The definition of “grandchild” in US inheritance disputes – Article by Josh Lewison
Josh Lewison discussed the definition of “grandchild” in US inheritance disputes in an article for STEP Journal. You can read the article here. This article was originally published as Josh Lewison, ‘What’s in a word?’, STEP Journal (Vol27 Iss9), pp.57-59, and is reproduced with the kind permission of STEP Journal.
Claiming an interest in someone else’s property (Sandford v Oliver) – Article by Matthew Mills
Matthew Mills’ article on Sandford v Oliver, a constructive trust decision involving a family home, was recently published by Lexis PSL Private Client. You can read his analysis here. This article was first published on Lexis® PSL Private Client on 23 September 2019. Click for a free trial of Lexis®PSL.
Charles Holbech’s talk for the Professional Negligence Lawyers Association London Conference 2019
Charles Holbech gave a wills and probate negligence update at the Professional Negligence Lawyers Association London Conference on 9 October 2019. The text of that update is available here.
Tainted Gifts – Article by Josh Lewison
Josh Lewison analyses the approaches available to charity trustees when they encounter tainted gifts, in an article recently published by Trusts and Estates Law & Tax Journal. You can read the full article here. This article was first published in Trusts and Estates Law & Tax Journal and is also available on lawjournals.co.uk.
Court Authorisation of Self-Dealing by Trustees in the Light of Chaston v Chaston – Article by Charles Holbech
In this article Charles Holbech considers the recent case of Chaston v Chaston [2018] EWHC 1672 (Ch) in which the Court authorised a sale at valuation to a beneficiary of a property of which the beneficiary was also a trustee, despite opposition from two beneficiaries who were pressing for a sale on the open market. […]
The Residential Nil Rate Band: A Path through the Maze – Paper by Charles Holbech
In late 2015, the Government introduced an additional nil rate band for inheritance tax purposes applying where a deceased person’s interest in their residence is “closely inherited” by their children and other descendants, known as the residential nil rate band (“RNRB”). The objective was to meet the criticism that the estates of persons, who are […]
Discharging a Court of Protection Security Bond After P Dies – Article by Matthew Mills
Matthew Mills’ article titled ‘Discharging a Court of Protection Security Bond After P Dies’ was recently featured in ‘Private Client Business’, published by Sweet & Maxwell. You can read the full article here.
Neutral sanctuary – or intimidating location? Article by Justin Holmes
One aspect of the decision of Charles J in ADS v DSM [2017] EWCOP 8 is causing Court of Protection practitioners a headache as explored below by Justin Holmes. Charles J criticised the parties, and a Court of Protection visitor, for interviewing P at the house of her son, where she lived, whilst her son […]
The PSC Register and its impact on Trusts and Trustees – Article by Josh Lewison
Josh Lewison, a specialist in matters concerning the new PSC register arising out of the Companies Act 2006, has written for Practice Law on how this impacts trusts and trustees. Please click here to read the full article. This article is reproduced from Practical Law with the permission of the publishers. For further information visit […]
Testamentary capacity – Article by Howard Smith
Howard Smith considers how the concept of testamentary capacity has evolved over time, including the impact of the Mental Capacity Act and the importance of the ‘golden rule’. Click here to read the full article published in the Solicitors Journal.