Trusts and equity:
Saved in:
| Main Authors: | , |
|---|---|
| Format: | Book |
| Language: | English |
| Published: |
Harlow ; Munich [u.a.]
Pearson Longman
2007
|
| Edition: | 8. ed. |
| Subjects: | |
| Online Access: | Inhaltsverzeichnis |
| Physical Description: | XXXIII, 573 S. |
| ISBN: | 9781405846844 |
Staff View
MARC
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Record in the Search Index
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| adam_text | Contents
Preface
Guided
Table of cases
Table of statutes and statutory instruments
Growth of equity and the evolution of the trust
Development of equity
Evolution of the trust
Definition/description of the trust
Nature of equitable rights
Bona fide
impact of the
Classification of trusts
Distinction between a trust and other concepts
Summary
Further reading
The maxims of equity
Equity follows the law
Where the equities are equal, the law prevails. Where the equities are equal,
the first in time prevails
Equity looks to the substance rather than the form
Equity will not permit a statute to be used as an instrument of fraud
Equity imputes an intention to fulfil an obligation
Equity regards as done that which ought to be done
Equity acts in personam
Equity will not suffer a wrong to be without a remedy
He who seeks equity must do equity
He who comes to equity must come with clean hands
Delay defeats equity
Equity will not allow a trust to fail for want of a trustee
Equality is equity
Equity will not assist a volunteer
Equity will not perfect an imperfect gift
Summary
Further reading
vi
CONTENTS
3
Modern uses of the trust
Taxation
Trusts in the international arena
Summary
Further reading
4
Capacity
Certainty
Constitution
Formality
Secret and half-secret trusts
Summary
References
Further reading
5
Trusts and powers, obligations and discretions
Role of the discretionary trust
Obligations in relation to powers of appointment
Rights of the objects
Further obligations
Certainty of objects
Overview
Summary
Further reading
6
Trusts which offend the perpetuity rules
Trusts which offend public policy
Trusts to preserve property from creditors
Matrimonial Causes Act
Inheritance (Provision for Family and Dependants) Act
Summary
Further reading
7
Inherent jurisdiction
Statutory provisions
Cy-près
The rule in Saunders
Summary
Further reading
Viii CONTENTS
8
Objections to purpose trusts
Evasion of the rules
Exceptional cases
Unincorporated associations
Summary
Further reading
9
Definition of charity
Advantages of charitable status
Requirement of public benefit
Lord Macnaghten s categories
Exclusively charitable requirement
Discrimination
Administration of charities
Cy-près
Fund-raising and public collections
Charities in the modern world
Summary
Further reading
10
Failure of an express trust
Failure to dispose of the entire beneficial interest
Transfers into the names of others
Purchases in the names of others
The family home
Summary
Further reading
11
Introduction
Improper gains by persons in a fiduciary position
Mutual wills
Common intention constructive trusts
Vendors of land
Acting as executor or administrator
Acquisition of property by killing
Licences
Strangers as constructive trustees
Proprietary estoppel
Summary
References
Further reading
CONTENTS
12
Underlying issues
Gissing
Developments in the Court of Appeal
Current position
Improvements
Relevance of the presumption of advancement
Proprietary estoppel
Property other than a home
Reform
Summary
Further reading
13
Nature of the office
Trustees fiduciary position
Who can be a trustee?
Number of trustees
Appointment
Vesting property in new trustees
Duties on appointment
Ending trusteeship
Special types of trustees
Summary
Further reading
14
Standard of care
Setting aside the exercise of a discretion
To sell
To buy land
To partition
To give receipts
To insure
To compound liabilities
To deal with reversionary interests
To claim reimbursement
To delegate
To appoint agents, nominees and custodians
To apply to the court
To restrict the beneficiaries right to occupy
To maintain a beneficiary who is a minor
To exercise powers of advancement
Summary
Further reading
CONTENTS
15
16
18
Trustees duties
426
Standard of care
426
Duties on appointment
426
To act personally
426
To act unanimously
438
To provide information and accounts
439
To act impartially
442
To distribute to those entitled
447
To consult
448
To act without remuneration
449
Not to profit from the trust nor to act in a way whereby duty as a trustee
and personal interest may conflict
449
To invest
449
Summary
463
Further reading
463
Remedies for breach of trust
465
Personal and proprietary claims
465
Personal liability
465
Relief from liability
472
Time limits on actions
473
Liability to account for gains
475
Tracing, and the remedies which may follow
476
Claims in personam under Re Diplock
489
Summary
490
Further reading
490
The equitable doctrines
491
Conversion
491
Election
504
Satisfaction
509
Performance
514
Summary
516
Further reading
516
Equitable remedies
517
Injunctions
517
Specific performance
539
Rescission
544
Rectification
551
Summary
552
Further reading
553
Glossary
554
Index
561
|
| adam_txt |
Contents
Preface
Guided
Table of cases
Table of statutes and statutory instruments
Growth of equity and the evolution of the trust
Development of equity
Evolution of the trust
Definition/description of the trust
Nature of equitable rights
Bona fide
impact of the
Classification of trusts
Distinction between a trust and other concepts
Summary
Further reading
The maxims of equity
Equity follows the law
Where the equities are equal, the law prevails. Where the equities are equal,
the first in time prevails
Equity looks to the substance rather than the form
Equity will not permit a statute to be used as an instrument of fraud
