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Books > Law > Laws of other jurisdictions & general law > Private, property, family law > Personal property law > Equity & trusts
Course Notes is designed to help you succeed in your law
examinations and assessments. Each guide supports revision of an
undergraduate and conversion GDL/CPE law degree module by
demonstrating good practice in creating and maintaining ideal
notes. Course Notes will support you in actively and effectively
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study for undergraduate llb and conversion-to-law GDL/CPE courses.
This is the first book to provide a detailed and thorough conceptual analysis of the unit trust. Such analysis is not just of academic interest: it is of much practical relevance too. The author examines such topics as the nature of the unit trust, the interaction of unit holders, the manager's legal position, and the trustee and manager relationship. The book will be invaluable to all those requiring a better understanding of the unit trust.
Discover practical tools and strategies for helping wealthy
families retain and grow wealth In Top Practices Wealthy Families
and Their Advisors, accomplished family wealth experts Tom
McCullough and Keith Whitaker deliver a comprehensive collection of
practical activities that members of wealthy families can undertake
to ensure their continued success and development. The book
contains over 50 chapters, each highlighting a practical tool,
exercise, or activity that can be applied by advisors or family
members themselves. Each chapter is written by a recognized expert
in the field who has used the highlighted tool, exercise, or
activity over many years with great success. The book shows readers
how to: Identify the factors that matter the most when it comes to
retaining and growing family wealth Plan thoughtfully, invest
wisely, and raise the next generation Share their decision making
prudently and carefully combine family and business Incorporate
charitable giving into an overall wealth strategy and seek sound
advice Perfect for family wealth advisors, financial planners, and
private bankers, Top Practices for Wealthy Families and Their
Advisors is also an indispensable resource for managers of family
trusts seeking to protect and advise their clients.
This monograph aims to provide an in-depth analysis of the legal
protection of the private equity (PE) investors in China. In an
academic sense, this research mainly focuses on the agency problems
in the life cycle of PE investment under the business organization
law system in China. Briefly speaking, the agency problems of PE
investment derive from the two-level separation of ownership and
control, one of which is the principal-agent relationship between
the PE investors and the fund manager, and the other is the
principal-agent relationship between the PE shareholders and the
management of investee companies. It is the first research to
provide an in-depth examination on the investor protection in the
PE investment under the business organization law system in China.
The origins of this book lie in the first Oxford Law Colloquium
held in St John's College, Oxford, on 12-13 September 1991,
organized by the Faculty of Law of the University of Oxford and the
Norton Rose M5 Group, a national association of seven major
independent law firms. This, it is hoped, will be the first of many
such bubble01ces run on a biennial basis. The aim of each
conference will be to combine the specialist knowledge of both
practising and academic lawyers on a selected subject, enabling the
exploration of fundamental concepts, principles, and trends in
particular fields of law of mutual interest and importance. The
subject of this first conference - Commercial Aspects of Trusts and
Fiduciary Obligations - was chosen for its considerable theoretical
and practical importance, and the contributors amply demonstrate
both the impact of the law of trusts and the law of fiduciaries
upon such diverse subjects as company law and insolvency law and
the continuing need for further discussion on the relationship
between equity and commercial law. Contributors: Sir Peter Gibson,
Sir Peter Millett, Paul Finn, Peter Graham, Jack Beatson, D.D.
Prentice, Paul L. Davies, Klaus J. Hopt, Roy Goode, Peter Birks,
Hamish Anderson, Harry Wiggin, Jeffrey Schoenblum.
This collection of essays, written by leading commentators from
across the common law world, examines a range of topics concerning
equity and trusts in the commercial context. The essays investigate
the way in which doctrines derived from the equitable jurisdiction
interact with and shape various areas of the law, including company
law, commercial law and agency law. Subjects considered include the
difficulties in identifying trust assets in the commercial context;
the court's role in supervising the trust; and the remedies
available in cases of fiduciary or trustee wrongdoing. This book
will be of interest to both academics and practitioners working in
these difficult areas of equity and commercial law.
