Verfügbarkeit: The principles of equity and trusts | Technische Universität München

The principles of equity and trusts:

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Bibliographische Detailangaben
Beteilige Person:	Virgo, Graham 1966- (VerfasserIn)
Format:	Buch
Sprache:	Englisch
Veröffentlicht:	Oxford Oxford Univ. Press 2012
Links:	http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=024812866&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA
Umfang:	XXXVI, 784 S.
ISBN:	9780199570041

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Datensatz im Suchindex

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adam_text	OUTLINE CONTENTS Table of cases xiv Table of statutes xxxiii Table of statutory instruments xxxvii PART I EQUITY 1 AN INTRODUCTION TO EQUITY 3 2 THE CHARACTERISTICS OF EQUITY 26 3 AN INTRODUCTION TO THE TRUST 40 PART II THE EXPRESS TRUST 4 THE REQUIREMENTS OF AN EXPRESS TRUST 79 5 FORMALITIES 119 PART III PURPOSE TRUSTS 6 CHARITABLE TRUSTS 165 7 NON-CHARITABLE PURPOSE TRUSTS 216 PART IV IMPOSED TRUSTS 8 RESULTING TRUSTS 243 9 CONSTRUCTIVE TRUSTS 291 10 INFORMAL ARRANGEMENTS RELATING TO PROPERTY 317 PART V BENEFICIARIES 11 BENEFICIARIES 353 VIU OUTLINE CONTENTS PART VI TRUSTEES AND THEIR RESPONSIBILITIES 12 TRUSTEES 381 13 THE ADMINISTRATION OF TRUSTS 421 14 DISPOSITIVE POWERS AND DUTIES 459 15 FIDUCIARY DUTIES 479 PART VII VARIATION OF TRUSTS 16 THE VARIATION OF TRUSTS 529 PART VIII BREACH OF TRUST AND FIDUCIARY DUTY 17 LIABILITY FOR BREACH OF TRUST AND FIDUCIARY DUTY 543 18 PERSONAL LIABILITY FOR BREACH OF TRUST AND FIDUCIARY DUTY 575 19 PROPRIETARY CLAIMS AND REMEDIES 615 20 PERSONAL LIABILITY OF THIRD PARTIES 673 PART IX EQUITABLE ORDERS 21 EQUITABLE ORDERS 715 Glossary 751 Bibliography 753 Index 767 DETAILED CONTENTS Table of cases xiv Table of statutes xxxiii Table of statutory instruments xxxvii PART I EQUITY 1 AN INTRODUCTION TO EQUITY 3 1.1 The relevance of Equity 3 1.2 What is Equity? 4 1.3 A brief history of Equity 5 1.4 The contemporary contribution of Equity to English law 8 1.5 Fundamental features of Equity 16 1.6 Should Equity be assimilated into the Common Law? 22 2 THE CHARACTERISTICS OF EQUITY 26 2.1 Fundamental principles 26 2.2 Equity is discretionary 28 2.3 Equity is triggered by unconscionability 29 2.4 Those who seek Equity must do Equity 30 2.5 Those who come to Equity must come with clean hands 31 2.6 Equity treats as done that which ought to be done 32 2.7 Equity protects the weak and vulnerable 34 2.8 Equity is cynical 34 2.9 Equity is imaginative 35 2.10 Equity follows the law 36 2.11 Equity looks to substance rather than form 37 2.12 Equity will not assist a volunteer 37 2.13 Equity assists the diligent 38 2.14 Equity is equality 38 2.15 Equity acts in ρ ersonam 39 3 AN INTRODUCTION TO THE TRUST 40 3.1 General considerations 40 3.2 Definition of the trust 41 3.3 Fundamental principles relating to the trust 44 3.4 Functions of the trust 45 3.5 Rights and interests under a trust 47 3.6 Classifications of trusts 57 3.7 Distinguishing trusts from other concepts 63 DETAILED CONTENTS PART II THE EXPRESS TRUST 4 THE REQUIREMENTS OF AN EXPRESS TRUST 79 4.1 Fundamental principles 79 4.2 Intention to create a trust 80 4.3 Identifiable subject matter 87 4.4 Certainty of objects 94 4.5 The beneficiary principle 114 4.6 The perpetuity rule 116 5 FORMALITIES 119 5.1 General considerations 119 5.2 Formalities for trust creation 119 5.3 Formalities for the constitution of trusts 140 PART III PURPOSE TRUSTS 6 CHARITABLE TRUSTS 165 6.1 General considerations 165 6.2 Charities Act 2011 173 6.3 Charitable purposes 179 6.4 Exclusively charitable 200 6.5 Cy-près 203 7 NON-CHARITABLE PURPOSE TRUSTS 216 7.1 General considerations 216 7.2 Exceptional circumstances under which