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El. knyga: Student's Guide to Equity and Trusts

(University of Buckingham)
  • Formatas: PDF+DRM
  • Išleidimo metai: 27-Aug-2020
  • Leidėjas: Cambridge University Press
  • Kalba: eng
  • ISBN-13: 9781108628792
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Student's Guide to Equity and TrustsDidesnis paveikslėlis
  • Formatas: PDF+DRM
  • Išleidimo metai: 27-Aug-2020
  • Leidėjas: Cambridge University Press
  • Kalba: eng
  • ISBN-13: 9781108628792
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This engaging introduction explores the key principles of equity and trusts law and offers students effective learning features. By covering the essentials of each topic, it ensures students have the foundations for success. The law is made relevant to current practice through chapters that define and explain key legal principles, and examples and exercises set the law in context and make the subject interesting and dynamic by showing how these rules apply in real life. Key facts sections and summaries help students remember the crucial points of each topic and practical exercises offer students the opportunity to apply the law. This updated edition offers added features, in particular comprehensive lists of further reading and also a glossary of key terms. Every chapter has been updated and new case law has been added. Exploring clearly and concisely the subject's key principles, this should be every equity student's first port of call.

This book is aimed at equity and trusts students on a variety of courses. It simplifies the subject and brings it to life by using practical examples. Complex cases are explained in simple and straightforward terms. The book encourages students to relate principles studied on the course to practical situations.

Daugiau informacijos

Brings Equity and Trusts to life for students of all abilities with clearly explained principles and simple, practical examples.
Preface xi
Glossary of Common Terms Used in Equity and Trusts xii
Table of Cases
xvi
Table of Statutes
xxx
1 Historical Introduction
1(11)
Key Points
1(1)
1.1 The Introduction of Common Law
2(1)
1.2 The Inadequacy of Common Law
2(2)
1.3 The Origins and Development of Equity
4(1)
1.4 The Role of the Lord Chancellor and the Chancery Court
4(1)
1.5 The Defects of Equity
5(2)
1.6 The Emergence of the Trust
7(1)
1.7 The Maxims of Equity
8(2)
1.8 The Role of Equity Today
10(2)
Summary
11(1)
Further Reading
11(1)
2 Equitable Remedies
12(21)
Key Points
12(1)
2.1 Introduction: Background to Equitable Remedies
13(1)
2.2 Specific Performance
13(7)
2.3 Injunctions
20(8)
2.4 Rectification
28(1)
2.5 Rescission
29(4)
Summary
31(1)
Further Reading
32(1)
3 The Classification of Trusts and Powers
33(15)
Key Points
33(1)
3.1 Differences between a Trust and a Power
34(1)
3.2 Different Types of Trusts
34(3)
3.3 Types of Powers
37(5)
3.4 The Distinction between a Trust and Other Legal Concepts
42(2)
3.5 The Modern Use of the Trust
44(4)
Summary
47(1)
Further Reading
47(1)
4 The Three Certainties
48(19)
Key Points
48(1)
4.1 The Requirement of Certainty: Why Is It Necessary?
49(1)
4.2 Certainty of Intention
49(5)
4.3 Certainty of Subject Matter
54(3)
4.4 Certainty of Objects
57(10)
Summary
65(1)
Further Reading
66(1)
5 Constitution of Trusts
67(19)
Key Points
67(1)
5.1 Introduction to the Rule `Equity Will Not Assist a Volunteer'
68(1)
5.2 The Transfer of Property to the Trustee under a Fully Constituted Trust
69(1)
5.3 Self-Declaration of a Trust by the Owner of the Property
70(3)
5.4 The Rule in Re Rose: `The Settlor Has Done Everything in His Power'
73(1)
5.5 The Rule in Pennington v. Waine
74(2)
5.6 Enforcing an Incompletely Constituted Trust in Contract Where Valuable Consideration Has Been Given by the Beneficiaries
76(1)
5.7 Enforcing an Incompletely Constituted Trust as a Trust of a Promise under Fletcher v. Fletcher
77(1)
5.8 The Rule in Re Ralli's Will Trust
78(1)
5.9 Exceptions to the Rule `Equity Will Not Assist a Volunteer'
78(8)
Summary
84(1)
Further Reading
85(1)
6 Formalities for the Creation of a Trust
86(16)
Key Points
86(1)
6.1 Introduction
87(1)
6.2 The Creation of an Express Trust
87(1)
6.3 The Role of Formalities in the Creation of a Trust
88(1)
