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Vol 21 No 10 Oct/Nov 2016

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Drafting Trusts and Will Trusts: A Modern Approach 12th ed


ISBN13: 9780414034372
New Edition ISBN: 9780414057470
Previous Edition ISBN: 9780414025011
Published: December 2014
Publisher: Sweet & Maxwell Ltd
Country of Publication: UK
Format: Hardback & CD-ROM
Price: £139.00 + £2.78 VAT



In stock.

With an emphasis on clear English and ease of understanding, Drafting Trusts and Will Trusts 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 new 12th 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
  • Discusses trust and will trust amendments required by the Trusts (Capital and Income) Act 2013, the Marriage (Same Sex Couples) Act 2013
  • Includes guidance on the Inheritance and Trustees’ Powers Act 2014
  • Coverage of the Finance Acts 2013 and 2014
  • Deals with significant case law, including Loring v Woodland Trust and Brooke v Purton on transferable nil rate bands
  • Written in an easy to understand style enabling the less experienced drafter to comprehend more complex issues
  • Additional precedents including administrative provisions for wills and trusts
  • Includes Welsh language precedents

Subjects:
Equity and Trusts, Wills and Probate
Contents:
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, Re0-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. Bare Trusts
23. Trusts of Life Insurance Policies
24. Trusts of Pension Death Benefits
25. Charitable Trusts
26. Trusts of Damages
27. Trusts for Disabled Beneficiaries
28. Governing Law, Place of Administration and Jurisdiction Clauses
29. Restricting Rights of Beneficiaries
30. Execution of Wills and Trust Documents
31. Appointment and Retirement of Trustees
32. Indemnities for Executors and Trustees
33. Family Limited Partnerships

Precedents for Lifetime Trusts
Precedents for Will Trusts
Other Precedents

Appendix 1: STEP Standard Provisions
Appendix 2: Annotated Bibliography
Appendix 3: Useful Websites
Appendix 4: NRB debt and charge arrangements: tax analysis
Appendix 5: Tax on payment of index linked nil rate sum
Appendix 6: Share of house in trust: CGT Private Residence Relief
Appendix 7: Definitions of “disabled” for tax purposes
Appendix 8: Notes on the translation of will precedents into Welsh;

Series: James Kessler: Drafting

Drafting Trusts and Will Trusts: A Modern Approach 13th ed ISBN 9780414057470
To be published December 2016
Sweet & Maxwell Ltd
£125.00 + £2.50 VAT
Drafting Trusts and Will Trusts: A Modern Approach 13th ed (eBook) ISBN 9780414061460
To be published December 2016
Sweet & Maxwell Ltd
£125.00 + £25.00 VAT
(ProView)
Pre‑Order
Drafting Trusts and Will Trusts: A Modern Approach 13th ed (Book & eBook Pack) ISBN 9780414061477
To be published December 2016
Sweet & Maxwell Ltd
£163.00 + £17.93 VAT
(ProView)
Pre‑Order
Drafting Trusts and Will Trusts in Hong Kong ISBN 9789626618639
Published January 2016
Sweet & Maxwell Hong Kong
£265.00
Drafting Trusts and Will Trusts in Scotland ISBN 9780414019300
Published December 2013
W. Green
£96.00 + £3.84 VAT
Drafting Trusts and Will Trusts in the Channel Islands 2nd ed ISBN 9780414027503
Published January 2013
Sweet & Maxwell Ltd
£310.00 + £6.20 VAT
Drafting Trusts and Will Trusts in Northern Ireland 3rd ed ISBN 9781847669865
Published August 2012
Bloomsbury Professional (Ireland)
£195.00 + £22.43 VAT
Drafting Trusts and Will Trusts in Canada 3rd ed ISBN 9780433463016
Published August 2011
LexisNexis Canada
£110.00
Drafting Trusts and Will Trusts in New Zealand ISBN 9780864727008
Published October 2010
Thomson Brookers (New Zealand)
£85.00
Drafting Trusts and Will Trusts in Australia ISBN 9780455225975
Published July 2008
Thomson Reuters Australia
Out of print
Drafting Trusts and Will Trusts in Australia ISBN 9780455225494
Published July 2008
Thomson Reuters Australia
Out of print
Drafting Cayman Islands Trusts ISBN 9789041124883
Published November 2006
Kluwer Law International
£220.00