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El. knyga: Law of Trusts

(Kwa Geok Choo Professor of Property Law, National University of Singapore, and Barrister of Lincoln's Inn)
  • Formatas: 528 pages
  • Serija: Core Texts Series
  • Išleidimo metai: 04-Feb-2022
  • Leidėjas: Oxford University Press
  • Kalba: eng
  • ISBN-13: 9780192667045
Kitos knygos pagal šią temą:
  • Formatas: 528 pages
  • Serija: Core Texts Series
  • Išleidimo metai: 04-Feb-2022
  • Leidėjas: Oxford University Press
  • Kalba: eng
  • ISBN-13: 9780192667045
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The Core Text Series takes the reader straight to the heart of the subject, providing a reliable and invaluable guide for students of law at all levels. Written by leading academics and renowned for their clarity, these concise texts explain the intellectual challenges of each area of the law.

The Law of Trusts provides a concise, yet academically rigorous, textbook that skilfully engages with both controversial and complex issues within the subject. James Penner offers perceptive analysis and original and thought-provoking commentary to give students an excellent grounding in what is
considered to be a challenging subject. Drawing on a variety of learning features, including summaries of key issues discussed in each chapter, must-read cases, assessment questions, and carefully selected further reading, this approachable and thorough textbook equips students with the tools they
need to engage critically with the subject.

Digital formats and resources
The twelfth edition is avilable for students and institutions to purchase in a variety of formats, and is supported by online resources.