This book analyses proprietary restitution, at law and in equity,
and inquires whether proprietary relief is available in defective
transfers of property, such as mistaken payments. Refining the
Birksian event-based classification of rights, it offers a coherent
and rationalised approach to the transfer, creation and tracing of
proprietary rights in general. The book sets out the current state
of the law and discusses a vast body of case law. It is argued that
the scope of proprietary relief following defective transfers of
property is quite limited. Legal or equitable title in the
transferred property remains vested in the transferor if his
intention to execute the transaction is virtually absent
altogether. If only equitable ownership is retained, a resulting
trust comes into being. If legal and equitable ownership passes,
the law of rescission might provide a power in rem which equips the
respective party with a proprietary interest. Apart from that,
however, no proprietary relief is available in defective transfer
cases. In particular, constructive trusts have no role to play in
this context. Proprietary Consequences in Defective Transfers of
Ownership is a comprehensive work of interest to academic and
professional readers alike.
More and more people are turning to human rights courts to seek
protection against prejudice, disadvantage or exclusion on account
of their cultural and economic particularities. Human rights courts
are thus increasingly faced with the difficult task of deciding
these cases, which raise a number of complex and contested legal
questions. To what extent can courts accommodate cultural
diversity, protect all kinds of groups or interfere in
socio-economic policy? This book argues that one of the problems
encountered in dealing with such cases is the courts' tendency to
assess them from a 'compartmentalised' or fragmentary perspective.
This line of reasoning isolates or places into 'boxes' the various
interrelated components of the right holder's claim and the norms
concerning the case to their detriment. This book critiques this
reductionist approach that is out of touch with real life and
which, moreover, tends to leave the roots of the alleged violations
intact. To counterbalance this tendency, an innovative, integrated
and person-centered approach to adjudicating claims of cultural
difference and economic disadvantage is put forward. Drawing on the
concepts of intersectionality, indivisibility and normative
interdependence, the book presents specific notions and methods for
approaching the appreciation of rights holders, harms and norms in
a holistic manner. A wide selection of case law from both the
European and the Inter-American courts of human rights supports the
normative framework developed in this book. The sample mostly
includes cases brought by Muslims, Roma, Travelers, indigenous
peoples, afro-descendants and people living in poverty.Cultural
Difference and Economic Disadvantage in Regional Human Rights
Courts: An Integrated View combines legal theory with practical
insights in analysing both cultural an economic issues, which are
rarely addressed together in human rights legal scholarship. It
also offers a context-sensitive and relational view of human rights
law that puts rights holders at the heart of the legal analysis,
taking heed of the social structures within which legal frameworks
operate. The book makes for compelling reading for students,
academics and practitioners working in the fields of human rights
law, jurisprudence, constitutional law, legal theory and feminist
and cultural studies.
Commercial relationships give rise to diverse forms of legal
obligation in private law, including contract, tort, agency,
company law and partnership. More controversially, equity and the
law of restitution have a less defined and somewhat ambulatory role
in regulating the affairs of commercial parties. Nevertheless,
their impact is manifest in the commercial arena through the
distinct types of liability they engender and the remedies that are
imposed. This collection draws together the views of leading
international scholars and judges to explore the nature and extent
of this impact from two perspectives. Five chapters primarily
address this impact at a macro-level, focusing on the roles of
equity and the law of restitution in terms of legal taxonomy,
doctrine and policy. In contrast, five further chapters primarily
address this impact at a micro-level, focusing on selected
liabilities and remedies within equity and the law of restitution.
This bifocal approach enables a holistic appreciation of some
important ways in which equity and the law of restitution affect or
may affect commerce, with a view to fostering further debate over
the fundamental issues at stake.
Routledge QandAs give you the tools to practice and refine your
exam technique, showing you how to apply your knowledge to maximum
effect in an exam situation. Each book contains essay and
problem-based questions on the most commonly examined topics,
complete with expert guidance and fully worked model answers that
help you to: Plan your revision: introducing how best to approach
revision in each subject Know what examiners are looking for:
identifying and explaining the main elements of each question to
help you understand the best approach providing marker annotation
to show how examiners will read your answer Gain marks, and avoid
common errors: identifying common pitfalls students encounter in
class and in assessment providing revision advice to help you aim
higher in essays and exams Understand and remember the law: using
diagrams as overviews for each answer to demonstrate how the law
fits together The series is also supported by an online resource
that allows you to test your progress during the run-up to exams.
