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  • Risk and Negligence in Wills, Estates, and Trusts

    Risk and Negligence in Wills, Estates, and Trusts by Frost, Martyn; Reed QC, Penelope; Baxter, Mark;

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    A termék adatai:

    • Kiadás sorszáma 2
    • Kiadó OUP Oxford
    • Megjelenés dátuma 2014. március 6.

    • ISBN 9780199672929
    • Kötéstípus Puhakötés
    • Terjedelem560 oldal
    • Méret 246x169x29 mm
    • Súly 870 g
    • Nyelv angol
    • 0

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    Rövid leírás:

    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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    Hosszú leírás:

    Risk and Negligence in Wills, Estates, and Trusts provides essential guidance for all will draftsmen. It offers in-depth analysis of negligence and wills, together with commentary on safe practice and the avoidance of risk. Together the areas covered provide a framework for the safe practice that is now essential in this much disputed area of work.

    This updated edition examines the new developments in will preparation and what is needed for safe practice as well as the important cases since the last edition. This work contains indispensable practical guidance, tailored to meet the demands of all those involved in wills, trusts, and estates and disputes relating to them. Practical advice in establishing best practice to avoid disputes is given and the appendices include practical forms and checklists to assist this. In addition there is analysis of the allied subjects of estate and trust administration and commonly encountered problem areas. A section also concentrates on duties in relation to taxation aspects of this work.

    Negligence and private client work is a fast developing area of modern law. The recent financial crisis has helped to focus attention closely on what risk is and how it should be managed. This has not merely been in the financial sector but in all areas of business. The legal profession has seen some major financial failures and an operating climate that is increasingly difficult. The rise in PI claims, the insurers' restrictions on cover, and the increased cost of cover have led to an increased focus on professional ability and risk management. Therefore, knowledge of the risks, what constitutes safe practice, and how to manage risk, are essential for anyone practising in this area.

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    Tartalomjegyzék:

    Part A: Negligence and Will Preparation
    An Introduction to Tort
    The Duty of Care in Relation to Will Preparation
    Other Aspects of the Duty of Care
    Part B: The Process of Will Preparation
    Client Issues
    The Will Draftsman
    Instructions, Preparation, and Execution
    Other Issues
    Risk
    Part C: Administration of Estates and Trusts
    Introduction and New Business
    Neutrality of PR and Trustees
    Administration Processes
    Timing
    Assets
    Distributions
    Powers and Duty of Care
    Part D: Taxation
    Wills and Tax Advice
    Tax in the Administration of Estates
    Tax and Trusts
    Tax Advice during the Lifetime of the Client
    Part E: Litigation
    Introduction and Procedure
    Limitation
    The Assessment of Damages
    Mitigation and the Interrelation with Other Claims
    Part F: Statutes and Appendices
    Wills Act 1837
    Trustee Act 2000
    Will instruction form
    Execution of a will
    Information needed in an emergency will pack
    Administration of estate progress sheet
    Estate account checklist

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