The law of trusts and equitable obligations:
Gespeichert in:
| Hauptverfasser: | , , |
|---|---|
| Format: | Buch |
| Sprache: | English |
| Veröffentlicht: |
Oxford [u.a.]
Oxford Univ. Press
2010
|
| Ausgabe: | 5. ed. |
| Schlagworte: | |
| Online-Zugang: | Inhaltsverzeichnis |
| Beschreibung: | 6. Aufl. u.d.T.: Pearce, Robert A.: Trusts and equitable obligations |
| Beschreibung: | LX, 1072 S. |
| ISBN: | 9780199570638 |
Internformat
MARC
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| 245 | 1 | 0 | |a The law of trusts and equitable obligations |c Robert Pearce ; John Stevens ; Warren Barr |
| 250 | |a 5. ed. | ||
| 264 | 1 | |a Oxford [u.a.] |b Oxford Univ. Press |c 2010 | |
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| 336 | |b txt |2 rdacontent | ||
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| 338 | |b nc |2 rdacarrier | ||
| 500 | |a 6. Aufl. u.d.T.: Pearce, Robert A.: Trusts and equitable obligations | ||
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Datensatz im Suchindex
| _version_ | 1804143050235052032 |
|---|---|
| adam_text | Contents
List of figures
xvii
Table of statutes
xix
Table of cases
xxvii
Glossary of common terms
lvii
PART I INTRODUCTORY
1
Equity today
3
1
Introduction
3
2
Equity and the trust
4
3
The role of equity and trusts in financial planning
5
4
The role of equity in providing remedies
7
5
The flexibility of equity and the trust to respond to social needs
8
6
The commercial relevance of equity and the trust
10
7
Property ownership
10
8
Structure of the book
11
2
Historical introduction
13
1
What is equity?
13
2
The historical development of equity
14
3
The Judicature Acts
1873
and
1875 19
4
The fusion of law and equity
21
5
The maxims of equity
28
6
The creativity of equity
35
3
Equity and the law of property
43
1
What is property?
43
2
Proprietary rights
45
3
Equitable proprietary rights
53
4
The durability of proprietary rights
60
4
Equitable obligations: trusts
and powers
71
1
Fundamental characteristics of trusts
71
2
Powers of appointment
81
3
Classification of equitable obligations
83
5
Equity and the management of property
93
1
The modern significance of trusts
93
2
Hiding the identity of the true owner of property
93
3
Transferring the ownership of property
94
4
Sharing ownership of property
95
5
Delegating management functions
97
6
Gifts to be applied for purposes
101
7
Collective investment
102
8
Property holding by clubs and societies
104
9
Trusts arising to protect legitimate expectations
104
10
Trusts that are remedial in effect
■ 105
11
Trusts and tax avoidance
106
12
Distinguishing other mechanisms that facilitate a separation
between the management and ownership of property
110
6
Equitable remedies in modern English law
115
1
Introduction to equitable remedies
115
2
Specific performance
115
3
Injunctions
129
4
Freezing injunctions
148
5
Search orders
156
6
Rescission
160
7
Rectification
169
8
Account
171
PART II CREATING THE RELATIONSHIP
7
Substantive and formal requirements for the
creation of express trusts
181
1
Creating a valid trust
181
2
The requirement of certainty
184
3
Constitution of trusts
196
4
Formalities required for the creation of trusts
226
8
Secret trusts
242
1
Distributing property on death
242
2
Introduction to secret trusts
246
3
Requirements for the creation of secret trusts
248
4
Failure of secret trusts
255
5
Death or disclaimer of the secret trustee
255
6
Can a secret trustee benefit from a secret trust?
257
7
Justifying the enforcement of secret trusts
258
9
Resulting trusts
266
1
Introduction to resulting trusts
266
2
Presumed resulting trusts
269
3
The presumption of advancement
283
4
Reform of presumed resulting trusts
295
5
Resulting trusts operating to reverse unjust enrichment?