Features include: multiple choice questions, bonus QandAs and
podcasts. www.routledge.com/cw/revision
Privatization creates gainers and losers. Increasingly,
governments, particularly those in developing countries, are coming
to realize that privatization can have a very severe economic
impact and raises problems of equity. Yet remedial actions are
often inadequate and unsystematic. In "Privatization and Equity",
the authors look at some of the problems brought about by the
change to private ownership. They identify factors which can lead
to greater inequality, including changes in market structure,
foreign ownership and operating policies. They also highlight the
consequences of ignoring considerations of equity. In the short
term these can discredit privatization programmes, and in the long
term might even see them reversed.
The Optimize series is designed to show you how to apply your
knowledge in assessment. These concise revision guides cover the
most commonly taught topics, and provide you with the tools to:
Understand the law and remember the details using diagrams and
tables throughout to demonstrate how the law fits together
Contextualise your knowledge identifying and explaining how to
apply legal principles for important cases providing
cross-references and further reading to help you aim higher in
essays and exams Avoid common misunderstandings and errors
identifying common pitfalls students encounter in class and in
assessment Reflect critically on the law identifying contentious
areas that are up for debate and on which you will need to form an
opinion Apply what you have learned in assessment presenting
learning objectives that reflect typical assessment criteria
providing sample essay and exam questions, supported by end-of
chapter feedback The series is also supported by comprehensive
online resources that allow you to track your progress during the
run-up to exams.
Equity and Trusts: A Problem-Based Approach creates a fresh
approach to learning through the use of integrated realistic case
studies designed to simulate how the law works in practice. With
comprehensive coverage of the complete equity and trusts
curriculum, unlike other textbooks, it integrates a thorough
exposition of the legal rules with applied problem-solving
opportunities, highlighting the legal issues and providing
essential context for the law. The book's goal is to familiarise
students with a more active and practical approach to equity and
trusts that will deepen their knowledge and understanding. Written
in a clear and concise style but without sacrificing detail or
analysis, Judith Riches not only provides students with a full and
wide-ranging account of the law, but also helps them to develop the
analytical and problem-solving skills they will need to succeed in
their studies and beyond. Key features include: Case studies at the
start of each chapter provide real-world context to each topic and
help to familiarise readers with the legal language and style they
will encounter Apply Your Learning boxes invite students to reflect
and consolidate on the content covered in order to apply the law
back to the case study Consider This boxes present variations to
the case studies and alternative scenarios to challenge students to
take their application of the law to the next level Key Cases and
Statutes boxes reinforce the essential role of cases and
legislation in the development and application of land law and help
students identify key sources of legal authority for revision
purposes Tutor Tips highlight important issues and opportunities to
impress tutors and examiners without interrupting the flow of the
text
Routledge Lawcards are your complete, pocket-sized guides to key
examinable areas of the undergraduate law curriculum and the
CPE/GDL. Their concise text, user-friendly layout and compact
format make them an ideal revision aid. Helping you to identify,
understand and commit to memory the salient points of each area of
the law, shouldn't you make Routledge Lawcards your essential
revision companions? Fully updated and revised with all the most
important recent legal developments, Routledge Lawcards are packed
with features: Revision checklists help you to consolidate the key
issues within each topic Colour coded highlighting really makes
cases and legislation stand out Full tables of cases and
legislation make for easy reference Boxed case notes pick out the
cases that are most likely to come up in exams Diagrams and
flowcharts clarify and condense complex and important topics '...an
excellent starting point for any enthusiastic reviser. The books
are concise and get right down to the nitty-gritty of each topic.'
