Trusts & equity:
Saved in:
| Main Author: | |
|---|---|
| Format: | Book |
| Language: | English |
| Published: |
Oxford, United Kingdom
Oxford University Press
[2020]
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| Edition: | Ninth edition |
| Subjects: | |
| Online Access: | Inhaltsverzeichnis |
| Physical Description: | XLI, 623 Seiten Illustrationen 25 cm |
| ISBN: | 9780198854142 0198854145 |
Staff View
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Record in the Search Index
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| adam_text | Contents New to this edition x Preface xi Guide to the online resources xv Table of cases xvi Table of statutes xxxvi Table of statutory instruments xlii Table of treaties and conventions xliii Part I Introduction to Trusts Equity 1 Foundations 3 1.1 Introduction 3 1.2 Historical relationship between law and equity 4 1.3 The historical development of thetrust 1.4 Conceptual foundations of equity andtrust 14 1.5 Creating a trust-preliminary points 24 1.6 Bringing trusts to an end-preliminary points 24 1.7 What types of asset can be held on trust? 25 1.8 Equitable rights do not bind a bona fide purchaser for value without notice 25 Trusts in civil jurisdictions 26 1.9 9 1.10 The paradox of property andobligation 27 1.11 Perspectives on the study of trusts and equity 29 1.12 Further reading 31 2 Trusts in context 33 2.1 Introduction 33 2.2 The social and economic significance of the trust 34 2.3 Trusts and equity in commerce 40 2.4 Trusts and equity in insolvency 41 2.5 Governmental trust 43 2.6 The trust in the context of other legal ideas 45 2.7 International trusts 65 2.8 Further reading 73
Part II Creation and Recognition of Trusts 3 Trusts created expressly 77 3.1 Introduction 77 3.2 The three certainties 79 3.3 Capacity to create a trust 3.4 Trusts established for private purposes: the beneficiary principle 105 3.5 Last thoughts on the construction of dispositions 119 3.6 Further reading 120 4 Effective disposition of benefit: constitution of trusts 104 122 4.1 Introduction 122 4.2 Reasons behind the requirement of trust constitution 123 4.3 Modes of constitution of trusts 124 4.4 Concluding remarks 147 4.5 Further reading 149 5 Ineffective disposition of benefit: resulting trusts 150 5.1 Introduction 150 5.2 The two orthodox categories of resulting trust 151 5.3 The theory behind resulting trusts 152 5.4 Rebutting the presumption of a resulting trust 161 5.5 Mistaken payments 163 5.6 Resulting trusts of surplus benefits 165 5.7 The doctrine of acceleration 171 5.8 The quizzical Quistclose trust 172 5.9 Further reading 180 6 Formality, perpetuity, and illegality: trust creation and public policy I 6.1 181 Introduction 181 6.2 Formality 182 6.3 Perpetuity 197 6.4 Illegality 203 6.5 Further reading 217 7 Charity: trust creation and public policy II 218 7.1 Introduction 218 7.2 Charitable trusts-some preliminary perspectives 219 7.3 Special status of charitable trusts 221
7.4 The exclusivity requirement 223 7.5 Charitable purposes 224 7.6 Administration of charitable trusts 247 7.7 Cy-près 249 7.8 The hybrid nature of charitable property 257 7.9 Further reading 258 8 Constructive trusts and Informal trusts of land 259 8.1 Introduction 259 8.2 The nature of constructive trusts 261 8.3 The operation of constructive trusts 266 8.4 Categories of constructive trust 267 8.5 Informal trusts of land 279 8.6 The new model constructive trust 303 8.7 Commonwealth jurisdictions 304 8.8 Proprietary estoppel 305 8.9 What might have been 314 8.10 Further reading 314 PART III The Regulation of Trusts 9 Flexibility of benefit 9.1 319 Introduction 319 9.2 Maintenance of infant beneficiaries 321 9.3 Advancement 327 9.4 Exclusion of the statutory powers of maintenance and advancement 331 9.5 The Variation of Trusts Act 1958 332 9.6 Other modes of varying private trusts 345 9.7 Administrative variations 347 9.8 Further reading 349 10 The fiduciary duty 350 10.1 Introduction 350 10.2 The strict rule of exemplary fiduciary propriety 352 10.3 The duty of good faith 353 10.4 Fiduciary relationships and fiduciary duties 354 10.5 The fiduciary duty to avoid conflicts of interest 357 10.6 The fiduciary duty to account for unauthorized profits 368 10.7 Further reading 381
