| Foreword |
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xi | |
| Acknowledgements |
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xiii | |
| About the author |
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xv | |
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xvii | |
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xxiii | |
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Table of statutory instruments and other secondary legislation |
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xxv | |
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Table of international legislation |
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xxx | |
| Abbreviations |
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xxxi | |
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1 | (19) |
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1.1 Contentious probate claims |
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1 | (4) |
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1.2 Claim analysis and preparation |
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5 | (6) |
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1.3 Costs/risk calculus and benefits of ADR |
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11 | (1) |
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12 | (4) |
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16 | (4) |
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20 | (26) |
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20 | (3) |
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23 | (1) |
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23 | (1) |
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2.4 Obtaining information |
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24 | (12) |
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2.5 Investigating domicile |
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36 | (8) |
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44 | (2) |
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3 Removal of executors and trustees |
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46 | (7) |
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46 | (3) |
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49 | (4) |
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53 | (70) |
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53 | (1) |
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4.2 Lack of due execution |
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54 | (4) |
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4.3 Lack of testamentary capacity |
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58 | (20) |
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78 | (13) |
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4.5 Lack of knowledge and approval |
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91 | (6) |
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97 | (6) |
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103 | (1) |
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4.8 Forensic examination of handwriting and questioned documents |
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104 | (5) |
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109 | (5) |
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4.10 Sham trusts and foundations |
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114 | (6) |
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120 | (1) |
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4.12 The role of an executor |
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121 | (1) |
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122 | (1) |
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123 | (18) |
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123 | (1) |
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5.2 Statutory remedy and criteria |
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124 | (1) |
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125 | (1) |
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5.4 Categories of applicant |
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126 | (4) |
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5.5 Reasonable financial provision |
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130 | (1) |
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131 | (2) |
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133 | (1) |
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133 | (1) |
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134 | (1) |
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5.10 Orders made under s.2 of the Inheritance Act |
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135 | (5) |
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5.11 Law Society Wills and Inheritance Protocol |
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140 | (1) |
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5.12 The role of an executor |
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140 | (1) |
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6 Interpretation and rectification of wills |
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141 | (16) |
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141 | (2) |
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143 | (14) |
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7 Beneficial interest and proprietary estoppel claims |
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157 | (24) |
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157 | (1) |
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158 | (2) |
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160 | (4) |
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164 | (4) |
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168 | (2) |
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170 | (8) |
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7.7 Trusts of Land and Appointment of Trustees Act 1996 |
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178 | (2) |
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7.8 The role of an executor |
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180 | (1) |
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181 | (43) |
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181 | (5) |
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186 | (2) |
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8.3 Civil Procedure Rules and Chancery Guide 2016 |
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188 | (3) |
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8.4 CPR Protocol compliance |
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191 | (1) |
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8.5 Part 7 or Part 8 claim |
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192 | (1) |
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193 | (2) |
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195 | (6) |
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8.8 Striking out and summary judgment |
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201 | (5) |
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206 | (2) |
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208 | (4) |
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212 | (10) |
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222 | (2) |
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224 | (22) |
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9.1 The rules relating to costs in probate cases |
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224 | (5) |
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9.2 The new costs management regime and filing of budgets |
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229 | (1) |
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230 | (2) |
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9.4 Guidance on the preparation of a precedent H budget |
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232 | (6) |
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9.5 Part 36 offers (the new code) |
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238 | (4) |
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9.6 Non-party costs orders |
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242 | (4) |
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10 Alternative dispute resolution |
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246 | (29) |
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246 | (4) |
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10.2 Settlement of a probate claim |
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250 | (3) |
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253 | (2) |
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10.4 Facilitative mediation |
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255 | (2) |
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10.5 Barrister assisted mediation |
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257 | (2) |
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259 | (1) |
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260 | (1) |
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261 | (2) |
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10.9 Tools for constructing a tax-efficient settlement |
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263 | (12) |
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275 | (3) |
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2 Beneficial interest claim |
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278 | (2) |
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280 | (3) |
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4 Chronological tables in expert evidence |
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283 | (2) |
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5 Claim propounding a will |
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285 | (2) |
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6 Claim propounding against a will |
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287 | (2) |
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7 CMC standard directions order |
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289 | (3) |
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8 Defence alleging lack of testamentary capacity, want of knowledge and approval, and counterclaim for probate in solemn form of earlier will |
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292 | (3) |
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9 Defence containing notice that the defendant only seeks to examine witnesses to the will |
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295 | (2) |
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10 Defence alleging undue influence and counterclaim for probate in solemn form of earlier will |
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297 | (3) |
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11 Defence alleging will not duly executed and counterclaim for probate in solemn form of earlier will |
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300 | (3) |
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303 | (3) |
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13 Inheritance Act claim form |
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306 | (2) |
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14 Larke v. Nugus request |
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308 | (2) |
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15 Letter to GP requesting a mental capacity report |
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310 | (1) |
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16 Letter requesting medical records/social workers' reports and notes |
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311 | (1) |
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312 | (2) |
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18 Precedent H (costs budget of claimant) |
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314 | (11) |
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325 | (2) |
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20 Rectification claim form |
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327 | (2) |
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329 | (3) |
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332 | (7) |
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23 Order for rectification of a will |
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339 | (6) |
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1 Appointment of a litigation friend |
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345 | (3) |
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2 How to prepare court bundles |
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348 | (13) |
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3 Trust Mediation Case Digest 2016 |
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361 | (20) |
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381 | (4) |
| Index |
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385 | |