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Catalogue complet

THE TRUST PLAYBOOK

Shapiro A: THE TRUST PLAYBOOK

From Title Transfer to Tax Freeze - The Advanced Trust Manual

Focusing on the private law of England, Scotland, France, Quebec and the Netherlands, this volume explores how the private law concepts of trust and patrimony interact in various jurisdictions, with a view to advancing the understanding of the trust as a fundamental legal concept. It comprises new and previously published papers written by distinguished comparative law scholars. The authors investigate whether the common law trust could be understood as a civil law patrimony by appropriation, and whether civil law and mixed traditions could create local versions of the common law trust using patrimony as the main conceptual building block.

Trusts and Patrimonies

Confused About Living Trusts, Deeds, and Probate as a Homeowner? Most homeowners think the hard part is creating the trust. But many families discover the real problem later, when a parent has passed, the bills are still coming, the deed is unclear, the house is stuck in probate, and everyone is asking the same painful questions: Is the house actually in the trust? Who gets the house? What if my sibling refuses to move out? Who has the right to decide?The worst part is not just legal paperwork. It is watching the home you worked for become a source of stress, confusion, attorney calls, sibling tension, and expensive delays.Maybe you have been putting this off because it feels too technical, too expensive, or because you simply don't know what you don't know. This book was written for that exact moment.Inside, you will learn how to: <ul><li>Understand what a living trust can and cannot do for your home</li> <li>Help keep your house out of probate and in your family's hands</li> <li>Avoid the costly mistake of creating a trust but never funding it</li> <li>Know what questions to ask before paying an attorney</li> <li>Prepare your spouse, children, or successor trustee before a crisis</li> <li>Make your wishes clear so your family is not left guessing</li> </ul>This guide will help you understand the process, protect the home, and make things easier for the people you love.Start here, and move forward with more clarity, confidence, and peace of mind before your family needs the plan.

A Plain-English Estate Planning Guide to Protect Your Home, Avoid Probate, Prevent Costly Trust Mistakes, and Secure Your Family's Future

The Homeowner's Living Trust

Learn the system, minimize fees When you've lost a loved one, the inevitable legal matters can seem difficult and confusing. Learning about probate and taking on some of the bureaucratic tasks yourself can provide clarity, peace of mind, and reduced legal fees. How to Probate an Estate in California explains how to handle a simple estate and makes clear which tasks you may be able to manage without a lawyer. Find out how to: <ul> <li>determine who inherits property</li> <li>collect life insurance and other death benefits</li> <li>use non-court transfer procedures</li> <li>complete and file court paperwork</li> <li>pay bills and file taxes, and</li> <li>transfer property to heirs and beneficiaries.</li> </ul> Whether you plan to do most of the duties yourself or expect to work with an attorney, How to Probate an Estate in California will save you time and increase your confidence when wrapping up your loved one's estate.

How to Probate an Estate in California

Want to save your family money and hassle? Read this book! Probate court proceedings after a death can cost tens of thousands of dollars in attorney and court fees--money that would otherwise have gone directly to your loved ones. This top-selling guide explains methods to skip the probate process, including: <ul> <li>naming payable-on-death beneficiaries for financial accounts</li> <li>holding property jointly</li> <li>transferring real estate with transfer-on-death deeds</li> <li>using a living trust</li> <li>naming the right beneficiaries for IRAs, 401(k)s, and other retirement plans, and</li> <li>using probate shortcuts for small estates.</li> </ul> This updated edition covers the latest state laws on probate avoidance methods and all estate-related impacts of recent federal changes to retirement distribution rules.

8 Ways to Avoid Probate

Hart Studies in Private Law

This innovative study provides a comprehensive exposition of the unique function, requirements, ambit, and justification of resulting trusts in Anglo-Australian law. It addresses how major resulting trust developments in other common law and civil law jurisdictions around the world can be understood in light of the analysis. The analysis goes further to explore the impacts on the private international law dimension of resulting trusts. The book will make compelling reading for private lawyers in the common law world, offering something truly new to the literature in the field.

Rationalising Resulting Trusts

Sharing economy promised a way of using property for the mutual benefit of owners and consumers, but in the last decade it has only worked to profit large commercial platforms. This book shows how institutions of risk management are part of this problem and offers a solution: collaborative risk structures. The book uncovers risk as the missing element in accounts of property theory and sharing economy. Drawing on diverse insights from economic theory and legal studies, it explains how property and private law form a risk management infrastructure which reinforces private property, and examines the paralysing effects this has on sharing, by constraining it to extractive market relations and stifling its collaborative potential. The book argues that overcoming these constraints is key to realising collaborative property and curbing the drawbacks of private ownership. It proposes institutional design principles and offers heuristic solutions such as radical uses of private law tools and insurance mechanisms to build a collaborative risk system capable of supporting more equitable and diversified forms of sharing.

