 281
APPOINTMENT, RETIREMENT, AND REMOVAL OF TRUSTEES 284
CUSTODIAN, NOMINEE, MANAGING, AND JUDICIAL TRUSTEES 287
BENEFICIARIES RIGHTS TO INFORMATION 287
VARIATION OF TRUSTS 289
FURTHER READING 293
SELF-TEST QUESTIONS 294
11 BREACH OF TRUST 295
THE ARRAY OF CLAIMS THAT CAN ARISE WHEN A BREACH OF TRUST OCCURS 296 THE
DIFFERENCE BETWEEN BREACH OF TRUST AND BREACH OF FIDUCIARY OBLIGATION
301
THE TRUSTEE S LIABILITY TO ACCOUNT: PERSONAL CLAIMS AGAINST THE TRUSTEE
302 LIABILITY OF TRUSTEES INTER SE 316
BENEFICIARIES CONSENT TO A BREACH OF TRUST 317
TRUSTEES RELIEF FROM LIABILITY UNDER S 61 TRUSTEE ACT 1925, TRUSTEE
EXEMPTION CLAUSES, AND OUSTER OF TRUSTEE DUTIES 319
DE FACTO TRUSTEESHIP, OR TRUSTEESHIP DE SON TORT 327
LIABILITY FOR PROCURING OR ASSISTING IN A BREACH OF TRUST 328
PROPRIETARY REMEDIES FOR THE MISAPPLICATION OF TRUST PROPERTY 332
TRACING 335
PROPRIETARY CLAIMS TO TRACEABLE PROCEEDS: CHARGES AND EQUITABLE
OWNERSHIP 344
IMAGE 5
CONTENTS I XI
SUBROGATION CLAIMS RELIANT UPON TRACING 354
TRACING AT COMMON LAW AND THE QUEST FOR A FIDUCIARY RELATIONSHIP 358
PERSONAL CLAIMS AGAINST RECIPIENTS OF TRUST PROPERTY OR ITS TRACEABLE
PROCEEDS 365
THE RESTIRUTIONARY ANALYSIS OF RECIPIENT LIABILITY 372
LIMITATION OF ACTIONS 385
FURTHER READING 386
SELF-TEST QUESTIONS 387
12 THE LAW GOVERNING FIDUCIARIES 389
THE NO CONFLICT RULE 390
AUTHORISED PROFITS 400
UNAUTHORISED PROFITS AND THE LIABILITY TO ACCOUNT FOR THEM 405 THE
SELF-DEALING AND FAIR DEALING RULES 408
THE PROPRIETARY AND PERSONAL NATURE OF THE LIABILITY TO ACCOUNT 411
EQUITABLE COMPENSATION FOR BREACH OF FIDUCIARY OBLIGATION 419 SECONDARY
LIABILITY FOR BREACH OF FIDUCIARY OBLIGATION 420
FURTHER READING 427
SELF-TEST QUESTIONS 428
13 CHARITABLE TRUSTS 429
THE CHARITABLE CHARACTER OF PUBLIC PURPOSE TRUSTS 431
TRUSTS FOR THE RELIEF OF POVERTY 433
TRUSTS FOR THE ADVANCEMENT OF EDUCATION 433
TRUSTS FOR THE ADVANCEMENT OF RELIGION 435
TRUSTS FOR OTHER PURPOSES BENEFICIAL TO THE COMMUNITY 436
THE PUBLIC BENEFIT REQUIREMENT 439
A CHARITY MUST BE FOR EXCLUSIVELY CHARITABLE PURPOSES 443
PRESERVATION FROM FAILURE: THE CY-PRES DOCTRINE 446
REFORM 450
FURTHER READING 454
SELF-TEST QUESTIONS 455
SELECT BIBLIOGRAPHY 457
INDEX 465
|
| adam_txt |
IMAGE 1
CONTENTS
PREFACE V
ABBREVIATIONS XII
TABLE OF STATUTES XIII
TABLE OF OTHER STATUTES XV
TABLE OF CASES XVI
THE HISTORICAL ORIGINS OF THE TRUST 1
THE COURT OF CHANCERY AND THE ORIGIN OF EQUITY 1
THE RELATIONSHIP BETWEEN EQUITY AND THE COMMON LAW 5
EQUITY'S CREATION OF THE TRUST 8
FURTHER READING 13
SELF-TEST QUESTIONS 13
PROPERTY, OBLIGATIONS, AND TRUSTS 14
EQUITABLE TIDE 14
THE EXPRESS TRUST 15
FIDUCIARY OBLIGATIONS 18
THE PERSONAL AND PROPRIETARY NATURE OF THE TRUST 21
A NOTE ON TRUSTS FOR CIVIL LAWYERS 41
THE CONTEXT OF INSOLVENCY 43
TESTAMENTARY GIFTS 46
FURTHER READING 48
SELF-TEST QUESTIONS 48
EXPRESS TRUSTS 49