- Lex Magazine Routledge Lawcards are supported by a Companion
Website offering: Flashcard glossaries allowing you to test your
understanding of key terms and definitions Multiple Choice
Questions to test and consolidate your revision of each chapter
Advice and tips to help you better plan your revision and prepare
for your exams Titles in the Series: Commercial Law; Company Law;
Constitutional Law; Contract Law; Criminal Law; Employment Law;
English Legal System; European Union
This work deals with the liability of the holding company for the
debts of its insolvent subsidiaries. In analyzing the current
position under English law, the work challenges as outmoded and
inadequate the virtual dogma that a holding company is not
answerable for the debts of its insolvent subsidiaries. The study
identifies four separate and distinct types of behavioural
practices within corporate groups which may prejudice the interests
of external creditors or otherwise constitute an abuse of the
corporate form; the subservient subsidiary situation; the
inadequately financed subsidiary situation; the integrated economic
enterprise situation; and the group persona situation. After
weighing the various arguments for and against a change in the law
and concluding that reform is called for, the study proceeds to
submit some radical proposals for reform. The basic thrust of the
reform proposals is that in a number of well-defined situations
entity law should give way to an enterprise analysis and holding
company liability should be imposed for the debts of insolvent
subsidiaries.
Succession, Wills and Probate is an ideal textbook for those taking
an undergraduate course in this surprisingly vibrant subject, and
also provides a clear and comprehensive introduction for
professionals. Against an account of the main social and political
themes of succession law, the book gives detailed explanations of
core topics such as alternatives to wills and the making, altering
and revocation of wills. It also explains personal representatives
and how they should deal with a deceased person's estate and
interpret and implement the will. Gifts may fail, estates may be
insolvent or a person may die intestate, without a will at all.
Increasingly relatives and others seek to challenge the will, for
example on the grounds of the testator's capacity or under the law
of family provision. This third edition is edited, updated and
revised to take account of new legislation and case law across all
the relevant issues, including a new final chapter dealing with the
potentially contentious issues that are becoming more central to
professional work in the field of succession.
How we distribute our assets after death is no longer a question for a small wealthy section of society: increasing numbers of people must now decide how to structure wills and to bequeath money and possessions across generations: not only to family and kin but to charities and institutions also. This path-breaking study offers an empirical study of 800 English wills and uses the material to reflect upon what they tell us of contemporary family and kin relationships. It will be of great interest to lawyers, anthropologists, sociologists and social historians.
Based on papers given at a conference at King's College, London, in
1998, Foundations of Charity brings together established scholars
in the fields of charity law, public law, and trusts law, and
internationally recognized writers on social policy and legal
philosophy, from England and Wales, Scotland, Australia, Canada and
the United States. The contributors take an iconoclastic approach
to the legal definition of charitable status, and provide an
in-depth analysis of key concepts in charity law and
administration, such as 'public benefit' and 'political activity'.
The combination of their different perspectives on 'charity'
produces a varied, stimulating, and challenging collection. It
should be useful reading for academics, practising lawyers and
voluntary sector managers who are looking for a sustained critique
of 'charity'.
Wills, Trusts, and Estate Administration for Paralegals provides a
comprehensive overview of estate planning and probate in a manner
that is straightforward and easy to read and understand. Instructor
resources include an Instructor's Manual, PowerPoint lecture
slides, and Test Bank, while a book companion site offers study
resources for students. Teaching and Learning Experience: Includes
frequent hypotheticals to illustrate key concepts and features.
"The Hypothetical Family" is a running example introduced in
Chapter 1 and continued throughout each chapter to exemplify a
fictional, but life-like, estate planning and probate scenario.
Drafting assignments are provided in each chapter, as well as the
forms for every assignment. Covers all of the major topics,
including ethical considerations, and offers solid review and
application of concepts
Routledge Lawcards are your complete, pocket-sized guides to key
examinable areas of the undergraduate law curriculum and the
CPE/GDL. Their concise text, user-friendly layout and compact
format make them an ideal revision aid. Helping you to identify,
understand and commit to memory the salient points of each area of
the law, shouldn't you make Routledge Lawcards your essential
revision companions? Fully updated and revised with all the most
important recent legal developments, Routledge Lawcards are packed
with features: Revision checklists help you to consolidate the key
issues within each topic Colour coded highlighting really makes
cases and legislation stand out Full tables of cases and
legislation make for easy reference Boxed case notes pick out the
cases that are most likely to come up in exams Diagrams and
flowcharts clarify and condense complex and important topics '...an
excellent starting point for any enthusiastic reviser. The books
are concise and get right down to the nitty-gritty of each topic.'