Risk in the Sharing Economy

Transnational Movable Property Law

Dalhuisen on Transnational and Comparative Commercial, Financial and Trade Law Volume 4

Studien zum Privatrecht

The fragmented body of law governing the special rules of agricultural inheritance is characterized by a pronounced resistance to reform. Whereas the special inheritance regulations for agricultural holdings once pursued the aim of preventing farms from being broken up into smaller, economically unviable parcels and of "ensuring the nourishment of the population," these objectives can no longer be fully justified in light of profound structural changes in agriculture. The focus has now shifted to preserving a multifunctional agricultural sector, characterized by the fact that, alongside traditional food production, it increasingly fulfills regional, social, ecological, cultural, and societal functions. Moreover, the current legal framework is unable to adequately reflect the modern realities of agricultural enterprises. For example, the management of an agricultural operation has become increasingly complex, family structures have become more diverse, and more active estate planning is now common. In view of the dramatic upheavals occurring in agriculture, however, there remains a heightened need for a specially designed framework of inheritance law. The newly developed regulatory proposal aims to create a fair balance of interests between the heirs who do not take over the farm and those entitled to compulsory portions on the one hand, and the successor to the agricultural holding on the other. Its objective is to mitigate, at least in the area of inheritance law, the challenges faced by family-run agricultural enterprises.

Rechtfertigung und Reformbedarf

Landwirtschaftliches Sondererbrecht in Zeiten agrarstrukturellen Wandels

Landmark Cases

Part of the iconic Landmark Cases series, this book brings the most significant cases in charity law together for the first time. More than four hundred years have passed since the Statute of Charitable Uses of 1601, whose Preamble set out a list of charitable purposes which has formed the basis of the modern legal definition of charity. This book explores the substantial body of judge-made rules and principles developed since then, highlighting a carefully curated selection of the landmark cases which have shaped charity law. Each chapter analyses one or more judicial decisions, setting them in their historical context, explaining their contemporary importance, and considering their future relevance. The selected cases cover a broad range of topics. Some go to the heart of what it means to be a charity, elucidating charity's legal definition and public benefit requirement. Others demonstrate how charity law has been shaped by its interaction with other bodies of law, including trust law, company law and equality law, and by emerging tensions between trustees' overriding duty to further the charity's purposes and broader moral obligations or ethical considerations. The book has a core focus on English precedents, but the cases are touchstones in many jurisdictions. Our contributors therefore include scholars, judges and practitioners from Australia, Canada, New Zealand and Singapore, as well as from the UK. The result is a book that sheds new light on the application and development of charity law's defining rules and principles across the common law world.

Landmark Cases in Charity Law

Everything you need to get organized Do your loved ones know where to find your insurance policies, passwords, title to your car, real estate deeds, health care directive, or even your will? If you're like a lot of people, you keep important information--from automated bill-pay details to passwords to the location of important documents--in your head or stashed in the odd desk drawer. Unfortunately, this disorganization will cause hassles for those who someday take care of you or your estate. Get It Together is a guide and workbook to help you gather your records and prepare important documents. With it, you create an organizer for you and a road map for your survivors. It provides a complete framework to help you and others keep track of: <ul> <li>secured places and passwords</li> <li>employment and business records</li> <li>bank, brokerage, and retirement accounts</li> <li>personal property and real estate records</li> <li>care plans for dependent children, pets, and livestock</li> <li>insurance policies</li> <li>tax records</li> <li>estate planning documents</li> <li>funeral arrangements, and</li> <li>letters to loved ones.</li> </ul> The workbook is comprehensive, yet straightforward. In the first half, you'll find the pages to create your personal planner. In the second half, you'll find step-by-step instructions and helpful resources to guide your completion of each section. The book also provides helpful advice about: <ul> <li>safely storing your completed planner</li> <li>maintaining your planner over time, and</li> <li>talking with loved ones about accessing your planner when the time comes.</li> </ul>

Organize Your Records So Your Family Won't Have to

Get It Together

A Calm, Step-by-Step Guide to Settling a Small Estate Without a Lawyer

When It Falls to You

This book looks at how the law allows donors to establish perpetual charitable trusts, bearing the donor's name, and how it rewards and encourages the pursuit of post-mortem identity. It considers the policy questions raised by post-mortem identity. The law in this area is often complex and uncertain, and that legal unpredictably might deter donors from giving. Attention to post-mortem identity suggests that the law should be made as reliable and predictable as possible. This book theorises the motivation for post-mortem identity and works through its legal implications. It considers the even deeper questions in play and the particular problems which surround post-mortem identity. For example, a donor motivated by the prospect of legal immortality might be led towards bad charity. The donor might try to create a vain or prejudiced organisation. The book looks at the context of these issues, the policy challenges faced by the law, and the way in which the rules need to control and limit the donor's wishes.

This book looks at how the law allows donors to establish perpetual charitable trusts, bearing the donor’s name, and how it rewards and encourages the pursuit of post-mortem identity.

It considers the policy questions raised by post-mortem identity. The law in this area is often complex and uncertain, and that legal unpredictably might deter donors from giving. Attention to post-mortem identity suggests that the law should be made as reliable and predictable as possible. This book theorises the motivation for post-mortem identity and works through its legal implications.

It considers the even deeper questions in play and the particular problems which surround post-mortem identity. For example, a donor motivated by the prospect of legal immortality might be led towards bad charity. The donor might try to create a vain or prejudiced organisation. The book looks at the context of these issues, the policy challenges faced by the law, and the way in which the rules need to control and limit the donor’s wishes.

Charity Law and Post-mortem Identity

THE TRUST PLAYBOOK

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