Download or read book A Practitioner s Guide to Powers and Duties of Trustees written by Stephen J. G. Lloyd and published by . This book was released on 2002 with total page 315 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book A Practitioner s Guide to Powers and Duties of Trustees written by Lloyd and published by Bloomsbury Professional. This book was released on 2002-01-01 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This book covers all aspects of powers and duties of trustees, including the duties of care they owe, administrative and dispositive responsibilities, matters which can and cannot be delegated, as well as featuring cases in detail. Written by well known practitioners in the field, this concise, user-friendly handbook appeals to all those who are involved with trust property, whether as a beneficiary, trustee or personal representative, and their professional advisers."
Download or read book A Practitioner s Guide to Trustee Investment Powers written by Michael O'Sullivan and published by . This book was released on 2003 with total page 205 pages. Available in PDF, EPUB and Kindle. Book excerpt: Concentrates on the powers and duties of trustees in relation to the investment of trust funds. This book provides a concise guide to the considerations that a trustee should bear in mind and examines the Act against the background of the case law that is relevant and applicable.
Download or read book A Practitioner s Guide to Trustee Investment written by O'Sullivan and published by Bloomsbury Professional. This book was released on 2003-01-01 with total page 205 pages. Available in PDF, EPUB and Kindle. Book excerpt: "The law relating to trustee investment was fundamentally altered by the introduction of the Trustee Act 2000. Solicitors, accountants, bankers and other persons acting as trustees are subject to amended statutory duties including the new statutory duty of care. The new regime provides trustees with new powers but imposes a raft of new obligations on them in order to safeguard the interest of beneficiaries. This title concentrates on the powers and duties of trustees in relation to the investment of trust funds. It provides a concise guide to the considerations that a trustee should bear in mind and examines the Act against the background of the old case law that is still relevant and applicable."
Download or read book Practitioner s Guide to Beneficaries Actions written by Saker and published by Bloomsbury Professional. This book was released on 2003-12-01 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Endorsed by the Society of Trust and Estate Practitioners (STEP), and uniquely aimed at providing practical explanations of the law relating to trustees' powers and duties in the context of risk management and dispute resolution, this handbook deals with contentious issues in trusts and estates from the perspective of the beneficiary. It offers clarity, practicality and advice on the best way to proceed when your client is a beneficiary of a trust where losses or other problems are occurring, or a trustee faced with difficulties or disputes involving beneficiaries. Also includes procedural information, precedents and case notes, with practical guidelines on the appropriate procedures for resolving disputes either through the courts or using mediation or other forms of dispute resolution. "
Download or read book A Practitioner s Guide to Trusts written by John Thurston and published by A&C Black. This book was released on 2013-09-28 with total page 661 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Practitioner's Guide to Trusts is a step-by-step guide to all the practical aspects of trust law. Written by an expert and highly respected author, this handbook provides practical information that is as useful to accountants and trust practitioners as it is to lawyers.Written by an expert and highly respected author, this handbook provides practical information that is as useful to accountants and trust practitioners as it is to lawyers. It has been fully updated and revised to take into account the latest Finance Act.KEY FEATURES:Includes changes to IHT treatment of trusts subject to the relevant property regime (simplification of the calculation of IHT charges on trusts at ten-yearly intervals or when assets are transferred out of the trust);Expanded analysis on income tax and CGT treatment of trusts;The book has been designed to make key information easy to find and assimilate and includes signposts to provide useful summaries and focus points to highlight important issues;Case law includes the IHT Pawson holiday let case (28 Jan 2013).Includes coverage of the following areas:Breach of trust;Capital Gains Trust and second residences;Income tax and settlor interested trusts;Ownership of house (Jones v Kernott);Ownership of monies in joint bank account;Proprietary estoppel;Removal of trustees;Severance of joint tenancy.Previous edition ISBN: 9781847667687
Download or read book A Practitioner s Guide to Drafting Trusts written by Michael Waterworth and published by Tolley. This book was released on 2003 with total page 414 pages. Available in PDF, EPUB and Kindle. Book excerpt: This practical handbook covers the main principles of drafting trusts as well as providing concise coverage of the drafting of specific trusts. Acce ssible and user friendly, this guide covers: uses of trusts; types of trust; will trusts; drafting style; validity of the trust; choice of trustees; trustees' duties and powers; content of trust deed; administrative provisions; miscellaneous matters and precedents. The guide is suitable for trust practitioners, private client lawyers, accountants and professional students, and complements the larger, more weighty texts in the Trusts and Estates portfolio.