- Lex Magazine Routledge Lawcards are supported by a Companion
Website offering: Flashcard glossaries allowing you to test your
understanding of key terms and definitions Multiple Choice
Questions to test and consolidate your revision of each chapter
Advice and tips to help you better plan your revision and prepare
for your exams Titles in the Series: Commercial Law; Company Law;
Constitutional Law; Contract Law; Criminal Law; Employment Law;
English Legal System; European Union Law; Evidence; Equity and
Trusts; Family Law; Human Rights; Intellectual Property Law;
Jurisprudence; Land Law; Tort Law
Text, Cases and Materials on Equity and Trusts has been
considerably revised to broaden the focus of the text in line with
most LLB core courses to encompass equity, remedies and injunctions
and to take account of recent major statutory and case law
developments. The new edition features increased pedagogical
support to outline key points and principles and improve
navigation; 'notes' to encourage students to reflect on areas of
complexity or controversy; and self-test questions to consolidate
learning at the end of each chapter. New to this edition: is a
detailed examination of The Civil Partnership Act 2004 and the
Charities Act 2006 important case law developments such as Stack v
Dowden (constructive trusts and family assets), Oxley v Hiscock
(quantification of family assets), Barlow Clowes v Eurotrust
(review of the test for dishonesty), Abou-Ramah v Abacha (dishonest
assistance and change of position defence), AG for Zambia v Meer
Care & Desai (review of the test for dishonesty), Horley Town
Football Club (gifts to unincorporated association), Re Loftus
(defences of limitation, estoppel and laches), Templeton Insurance
v Penningtons Solicitors (Quistclose trust and damages) and many
more are new chapters on the equitable remedies of specific
performance, injunctions, rectification, rescission and account are
extracts from the Law Commission's Reports and consultation papers
on 'Sharing Homes' and 'Trustee Exemption Clauses' as well as key
academic literature and debates. The structure and style of
previous editions have been retained, with an emphasis on
introductory text and case extracts of sufficient length to allow
students to develop analytical and critical skills in reading legal
judgments. Substantial author commentary helps the text give the
flow, coherence and direction of a textbook whilst providing the
reader with a wide range of primary and secondary material from a
variety of sources. A supporting Companion Website provides
twice-annual updates to the cases and legislation discussed within
the text; answers to the questions contained within the text, and
sample essay questions.
http://www.routledgecavendish.com/textbooks/9780415442947
This collection of essays investigates the way in which modern
private law apportions responsibility between multiple parties who
are (or may be) responsible for the same legal event. It examines
both doctrines and principles that share responsibility between
plaintiffs and defendants, on the one hand, and between multiple
defendants, on the other. The doctrines examined include those
'originating' doctrines which operate to create shared liabilities
in the first place (such as vicarious and accessorial liability);
and, more centrally, those doctrines that operate to distribute the
liabilities and responsibilities so created. These include the
doctrine of contributory (comparative) negligence, joint and
several (solidary) liability, contribution, reimbursement, and
'proportionate' liability, as well as defences and principles of
equitable 'allowance' that permit both losses and gains to be
shared between parties to civil proceedings. The work also
considers the principles which apportion liability between multiple
defendants and insurers in cases in which the cause, or timing, of
a particular loss is hard to determine. The contributions to this
volume offer important perspectives on the law in the UK, USA,
Canada, Australia and New Zealand, as well as a number of civilian
jurisdictions. They explicate the main rules and trends and offer
critical insights on the growth and distribution of shared
responsibilities from a number of different perspectives -
historical, comparative, empirical, doctrinal and philosophical.
This new textbook on equity and trusts law has been designed to
cover all the main topics on undergraduate courses comprehensively
but concisely. It offers a clear and accurate explanation of the
law, presented in a systematic and logical order for learning and
revision. The book is exceptionally accessible to students new to
the subject.
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