Passing Wealth On Death
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Die With Zero
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Author : Bill Perkins
language : en
Publisher: Mariner Books
Release Date : 2020
Die With Zero written by Bill Perkins and has been published by Mariner Books this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020 with Business & Economics categories.
"A startling new philosophy and practical guide to getting the most out of your money-and out of life-for those who value memorable experiences as much as their earnings"--
Passing Wealth On Death
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Author : Alexandra Braun
language : en
Publisher: Bloomsbury Publishing
Release Date : 2016-07-28
Passing Wealth On Death written by Alexandra Braun and has been published by Bloomsbury Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-07-28 with Law categories.
Wealth can be transferred on death in a number of different ways, most commonly by will. Yet a person can also use a variety of other means to benefit someone on death. Examples include donationes mortis causa, joint tenancies, trusts, life-insurance contracts and nominations in pension and retirement plans. In the US, these modes of transfer are grouped under the category of 'will-substitutes' and are generally treated as testamentary dispositions. Much has been written about the effect of the use of will-substitutes in the US, but little is generally known about developments in other jurisdictions. For the first time, this collection of contributions looks at will-substitutes from a comparative perspective. It examines mechanisms that pass wealth on death across a number of common law, civil law and mixed legal jurisdictions, and explores the rationale behind their use. It analyses them from different viewpoints, including those of owners of businesses, investors, as well as creditors, family members and dependants. The aims of the volume are to show the complexity and dynamics of wealth transfers on death across jurisdictions, to identify patterns between jurisdictions, and to report the attitudes towards the different modes of transfer in light of their utility and the potential frictions they give rise to with policies and principles underpinning current laws.
Claiming A Promised Inheritance
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Author : Alexandra Braun
language : en
Publisher: Oxford University Press
Release Date : 2022
Claiming A Promised Inheritance written by Alexandra Braun and has been published by Oxford University Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2022 with Law categories.
"This book examines those cases where a person is promised a future inheritance and, having acted on it, later discovers that the promise is unfulfilled. It structures its analysis and argument around the stories of disappointed promisees and their unfulfilled expectations of a future inheritance, and how they might seek redress. It maps and compares the various, and often very diverse range of legal responses that a promisee can avail herself of across different legal areas of the law (ranging from contract law to property law, employment law, unjust and unjustified enrichmentlaw, and succession law) and in both common and civil law traditions. It asks how these responses protect the interests of promisees and whether they are sensitive to the context in which such promises are expressed. In doing so, the focus rests on the level of protection the various forms of redress grant, their scope, and the challenges promisees face when brining a claim, but also on the values and interests that are at stake when granting relief. This book argues that due to the social and legal context within which promises of a future inheritance are normally made, promisees are usually in a vulnerable position that can easily by exploited. It further argues that the law is usually more acutely attuned to the risks that the promisor incurs and that greater attention should be paid to the challenges promisees face. This book thus complements the traditional viewpoint by bringing into focus the (too often ignored) perspective of promisees"--
The Transformative Power Of Family Wealth
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Author : Philip Marcovici
language : en
Publisher: John Wiley & Sons
Release Date : 2025-02-10
The Transformative Power Of Family Wealth written by Philip Marcovici and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2025-02-10 with Business & Economics categories.
"For wealth and business owning families and their advisers, this is the ultimate guide to getting it right." David Chong, Group President, Portcullis (Singapore) Pte. Ltd., described by the Singapore Academy of Law as The Guru of Asian Family Offices "Building on his previous work, The Transformative Power of Family Wealth is packed with insight and offers wealth owners powerful tools for channeling their resources into a force for good. Must reading not only for those stewards of family wealth, but for all those striving to serve them." Amaury Jordan, CFA, co-founder of Avalor Investment (Switzerland) and TriLake Partners (Singapore) "Philip’s book is a very worthwhile read for those who work with wealthy families. In particular, the paradigm of the Theory of Change as a mechanism to help to shape a succession planning strategy is fascinating. It is also refreshing to read a positive exposition of the role that private businesses can play in regenerating society." John Riches, Partner RMW Law and President of the International Academy of Estate and Trust Lawyers "With his extensive experience and deep insights, Philip’s latest book is required reading, not only for wealthy families and their advisors, but also for policy makers and thinkers as they ponder the role of wealthy families in tomorrow’s world." Edmund Leow S.C., Senior Partner, Dentons Rodyk & Davidson LLP, Singapore A manual for avoiding the common pitfalls of family wealth and businesses with a focus on how families can prosper while governments capture the benefits of wealth owning residents and citizens In The Transformative Power of Family Wealth, retired lawyer, wealth advisor, and tax consultant Philip Marcovici delivers a startlingly insightful and practical discussion of how family wealth and business owners can navigate internal and external challenges and have a positive and benevolent impact on the communities around them. For governments navigating the challenges and benefits of attracting and retaining wealth owners to their countries, an invaluable resource. The book explains how to handle the difficulties associated with generational succession, family infighting, growing societal inequality, and complex taxation regimes. It walks you through: How to retain and grow your family's wealth through generations so you can continue to have a positive impact on the world How to handle internal family “derailing” events, like divorce, mental illness, fraud, and more Strategies for mitigating political risk for family-run businesses with international exposure and investments Approaches for governments to consider, including the adoption of regenerative tax systems that capture opportunities to create vibrant economies that address growing wealth and income inequality Perfect for owners of family-run businesses and families with wealth, as well as the professionals, advisors, and consultants who work with them, The Transformative Power of Family Wealth is a must-read for lawyers, accountants, policymakers, legislators, regulators, journalists, and anyone else with an interest in improving their understanding of the issues affecting family wealth.
