Risk and Negligence in Wills, Estates, and Trusts

ISBN: 9780199672929 出版年：2014 页码：550 Frost, Martyn Oxford University Press

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