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xv | |
| About the Contributors |
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xvii | |
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xxv | |
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xlix | |
| Abbreviations |
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lxix | |
| Bibliographic Abbreviations |
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lxxi | |
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PART I GENERAL PRACTICE AND PROCEDURE |
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1 English Trust Law Principles |
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5 | (22) |
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A The Structure of a Trust |
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1 | (18) |
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19 | (39) |
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58 | (38) |
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D The Intervention of the Court |
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96 | |
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SECTION B EXTERNAL DISPUTES |
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27 | (20) |
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A Jurisdiction of the English Court in Divorce |
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1 | (12) |
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B Ante and Post-Nuptial Agreements |
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13 | (3) |
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C Matrimonial Causes Act 1973 |
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16 | (19) |
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D Trusts in Matrimonial Disputes |
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35 | (42) |
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E Joining the Trustees to English Matrimonial Proceedings |
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77 | (15) |
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92 | |
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3 Succession and Forced Heirship Disputes |
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47 | (20) |
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A The Main Forms of Forced Heirship Systems |
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1 | (11) |
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B The Wider Estate and Trust Planning Context |
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12 | (2) |
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C Financial Provision under T975 Act `Claims' |
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14 | (14) |
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28 | (11) |
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E Forced Heirship and Claw-back Claims |
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39 | (9) |
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F Civil Law and Islamic Law-based Systems and US States |
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48 | (19) |
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4 Sham Trusts and Reserved Powers |
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67 | (16) |
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A The Development of the Concept of Sham in England |
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1 | (3) |
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4 | (4) |
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8 | (26) |
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D Setdor's Reserved Powers |
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34 | (49) |
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5 Asset Protection and Insolvency |
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83 | (18) |
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1 | (3) |
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4 | (13) |
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C Accessing Powers of Revocation and Other Similar Powers |
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17 | (10) |
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D Transactions Defrauding Creditors |
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27 | (63) |
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E The Position of Trustees |
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90 | (11) |
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101 | (20) |
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A Dishonest Assistance: Legal Definition and Context |
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1 | (2) |
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B Establishing Liability for Dishonest Assistance |
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3 | (27) |
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C The Position of Directors |
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30 | (2) |
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D The Position of Corporate Trustees |
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32 | (3) |
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35 | (11) |
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46 | (11) |
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G Defences and Limitation |
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57 | (4) |
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61 | (60) |
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SECTION C INTERNAL DISPUTES |
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121 | (20) |
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A The Nature of a Breach of Trust |
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1 | (13) |
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14 | (40) |
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C Excluding and Passing on Liability |
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54 | (16) |
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70 | (71) |
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141 | (18) |
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1 | (6) |
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7 | (3) |
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10 | (12) |
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22 | (7) |
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29 | (120) |
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9 Mistake, Rectification, and Hastings-Bass |
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149 | |
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1 | (2) |
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3 | (10) |
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C Rescission on the Basis of Mistake in Voluntary Dispositions |
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13 | (15) |
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D Trustee's Mistake in Appointment: "The Rule in Re Hastings-Bass' |
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28 | (131) |
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10 Setting Aside Trusts, Undue Influence and Capacity |
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159 | (12) |
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1 | (3) |
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4 | (14) |
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18 | (7) |
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25 | (23) |
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E Formalities for Transfer into Trust |
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48 | (1) |
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49 | (122) |
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11 Retirement, Replacement, and Removal of Trustees and Other Office Holders |
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171 | (16) |
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1 | (3) |
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B The Need for a Trustee in Office |
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4 | (4) |
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C Retirement of a Trustee |
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8 | (16) |
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D Removal or Replacement of a Trustee |
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24 | (34) |
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E The Court's Inherent Jurisdiction to Remove Other Office Holders |
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58 | (4) |
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F Trustees' Rights of Indemnity upon Retirement, Removal, or Replacement |
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62 | (125) |
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187 | (22) |
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A The Nature of the Right to Information |
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1 | (34) |
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B The Nature of the Information Provided or Sought |
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35 | (13) |
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C Dealing with Requests from Setdors or Protectors |
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48 | (3) |
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D Disclosure from Retiring Trustees to Successors |
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51 | (1) |
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E Modifying Rights to Information |
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52 | (5) |
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57 | (152) |
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13 Directions and Beddoe Applications |
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209 | (16) |
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A Jurisdiction of the Court |
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1 | (4) |
