Download or read book Trusts and Modern Wealth Management written by Richard C. Nolan and published by Cambridge University Press. This book was released on 2018-05-31 with total page 609 pages. Available in PDF, EPUB and Kindle. Book excerpt: New essays by leading figures from the judiciary, practicing lawyers and academics illuminating the worlds of trusts and wealth management.
Download or read book Testamentary and Discretionary Family Trusts written by Charles Rowland and published by . This book was released on 2012-12-10 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: DISCRETIONARY TESTAMENTARY TRUSTS: PRECEDENTS AND COMMENTARY provides practitioners with adaptable tools to draft these complex trusts safely and easily for differing client needs. Discretionary Testamentary Trusts (DTT's) are currently in high demand, as they offer significant tax advantages and provide valuable asset protection. The precedents contained in this text are flexible and adaptable to a wide range of client circumstances. To achieve flexibility the central DTT precedent, the 'Boilerplate' is modular. It consists of defined elements which the practitioner can select and assemble. There are variations for particular circumstances, ensuring it is not difficult to draft a seamless DTT will. The book also contains a precedent for a trust for a severely disabled person. DISCRETIONARY TESTAMENTARY TRUSTS: PRECEDENTS AND COMMENTARY also assists the practitioner to explain the will to the client by offering in lay person's language clause-by-clause explanations of the main Boilerplate precedent. Rowland and Bailey provide useful examples to show how the precedents could be used in practical situations. These examples include: gifts to members of a list, with some on DTT and some not, and with some to be represented on predecease and some not; unequal shares to children, one of whom is disabled, the disabled child to take on trust, the other children to take on DTT; and provision for a blended family using Divisions. The blended family precedent is designed to cope with a testator who may or may not have a former spouse or partner as well as a present partner, and children from a former relationship as well as children of a present relationship, using DTTs for some of the beneficiaries but not all.
Download or read book Discretionary Trusts written by Ian James Hardingham and published by MICHIE. This book was released on 1984-01-01 with total page 218 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Economic Structure of Trusts written by M. W. Lau and published by Oxford University Press. This book was released on 2011-01-13 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Providing an economic account of why trusts exist and how trust law should be shaped, this book explains the economic benefits of trusts as an extension of the law of property, arguing against accounts of trusts law grounded in the law of personal obligations. The theoretical model is then used to criticise recent developments in the law.
Download or read book Trusts and Modern Wealth Management written by Richard C. Nolan and published by Cambridge University Press. This book was released on 2018-05-31 with total page 609 pages. Available in PDF, EPUB and Kindle. Book excerpt: Trust law has grown and developed over recent years through the continued ingenuity of practitioners and the provision of innovative new trust laws by offshore jurisdictions. The wealth managed through the medium of trust law has also changed in recent years, as increasingly it has come from the newly rich of Asia. This brings distinctive issues to the fore: the role of settlors, family members and trusted advisors in trust administration; the position of trustees in relation to instructions coming from such persons; and an increased desire for confidentiality in trust administration and the settlement of trust disputes. This collection focuses on trusts which are deliberately created to manage wealth and the concomitant issues such trusts raise in other areas of law. Essays from leading members of the judiciary, practitioners and academics explore these developments and their implications for the users of trust law and for society in general.
Download or read book The Principles of Equity Trusts written by Graham Virgo and published by Oxford University Press. This book was released on 2018 with total page 735 pages. Available in PDF, EPUB and Kindle. Book excerpt: 'The Principles of Equity and Trusts' brings an engaging contextual approach to the subject. Graham Virgo overcomes the complex issues in the study of trusts and equity with unparalleled clarity, offering a rigorous and insightful commentary on the law and its contemporary contexts.
Download or read book The Living Trust Advisor written by Jeffrey L. Condon and published by John Wiley & Sons. This book was released on 2016-03-25 with total page 319 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive guide to living trusts, with expert financial and legal guidance The Living Trust Advisor is an expert guide for both advisors and their clients on the complex process of establishing, living with, and maintaining a living trust. Written by renowned family inheritance attorney Jeffrey L. Condon, this book discusses the various aspects of this important document, and shows you how to manage a seamless transfer of assets to various beneficiaries. This new second edition has been fully updated and revised to reflect the extensive changes to the Estate Tax Law that have taken place since the initial publication, giving you the most up-to-date information and guidance on preserving your wealth and helping your heirs avoid estate tax liability. You'll develop a vision for your trust before you ever meet with an attorney or other key players, and learn how to establish and maintain a trust that remains rock-solid for your lifetime and beyond. As the living trust has replaced the will as the primary means of settling after-death estates, clear guidance and current legal information is of utmost importance for advisors and clients alike. This book is a valuable resource for every stage of planning and execution, helping you ensure that you provide for your beneficiaries the way you intend. Know what to think about before your first meeting with a lawyer Establish and manage your living trust to carry out your wishes Identify potential inheritance problems and build solutions into the trust Distribute assets to future generations, and protect them after the transfer Dealing with complex financial and legal issues while facing our own mortality is a difficult task, but making these decisions is critical to the future outcome of your estate. The Living Trust Advisor expertly guides you through the process so you can be confident that your wishes will be carried out.