6.4 Who Has the Capacity to Create a Trust?
88(2)
6.5 What Formalities Are Necessary in the Creation of a Trust?
90(1)
6.6 A Lifetime Trust of Realty and the Other Property
90(3)
6.7 A Declaration of a Trust under a Will
93(1)
6.8 A Disposition of a Substantial Equitable Interest
93(9)
Summary
101(1)
Further Reading
101(1)
7 Private Purpose Trusts
102(11)
Key Points
102(1)
7.1 The Beneficiary Principle
103(1)
7.2 The Anomalous Exceptions to the Beneficiary Principle
104(3)
7.3 The Re Denley Exception and Trusts for Individuals with a Purpose Attached
107(3)
7.4 Can Unincorporated Associations Form an Exception to the Beneficiary Principle?
110(1)
7.5 Why Charitable Trusts Can Create an Exception
110(1)
7.6 Another Possible Solution to the Problems Created by Purpose Trusts
111(2)
Summary
112(1)
Further Reading
112(1)
8 Unincorporated Associations
113(14)
Key Points
113(1)
8.1 Introduction
114(1)
8.2 Definition of an Unincorporated Association and the Problems They Present
115(1)
8.3 Different Constructions on Gifts to Unincorporated Associations
116(7)
8.4 Problems on Distribution of Funds on the Dissolution of an Unincorporated Association
123(4)
Summary
125(1)
Further Reading
126(1)
9 Resulting Trusts
127(20)
Key Points
127(1)
9.1 Definition of a Resulting Trust
128(1)
9.2 Presumed Resulting Trusts
128(12)
9.3 Automatic Resulting Trusts
140(7)
Summary
145(1)
Further Reading
146(1)
10 Constructive Trusts
147(20)
Key Points
147(1)
10.1 Introduction: What Is a Constructive Trust? Problems in Definition
148(1)
10.2 Different Types of Constructive Trust
149(8)
10.3 Institutional and Remedial Constructive Trusts
157(7)
10.4 Personal and Proprietary Claims over Property
164(3)
Summary
165(1)
Further Reading
166(1)
11 Trusts of the Family Home
167(24)
Key Points
167(1)
11.1 Introduction to Trusts of the Family Home
168(1)
11.2 An Express Trust
169(1)
11.3 Sole Legal Owner: A Common Intention Constructive Trust ofLand
170(9)
11.4 Sole Legal Owner: Resulting Trusts of Land
179(4)
11.5 Joint Legal Owners of the Family Home: Implications of Stack v. Dowden
183(5)
11.6 Effect of Trusts of Land (Appointment of Trustees) Act 1996
188(1)
11.7 The Role of Proprietary Estoppel
188(1)
11.8 The Future for Rights in the Family Home
189(2)
Summary
189(1)
Further Reading
190(1)
12 Secret Trusts and Mutual Wills
191(18)
A Secret Trusts
191(1)
Key Points
191(13)
12A.1 What Are Secret Trusts?
192(2)
12A.2 Fully Secret Trusts
194(2)
12A.3 Half-Secret Trusts
196(1)
12A.4 Issues Arising in Secret Trusts
197(4)
12A.5 The Theoretical Basis for Secret Trusts
201(3)
B Mutual Wills
204(1)
Key Points
204(1)
12B.1 What Is a Mutual Will?
204(1)
12B.2 The Agreement between the Parties
205(1)
12B.3 The Application of the Constructive Trust in a Mutual Will
206(3)
Summary
207(1)
Further Reading
208(1)
13 Charities: The Charities Act and the Rules of Cy Pres
209(30)
Key Points
209(1)
13.1 Introduction to Charitable Trusts
210(1)
13.2 The Advantages of Charitable Status
210(2)
13.3 The Definition of Charity
212(3)
13.4 Charitable Purposes
215(10)
