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This fully-updated edition of Risk and Negligence in Wills, Estates, and Trusts provides invaluable guidance to all involved with wills, estates, and trusts as well as advisers and professional negligence insurers and litigators. It offers practical advice on best practice in will preparation and extensive coverage of developments in the field.
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This fully-updated edition of Risk and Negligence in Wills, Estates, and Trusts provides invaluable guidance to all involved with wills, estates, and trusts as well as advisers and professional negligence insurers and litigators. It offers practical advice on best practice in will preparation and extensive coverage of developments in the field.
Produktdetails
- Produktdetails
- Verlag: Oxford University Press(UK)
- Seitenzahl: 550
- Erscheinungstermin: 18. Februar 2014
- Englisch
- Abmessung: 244mm x 170mm x 29mm
- Gewicht: 937g
- ISBN-13: 9780199672929
- ISBN-10: 019967292X
- Artikelnr.: 40580956
- Verlag: Oxford University Press(UK)
- Seitenzahl: 550
- Erscheinungstermin: 18. Februar 2014
- Englisch
- Abmessung: 244mm x 170mm x 29mm
- Gewicht: 937g
- ISBN-13: 9780199672929
- ISBN-10: 019967292X
- Artikelnr.: 40580956
Martyn Frost is a Director at Trenfield Trust & Estate Consulting Ltd. He previously worked with a major trust company and latterly has been a consultant with law firms in the Manchester area. He is a former Deputy Chairman of STEP and a former Vice-President of The Association of Corporate Trustees. Penelope Reed QC has practised at the bar since 1983, predominantly in the area of trusts, wills, contentious probate, family provision claims and tax. She has appeared in many of the leading cases on Wills and estates and lectures widely on these topics. She is a member of STEP, ACTAPs and an officer of the Chancery Bar Association Mark Baxter is a barrister at 5 Stone Buildings where he has a broad traditional chancery practice including a particular focus on contentious and non-contentious trusts and probate, and related professional negligence.
Part A: Negligence and Will Preparation
1.: An Introduction to Tort
2.: The Duty of Care in Relation to Will Preparation
3.: Other Aspects of the Duty of Care
Part B: The Process of Will Preparation
4.: Client Issues
5.: The Will Draftsman
6.: Instructions, Preparation, and Execution
7.: Other Issues
8.: Risk
Part C: Administration of Estates and Trusts
9.: Introduction and New Business
10.: Neutrality of PR and Trustees
11.: Administration Processes
12.: Timing
13.: Assets
14.: Distributions
15.: Powers and Duty of Care
Part D: Taxation
16.: Wills and Tax Advice
17.: Tax in the Administration of Estates
18.: Tax and Trusts
19.: Tax Advice during the Lifetime of the Client
Part E: Litigation
20.: Introduction and Procedure
21.: Limitation
22.: The Assessment of Damages
23.: Mitigation and the Interrelation with Other Claims
Part F: Statutes and Appendices
Appendix 1: Wills Act 1837
Appendix 2: Trustee Act 2000
Appendix 3: Will instruction form
Appendix 4: Execution of a will
Appendix 5: Information needed in an emergency will pack
Appendix 6: Administration of estate progress sheet
Appendix 7: Estate account checklist
1.: An Introduction to Tort
2.: The Duty of Care in Relation to Will Preparation
3.: Other Aspects of the Duty of Care
Part B: The Process of Will Preparation
4.: Client Issues
5.: The Will Draftsman
6.: Instructions, Preparation, and Execution
7.: Other Issues
8.: Risk
Part C: Administration of Estates and Trusts
9.: Introduction and New Business
10.: Neutrality of PR and Trustees
11.: Administration Processes
12.: Timing
13.: Assets
14.: Distributions
15.: Powers and Duty of Care
Part D: Taxation
16.: Wills and Tax Advice
17.: Tax in the Administration of Estates
18.: Tax and Trusts
19.: Tax Advice during the Lifetime of the Client
Part E: Litigation
20.: Introduction and Procedure
21.: Limitation
22.: The Assessment of Damages
23.: Mitigation and the Interrelation with Other Claims
Part F: Statutes and Appendices
Appendix 1: Wills Act 1837
Appendix 2: Trustee Act 2000
Appendix 3: Will instruction form
Appendix 4: Execution of a will
Appendix 5: Information needed in an emergency will pack
Appendix 6: Administration of estate progress sheet
Appendix 7: Estate account checklist
Part A: Negligence and Will Preparation
1.: An Introduction to Tort
2.: The Duty of Care in Relation to Will Preparation
3.: Other Aspects of the Duty of Care
Part B: The Process of Will Preparation
4.: Client Issues
5.: The Will Draftsman
6.: Instructions, Preparation, and Execution
7.: Other Issues
8.: Risk
Part C: Administration of Estates and Trusts
9.: Introduction and New Business
10.: Neutrality of PR and Trustees
11.: Administration Processes
12.: Timing
13.: Assets
14.: Distributions
15.: Powers and Duty of Care
Part D: Taxation
16.: Wills and Tax Advice
17.: Tax in the Administration of Estates
18.: Tax and Trusts
19.: Tax Advice during the Lifetime of the Client
Part E: Litigation
20.: Introduction and Procedure
21.: Limitation
22.: The Assessment of Damages
23.: Mitigation and the Interrelation with Other Claims
Part F: Statutes and Appendices
Appendix 1: Wills Act 1837
Appendix 2: Trustee Act 2000
Appendix 3: Will instruction form
Appendix 4: Execution of a will
Appendix 5: Information needed in an emergency will pack
Appendix 6: Administration of estate progress sheet
Appendix 7: Estate account checklist
1.: An Introduction to Tort
2.: The Duty of Care in Relation to Will Preparation
3.: Other Aspects of the Duty of Care
Part B: The Process of Will Preparation
4.: Client Issues
5.: The Will Draftsman
6.: Instructions, Preparation, and Execution
7.: Other Issues
8.: Risk
Part C: Administration of Estates and Trusts
9.: Introduction and New Business
10.: Neutrality of PR and Trustees
11.: Administration Processes
12.: Timing
13.: Assets
14.: Distributions
15.: Powers and Duty of Care
Part D: Taxation
16.: Wills and Tax Advice
17.: Tax in the Administration of Estates
18.: Tax and Trusts
19.: Tax Advice during the Lifetime of the Client
Part E: Litigation
20.: Introduction and Procedure
21.: Limitation
22.: The Assessment of Damages
23.: Mitigation and the Interrelation with Other Claims
Part F: Statutes and Appendices
Appendix 1: Wills Act 1837
Appendix 2: Trustee Act 2000
Appendix 3: Will instruction form
Appendix 4: Execution of a will
Appendix 5: Information needed in an emergency will pack
Appendix 6: Administration of estate progress sheet
Appendix 7: Estate account checklist