RXED TRUSTS, DISCRETIONARY TRUSTS, AND POWERS OF APPOINTMENT 49
BENEFICIAL INTERESTS UNDER FIXED TRUSTS 58
THE PRINCIPLE IN SOUNDERS V VAUTIER 61
THE RULE AGAINST PERPETUITIES 63
THE ENFORCEMENT OF DISCRETIONAIY TRUSTS AND POWERS OF APPOINTMENT 66
IMAGE 2
VIII I CONTENTS
BENEFICIAL INTERESTS UNDER DISCRETIONARY TRUSTS AND POWERS OF
APPOINTMENT 75
PROTECTIVE TRUSTS 77
FURTHER READING 84
SELF-TEST QUESTIONS 85
4 RESULTING TRUSTS 86
INTENTIONAL TRUSTS AND TRUSTS WHICH ARISE BY OPERATION OF LAW (TABOLS)
86
PRESUMED INTENTION RESULTING TRUSTS (PIRTS) 88
AUTOMATIC RESULTING TRUSTS (ARTS) 98
THE NATURE OF RESULTING TRUSTS AND RESULTING TRUSTEESHIP 105 A NEW
THEORY OF RESULTING TRUSTS 107
FURTHER READING 110
SELF-TEST QUESTIONS 111
5 CONSTRUCTIVE TRUSTS 112
VARIETIES OF CONSTRUCTIVE TRUST 112
TRUSTS OF THE FAMILY HOME 115
THE NATURE OF THE CONSTRUCTIVE TRUST 122
FURTHER READING 125
SELF-TEST QUESTIONS 125
6 FORMALITIES AND SECRET TRUSTS 127
THE PURPOSE OF FORMALITIES 127
DECLARATIONS OF TRUSTS IN LAND: S 53(L)(B) OF THE LAW OF PROPERTY ACT
1925 128
THE DOCTRINE OF ROCHEFOUCAULD V BOUSTEAD 130
DISPOSITION OF SUBSISTING EQUITABLE INTERESTS:
LAW OF PROPERTY ACT 1925, S 53(L)(C) 131
TESTAMENTARY TRUSTS: WILLS ACT 1837, S 9 146
INFORMAL TESTAMENTARY TRUSTS: SECRET AND HALF-SECRET TRUSTS 148 FURTHER
READING 161
SELF-TEST QUESTIONS 161
IMAGE 3
CONTENTS I IX
CERTAINTY 163
CERTAINTY OF INTENTION: THE FAMILY GIFT CONTEXT 164
CERTAINTY OF INTENTION: THE COMMERCIAL CONTEXT 168
CERTAINTY OF SUBJECT MATTER AND OBJECTS: COMMON ISSUES 175
CERTAINTY OF SUBJECT MATTER: PARTICULAR ISSUES 181
CERTAINTY OF OBJECTS: PARTICULAR ISSUES 185
POWERS AND MCPHAIL TRUSTS 185
CONDITIONS PRECEDENT DEFINING A CLASS 188
ADMINISTRATIVE UNWORKABILITY AND CAPRICIOUSNESS 188
EFFECTS OF UNCERTAINTY 194
FURTHER READING 194
SELF-TEST QUESTIONS 194
THE CONSTITUTION OF TRUSTS 196
'EQUITY WILL NOT ASSIST A VOLUNTEER' 197
PERFECTING AN IMPERFECT GIFT: I: THE RE ROSE PRINCIPLE 199
II: THE RULE IN STRONG V BIRD 201
III: DONATIONES MORTIS CAUSA 203
IV: PROPRIETARY ESTOPPEL 204
COVENANTS TO SETTLE 205
THE ENFORCEMENT OF COVENANTS TO SETTLE BY EQUITY 207
THE ENFORCEMENT OF COVENANTS TO SETTLE AT COMMON LAW 209
THE TRUST OF THE BENEFIT OF A PROMISE TO SETTLE 213
FORTUITOUS VESTING OF THE TRUST PROPERTY 218
CONCLUDING CONSIDERATIONS 221
FURTHER READING 222
SELF-TEST QUESTIONS 223
TRUSTS AND PURPOSES 224
THE BENEFICIARY PRINCIPLE AND THE INVALIDITY OF PURE PURPOSE TRUSTS 225
ANOMALOUS VALID PURPOSE TRUSTS 229
POWERS FOR PURPOSES 231
AN ENFORCER PRINCIPLE? 233
VALID TRUSTS FOR PERSONS 'LIMITED BY A PURPOSE': RE SANDERSON TRUSTS 235
IMAGE 4
X I CONTENTS
THE BARE TRUST WITH MANDATE AND QUISTDOSE TRUSTS 242
GIFTS TO UNINCORPORATED ASSOCIATIONS 250
THE DISSOLUTION OF UNINCORPORATED ASSOCIATIONS 256
LESS THAN UNINCORPORATED ASSOCIATIONS: THE CASE OF POLITICAL PARTIES 261
