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Contentious Probate Handbook: Practice and Precedents [Multiple-component retail product]

  • Formaat: Multiple-component retail product, 432 pages, kõrgus x laius: 246x172 mm, Contains 1 CD-ROM and 1 Paperback / softback
  • Ilmumisaeg: 04-Oct-2016
  • Kirjastus: The Law Society
  • ISBN-10: 1784460605
  • ISBN-13: 9781784460600
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  • Multiple-component retail product
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  • Formaat: Multiple-component retail product, 432 pages, kõrgus x laius: 246x172 mm, Contains 1 CD-ROM and 1 Paperback / softback
  • Ilmumisaeg: 04-Oct-2016
  • Kirjastus: The Law Society
  • ISBN-10: 1784460605
  • ISBN-13: 9781784460600
Teised raamatud teemal:
This practical, accessible and authoritative handbook covers all aspects of the law and practice relevant to probate disputes, including: * removal of executors and trustees * probate disputes, including due execution, lack of testamentary capacity, lack of knowledge and approval, undue influence, and fraud and forgery * sham trusts and foundations * Inheritance Act claims * interpretation and rectification of wills * beneficial interest and proprietary estoppel claims.

In addition to detailed guidance on claim analysis and preparation, Chancery litigation and the CPR, the author gives an account of costs management, and considers all ADR options. Practitioners will also benefit from contributions from Dr Hugh Series on mental disorders, and from Ellen Radley on forensic examination of handwriting and questioned documents. The concise appendix contains helpful precedent letters, pleadings and orders, which are also included on the accompanying CD-ROM.

Arvustused

'The handbook has an admirably pragmatic focus...[ which] enables busy practitioners to navigate every stage of will disputes - from the early steps through to trial'. Toby Graham, Farrer and Co.

Foreword xi
Acknowledgements xiii
About the author xv
Table of cases
xvii
Table of statutes
xxiii
Table of statutory instruments and other secondary legislation
xxv
Table of international legislation
xxx
Abbreviations xxxi
1 Introduction
1(19)
1.1 Contentious probate claims
1(4)
1.2 Claim analysis and preparation
5(6)
1.3 Costs/risk calculus and benefits of ADR
11(1)
1.4 Risk-management
12(4)
1.5 Litigation funding
16(4)
2 Preliminary steps
20(26)
2.1 Caveats
20(3)
2.2 Standing searches
23(1)
2.3 Citations
23(1)
2.4 Obtaining information
24(12)
2.5 Investigating domicile
36(8)
2.6 Freezing injunctions
44(2)
3 Removal of executors and trustees
46(7)
3.1 Removal of executors
46(3)
3.2 Removal of trustees
49(4)
4 Probate disputes
53(70)
4.1 Introduction
53(1)
4.2 Lack of due execution
54(4)
4.3 Lack of testamentary capacity
58(20)
4.4 Mental disorders
78(13)
4.5 Lack of knowledge and approval
91(6)
4.6 Undue influence
97(6)
4.7 Fraud and forgery
103(1)
4.8 Forensic examination of handwriting and questioned documents
104(5)
4.9 Public policy
109(5)
4.10 Sham trusts and foundations
114(6)
4.11 Revocation
120(1)
4.12 The role of an executor
121(1)
4.13 Beddoe orders
122(1)
5 Inheritance Act claims
123(18)
5.1 Introduction
123(1)
5.2 Statutory remedy and criteria
124(1)
5.3 Time limit
125(1)
5.4 Categories of applicant
126(4)
5.5 Reasonable financial provision
130(1)
5.6 Relevant matters
131(2)
5.7 Net estate
133(1)
5.8 Powers of the court
133(1)
5.9 CPR
134(1)
5.10 Orders made under s.2 of the Inheritance Act
135(5)
5.11 Law Society Wills and Inheritance Protocol
140(1)
5.12 The role of an executor
140(1)
6 Interpretation and rectification of wills
141(16)
6.1 Interpretation
141(2)
6.2 Rectification
143(14)
7 Beneficial interest and proprietary estoppel claims
157(24)
7.1 Introduction
157(1)
7.2 Resulting trusts
158(2)
7.3 Constructive trusts
160(4)
7.4 Stack v. Dowden
164(4)
7.5 Jones v. Kernott
168(2)
7.6 Proprietary estoppel
170(8)
7.7 Trusts of Land and Appointment of Trustees Act 1996
178(2)
7.8 The role of an executor
180(1)
8 Litigation
181(43)
8.1 Introduction
181(5)
8.2 Interest
186(2)
8.3 Civil Procedure Rules and Chancery Guide 2016
188(3)
8.4 CPR Protocol compliance
191(1)
8.5 Part 7 or Part 8 claim
192(1)
8.6 Court
193(2)
8.7 Case management
195(6)
8.8 Striking out and summary judgment
201(5)
8.9 Evidence
206(2)
8.10 Experts
208(4)
8.11 Trial
212(10)
8.12 Appeals
222(2)
9 Costs
224(22)
9.1 The rules relating to costs in probate cases
224(5)
9.2 The new costs management regime and filing of budgets
229(1)
9.3 PD 3E
230(2)
9.4 Guidance on the preparation of a precedent H budget
232(6)
9.5 Part 36 offers (the new code)
238(4)
9.6 Non-party costs orders
242(4)
10 Alternative dispute resolution
246(29)
10.1 Carrot and stick
246(4)
10.2 Settlement of a probate claim
250(3)
10.3 Mediation
253(2)
10.4 Facilitative mediation
255(2)
10.5 Barrister assisted mediation
257(2)
10.6 Judicial ENE
259(1)
10.7 Chancery FDR
260(1)
10.8 Guided settlement
261(2)
10.9 Tools for constructing a tax-efficient settlement
263(12)
APPENDICES
A Precedents
1 Beddoe order
275(3)
2 Beneficial interest claim
278(2)
3 Chancery FDR order
280(3)
4 Chronological tables in expert evidence
283(2)
5 Claim propounding a will
285(2)
6 Claim propounding against a will
287(2)
7 CMC standard directions order
289(3)
8 Defence alleging lack of testamentary capacity, want of knowledge and approval, and counterclaim for probate in solemn form of earlier will
292(3)
9 Defence containing notice that the defendant only seeks to examine witnesses to the will
295(2)
10 Defence alleging undue influence and counterclaim for probate in solemn form of earlier will
297(3)
11 Defence alleging will not duly executed and counterclaim for probate in solemn form of earlier will
300(3)
12 ENE order
303(3)
13 Inheritance Act claim form
306(2)
14 Larke v. Nugus request
308(2)
15 Letter to GP requesting a mental capacity report
310(1)
16 Letter requesting medical records/social workers' reports and notes
311(1)
17 Part 18 request
312(2)
18 Precedent H (costs budget of claimant)
314(11)
19 Probate claim form
325(2)
20 Rectification claim form
327(2)
21 Tomlin order
329(3)
22 Witness statement
332(7)
23 Order for rectification of a will
339(6)
B Notes
1 Appointment of a litigation friend
345(3)
2 How to prepare court bundles
348(13)
3 Trust Mediation Case Digest 2016
361(20)
C Bibliography
381(4)
Index 385
Carl Islam is a practising barrister at 1 Essex Court in London who specialises in contentious probate. He is also a non-practising solicitor, TEP, and a SCMA Accredited Mediation Advocate.