Ո Fulfilling and filling the Office of trustee 382 11.1 Introduction 382 11.2 Fulfilling the office of trustee 383 11.3 Filling the office of trustee 405 11.4 The need to attract trustees 417 11.5 Further reading 418 12 Trustee investment 419 12.1 Introduction 419 12.2 The goals of trustee investment 421 12.3 Trustee Investment powers 422 12.4 Types of investment asset 423 12.5 Trustees investment duties 429 12.6 The statutory standard Investment criteria 437 12.7 Obtaining and considering properadvice 438 12.8 The duty to invest fairly 438 12.9 Specific duties in relation to originalinvestments 440 12.10 Liability for improper investment by trustees 440 12.11 Ethical investment 445 12.12 Conclusion 451 12.13 Further reading 451 13 Breach of trust: the personal liability of trustees 453 13.1 Introduction 453 13.2 Liability for breach of trust 456 13.3 Election between alternative Inconsistent remedies 470 13.4 Defences 471 13.5 Exemption clauses 479 13.6 Relief 482 13.7 Further reading 487 Part IV Trusts and Third Parties 14 Tracing and recovering trust property 491 14.1 Introduction 491 14.2 Remedies for the recovery of trustproperty 493 14.3 Personal remedies in equity 504 14.4 Common law remedies 504
14.5 Restitution 507 14.6 Tracing 512 14.7 Further reading 530 15 The equitable personal liability of strangers to the trust 15.1 Introduction 531 531 15.2 Strangers: who are they? 532 15.3 Considerations of policy and practice 533 15.4 The nature of strangers equitable liability 534 15.5 Trusteeship de son tort 536 15.6 Personal liability in equity for receipt of trust property 537 15.7 Equitable liability for assistance in a breach of trust 549 15.8 Further reading 559 PartV Equity 16 Equitable maxims, doctrines, and remedies 563 16.1 Introduction 563 16.2 The maxims of equity 564 16.3 The equitable doctrines 573 16.4 Equitable remedies 576 16.5 Further reading 605 Index 607
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| adam_txt |
Contents New to this edition x Preface xi Guide to the online resources xv Table of cases xvi Table of statutes xxxvi Table of statutory instruments xlii Table of treaties and conventions xliii Part I Introduction to Trusts Equity 1 Foundations 3 1.1 Introduction 3 1.2 Historical relationship between law and equity 4 1.3 The historical development of thetrust 1.4 Conceptual foundations of equity andtrust 14 1.5 Creating a trust-preliminary points 24 1.6 Bringing trusts to an end-preliminary points 24 1.7 What types of asset can be held on trust? 25 1.8 Equitable rights do not bind a bona fide purchaser for value without notice 25 Trusts in civil jurisdictions 26 1.9 9 1.10 The paradox of property andobligation 27 1.11 Perspectives on the study of trusts and equity 29 1.12 Further reading 31 2 Trusts in context 33 2.1 Introduction 33 2.2 The social and economic significance of the trust 34 2.3 Trusts and equity in commerce 40 2.4 Trusts and equity in insolvency 41 2.5 Governmental trust 43 2.6 The trust in the context of other legal ideas 45 2.7 International trusts 65 2.8 Further reading 73
Part II Creation and Recognition of Trusts 3 Trusts created expressly 77 3.1 Introduction 77 3.2 The three certainties 79 3.3 Capacity to create a trust 3.4 Trusts established for private purposes: the beneficiary principle 105 3.5 Last thoughts on the construction of dispositions 119 3.6 Further reading 120 4 Effective disposition of benefit: constitution of trusts 104 122 4.1 Introduction 122 4.2 Reasons behind the requirement of trust constitution 123 4.3 Modes of constitution of trusts 124 4.4 Concluding remarks 147 4.5 Further reading 149 5 Ineffective disposition of benefit: resulting trusts 150 5.1 Introduction 150 5.2 The two orthodox categories of resulting trust 151 5.3 The theory behind resulting trusts 152 5.4 Rebutting the presumption of a resulting trust 161 5.5 Mistaken payments 163 5.6 Resulting trusts of surplus benefits 165 5.7 The doctrine of acceleration 171 5.8 The quizzical 'Quistclose trust' 172 5.9 Further reading 180 6 Formality, perpetuity, and illegality: trust creation and public policy I 6.1 181 Introduction 181 6.2 Formality 182 6.3 Perpetuity 197 6.4 Illegality 203 6.5 Further reading 217 7 Charity: trust creation and public policy II 218 7.1 Introduction 218 7.2 Charitable trusts-some preliminary perspectives 219 7.3 Special status of charitable trusts 221
