This fully-updated edition of Risk and Negligence in Wills, Estates, and Trusts provides invaluable guidance to all involved with wills, estates, and trusts as well as advisers and professional negligence insurers and litigators. It offers practical advice on best practice in will preparation and extensive coverage of developments in the field.
This fully-updated edition of Risk and Negligence in Wills, Estates, and Trusts provides invaluable guidance to all involved with wills, estates, and trusts as well as advisers and professional negligence insurers and litigators. It offers practical advice on best practice in will preparation and extensive coverage of developments in the field.
Martyn Frost is a Director at Trenfield Trust & Estate Consulting Ltd. He previously worked with a major trust company and latterly has been a consultant with law firms in the Manchester area. He is a former Deputy Chairman of STEP and a former Vice-President of The Association of Corporate Trustees. Penelope Reed QC has practised at the bar since 1983, predominantly in the area of trusts, wills, contentious probate, family provision claims and tax. She has appeared in many of the leading cases on Wills and estates and lectures widely on these topics. She is a member of STEP, ACTAPs and an officer of the Chancery Bar Association Mark Baxter is a barrister at 5 Stone Buildings where he has a broad traditional chancery practice including a particular focus on contentious and non-contentious trusts and probate, and related professional negligence.
Inhaltsangabe
Part A: Negligence and Will Preparation 1.: An Introduction to Tort 2.: The Duty of Care in Relation to Will Preparation 3.: Other Aspects of the Duty of Care Part B: The Process of Will Preparation 4.: Client Issues 5.: The Will Draftsman 6.: Instructions, Preparation, and Execution 7.: Other Issues 8.: Risk Part C: Administration of Estates and Trusts 9.: Introduction and New Business 10.: Neutrality of PR and Trustees 11.: Administration Processes 12.: Timing 13.: Assets 14.: Distributions 15.: Powers and Duty of Care Part D: Taxation 16.: Wills and Tax Advice 17.: Tax in the Administration of Estates 18.: Tax and Trusts 19.: Tax Advice during the Lifetime of the Client Part E: Litigation 20.: Introduction and Procedure 21.: Limitation 22.: The Assessment of Damages 23.: Mitigation and the Interrelation with Other Claims Part F: Statutes and Appendices Appendix 1: Wills Act 1837 Appendix 2: Trustee Act 2000 Appendix 3: Will instruction form Appendix 4: Execution of a will Appendix 5: Information needed in an emergency will pack Appendix 6: Administration of estate progress sheet Appendix 7: Estate account checklist
Part A: Negligence and Will Preparation 1.: An Introduction to Tort 2.: The Duty of Care in Relation to Will Preparation 3.: Other Aspects of the Duty of Care Part B: The Process of Will Preparation 4.: Client Issues 5.: The Will Draftsman 6.: Instructions, Preparation, and Execution 7.: Other Issues 8.: Risk Part C: Administration of Estates and Trusts 9.: Introduction and New Business 10.: Neutrality of PR and Trustees 11.: Administration Processes 12.: Timing 13.: Assets 14.: Distributions 15.: Powers and Duty of Care Part D: Taxation 16.: Wills and Tax Advice 17.: Tax in the Administration of Estates 18.: Tax and Trusts 19.: Tax Advice during the Lifetime of the Client Part E: Litigation 20.: Introduction and Procedure 21.: Limitation 22.: The Assessment of Damages 23.: Mitigation and the Interrelation with Other Claims Part F: Statutes and Appendices Appendix 1: Wills Act 1837 Appendix 2: Trustee Act 2000 Appendix 3: Will instruction form Appendix 4: Execution of a will Appendix 5: Information needed in an emergency will pack Appendix 6: Administration of estate progress sheet Appendix 7: Estate account checklist
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