Download or read book A Practitioner s Guide to Beneficiaries Actions written by Arabella Saker and published by Tolley. This book was released on 2003 with total page 231 pages. Available in PDF, EPUB and Kindle. Book excerpt: Endorsed by the Society of Trust and Estate Practitioners, and uniquely aimed at providing practical explanations of the law relating to trustees' powers and duties in the context of risk management and dispute resolution, this handbook deals with contentious issues in trusts and estates from the perspective of the beneficiary. It offers clarity, practicality and advice on the best way to proceed when your client is a beneficiary of a trust where losses or other problems are occurring, or a trustee faced with difficulties or disputes involving beneficiaries. Also includes procedural information, precedents and case notes, with practical guidelines on the appropriate procedures for resolving disputes either through the courts or using mediation or other forms of dispute resolution. A 10 per cent discount is avaliable for STEP members.
Download or read book Ethics for Trustees 2 0 written by Marguerite C. Lorenz CTFA CLPF and published by AuthorHouse. This book was released on 2020-09-28 with total page 65 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your loved one, or a professional may be your best option as your Successor (Trustee/Executor), but don't select anyone without reading this book first! Too many families are no longer on speaking terms because the chosen person did a poor job, or just did not fulfill the required fiduciary duties. "This little book saved our family from World War III, thank you!!" A. B., 86 years old. Ethics for Trustees 2.0 is for everyone who is getting their estate plan written, as every Trustor needs to select a Successor Trustee. This book is for everyone who serves as a Trustee of a Trust; experienced or inexperienced; Attorneys, Fiduciaries, CPA's, Family Members and Friends, etc., this book can help you better understand what is required to do the job well. Quotes and concepts have been drawn from personal experience based on serving as private professional trustees in California. This book is designed to stimulate discussion in our estate planning community, to emphasize the value of continuing education, and to encourage those who serve as a Fiduciary to do their best.
Download or read book A Practitioner s Guide to Correcting Mistakes in Pension Schemes written by Paul Newman and published by Bloomsbury Publishing. This book was released on 2022-03-31 with total page 357 pages. Available in PDF, EPUB and Kindle. Book excerpt: The discovery of mistakes in pension scheme documents is as common as it is potentially serious for the administration of the scheme and for the sponsoring employer. The large sums invested in pension schemes mean that such mistakes are often very costly indeed. This book provides a practical guide to the different methods available to correct commonly-occurring mistakes in the governing provisions of pension schemes. It combines a detailed review of the law with (where relevant) practical tips, including analysis of the appropriate practice and procedure involved in the key methods of correction. With a significant body of case law enabling more authoritative answers to be given to the legal issues affecting the correction of pension scheme mistakes, and more and more mistakes being discovered because of the move to secure pension scheme liabilities with insurance companies, trustees and employers need swift and accurate legal advice on what they can do to correct such mistakes. This book provides them and their legal advisers with that advice ensuring they do not make the same costly mistakes that others have made. This book will help the reader to: · To select the most appropriate method of correcting the mistake · Consider including provisions in the terms of the pension scheme which may make the correction of the mistake easier and cheaper · Select the most tax-efficient way of correcting the mistake · Understand the processes involved in correcting the mistake · Better advise their clients as to how to deal with the mistake This title is included in Bloomsbury Professional's Pensions Law online service.
