The law of trusts:
Saved in:
| Main Author: | |
|---|---|
| Format: | Book |
| Language: | English |
| Published: |
Oxford
Oxford University Press
[2014]
|
| Edition: | Ninth edition |
| Series: | Core text series
|
| Subjects: | |
| Online Access: | Inhaltsverzeichnis |
| Physical Description: | XXXVII, 496 Seiten |
| ISBN: | 9780199678945 |
Staff View
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Record in the Search Index
| _version_ | 1804176343708991488 |
|---|---|
| adam_text | Contents
Abbreviations xv
Table of legislation xvi
Table of cases xix
T 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 4
FURTHER READING 13
SELF-TEST QUESTIONS 13
The nature of the express trust 14
Express trusts and trusts arising by operation of law (TABOLs) 15
How beneficiaries receive their entitlements under a trust 17
Bare trusts, special trusts, and nomineeships 19
Beneficial, equitable, and legal interests 21
Trustees and fiduciaries 22
The features of the express trust 24
The express trust in legal context 46
A note on the English trust for civil lawyers 51
Trusts in civil law jurisdictions: Quebec and Scotland 53
The nature of the beneficiary s right 57
Trusts and the fusion of law and equity 63
FURTHER READING 64
S E L F - T E S T Q U E S T IONS 64
Express trusts: trusts and powers 66
Fixed trusts, discretionary trusts, and powers of appointment 66
Duties and powers virtute officii (powers given to office holders), personal powers
(powers nomination), powers Tn the nature of a trust5, fiduciary powers, bare and
mere powers 72
x Contents
Interests under fixed trusts 77
The principle in Saunders v Vautier 80
The rule against perpetuities 83
The enforcement and judicial control of discretionary trusts and powers of
appointment 85
The validity of dispositive discretions: certainty of objects 88
Excessive and fraudulent exercises of powers 93
Interests under discretionary trusts and powers of appointment 95
Protective trusts 97
FURTHER READING 103
SELF -T E S T Q U E S TIO N S 104
Constructive trusts 105
Effectively declared trusts and trusts that arise by operation of law (TABOLs) 105
Varieties of constructive trust 106
‘Anticipatory’ constructive trusts 106
Third party recipients of property transferred in breach of trust 109
Trusts of the family home 112
Fraud and theft 121
The nature of the constructive trust 124
FURTHER READING 126
SELF-TEST QUESTIONS 126
Resulting trusts 127
Resulting uses 127
Automatic resulting trusts and presumed resulting trusts 128
Presumed resulting trusts (PRTs) 130
The presumption of resulting trust 133
The presumption of advancement 138
Illegality 142
Automatic resulting trusts (ARTs) 145
Resulting trusteeship 151
FU RTH E R R E A D1N G 151
SELF TEST QUESTIONS 152
Contents xi
Formalities and secret trusts 153
The character and purpose of formalities 153
Declarations of trusts in land: Law of Property Act 1925, s 53(l)(b) 155
The doctrine of Rochefoucauld v Boustead 156
Disposition of subsisting equitable interests: Law of Property Act 1925, s 53(l)(c) 157
Testamentary trusts: Wills Act 1837, s 9 171
Informal testamentary trusts: secret and half-secret trusts 172
FURTHER READING 184
SELF-TEST QUESTIONS 184
Certainty 186
The three certainties 186
Certainty of intention: the family gift context 187
Certainty of intention: the commercial context 191
Certainty of subject matter and objects: common issues 199
Certainty of subject matter: particular issues 204
Certainty of objects: particular issues 208
Powers and McPhail trusts 208
Conditions precedent defining a class 211
Administrative unworkability and capriciousness 211
Effects of uncertainty 216
FURTHER READING 217
SELF-TEST QUESTIONS 217
The constitution of trusts 218
‘Equity will not assist a volunteer’ 219
Perfecting an imperfect gift 221
Covenants to settle 227
The enforcement of covenants to settle by equity 230
The enforcement of covenants to settle at common law 231
The trust of the benefit of a promise to settle 234
Fortuitous vesting of the trust property 239
Concluding considerations 242
V
xii Contents
FURTHER READING 243
S E L F-TESTQUES TIO N S 24 3
Trusts and purposes 245
The beneficiary principle and the invalidity of private purpose trusts 245
Anomalous valid purpose trusts 250
Powers for purposes 251
An enforcer principle? 253
Valid trusts for persons Timited by a purpose’: Re Sandersons Trust 255