THE RULE AGAINST PERPETUITIES 262
FURTHER READING 264
SELF-TEST QUESTIONS 264
10 THE TRUST UP AND RUNNING 266
THE DUTY OF INVESTMENT 266
THE TRUSTEE ACT 2000 268
THE STANDARD OF PRUDENCE IN MAKING TRUST INVESTMENTS 270
'SOCIAL' OR 'ETHICAL' INVESTING 274
THE DELEGATION OF TRUSTEE FUNCTIONS 278
THE POWER OF MAINTENANCE 279
THE POWER OF ADVANCEMENT 281
APPOINTMENT, RETIREMENT, AND REMOVAL OF TRUSTEES 284
CUSTODIAN, NOMINEE, MANAGING, AND JUDICIAL TRUSTEES 287
BENEFICIARIES' RIGHTS TO INFORMATION 287
VARIATION OF TRUSTS 289
FURTHER READING 293
SELF-TEST QUESTIONS 294
11 BREACH OF TRUST 295
THE ARRAY OF CLAIMS THAT CAN ARISE WHEN A BREACH OF TRUST OCCURS 296 THE
DIFFERENCE BETWEEN BREACH OF TRUST AND BREACH OF FIDUCIARY OBLIGATION
301
THE TRUSTEE'S LIABILITY TO ACCOUNT: PERSONAL CLAIMS AGAINST THE TRUSTEE
302 LIABILITY OF TRUSTEES INTER SE 316
BENEFICIARIES' CONSENT TO A BREACH OF TRUST 317
TRUSTEES' RELIEF FROM LIABILITY UNDER S 61 TRUSTEE ACT 1925, TRUSTEE
EXEMPTION CLAUSES, AND OUSTER OF TRUSTEE DUTIES 319
DE FACTO TRUSTEESHIP, OR TRUSTEESHIP DE SON TORT 327
LIABILITY FOR PROCURING OR ASSISTING IN A BREACH OF TRUST 328
PROPRIETARY REMEDIES FOR THE MISAPPLICATION OF TRUST PROPERTY 332
TRACING 335
PROPRIETARY CLAIMS TO TRACEABLE PROCEEDS: CHARGES AND EQUITABLE
OWNERSHIP 344
IMAGE 5
CONTENTS I XI
SUBROGATION CLAIMS RELIANT UPON TRACING 354
TRACING AT COMMON LAW AND THE QUEST FOR A FIDUCIARY RELATIONSHIP 358
PERSONAL CLAIMS AGAINST RECIPIENTS OF TRUST PROPERTY OR ITS TRACEABLE
PROCEEDS 365
THE RESTIRUTIONARY ANALYSIS OF RECIPIENT LIABILITY 372
LIMITATION OF ACTIONS 385
FURTHER READING 386
SELF-TEST QUESTIONS 387
12 THE LAW GOVERNING FIDUCIARIES 389
THE 'NO CONFLICT' RULE 390
AUTHORISED PROFITS 400
UNAUTHORISED PROFITS AND THE LIABILITY TO ACCOUNT FOR THEM 405 THE
SELF-DEALING AND FAIR DEALING RULES 408
THE PROPRIETARY AND PERSONAL NATURE OF THE LIABILITY TO ACCOUNT 411
EQUITABLE COMPENSATION FOR BREACH OF FIDUCIARY OBLIGATION 419 SECONDARY
LIABILITY FOR BREACH OF FIDUCIARY OBLIGATION 420
FURTHER READING 427
SELF-TEST QUESTIONS 428
13 CHARITABLE TRUSTS 429
THE CHARITABLE CHARACTER OF PUBLIC PURPOSE TRUSTS 431
TRUSTS FOR THE RELIEF OF POVERTY 433
TRUSTS FOR THE ADVANCEMENT OF EDUCATION 433
TRUSTS FOR THE ADVANCEMENT OF RELIGION 435
TRUSTS FOR OTHER PURPOSES BENEFICIAL TO THE COMMUNITY 436
THE PUBLIC BENEFIT REQUIREMENT 439
A CHARITY MUST BE FOR EXCLUSIVELY CHARITABLE PURPOSES 443
PRESERVATION FROM FAILURE: THE CY-PRES DOCTRINE 446
REFORM 450
FURTHER READING 454
SELF-TEST QUESTIONS 455
SELECT BIBLIOGRAPHY 457
INDEX 465 |
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| author | Penner, James E. |
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| genre | (DE-588)4123623-3 Lehrbuch gnd-content |
| genre_facet | Lehrbuch |
| geographic | Großbritannien (DE-588)4022153-2 gnd |
| geographic_facet | Großbritannien |