· The e-book offers a mobile experience and convenient access along with functionality tools, navigation features, and links that offer extra learning support: www.oxfordtextbooks.co.uk/ebooks
· The online resources include: bi-annual updates on the latest key developments in equity & trusts, and self-test questions on key topics, with feedback, providing an opportunity for students to test and consolidate their learning.
Abbreviations xii
Table of legislation
xiii
Table of cases
xvi
PART I The Express Trust
1(234)
1 The historical origins of the trust
3(12)
The Court of Chancery and the origin of equity
3(3)
The relationship between equity and the common law
6(2)
The Judicature Acts and the administrative fusion of law and equity
8(2)
Equity's creation of the use and the trust
10(5)
Further Reading
14(1)
Self-Test Questions
14(1)
2 Express trusts: basic principles
15(35)
Express trusts and trusts arising by operation of law (TABOLs)
15(3)
The position of the settlor
18(2)
The position of the trustee
20(7)
The position of the beneficiary
27(16)
Trusts and the fusion of law and equity
43(1)
The express trust in legal context
44(6)
Further Reading
49(1)
Self-Test Questions
49(1)
3 Trusts and powers
50(29)
Three basic building blocks: fixed trusts, discretionary trusts, and powers of appointment
50(5)
The variety of interests under express trusts
55(4)
The variety of powers and duties under a trust
59(5)
Faulty exercises of powers
64(2)
Judicial control of the exercise of discretions
66(3)
Limitations on the settlor's `freedom of trust'
69(10)
Further Reading
77(1)
Self-Test Questions
78(1)
4 Modern discretionary trusts
79(27)
Foundations
79(16)
Issues and concerns
95(11)
Further Reading
104(1)
Self-Test Questions
105(1)
5 certainty
106(32)
The three certainties
106(1)
The family gift context---traditional trusts
107(18)
The family gift context--- modern discretionary trusts
125(5)
The commercial context
130(8)
Further Reading
137(1)
Self-Test Questions
137(1)
6 Constitution
138(20)
`Equity will not assist a volunteer'
139(4)
Perfecting an imperfect gift
143(8)
Covenants to settle
151(7)
Further Reading
157(1)
Self-Test Questions
157(1)
7 The beneficiary principle
158(18)
The beneficiary principle and the invalidity of private purpose trusts
158(5)
Anomalous valid purpose `trusts'
163(2)
Powers for purposes
165(2)
Specified benefit trusts
167(6)
An enforcer principle?
173(3)
Further Reading
175(1)
Self-Test Questions
175(1)
8 The trust up and running
176(23)
The duty of investment
176(11)
The powers of maintenance and advancement
187(3)
Appointment, retirement, and removal of trustees
190(3)
Custodian, nominee, managing, and judicial trustees
193(1)
Variation of trusts
194(5)
Further Reading
197(1)
Self-Test Questions
198(1)
9 Formalities and secret trusts
199(36)
The character and purpose of formalities
199(2)
Declarations of trusts in land: Law of Property Act 1925, s 53(1)(b)
201(3)
Disposition of subsisting equitable interests: Law of Property Act 1925, s 53(1)(c)
204(13)
Testamentary trusts: Wills Act 1837, s 9
217(2)
Informal testamentary trusts: secret and half-secret trusts
219(16)
Further Reading
232(1)
Self-Test Questions
232(3)
PART II Resulting Trusts and Bare Trusts
235(54)
10 Resulting trusts
237(24)
Resulting uses
237(2)
Presumed resulting trusts (PRTs)
239(16)
Automatic resulting trusts (ARTs)
255(4)
Resulting trusteeship
259(2)
Further Reading
260(1)
Self-Test Questions
260(1)
11 Bare trusts subject to contractual obligations and agenfs instructions
261(28)
Bare trusts in general 4
261(2)
Solicitor-agent trusts (SATs)
263(8)
Quistclose trusts (QTs)
271(11)
Unincorporated association trusts (UATs)
282(7)
Further Reading
287(1)
Self-Test Questions
287(2)
PART III Liabilities Arising from Breach of Trust and Fiduciary Obligations
289(140)
12 Following, tracing, and claiming
291(21)
Tracing
292(10)
Claiming
302(6)
Tracing and claiming at common law
308(1)
Policy considerations
309(3)
Further Reading
310(1)
Self-Test Questions
310(2)
13 Breach of trust
312(37)
Situating breach of trust
312(3)
The trustee's liability to account, the performance interest in a trust, and personal claims against the trustee
315(21)
Liability of trustees inter se
336(1)
Beneficiaries' consent to a breach of trust
336(2)
Trustees' relief from liability under Trustee Act 1925, s 61, trustee exemption clauses, and ouster of trustee duties
338(8)
De facto trusteeship, or trusteeship de son tort
346(1)
Trustee's liability when a breach of trust is procured by a third party
347(2)
Further Reading
348(1)
Self-Test Questions
348(1)
14 Fiduciary relationships
349(38)
The good faith duty of loyalty (GFDL)
349(2)
The fiduciary relationship
251(5)
The `no conflict' principle
356(2)
An advising fiduciary's duty to reveal a conflict of interest
358(2)
The self dealing rule
360(2)
The fair dealing rule
362(1)
The duty not to compete with one's principal
363(2)
The profit opportunity doctrine
365(6)
The no profit rule
371(8)
Should the liability to account be personal or proprietary?
379(8)
Further Reading
384(1)
Self-Test Questions
384(3)
15 Third party liability for breach of trust and fiduciary obligations
387(22)
Liability for procuring/assisting a breach of trust
388(5)
Third-party recipients of trust property or its traceable proceeds
393(10)
Limitation of actions
403(1)
Secondary liability for breach of fiduciary obligation
404(5)
Further Reading
407(1)
Self-Test Questions
407(2)
16 Restitution, unjust enrichment and the law of trusts
409(20)
A brief history of unjust enrichment and restitution
411(3)
Personal and proprietary restitution
414(1)
Unjust enrichment and resulting trusts
415(2)
Tracing and restitution
417(2)
The restitutionary analysis of recipient liability
419(10)
Further Reading
427(1)
Self-Test Questions
428(1)
PART IV Constructive Trusts
429(18)
17 Constructive trusts
431(16)
Varieties of constructive trust (CTs)
431(1)
The vendor purchaser CT and the maxim `Equity looks upon that as done which ought to be done'
432(10)
Proprietary estoppel
442(1)
Equitable accounting
443(2)
`Institutional' and `remedial' constructive trusts
445(2)
Further Reading
445(1)
Self-Test Questions
446(1)
PART V Charity
447(30)
18 The law governing charities
449(28)
Charities and the law of trusts
449(1)
Fiscal benefits
450(2)
The conditions for charitable status
452(1)
The charitable character of public purpose trusts
453(4)
Trusts for the relief of poverty
457(1)
Trusts for the advancement of education
457(1)
Trusts for the advancement of religion
458(2)
Trusts for other purposes beneficial to the community
460(3)
The public benefit requirement
463(4)
A charity must be for exclusively charitable purposes
467(4)
Preservation from failure: the cy-pres doctrine
471(6)
Further Reading
475(1)
Self-Test Questions
475(2)
Select bibliography 477(12)
Index 489
J E Penner is Kwa Geok Choo Professor of Property Law, National University of Singapore, and Barrister of Lincoln's Inn. He completed his first degree in genetics (BSc UWO) before continuing his academic studies in law and legal philosophy (LLB Toronto, DPhil Oxon). He has a strong reputation in this field and has taught trusts in the UK, Canada, the Bahamas, Malaysia, Singapore, and Australia.