Trusts Precedents
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Testamentary And Discretionary Family Trusts
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Author : Charles Rowland
language : en
Publisher:
Release Date : 2012-12-10
Testamentary And Discretionary Family Trusts written by Charles Rowland and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-12-10 with Discretionary trusts categories.
DISCRETIONARY TESTAMENTARY TRUSTS: PRECEDENTS AND COMMENTARY provides practitioners with adaptable tools to draft these complex trusts safely and easily for differing client needs. Discretionary Testamentary Trusts (DTT's) are currently in high demand, as they offer significant tax advantages and provide valuable asset protection. The precedents contained in this text are flexible and adaptable to a wide range of client circumstances. To achieve flexibility the central DTT precedent, the 'Boilerplate' is modular. It consists of defined elements which the practitioner can select and assemble. There are variations for particular circumstances, ensuring it is not difficult to draft a seamless DTT will. The book also contains a precedent for a trust for a severely disabled person. DISCRETIONARY TESTAMENTARY TRUSTS: PRECEDENTS AND COMMENTARY also assists the practitioner to explain the will to the client by offering in lay person's language clause-by-clause explanations of the main Boilerplate precedent. Rowland and Bailey provide useful examples to show how the precedents could be used in practical situations. These examples include: gifts to members of a list, with some on DTT and some not, and with some to be represented on predecease and some not; unequal shares to children, one of whom is disabled, the disabled child to take on trust, the other children to take on DTT; and provision for a blended family using Divisions. The blended family precedent is designed to cope with a testator who may or may not have a former spouse or partner as well as a present partner, and children from a former relationship as well as children of a present relationship, using DTTs for some of the beneficiaries but not all.
Testamentary Trusts
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Author : Vik Sundar
language : en
Publisher:
Release Date : 2016-07-12
Testamentary Trusts written by Vik Sundar and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-07-12 with Estate planning categories.
Building on the success of the first edition (previously titled Discretionary Trusts, Precedents and Commentary), this new edition has been expanded to cover all types of testamentary trusts. The central purpose of this book is to provide a flexible and easy-to-use system for drafting discretionary testamentary trusts. The system is intended to allow practitioners to deal with what has always been a very complicated and difficult problem: modifying a discretionary testamentary trust precedent to accommodate the widely different family circumstances and testamentary wishes which testators present to the drafter. One testator will want a common option: to provide for a spouse; and if the spouse predeceases the testator, the testator's children. If a child predeceases the testator, the children of that child will represent that child and take what the predeceased child would have taken. All beneficiaries are to take their inheritance through a discretionary testamentary trust. However, other testators have different and more challenging requirements. To this end, Chapter 8 contains the Model Testamentary Trust precedent, as well as a clause-by-clause commentary on it. The precedent forms the foundation of every variation of the discretionary testamentary trust, and it is on this foundation that the variations are built by inserting clauses from Chapter 9. Chapter 10 contains a representative sample of widely different family situations for which a testator may wish to provide, as well as including flexible alternative clauses. In addition to providing a modular drafting precedent, the book also covers strategies dealing with superannuation (Chapter 6), family provision (Chapter 11) and blended families (Chapter 12). Book Review - The Law Society of Tasmania Important Features Authoritative and comprehensive Nationwide coverage Detailed precedents drafted by experts Related Titles Birtles,C and Neal,R, Hutley's Wills and Precedents, 9th ed 2016Perkins,M and Monahan,R Estate Planning: A Practical Guide for Estate and Financial Services Professionals, 4th ed. 2015 .
Testamentary Trusts
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Author : Vik Sundar
language : en
Publisher:
Release Date : 2016
Testamentary Trusts written by Vik Sundar and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016 with Estate planning categories.
International Trust Precedents
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Author :
language : en
Publisher:
Release Date : 1989
International Trust Precedents written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1989 with Trusts and trustees categories.
Trusts Precedents
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Author :
language : en
Publisher:
Release Date :
Trusts Precedents written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on with categories.
International Trust Precedents
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Author : Nicola Bradbury
language : en
Publisher: Sweet & Maxwell
Release Date : 1989
International Trust Precedents written by Nicola Bradbury and has been published by Sweet & Maxwell this book supported file pdf, txt, epub, kindle and other format this book has been release on 1989 with Foreign trusts categories.
Aims to cover every aspect of agricultural law and to be a comprehensive guide to the complex business that constitutes farming. It deals with traditional areas of agricultural holdings and newer areas such as conservation and quotas. Financial and tax aspects are also dealt with
Precedents And Forms In Conveyancing
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Author : Charles Davidson
language : en
Publisher:
Release Date : 1860
Precedents And Forms In Conveyancing written by Charles Davidson and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1860 with Conveyancing categories.
Singapore Precedents Forms
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Author : LexisNexis (Firm)
language : en
Publisher:
Release Date : 2004
Singapore Precedents Forms written by LexisNexis (Firm) and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2004 with Forms (Law) categories.
Practical Trust Precedents
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Author :
language : en
Publisher:
Release Date :
Practical Trust Precedents written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on with Trusts and trustees categories.
Drafting Trusts And Will Trusts In Australia
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Author : James Kessler
language : en
Publisher: Lawbook Company
Release Date : 2008-01-01
Drafting Trusts And Will Trusts In Australia written by James Kessler and has been published by Lawbook Company this book supported file pdf, txt, epub, kindle and other format this book has been release on 2008-01-01 with Inheritance and succession categories.
Based on a highly acclaimed UK title, DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA has been comprehensively adapted to provide authoritative guidance on drafting trusts and will trusts in eight Australian jurisdictions. Providing both a comprehensive range of precedents and a wealth of valuable advice, DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA cuts through verbosity and helps you to understand and prepare trust documents your client wants and needs. The book features chapters on key areas of trust law, including beneficiaries, trustees, trustee's powers and general provisions of a trust. DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA also offers a large number of precedents for both lifetime and will trusts. The precedents, which appear in printed form and on an accompanying CD-Rom, reveal a fresh approach to creating documents. A unique addition to the Australian market, DRAFTING TRUSTS AND WILL TRUSTS IN AUSTRALIA is an essential reference for those practising in tax law, estate and succession planning, family law and property law.