295
10
Constructive trusts
298
1
Introduction to constructive trusts
298
2
Preventing benefit from crime
303
3
Specifically enforceable contract to sell property
310
4
Mutual wills
311
5
Acquisition of land expressly subject to the interests of a third party
311
6
Common intention to share the ownership of land
313
7
The remedial constructive trust
315
11
Trusts of the family home
326
1
Trusts and the family home
326
2
Equitable mechanisms
332
3
Advantages of proprietary interests
343
4
Resulting trusts
347
5
Common intention constructive trusts
360
6
Proprietary estoppel
391
7
Alternative approaches and reform
421
8
Overview and critique
428
12
Mutual wills
433
1
The nature of mutual wills
433
2
Establishing that wills were mutual
437
3
The operation of mutual wills
443
PART III ALLOCATION OF BENEFIT
13
Introduction to allocation
453
1
General
453
2
Certainty of objects
453
3
Beneficial entitlement and ownership
456
4
Purpose trusts
458
5
Charitable and benevolent giving
468
6
The duty to act even-handedly
469
14
Defined interests
476
1
Introduction
476
2
Defined interests under trusts
477
3
Beneficial entitlement to defined interests
479
4
Certainty of objects
480
5
Policy limits
486
15
Powers of advancement and maintenance
494
1
Introduction
494
2
The trustees power of maintenance
495
3
The trustees power of advancement
499
16
Powers of appointment and redistribution
503
1
The nature of powers of appointment
503
2
The validity of powers of appointment
507
3
Exercise of powers of appointment
512
4
Duties of the donee of a mere power of appointment
514
5
Failure to exercise the power
518
6
Fiduciary powers
521
7
Release of powers
527
17
Discretionary trusts
532
1
Introduction
532
2
Essential validity of discretionary trusts
536
3
Rights of beneficiaries of discretionary trusts
545
4
The duties of trustees of discretionary trusts
547
18
Variation of beneficial interests
550
1
Introduction
550
2
Variation under the inherent jurisdiction of the court
552
3
Statutory powers of variation other than the
Variation of Trusts Act
1958 554
4
The Variation of Trusts Act
1958 556
19
Charities
569
1
Introduction
569
2
Privileges enjoyed by charitable trusts
576
3
Defining charitable trusts
579
4
Charitable purposes
586
5
Recognizing new charitable purposes
617
6
Charitable purposes overseas
620
7
Trusts with political objects
621
8
The requirement of public benefit
628
9
Interpreting charitable gifts
655
20
Winding up of funds
659
1
Exhaustion and failure
659
2
Surplus funds on the failure of trusts
660
3
Surplus funds on the dissolution of unincorporated
associations
675
4
Surplus funds on the failure of a charity
681
PART IV ASSET MANAGEMENT
21
Holding trusts and nominee holdings
1
The nature of nominee holdings
2
Rights and obligations of nominees
3
Execution and performance
4
Dealing with the equitable interest
22
Management powers
1
Trusts with no management powers
2
The need for management
3
The extent of the powers
23
Investment and reinvestment
1
Introduction
2
The purpose of investment
3
Powers of disposal
4
Authorized investments
5
Widening of powers of investment
6
Portfolio investment theory
7
Duties of trustees in relation to investment
8
Delegation of investment decisions
24
Collective assets and investments
1
Introduction
2
Incorporation of a company
3
Investment trusts
4
Open-ended investment companies
5
Mutual societies
6
Building societies
7
Endowment policies
8
Unit trusts
9
Investment club
10
Pension funds and provision for retirement
11
Clubs and societies
25 Delegation
by trustees
785
1
Introduction
785
2
Delegation at common law
786
3
Trustee Act
1925:
A statutory right to delegate
788
4
The current statutory framework
789
5
Individual delegation
798
26
Appointment, removal, and retirement of trustees
799
1
The appointment of the original trustees of a trust fund
799
2
Retirement of trustees
803
3
The appointment of replacement or additional trustees
805
4
Trustee Act
1925,
s
36 807
5
Trustee Act
1925,
s
41 814
6
Trusts of Land and Appointment of
Trustees Act
1996 818
7
Appointment of special trustees
819
8
The court s inherent jurisdiction to remove trustees
822
9
Summary
824
27
Accountability of trustees
825
1
Introduction
825
2
The duty to act unanimously
825
3
The duty to exercise discretions properly
827
4
The duty to keep accounts and records
842
PARTV CHECKS AND CONTROLS
28
Control of trusts and trustees
847
1
The need for control
847
2
The means of control
849
3
Controlling and supervising charitable trusts
854
29
Remedies against the trustee for breach of trust
870
1
Meaning of breach of trust
870
2
The remedy for breach of trust
879
3
Defences to liability for breach of trust
891
4
Contribution and indemnity where a trustee is liable
905
30
Fiduciary position of trustees
909
1
Fiduciary relationships
909
2
Unauthorized remuneration
923
3
Purchase of trust property by trustees
925
4
Incidental profits
929
5
Liability for breach of fiduciary duty
938
6
Remedies where a fiduciary makes an unauthorized profit
945
7
Defences to an action for breach of fiduciary duty
956
31
Remedies against strangers to the trust
961
1
Introduction
961
2
Stranger who takes it upon himself to act as a trustee
967
3
Strangers who assist a breach of trust
969
4
Proprietary remedies for receipt in breach of trust
983
5
Personal remedies for receipt in breach of trust
986
6
Mapping a way through personal stranger claims
1011
32
Tracing
1013
1
What is tracing?
1013
2
Tracing and claiming at common law
1020
3
Tracing and claiming in equity
1031
Index
1059
|
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| spelling | Pearce, Robert A. Verfasser (DE-588)129094145 aut The law of trusts and equitable obligations Robert Pearce ; John Stevens ; Warren Barr 5. ed. Oxford [u.a.] Oxford Univ. Press 2010 LX, 1072 S. txt rdacontent n rdamedia nc rdacarrier 6. Aufl. u.d.T.: Pearce, Robert A.: Trusts and equitable obligations Trust (DE-588)4129154-2 gnd rswk-swf Großbritannien (DE-588)4022153-2 gnd rswk-swf Großbritannien (DE-588)4022153-2 g Trust (DE-588)4129154-2 s 1\p DE-604 Stevens, John Verfasser aut Barr, Warren Verfasser aut Digitalisierung UB Passau application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=020411899&sequence=000002&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 | Pearce, Robert A. Stevens, John Barr, Warren The law of trusts and equitable obligations Trust (DE-588)4129154-2 gnd |
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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 Pearce ; John Stevens ; Warren Barr |
| title_fullStr | The law of trusts and equitable obligations Robert Pearce ; John Stevens ; Warren Barr |
| title_full_unstemmed | The law of trusts and equitable obligations Robert Pearce ; John Stevens ; Warren Barr |
| title_short | The law of trusts and equitable obligations |
| title_sort | the law of trusts and equitable obligations |
| topic | Trust (DE-588)4129154-2 gnd |
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