7.4 The exclusivity requirement 223 7.5 Charitable purposes 224 7.6 Administration of charitable trusts 247 7.7 Cy-près 249 7.8 The hybrid nature of charitable property 257 7.9 Further reading 258 8 Constructive trusts and Informal trusts of land 259 8.1 Introduction 259 8.2 The nature of constructive trusts 261 8.3 The operation of constructive trusts 266 8.4 Categories of constructive trust 267 8.5 Informal trusts of land 279 8.6 The 'new model constructive trust' 303 8.7 Commonwealth jurisdictions 304 8.8 Proprietary estoppel 305 8.9 What might have been 314 8.10 Further reading 314 PART III The Regulation of Trusts 9 Flexibility of benefit 9.1 319 Introduction 319 9.2 Maintenance of infant beneficiaries 321 9.3 Advancement 327 9.4 Exclusion of the statutory powers of maintenance and advancement 331 9.5 The Variation of Trusts Act 1958 332 9.6 Other modes of varying private trusts 345 9.7 Administrative variations 347 9.8 Further reading 349 10 The fiduciary duty 350 10.1 Introduction 350 10.2 The strict rule of exemplary fiduciary propriety 352 10.3 The duty of good faith 353 10.4 Fiduciary relationships and fiduciary duties 354 10.5 The fiduciary duty to avoid conflicts of interest 357 10.6 The fiduciary duty to account for unauthorized profits 368 10.7 Further reading 381
Ո Fulfilling and filling the Office of trustee 382 11.1 Introduction 382 11.2 Fulfilling the office of trustee 383 11.3 Filling the office of trustee 405 11.4 The need to attract trustees 417 11.5 Further reading 418 12 Trustee investment 419 12.1 Introduction 419 12.2 The goals of trustee investment 421 12.3 Trustee Investment powers 422 12.4 Types of investment asset 423 12.5 Trustees'investment duties 429 12.6 The statutory'standard Investment criteria' 437 12.7 Obtaining and considering properadvice 438 12.8 The duty to invest fairly 438 12.9 Specific duties in relation to originalinvestments 440 12.10 Liability for improper investment by trustees 440 12.11 Ethical investment 445 12.12 Conclusion 451 12.13 Further reading 451 13 Breach of trust: the personal liability of trustees 453 13.1 Introduction 453 13.2 Liability for breach of trust 456 13.3 Election between alternative Inconsistent remedies 470 13.4 Defences 471 13.5 Exemption clauses 479 13.6 Relief 482 13.7 Further reading 487 Part IV Trusts and Third Parties 14 Tracing and recovering trust property 491 14.1 Introduction 491 14.2 Remedies for the recovery of trustproperty 493 14.3 Personal remedies in equity 504 14.4 Common law remedies 504
14.5 Restitution 507 14.6 Tracing 512 14.7 Further reading 530 15 The equitable personal liability of strangers to the trust 15.1 Introduction 531 531 15.2 Strangers: who are they? 532 15.3 Considerations of policy and practice 533 15.4 The nature of strangers' equitable liability 534 15.5 Trusteeship de son tort 536 15.6 Personal liability in equity for receipt of trust property 537 15.7 Equitable liability for assistance in a breach of trust 549 15.8 Further reading 559 PartV Equity 16 Equitable maxims, doctrines, and remedies 563 16.1 Introduction 563 16.2 The maxims of equity 564 16.3 The equitable doctrines 573 16.4 Equitable remedies 576 16.5 Further reading 605 Index 607 |
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| spelling | Watt, Gary Verfasser (DE-588)1157131565 aut Trusts & equity Gary Watt, Professor of Law, University of Warwick Trusts and equity Ninth edition Oxford, United Kingdom Oxford University Press [2020] XLI, 623 Seiten Illustrationen 25 cm txt rdacontent n rdamedia nc rdacarrier Equity / England Equity / Wales Trusts and trustees / England Trusts and trustees / Wales Equity Trusts and trustees England Wales 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=032552461&sequence=000001&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Watt, Gary Trusts & equity |
| title | Trusts & equity |
| title_alt | Trusts and equity |
| title_auth | Trusts & equity |
| title_exact_search | Trusts & equity |
| title_exact_search_txtP | Trusts & equity |
| title_full | Trusts & equity Gary Watt, Professor of Law, University of Warwick |
| title_fullStr | Trusts & equity Gary Watt, Professor of Law, University of Warwick |
| title_full_unstemmed | Trusts & equity Gary Watt, Professor of Law, University of Warwick |
| title_short | Trusts & equity |
| title_sort | trusts equity |
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