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B When to Apply to the Court |
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5 | (7) |
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C Who Can Apply for Directions |
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12 | (3) |
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D What Directions Can Be Obtained |
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15 | (5) |
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20 | (2) |
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F Procedure on Applications for Directions |
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22 | (27) |
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49 | (26) |
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H Administration and Other Procedures |
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75 | (150) |
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225 | (14) |
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1 | (7) |
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8 | (11) |
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19 | (8) |
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27 | (6) |
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33 | (11) |
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44 | (3) |
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47 | (192) |
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15 Parties to Trust Disputes |
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239 | (18) |
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A Importance of Proper Representation in Trust Disputes |
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1 | (2) |
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B Classification of Trust Disputes |
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3 | (5) |
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8 | (25) |
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33 | (3) |
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36 | (5) |
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F Representation Orders and Notice to Non-Parties |
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41 | (216) |
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16 Involvement of Charitable Interests |
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257 | (18) |
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A Jurisdiction over Charities |
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3 | (5) |
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B Differences between Charities and Private Trusts |
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8 | (18) |
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C Proceedings with Charity Interests |
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26 | (18) |
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44 | (9) |
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53 | (7) |
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F Human Rights Act Issues |
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60 | (2) |
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G Cross-border Giving and European Law |
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62 | (213) |
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17 Alternative Dispute Resolution |
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275 | (12) |
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1 | (3) |
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4 | (17) |
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C Mediation and the Civil Procedural Rules |
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21 | (5) |
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26 | (18) |
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E Validity and Enforcement of Mediated Setdements |
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44 | (243) |
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18 Variation and Compromise |
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287 | (16) |
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1 | (4) |
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B Deviation from the Trusts and the Rule in Saunders v Vautier |
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5 | (3) |
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C The Inherent Jurisdiction ofthe Court |
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8 | (10) |
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D Management and Administration Powers---s 57, Trustee Act 1925 |
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18 | (5) |
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E Variation of Trusts Act 1958 |
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23 | (280) |
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303 | (14) |
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1 | (4) |
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B Where to Appeal and the Need for Permission |
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5 | (18) |
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23 | (19) |
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D Procedure on Appeals to the Supreme Court |
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42 | (275) |
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317 | (22) |
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A General Principles Applicable to a Trustee's Costs and Expenses |
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1 | (23) |
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B Costs in Contentious Situations |
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24 | (315) |
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339 | (16) |
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1 | (6) |
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B Recognition and Enforcement of Foreign Judgments and Orders |
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7 | (4) |
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11 | (8) |
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D Asset Protection and Insolvency |
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19 | (7) |
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E Removal and Retirement of Trustees and Protectors |
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26 | (5) |
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31 | (4) |
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G Guidance to Trustees, Protectors, or Enforcers |
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35 | (4) |
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H Involvement of Charitable Interests |
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39 | (4) |
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I Alternative Dispute Resolution |
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43 | (1) |
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44 | (5) |
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49 | (1) |
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50 | (305) |
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22 British Virgin Islands |
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355 | (22) |
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1 | (15) |
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B Recognition and Enforcement of Foreign Judgments and Orders |
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16 | (7) |
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C Reserved Powers, Protectors, and Managing Trustees |
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23 | (4) |
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D Asset Protection and Insolvency |
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27 | (1) |
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E Appointment, Removal, and Retirement of Trustees and Protectors |
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28 | (8) |
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36 | (11) |
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G Guidance to Trustees, Protectors, and Enforcers |
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47 | (4) |
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H Involvement of Charitable Interests |
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51 | (3) |
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I Alternative Dispute Resolution |
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54 | (1) |
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55 | (7) |
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62 | (15) |
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L Non-charitable Purpose Trusts |
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77 | (7) |
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84 | (293) |
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377 | (24) |
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1 | (9) |
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B Recognition and Enforcement of Foreign Judgments and Orders |
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10 | (13) |
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23 | (7) |
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D Asset Protection and Insolvency |
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30 | (10) |
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E Removal and Retirement of Trustees and Protectors |
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40 | (12) |
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52 | (13) |
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G Guidance to Trustees, Protectors, or Enforcers |
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65 | (4) |
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H Involvement of Charitable Interests |
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69 | (9) |
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L Alternative Dispute Resolution |
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78 | (6) |
