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Drafting Trusts and Will Trusts
Drafting Trusts and Will Trusts
A Modern Approach
14th Edition
Practice Area:  Trusts Law
ISBN:  9780414068100
Published by:  Sweet & Maxwell
Publication Date:  30 Jun 2019
Format:  Hardback, CD-ROM, eBook - ProView
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PRODUCT DESCRIPTION
The new 14th edition of Drafting Trusts and Will Trusts is a crucial guide to drafting and understanding wills and trust documents.
The work offers a comprehensive selection of precedents to suit a wide range of requirements, and helps ensure the practitioner can make the best succession planning judgments through the use of the correct wills and trusts.
This fully updated 14th edition has been written to incorporate all of the key developments in this area of law in the years since the publication of the previous edition.

Features of the 14th edition include:
  • Guidance on the technical issues involved in drafting settlements, common mistakes and traps, which matters are essential to cover and those that can be safely be omitted
  • Coverage of the inheritance tax Residence Nil Rate Band
  • A new chapter on the drafting of co-ownership trusts of the family home and six new related precedents, including trusts providing for both fixed and floating shares and charge arrangements to protect third party contributions
  • Coverage of the Finance Act 2019
  • Updated chapters to reflect changes in law and practice including revised Law Society Guidance on Making Gifts of Assets, the use by beneficiaries of data protection legislation to obtain information about trusts, and the use of the STEP Standard Provisions in personal injury trusts
  • Written in an easy to understand style enabling the less experienced drafter to comprehend more complex issues
  • Fully reviewed and updated precedents for practical assistance with drafting
  • Precedents are accompanied with an explanation of why the text is there and the choices which need to be made

About the authors

James Kessler QC is a leading practitioner in the field of private client work. He is the founder of the Trusts Discussion Forum, the author of the STEP Standard Provisions, and of the book Taxation of Non-residents and Foreign Domiciliaries. In 2011 James received the Geoffrey Shindler Award for Outstanding Contribution to the Profession.

Charlotte John is a busy junior with a traditional chancery practice focusing on wills and probate, trusts, property law, and Court of Protection matters.

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