Equity imputes an intention to fulfil an obligation
Equity regards as done that which ought to be done
Equity acts in personam
Equity will not suffer a wrong to be without a remedy
He who seeks equity must do equity
He who comes to equity must come with clean hands
Delay defeats equity
Equity will not allow a trust to fail for want of a trustee
Equality is equity
Equity will not assist a volunteer
Equity will not perfect an imperfect gift
Summary
Further reading
vi
CONTENTS
3
Modern uses of the trust
Taxation
Trusts in the international arena
Summary
Further reading
4
Capacity
Certainty
Constitution
Formality
Secret and half-secret trusts
Summary
References
Further reading
5
Trusts and powers, obligations and discretions
Role of the discretionary trust
Obligations in relation to powers of appointment
Rights of the objects
Further obligations
Certainty of objects
Overview
Summary
Further reading
6
Trusts which offend the perpetuity rules
Trusts which offend public policy
Trusts to preserve property from creditors
Matrimonial Causes Act
Inheritance (Provision for Family and Dependants) Act
Summary
Further reading
7
Inherent jurisdiction
Statutory provisions
Cy-près
The rule in Saunders
Summary
Further reading
Viii CONTENTS
8
Objections to purpose trusts
Evasion of the rules
Exceptional cases
Unincorporated associations
Summary
Further reading
9
Definition of charity
Advantages of charitable status
Requirement of public benefit
Lord Macnaghten's categories
Exclusively charitable requirement
Discrimination
Administration of charities
Cy-près
Fund-raising and public collections
Charities in the modern world
Summary
Further reading
10
Failure of an express trust
Failure to dispose of the entire beneficial interest
Transfers into the names of others
Purchases in the names of others
The family home
Summary
Further reading
11
Introduction
Improper gains by persons in a fiduciary position
Mutual wills
'Common intention' constructive trusts
Vendors of land
Acting as executor or administrator
Acquisition of property by killing
Licences
Strangers as constructive trustees
Proprietary estoppel
Summary
References
Further reading
CONTENTS
12
Underlying issues
Gissing
Developments in the Court of Appeal
Current position
Improvements
Relevance of the presumption of advancement
Proprietary estoppel
Property other than a home
Reform
Summary
Further reading
13
Nature of the office
Trustees' fiduciary position
Who can be a trustee?
Number of trustees
Appointment
Vesting property in new trustees
Duties on appointment
Ending trusteeship
Special types of trustees
Summary
Further reading
14
Standard of care
Setting aside the exercise of a discretion
To sell
To buy land
To partition
To give receipts
To insure
To compound liabilities
To deal with reversionary interests
To claim reimbursement
To delegate
To appoint agents, nominees and custodians
To apply to the court
To restrict the beneficiaries' right to occupy
To maintain a beneficiary who is a minor
To exercise powers of advancement
Summary
Further reading
CONTENTS
15
16
18
Trustees' duties
426
Standard of care
426
Duties on appointment
426
To act personally
426
To act unanimously
438
To provide information and accounts
439
To act impartially
442
To distribute to those entitled
447
To consult
448
To act without remuneration
449
Not to profit from the trust nor to act in a way whereby duty as a trustee
and personal interest may conflict
449
To invest
449
Summary
463
Further reading
463
Remedies for breach of trust
465
Personal and proprietary claims
465
Personal liability
465
Relief from liability
472
Time limits on actions
473
Liability to account for gains
475
Tracing, and the remedies which may follow
476
Claims in personam under Re Diplock
489
Summary
490
Further reading
490
The equitable doctrines
491
Conversion
491
Election
504
Satisfaction
509
Performance
514
Summary
516
Further reading
516
Equitable remedies
517
Injunctions
517
Specific performance
539
Rescission
544
Rectification
551
Summary
552
Further reading
553
Glossary
554
Index
561 |
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| spelling | Edwards, Richard Verfasser aut Trusts and equity Richard Edwards ; Nigel Stockwell 8. ed. Harlow ; Munich [u.a.] Pearson Longman 2007 XXXIII, 573 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 Treuhand (DE-588)4060833-5 gnd rswk-swf Großbritannien (DE-588)4022153-2 gnd rswk-swf Großbritannien (DE-588)4022153-2 g Treuhand (DE-588)4060833-5 s Billigkeit (DE-588)4145520-4 s DE-604 Stockwell, Nigel Verfasser aut Digitalisierung UB Regensburg application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=015673496&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Edwards, Richard Stockwell, Nigel Trusts and equity Equity England Equity Wales Trusts and trustees England Trusts and trustees Wales Billigkeit (DE-588)4145520-4 gnd Treuhand (DE-588)4060833-5 gnd |
| subject_GND | (DE-588)4145520-4 (DE-588)4060833-5 (DE-588)4022153-2 |
| title | Trusts and equity |
| title_auth | Trusts and equity |
| title_exact_search | Trusts and equity |
| title_exact_search_txtP | Trusts and equity |
| title_full | Trusts and equity Richard Edwards ; Nigel Stockwell |
| title_fullStr | Trusts and equity Richard Edwards ; Nigel Stockwell |
| title_full_unstemmed | Trusts and equity Richard Edwards ; Nigel Stockwell |
| title_short | Trusts and equity |
| title_sort | trusts and equity |
| topic | Equity England Equity Wales Trusts and trustees England Trusts and trustees Wales Billigkeit (DE-588)4145520-4 gnd Treuhand (DE-588)4060833-5 gnd |
| topic_facet | Equity England Equity Wales Trusts and trustees England Trusts and trustees Wales Billigkeit Treuhand Großbritannien |
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