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Drafting Trusts and Will Trusts in Canada, 5th Edition + USB

This book examines both the general and the technical issues that can arise in this area of the law, and deftly combines advice on the substantive law with useful drafting direction from experts in the field.

**The CEI Student E-Book version is to be purchased by academia only**

Langue de publication: English

Publié: 19 novembre 2020

Éditeur: LexisNexis Canada

Format du produit Détails Qté
Livre
305,00 $
En inventaire ISBN: 9780433504894
Hardcover + USB | 640 pages

**Please note LexisNexis' USBs, CDs and DVDs are not compatible with Mac software.

The authors of this essential textbook have more than 65 years combined experience practicing law and are the go-to authorities in the area of drafting trusts and will trusts. In the fifth edition of Drafting Trusts and Will Trusts in Canada, they continue to offer the guidance and direction that practitioners can rely on when facing the sometimes daunting task of drafting these important documents.

Essential Reading
Drafting Trusts and Will Trusts in Canada, 5th Edition examines both the general and the technical issues that can arise in this area of the law, and deftly combines advice on the substantive law with useful drafting direction. The commentary covers the full range of practical concerns that underpin trust drafting, and highlights the possible problems practitioners may encounter, from coast to coast.

In addition, the volume contains a comprehensive collection of skillfully crafted precedents that will be invaluable to lawyers and will help them avoid potentially costly mistakes. The precedents adopt a drafting style which reads simply and naturally, and are complemented by extensive insightful explanations. The precedents are included on a USB that accompanies the book and makes searching for the relevant forms more efficient and effective.

What’s New In This Edition

  • Updated content since the previous edition published in 2016, including new tax rules relevant to trusts
  • A review of the most recent case law and current statutory provisions
  • New and improved precedents on a USB, replacing the companion CD

In addition to being particularly valuable to estate practitioners and anyone responsible for drafting wills and trust documents, Drafting Trusts and Will Trusts in Canada, 5th Edition is also a useful addition to the bookshelves of academics and law libraries across Canada.

Chapter 1: First Principles

Chapter 2: Style

Chapter 3: Principles of Interpreting Trust Documents

Chapter 4: Overview of the Taxation of Trusts

Chapter 5: Beneficiaries

Chapter 6: Trustees

Chapter 7: Trustees’ Powers

Chapter 8: Trust Property

Chapter 9: The Rules Against Perpetuities and Accumulations

Chapter 10: General Provisions of a Trust

Chapter 11: Drafting and Understanding Overriding Powers (Appointment, Re-Settlement, and Advancement)

Chapter 12: Exercising Overriding Powers

Chapter 13: Settlor Exclusion Clause and Default Clause

Chapter 14: Spouse Trusts

Chapter 15: Alter Ego and Joint Partner Trusts

Chapter 16: Discretionary Trusts

Chapter 17: Will Trusts

Chapter 18: Administrative Provisions

Chapter 19: Bare Trusts

Chapter 20: Trusts of Life Insurance Policies

Chapter 21: Trusts of Pension Proceeds

Chapter 22: Charitable and Non-Charitable Purpose Trusts

Chapter 23: Trusts for Incapacitated Settlors

Chapter 24: Trusts for Disabled Beneficiaries

Chapter 25: Governing Law, Place of Administration, and Jurisdiction Clauses

Chapter 26: Restricting Rights of Beneficiaries

Chapter 27: Execution of Wills and Trust Deeds

Chapter 28: Appointment and Retirement of Trustees

Chapter 29: Indemnities for Executors and Trustees

Appendix 1: Standard Provisions of the Society of Trust and Estate Practitioners

Appendix 2: Annotated Bibliography

Index

Table of Precedents

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