The bare trust with mandate and Quistclose trusts 261
Gifts to unincorporated associations 268
The dissolution of unincorporated associations 274
Less than unincorporated associations: the case of political parties 278
The rule against perpetuities 280
FURTHER READING 281
SELF-TEST QUESTIONS 281
The trust up and running 283
The duty of investment 283
The Trustee Act 2000 284
The standard of prudence in making trust investments 286
‘Social’ or ethical’ investing 290
The delegation of trustee functions 294
The power of maintenance 295
The power of advancement 297
Appointment, retirement, and removal of trustees 299
Custodian, nominee, managing, and judicial trustees 302
Beneficiaries’ rights to information 302
Variation of trusts 304
FURTHER READING 308
SELF-TEST QUESTIONS 308
Breach of trust 310
The array of claims that can arise when a breach of trust occurs
310
Contents xiii
The difference between breach of trust and breach of fiduciary obligation 316
The trustee s liability to account: personal claims against the trustee 317
Liability of trustees inter se 334
Beneficiaries’ consent to a breach of trust 335
Trustees’ relief from liability under Trustee Act 1925, s 61, trustee
exemption clauses, and ouster of trustee duties 336
De facto trusteeship, or trusteeship de son tort 344
Liability for procuring or assisting in a breach of trust 345
Proprietary remedies for the misapplication of trust property 349
Tracing 352
Proprietary claims to traceable proceeds: charges and equitable ownership 359
Subrogation claims reliant upon tracing 367
Tracing at common law and the quest for a fiduciary relationship 371
Personal claims against recipients of trust property or its traceable
proceeds: knowing receipt and knowing dealing 376
The restitutionary analysis of recipient liability 382
Limitation of actions 394
FURTHER READING 396
SELF-TEST QUESTIONS 396
The law governing fiduciaries 398
The no conflict’ rule 399
Authorised profits 411
Unauthorised profits and the liability to account for them 415
The self-dealing and fair dealing rules 421
The proprietary and personal nature of the liability to account 424
Equitable compensation for breach of fiduciary obligation 434
Secondary liability for breach of fiduciary obligation 435
FU RT HER RE A D1NG 441
SELF TEST QUESTIONS 442
Charitable trusts 444
Introduction
Fiscal benefits
444
445
xiv Contents
The conditions for charitable status 447
The charitable character of public purpose trusts 447
Trusts for the relief of poverty 452
Trusts for the advancement of education 452
Trusts for the advancement of religion 453
Trusts for other purposes beneficial to the community 455
The public benefit requirement 458
A charity must be for exclusively charitable purposes 462
Preservation from failure: the cy-près doctrine 465
FURTHER READING 469
SELF-TEST QUESTIONS 469
Select bibliography 471
Index 481
|
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| spelling | Penner, J. E. ca. 20./21. Jh. Verfasser (DE-588)1047547503 aut The law of trusts J. E. Penner Ninth edition Oxford Oxford University Press [2014] XXXVII, 496 Seiten txt rdacontent n rdamedia nc rdacarrier Core text series Stiftungsrecht (DE-588)4132552-7 gnd rswk-swf Trust (DE-588)4129154-2 gnd rswk-swf Treuhand (DE-588)4060833-5 gnd rswk-swf Großbritannien (DE-588)4022153-2 gnd rswk-swf 1\p (DE-588)4123623-3 Lehrbuch gnd-content Großbritannien (DE-588)4022153-2 g Trust (DE-588)4129154-2 s Treuhand (DE-588)4060833-5 s 2\p DE-604 Stiftungsrecht (DE-588)4132552-7 s 3\p DE-604 Digitalisierung UB Passau - ADAM Catalogue Enrichment application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=029014615&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 2\p cgwrk 20201028 DE-101 https://d-nb.info/provenance/plan#cgwrk 3\p cgwrk 20201028 DE-101 https://d-nb.info/provenance/plan#cgwrk |
| spellingShingle | Penner, J. E. ca. 20./21. Jh The law of trusts Stiftungsrecht (DE-588)4132552-7 gnd Trust (DE-588)4129154-2 gnd Treuhand (DE-588)4060833-5 gnd |
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| title | The law of trusts |
| title_auth | The law of trusts |
| title_exact_search | 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 | Stiftungsrecht (DE-588)4132552-7 gnd Trust (DE-588)4129154-2 gnd Treuhand (DE-588)4060833-5 gnd |
| topic_facet | Stiftungsrecht Trust Treuhand Großbritannien Lehrbuch |
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