Download or read book The Living Trust Advisor written by Jeffrey L. Condon and published by John Wiley & Sons. This book was released on 2011-01-06 with total page 299 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for The Living Trust Advisor "The Living Trust Advisor is a necessary survival guide in the inheritance arena for every American in these turbulent economic times." --Congressman Thaddeus McCotter "Living trusts can be the most important part of an estate plan-saving time and money by reducing or eliminating estate taxes and by avoiding probate. For all those who have or are considering a living trust, The Living Trust Advisor is an invaluable source and an essential tool for any estate plan. Your beneficiaries will thank you." --Angelique M. Neal, former attorney with the IRS, Office of Chief Counsel, Los Angeles "In The Living Trust Advisor Jeffrey Condon not only shows how to make the baffling world of trusts work for the average person, but gives invaluable advice on navigating the complex web of family emotions that inevitably come to the surface in estate planning. His expert advice and guidance should be on the bookshelf of anyone who needs more than just a basic will." --Brian J. O'Connor, Personal Finance Editor, The Detroit News "Jeffrey Condon bonds with the reader on a level that encourages our complete trust in his trust instructions. In this book, he wisely walks readers through all of the pitfalls, tax implications, changes that may occur, and subsequent legal implications. The Living Trust Advisor is a fine and entertaining read as well as an indispensable resource for everyone in need of advice and compassion in making a will or a trust." --Grady Harp, Reviewer for Amazon, Barnes and Noble, Powells, Reuters, USA Today, and Blogging Authors, Author of War Songs, and contributor of essays to museum catalogues
Download or read book Discretionary Payments of Trust Income and Principal written by James D. Nelsen and published by . This book was released on 1982 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Testamentary Trusts written by Vik Sundar and published by . This book was released on 2016-07-12 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Building on the success of the first edition (previously titled Discretionary Trusts, Precedents and Commentary), this new edition has been expanded to cover all types of testamentary trusts. The central purpose of this book is to provide a flexible and easy-to-use system for drafting discretionary testamentary trusts. The system is intended to allow practitioners to deal with what has always been a very complicated and difficult problem: modifying a discretionary testamentary trust precedent to accommodate the widely different family circumstances and testamentary wishes which testators present to the drafter. One testator will want a common option: to provide for a spouse; and if the spouse predeceases the testator, the testator's children. If a child predeceases the testator, the children of that child will represent that child and take what the predeceased child would have taken. All beneficiaries are to take their inheritance through a discretionary testamentary trust. However, other testators have different and more challenging requirements. To this end, Chapter 8 contains the Model Testamentary Trust precedent, as well as a clause-by-clause commentary on it. The precedent forms the foundation of every variation of the discretionary testamentary trust, and it is on this foundation that the variations are built by inserting clauses from Chapter 9. Chapter 10 contains a representative sample of widely different family situations for which a testator may wish to provide, as well as including flexible alternative clauses. In addition to providing a modular drafting precedent, the book also covers strategies dealing with superannuation (Chapter 6), family provision (Chapter 11) and blended families (Chapter 12). Book Review - The Law Society of Tasmania Important Features Authoritative and comprehensive Nationwide coverage Detailed precedents drafted by experts Related Titles Birtles,C and Neal,R, Hutley's Wills and Precedents, 9th ed 2016Perkins,M and Monahan,R Estate Planning: A Practical Guide for Estate and Financial Services Professionals, 4th ed. 2015 .
Download or read book Corporate Fiduciary Response to Discretionary Requests written by Ann Minges Auburn and published by . This book was released on 1978 with total page 234 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book A Better Way written by Monroe M. Diefendorf Jr. and published by Lulu.com. This book was released on 2013-11-20 with total page 145 pages. Available in PDF, EPUB and Kindle. Book excerpt: A purposeful trust is an attractive alternative to a traditional trust and an effective mechanism to perpetuate values rather than money and property. Purposeful planning is the process of capturing and preserving your intangible assets and values-your personal and social wealth. Unlike a traditional trust, a purposeful trust does not focus solely on the transfer of financial wealth, and it avoids many of the common problems in a typical transfer of wealth between generations. This book shows how to split assets in a new way that protects and preserves them. It outlines what a purposeful trust is and shows you exactly how to create one. It dispels many of the myths and misconceptions surrounding purposeful trusts. It gives you information on domicile selection, costs and fees, the key components of a purposeful trust, and how to plan for and implement a purposeful trust.
Download or read book Discretionary Trusts written by and published by . This book was released on 2004-01-01 with total page 32 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Unlocking Trusts written by Mohamed Ramjohn and published by Routledge. This book was released on 2013-06-03 with total page 790 pages. Available in PDF, EPUB and Kindle. Book excerpt: Equity and trusts law is a vibrant and fast-moving area of the legal system.Unlocking Trusts will ensure that you grasp the main concepts with ease providing you with an essential foundation to equity and trusts law. The book explains in detailed, yet straightforward, terms: Historical outlines of equity Constructive trusts Introduction to trusts Secret trusts and mutual wills The 'three certainties' test Private purpose trusts Constitution of an express trust Appointment, retirement and removal of trustees Exceptions to the rule that equity will not assist a volunteer Duties and powers of trustees Formalities for the creation of express trusts Variation of trusts Discretionary trusts Breach of trust. Resulting trusts This fourth edition is fully up-to-date with the latest developments in the law and now includes all significant new cases plus more detail on recent judicial developments in proprietary estoppel and the doctrine of proportionality.
Download or read book Discretionary Trusts written by Clifton B. Kruse and published by . This book was released on 1991 with total page 223 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book How to Administer a Florida Trust written by J. Mark Fisher and published by . This book was released on 2017-05-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: A guide to assist in the administration of a Florida Trust. The guide includes step-by-step checklists and instructions on how to handle assets, heirs and creditors.
Download or read book A Student s Guide to Equity and Trusts written by Judith Bray and published by Cambridge University Press. This book was released on 2020-08-27 with total page 451 pages. Available in PDF, EPUB and Kindle. Book excerpt: Brings Equity and Trusts to life for students of all abilities with clearly explained principles and simple, practical examples.