Current Issues In Succession Law
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Author : Birke Häcker
language : en
Publisher: Bloomsbury Publishing
Release Date : 2016-07-28
Current Issues In Succession Law written by Birke Häcker and has been published by Bloomsbury Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-07-28 with Law categories.
While continental and comparative lawyers have recently rediscovered succession law as an area of immense practical importance deserving greater academic attention, it is still a neglected field in England. This book aims to reinvigorate the English debate. It brings together contributions by leading academics and practitioners engaging with topical issues as well as questions of fundamental importance in succession law and estate planning. The book will be of interest to both academics and practitioners working in the field, and to non-English comparative lawyers.
The Inheritance Of Wealth
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Author : Daniel Halliday
language : en
Publisher: Oxford University Press
Release Date : 2018
The Inheritance Of Wealth written by Daniel Halliday and has been published by Oxford University Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018 with Business & Economics categories.
Daniel Halliday examines the morality of the right to bequeath or transfer wealth, and argues that inheritance is unjust to the extent that it enhances the intergenerational replication of inequality, concentrating opportunities in certain groups. He presents an egalitarian case for imposition of a significant inheritance tax.
Why The Wealthy Give
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Author : Francie Ostrower
language : en
Publisher: Princeton University Press
Release Date : 1997-04-02
Why The Wealthy Give written by Francie Ostrower and has been published by Princeton University Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 1997-04-02 with Social Science categories.
Through a series of candid personal interviews with nearly one hundred donors, Why the Wealthy Give offers an in-depth look at the world of elite philanthropy. Francie Ostrower focuses on the New York City area, with its high concentration of affluent donors, to explore both the motivations of individual donors and the significance of philanthropy for the culture and organization of elite groups. In so doing, she offers an account of why the wealthy give that also provides insight into the nature of elite culture, status, identity, and cohesion. Emphasizing the diversity of philanthropy, the book also shows how and why different types of donors support different causes. It further demonstrates how, in the face of considerable change, elite philanthropy has adapted and therefore endured. A timely discussion explores the ways in which elite donors view the respective roles of government and philanthropy. Why the Wealthy Give shows that elite philanthropy involves far more than writing a check. The wealthy take philanthropy and adapt it into an entire way of life that serves as a vehicle for the social and cultural life of their class. This is reflected in the widespread popularity of educational and cultural causes among donors. At the same time, Ostrower finds divergent patterns of giving that reflect alternative sources of donor identity, such as religion, ethnicity, and gender, and explains why certain kinds of donors are more or less likely to diverge from the prestige hierarchy of their class in their philanthropy.
Comparative Succession Law
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Author :
language : en
Publisher: Oxford University Press
Release Date : 2025-01-09
Comparative Succession Law written by and has been published by Oxford University Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2025-01-09 with Law categories.
This fourth volume in the Comparative Succession Law series provides a historical and comparative study of how and by whom the estates of deceased persons are administered, drawing upon the legal traditions of Europe and beyond. When a person dies, their assets (or their value) will transfer to those entitled to inherit them following the deceased's will or, in the absence of a will, according to the rules of intestate succession. Along the way, the assets have to be identified, located, collected in, and safeguarded. Debts owed by the deceased or arising from the death must likewise be identified and then met (if need be, with the proceeds from a sale of estate assets). The whole process by which this is done, from the time of the death until the time of final distribution of the assets to those entitled to receive them, is the subject of Administration of Estates. The topic has sometimes been neglected even within national legal systems, and systematic comparative analysis, at least in the English language, is almost wholly lacking. The volume thus seeks to fill an important gap in the field of comparative succession law. Focusing on the legal systems of Europe and on countries which have been influenced by the European experience, the volume examines the law in Austria, England and Wales, France, Germany, Hungary, Italy, the Netherlands, Norway, Russia, Scotland, and Spain, as well as presenting chapters on Australia and New Zealand, Canada, China, South Africa, South America, and the United States of America. The historical background to the main legal traditions in Europe is represented by chapters on Roman law, the customary law of early-modern Continental Europe, and English law before 1837.
The Characterization Of Provisions Protecting Forced Heirs Against Lifetime Dispositions
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Author : Raphael de Barros Fritz
language : en
Publisher: Mohr Siebeck
Release Date : 2023-07-07
The Characterization Of Provisions Protecting Forced Heirs Against Lifetime Dispositions written by Raphael de Barros Fritz and has been published by Mohr Siebeck this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-07-07 with Law categories.
"Legal systems with rules about forced heirship usually also protect forced heirs by constraining lifetime dispositions of assets. Raphael de Barros Fritz addresses the characterizaton of such mechanisms in conflicts of laws"--Back cover.
Postmortal Succession On The Example Of Polish Law In A Comparative Perspective
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Author : Wojciech Bańczyk
language : en
Publisher: V&R Unipress
Release Date : 2024-02-12
Postmortal Succession On The Example Of Polish Law In A Comparative Perspective written by Wojciech Bańczyk and has been published by V&R Unipress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2024-02-12 with Law categories.
This book presents numerous instruments which create postmortal succession on the example of Polish law. Alongside the solution in inheritance law, one may apply specific inheritance (e.g. of agricultural farms) that benefits only such heirs who meet additional requirements, as well as undertake legal acts that allow to decide on heritability (or non-heritability) character of rights and duties (e.g. within the contract of mandate or company contracts). There are also numerous legislative instruments that allow for succession otherwise than by inheritance so that particular persons (and not heirs) benefit after the decedent. Such instruments include regulations of civil law but also e.g. banking law, social insurance law which are often comparable with nonprobate instruments (or willsubstitutes) under American law or German Sonderrechtsnachfolge.