Drafting Trusts and Will Trusts: A Modern Approach, 15th Edition

Name: Drafting Trusts and Will Trusts: A Modern Approach, 15th Edition
Brand: Sweet & Maxwell U.K.
SKU: 9780414111844
Price: 1967.16 HKD
Availability: InStock
Author: James Kessler, QC; Charlotte John
ISBN: 9780414111844

Edited by James Kessler, QC · Charlotte John

Sweet & Maxwell U.K. June 2023

Specifications

ISBN-13: 9780414111844
Publisher: Sweet & Maxwell U.K.
Publication: June 2023
Format: Hardback , 800 pages
Jurisdiction: Commonwealth, U.K. ? Countri(es) for reference only

Details

With an emphasis on clear English and ease of understanding, Drafting Trusts and Will Trusts: A Modern Approach has won a reputation for bringing a fresh approach to creating documents. It provides guidance on best practice when drafting trusts and will trusts, and features a comprehensive range of newly updated precedents, drafted in a straightforward, modern style.

The work helps ensure the practitioner can make the best succession planning judgments through the use of the correct wills and trusts, and is a practical tool to simplify the drafting of trusts, with easy-to-understand guidance and valuable precedents that are ready to use.

The new 15th edition incorporates all recent developments in the law, including analysis of the latest case law.

Covers the technical issues involved in drafting settlements, common mistakes and traps.
Precedents are accompanied with an explanation of why the text is there and the choices which need to be made.

Part 1 – Trust Drafting; 1.
The Raid on Trusts: 2.
First Principles: 3.
Style: 4.
Principles of Interpreting Trust Documents: 5.
Beneficiaries: 6.
Executors and Trustees: 7.
Trustees’ Powers: 8.
Trust Property: 9.
The Rule Against Perpetuities: 10.
General Provisions of a Trust: 11.
Drafting Overriding Powers (Appointment, Re-Settlement and Advancement): 12.
Exercising Overriding Powers: 13.
Settlor Exclusion and Default Clauses: 14.
Lifetime Interest in Possession Trusts: 15.
Discretionary Trusts: 16.
Provisions Inconsistent With IP and IHT Special Trusts: 17.
Types of Will Trusts: 18.
Will Drafting: 19.
Administration of Nil Rate Band Trusts: 20.
Wills and Care Fee Planning: 21.
Administrative Provisions: 22.
Co-Ownership Trusts of Land: 23.
Bare Trusts: 24.
Trusts of Life Insurance Policies: 25.
Trusts of Pension Death Benefits: 26.
Charitable Trusts: 27.
Disaster Appeal Trusts: 28.
Trusts of Damages: 29.
Trusts for Disabled Beneficiaries: 30.
Governing Law, Place of Administration and Jurisdiction Clauses: 31.
Restricting Rights of Beneficiaries: 32.
Execution of wills and Trust Documents: 33.
Appointment and Retirement of Trustees: 34.
Indemnities for Executors and Trustees: 35.
Family Limited Partnerships: Part 2 – Precedents; Precedents for Lifetime Trusts; Precedents for Will Trusts; Precedents for Administrative Provisions; NRB Discretionary Trusts: Supplemental Documentation; Appointments of New Trustees; Co-Ownership Trusts; Legal Charge; Appendix; 1.
Standard Provisions of The Society of Trust and Estate Practitioners: 2.
Annotated Bibliography: 3.
NRB Debt and Charge Arrangements: Tax Analysis: 4.
Tax on Payment of Index-Linked Nil Rate Sum: 5.
Share of House in Trust: CGT Private Residence Relief: 6.
Definitions of “Disabled Person” for Tax Purposes: 7.
Notes on The Translation of Will Precedents into Welsh

About the Author

James Kessler QC is a leading practitioner in the field of private client work. He is the founder of the Trusts Discussion Forum, the author of the STEP Standard Provisions, and of the book Taxation of Non-residents and Foreign Domiciliaries. In 2011 James received the Geoffrey Shindler Award for Outstanding Contribution to the Profession.

Charlotte John is a busy junior with a traditional chancery practice focusing on wills and probate, trusts, property law, and Court of Protection matters.

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