non-charitable purpose trusts are valid 219 7.3 Other mechanisms for implementing non- charitable purposes 222 7.4 Unincorporated associations 225 PART IV IMPOSED TRUSTS 8 RESULTING TRUSTS 243 8.1 General considerations 243 8.2 Presumed resulting trusts 250 8.3 Total or partial failure of express trust 262 8.4 The Quistdose trust 275 8.5 Expansion of the resulting trust 284 9 CONSTRUCTIVE TRUSTS 291 9.1 Fundamental principles 291 9.2 Types of constructive trust 293 9.3 Circumstances in which an institutional constructive trust will be recognized 295 DETAILED CONTENTS Xl 9.4 The remedial constructive trust 313 9.5 The nature of constructive trusteeship 315 10 INFORMAL ARRANGEMENTS RELATING TO PROPERTY 317 10.1 General considerations 317 10.2 Common intention constructive trusts 321 10.3 Joint venture constructive trusts 339 10.4 Proprietary estoppel 343 PART V BENEFICIARIES 11 BENEFICIARIES 353 11.1 General considerations 353 11.2 Nature of a beneficiary s rights 353 11.3 Disposition of equitable interest 364 11.4 Termination of the trust 376 PART VI TRUSTEES AND THEIR RESPONSIBILITIES 12 TRUSTEES 381 12.1 General considerations 381 12.2 The essence of trusteeship 381 12.3 Types of trustee 384 12.4 Appointment of trustees 390 12.5 Retirement 396 12.6 Removal 397 12.7 Payment to trustees 399 12.8 Exercise of powers 409 13 THE ADMINISTRATION OF TRUSTS 421 13.1 General considerations 421 13.2 The duty of care 422 13.3 Duty to safeguard trust assets 427 13.4 Duty to invest 428 13.5 Duty to maintain a fair balance between beneficiaries 443 13.6 Powers and duties relating to property 452 13.7 The power of delegation 454 13.8 Duty to keep accounts 457 13.9 Powers to compound liabilities and to settle claims 458 13.10 Accumulation of income 458 14 DISPOSITIVE POWERS AND DUTIES 459 14.1 General considerations 459 14.2 Powers of appointment 460 14.3 Duty to distribute 465 ХИ DETAILED CONTENTS 14.4 Power of maintenance 473 14.5 Power of advancement 475 15 FIDUCIARY DUTIES 479 15.1 General considerations 479 15.2 Definition of a fiduciary 481 15.3 Nature of fiduciary obligations 485 15.4 Function of fiduciary obligations 491 15.5 No-conflict rule 495 15.6 No-profit rule 503 15.7 Consequences of breach of fiduciary duty 518 PART VII VARIATION OF TRUSTS 16 THE VARIATION OF TRUSTS 529 16.1 General considerations 529 16.2 Statutory provisions to vary trusts 530 PART VIII BREACH OF TRUST AND FIDUCIARY DUTY 17 LIABILITY FOR BREACH OF TRUST AND FIDUCIARY DUTY 543 17.1 General considerations 543 17.2 Nature of liability 544 17.3 Exclusion and limitation of liability 546 17.4 Liability between trustees 568 17.5 Liability of trustees to creditors 572 17.6 Liability for breach of trust before appointment 574 17.7 Liability for breach of trust after retirement 574 18 PERSONAL LIABILITY FOR BREACH OF TRUST AND FIDUCIARY DUTY 575 575 587 596 599 601 611 613 19 PROPRIETARY CLAIMS AND REMEDIES 615 615 628 631 657 667 18.1 Fundamental principles 18.2 Reconstitution of the trust fund 18.3 Reparation of the trust fund 18.4 Equitable compensation 18.5 Account of profits 18.6 Interest 18.7 Election between inconsistent remedies PROPRIETARY CLAIMS AND REMEDIES 19.1 Fundamental principles 19.2 The proprietary base 19.3 Following and tracing 19.4 Proprietary remedies 19.5 Defences DETAILED CONTENTS ХІІІ 20 PERSONAL LIABILITY OF THIRD PARTIES 673 20.1 General considerations 673 20.2 Receipt-based liability 677 20.3 Accessorial liability 697 PART IX EQUITABLE ORDERS 715 715 716 721 722 725 727 745 751 753 767 21 EQUITABLE ORDERS 21.1 General principles 21.2 Injunctions 21.3 Search orders 21.4 Specific performance 21.5 Damages in lieu of equitable orders 21.6 Rescission 21.7 Rectification Glossary Bibliography Index
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