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84 | (13) |
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97 | (8) |
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105 | (296) |
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401 | (16) |
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1 | (6) |
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B Recognition and Enforcement of Foreign Judgments and Orders |
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7 | (8) |
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15 | (4) |
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D Asset Protection and Insolvency |
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19 | (8) |
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E Removal and Retirement of Trustees and Protectors |
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27 | (5) |
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32 | (5) |
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G Guidance to Trustees, Protectors, or Enforcers |
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37 | (1) |
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H Involvement of Charitable Interests |
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38 | (4) |
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I Alternative Dispute Resolution |
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42 | (1) |
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43 | (11) |
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54 | (5) |
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59 | (358) |
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417 | (18) |
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1 | (2) |
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3 | (10) |
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C Recognition and Enforcement of Foreign Judgments and Orders |
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13 | (6) |
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19 | (8) |
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E Asset Protection and Insolvency |
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27 | (6) |
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F Removal and Retirement of Trustees and Protectors |
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33 | (7) |
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40 | (10) |
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H Guidance to Trustees, Protectors, or Enforcers |
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50 | (13) |
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L Involvement of Charitable Interests |
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63 | (3) |
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J Alternative Dispute Resolution |
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66 | (4) |
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70 | (6) |
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76 | (359) |
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435 | (22) |
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1 | (10) |
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B Recognition and Enforcement of Foreign Judgments and Orders |
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11 | (18) |
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29 | (6) |
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D Asset Protection and Insolvency |
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35 | (9) |
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E Removal and Retirement of Trustees and Protectors |
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44 | (19) |
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63 | (9) |
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G Guidance to Trustees, Protectors, or Enforcers |
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72 | (8) |
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H Involvement of Charitable Interests |
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80 | (7) |
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I Alternative Dispute Resolution |
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87 | (5) |
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92 | (17) |
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109 | (6) |
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115 | (1) |
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116 | (341) |
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457 | (28) |
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1 | (4) |
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B Recognition and Enforcement of Foreign Judgments and Orders |
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5 | (12) |
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17 | (10) |
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D Asset Protection and Insolvency |
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27 | (8) |
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E Removal and Retirement of Trustees and Protectors |
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35 | (4) |
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39 | (7) |
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G Guidance to Trustees, Protectors, or Enforcers |
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46 | (4) |
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H Involvement of Charitable Interests |
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50 | (4) |
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L Alternative Dispute Resolution |
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54 | (3) |
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57 | (13) |
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70 | (8) |
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78 | (1) |
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79 | (406) |
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485 | (26) |
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1 | (16) |
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B Recognition and Enforcement of Foreign Judgments and Orders |
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17 | (7) |
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24 | (15) |
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D Asset Protection and Insolvency |
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39 | (10) |
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E Removal and Retirement of Trustees and Protectors |
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49 | (7) |
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56 | (10) |
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G Guidance to Trustees, Protectors, or Enforcers |
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66 | (9) |
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H Involvement of Charitable Interests |
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75 | (6) |
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I Alternative Dispute Resolution |
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81 | (7) |
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88 | (15) |
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103 | (4) |
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107 | (404) |
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511 | (20) |
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1 | (2) |
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3 | (3) |
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C Recognition and Enforcement of Foreign Judgments and Orders |
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6 | (7) |
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13 | (14) |
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E Asset Protection and Insolvency |
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27 | (6) |
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F Removal and Retirement of Trustees and Protectors |
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33 | (11) |
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44 | (3) |
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47 | (6) |
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I Guidance to Trustees, Protectors, or Enforcers |
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53 | (4) |
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J Involvement of Charitable Interests |
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57 | (1) |
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K Alternative Dispute Resolution |
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58 | (2) |
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60 | (4) |
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64 | (2) |
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66 | (465) |
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531 | (14) |
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1 | (2) |
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B Internal Trust Disputes |
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3 | (11) |
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C Invalid or Fraudulent Transfers of Assets |
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14 | (3) |
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D External Trust Disputes |
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17 | (14) |
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E Protection of Creditors |
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31 | (4) |
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35 | (4) |
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39 | (1) |
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H Recognition and Enforcement of Judgments |
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40 | (2) |
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42 | (503) |
| Index |
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545 | |