Download or read book A Practitioner s Guide to the Court of Protection written by Martin Terrell and published by Bloomsbury Publishing. This book was released on 2018-05-11 with total page 583 pages. Available in PDF, EPUB and Kindle. Book excerpt: Navigate the extensive jurisdiction and powers of the Court of Protection. The Court of Protection affects an ever increasing number of people, among whom are some of the most vulnerable members of society. They need the best support and protection that the law and legal profession can provide. A Practitioner's Guide to the Court of Protection is written by practitioners whose individual and combined experience provide an invaluable guide to the law and practical application. The new Fourth Edition covers both the property and affairs and the welfare parts of the Court's jurisdiction, with new and expanded chapters covering: - The Court of Protection Rules 2017 - Case management pathways - Welfare and Deprivation of Liberty - Private international law - The practical application of the Mental Capacity Act 2005 - Lasting and Enduring Powers of Attorney - Case law, practice and procedure of the Court of Protection - Latest guidance and practice notes from the Office of the Public Guardian It is essential reading for anyone involved in Court of Protection practice including private client practitioners, mental health practitioners, family law practitioners, deputies, local authorities, accountants, Independent Mental Capacity Advocates, Welfare Accredited Legal Representatives, and advocates.
Download or read book The British National Bibliography written by Arthur James Wells and published by . This book was released on 2003 with total page 1926 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book A Practitioner s Guide to Conflicts of Interest in the Financial Services Industry written by Dick Frase and published by Sweet & Maxwell. This book was released on 2012 with total page 365 pages. Available in PDF, EPUB and Kindle. Book excerpt: This title examines in a practical manner the complex law and regulations that now exist in the United Kingdom, the United States of America and various other important jurisdictions concerning the concept of conflicts of interest and how the principles have been applied in the financial services industry
Download or read book A Practitioner s Guide to Trusts written by John Thurston and published by Hyperion Books. This book was released on 1994 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Fund Governance Legal Duties of Investment Company Directors written by Robert A. Robertson and published by Law Journal Press. This book was released on 2001 with total page 906 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Bankruptcy Litigation and Practice written by Thomas J. Salerno and published by Wolters Kluwer. This book was released on 2007-09-01 with total page 2094 pages. Available in PDF, EPUB and Kindle. Book excerpt: Bankruptcy Litigation and Practice: A Practitionerand’s Guide, Fourth Edition serves as the comprehensive reference on bankruptcy litigation topics for legal practitioners in all specialties. For the generalist and commercial law practitioner it clarifies basic Bankruptcy Code issues and practical features of bankruptcy litigation including consumer bankruptcies, business and corporate reorganizations, liquidations and personal debt restructuring. For the bankruptcy professional, it serves as a sophisticated compendium of reliable forms, recent case law, and statutory amendments relating to all major bankruptcy topics including: Automatic stay Preferences Dischargeability Executory contracts The Chapter 11 confirmation process Appellate procedures Chapter 13 individual debt restructurings The rights and obligations of secured and unsecured creditors And much more! Only Bankruptcy Litigation and Practice: A Practitionerand’s Guide delivers instant access to: An exclusive collection of key bankruptcy litigation resource materials Practical insights into the bankruptcy court system A consolidated presentation and analysis of bankruptcy provisions common to all cases Reliable, practice-based coverage of Chapter 7, 11, 12, and 13 cases Bankruptcy Litigation and Practice: A Practitionerand’s Guide delivers broad coverage that keeps you completely current with the latest law in all key areas. Updated twice annually, this one-of-a-kind reference serves as the foundation of your bankruptcy library by providing: The starting point for researching the widest range of bankruptcy litigation issues A guide throughout all stages of bankruptcy litigation A consolidated resource and practical tool that combines case law and analysis as well as a valuable CD-ROM to help you navigate familiar and unfamiliar areas of bankruptcy litigation
Download or read book Living Trusts written by Doug H. Moy and published by John Wiley & Sons. This book was released on 2004-04-28 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: Everything estate owners need to establish a successful living trust When properly designed, a revocable living trust can provide all of the estate tax-saving benefits available under a decedent’s Last Will, eliminate a lifetime court-supervised financial guardianship of a person’s financial affairs in the event of physical or mental incapacity, and, upon the trustor’s death, facilitate estate administration without the necessity of a court-supervised process, or probate. Shockingly often, however, trusts are poorly designed and underfunded, nullifying all of their considerable advantages. Living Trusts, Third Edition shows the estate owner how to set up, fund, and manage a living trust that will protect the trustor’s financial affairs in both life and death. Order your copy today!