| id | DE-604.BV021779638 |
| illustrated | Not Illustrated |
| index_date | 2024-07-02T15:41:10Z |
| indexdate | 2024-07-09T20:43:54Z |
| institution | BVB |
| isbn | 0199288437 9780199288434 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-014992438 |
| oclc_num | 70059596 |
| open_access_boolean | |
| owner | DE-20 DE-11 |
| owner_facet | DE-20 DE-11 |
| physical | XXXIX, 478 S. |
| publishDate | 2006 |
| publishDateSearch | 2006 |
| publishDateSort | 2006 |
| publisher | Oxford Univ. Press |
| record_format | marc |
| series2 | Core text series |
| spelling | Penner, James E. Verfasser aut The law of trusts J. E. Penner 5. ed. Oxford [u.a.] Oxford Univ. Press 2006 XXXIX, 478 S. txt rdacontent n rdamedia nc rdacarrier Core text series Equity - Angleterre - Manuels d'enseignement supérieur Fiducie - Angleterre - Manuels d'enseignement supérieur Equity England Trusts and trustees England Treuhand (DE-588)4060833-5 gnd rswk-swf Stiftungsrecht (DE-588)4132552-7 gnd rswk-swf Trust (DE-588)4129154-2 gnd rswk-swf Großbritannien (DE-588)4022153-2 gnd rswk-swf (DE-588)4123623-3 Lehrbuch gnd-content Großbritannien (DE-588)4022153-2 g Stiftungsrecht (DE-588)4132552-7 s DE-604 Trust (DE-588)4129154-2 s Treuhand (DE-588)4060833-5 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=014992438&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 | Penner, James E. The law of trusts Equity - Angleterre - Manuels d'enseignement supérieur Fiducie - Angleterre - Manuels d'enseignement supérieur Equity England Trusts and trustees England Treuhand (DE-588)4060833-5 gnd Stiftungsrecht (DE-588)4132552-7 gnd Trust (DE-588)4129154-2 gnd |
| subject_GND | (DE-588)4060833-5 (DE-588)4132552-7 (DE-588)4129154-2 (DE-588)4022153-2 (DE-588)4123623-3 |
| title | The law of trusts |
| title_auth | The law of trusts |
| title_exact_search | The law of trusts |
| title_exact_search_txtP | The law of trusts |
| title_full | The law of trusts J. E. Penner |
| title_fullStr | The law of trusts J. E. Penner |
| title_full_unstemmed | The law of trusts J. E. Penner |
| title_short | The law of trusts |
| title_sort | the law of trusts |
| topic | Equity - Angleterre - Manuels d'enseignement supérieur Fiducie - Angleterre - Manuels d'enseignement supérieur Equity England Trusts and trustees England Treuhand (DE-588)4060833-5 gnd Stiftungsrecht (DE-588)4132552-7 gnd Trust (DE-588)4129154-2 gnd |
| topic_facet | Equity - Angleterre - Manuels d'enseignement supérieur Fiducie - Angleterre - Manuels d'enseignement supérieur Equity England Trusts and trustees England Treuhand Stiftungsrecht Trust Großbritannien Lehrbuch |
| url | http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=014992438&sequence=000001&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA |
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