13.5 How Will the Courts Consider a New Charitable Purpose?
225(1)
13.6 Trusts with Political Objects
226(2)
13.7 Charitable Purposes Overseas
228(1)
13.8 The Requirement of Public Benefit
228(4)
13.9 The Rules of Cy Pres
232(7)
Summary
236(2)
Further Reading
238(1)
14 Trustees: Appointment, Retirement and Capacity
239(17)
Key Points
239(1)
14.1 Appointment of the Trustees
240(4)
14.2 Who Can Be Appointed as a Trustee?
244(4)
14.3 Number of Trustees
248(1)
14.4 Duties of a Trustee on Appointment
248(1)
14.5 Appointment of New Trustees under S.36
249(2)
14.6 Retirement of Trustees under S.39
251(1)
14.7 Removal of Trustees
252(1)
14.8 Remuneration of Trustees
253(3)
Summary
254(1)
Further Reading
255(1)
15 Duties and Powers of Trustees
256(28)
Key Points
256(1)
15.1 Introduction: The Office of Trustee
257(1)
15.2 Duty of Care
257(1)
15.3 General Duties Owed by Trustees: To Provide Accounts; to Provide Information; to Act Unanimously; to Act Impartially
258(4)
15.4 Duty to Exercise Discretion
262(8)
15.5 Power to Invest
270(7)
15.6 Delegation of Duties
277(2)
15.7 Powers of Maintenance and Advancement
279(5)
Summary
282(1)
Further Reading
283(1)
16 Variation of Trusts
284(20)
Key Points
284(1)
16.1 Introduction
285(1)
16.2 Court's Inherent Jurisdiction
285(3)
16.3 Statutory Provisions
288(4)
16.4 The Rule in Saunders v. Vautier
292(2)
16.5 The Variation of Trusts Act 1958
294(10)
Summary
302(1)
Further Reading
303(1)
17 Fiduciary Duties and Breach of Fiduciary Duties
304(25)
Key Points
304(1)
17.1 The Nature of a Fiduciary Relationship
305(2)
17.2 The Role of Fiduciary Relationships in English Law
307(1)
17.3 Purchase of Trust Property
308(3)
17.4 Trustees Who Make Unauthorised Profits from Their Position
311(2)
17.5 Bribes
313(4)
17.6 Use of Confidential Information and Opportunities
317(4)
17.7 Joint Ventures
321(1)
17.8 Nature of the Remedies for Breach of Fiduciary Duty
322(7)
Summary
327(1)
Further Reading
328(1)
18 Breach of Trust and Defences to Breach of Trust
329(28)
Key Points
329(1)
18.1 Introduction
330(1)
18.2 What Is a Breach of Trust?
331(7)
18.3 Joint Liability, Contribution and Indemnity
338(3)
18.4 Remedies for Breach of Trust
341(1)
18.5 Special Issues Arising in Breach of Trust
341(3)
18.6 Defences to an Action for Breach of Trust
344(13)
Summary
355(1)
Further Reading
356(1)
19 Remedies against Strangers to a Trust
357(20)
Key Points
357(1)
19.1 Introduction
358(1)
19.2 Different Types of Liability as a Stranger to a Trust
358(2)
19.3 Personal and Proprietary Remedies against Strangers to the Trust
360(1)
19.4 Knowing Receipt of Trust Property
361(7)
19.5 Dishonest Assistance in a Breach of Trust
368(7)
19.6 Trustee De Son Tort
375(2)
Summary
375(1)
Further Reading
376(1)
20 Tracing
377(19)
Key Points
377(1)
20.1 Introduction: What Is Tracing?
378(1)
20.2 Tracing and Following
378(1)
20.3 Tracing and Claiming at Common Law
379(3)
20.4 Tracing in Equity
382(14)
Summary
394(1)
Further Reading
395(1)
Index 396
Judith Bray is a Professor of Law at the University of Buckingham. She qualified as a Barrister and was awarded a Harmsworth Scholarship by Middle Temple as well as winning the Malcolm Wright Prize. She switched to lecturing law and started writing in 2003, publishing Unlocking Land Law (2019, now in its 6th edition), and has written many student books in both Land Law and Equity, as well as a range of articles on issues in Equity, Family Law and Land Law. She was awarded a chair at Buckingham in 2014. Her motivation in teaching is to ensure students of all abilities can access and enjoy even the most difficult topics.
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