Back to search results

ADR and trusts

Enlarge text Shrink text
  • Book

Settling trust disputes without litigation can save all parties legal costs and maintain confidentiality (reducing the risk of unwelcome publicity). ADR and Trusts has been written to help professional advisers who want to help their clients to avoid litigation. It is a development from the authors' accredited mediation training course for the Society of Trust and Estate Practitioners (STEP). The first section of the book introduces the different forms of dispute resolution and examines the differences between arbitration and mediation of trust and fiduciary disputes. The mediation process is

Title ADR and trusts : an international guide to arbitration and mediation of trust disputes / Grant Jones and Peter Pexton.
Publisher London, England : Spiramus Press Ltd
Creation Date 2015
Notes Description based upon print version of record.
Includes bibliographical references and index.
English
Content About the authors
Acknowledgements
Foreword by Geoffrey A Shindler
Contents
Tables of authorities
Table of cases
Table of statutes
Australia
Bahamas
Barbados
British Virgin Islands
Canada
Cyprus
England and Wales
France
Gibraltar
Guernsey
Hong Kong
India
Ireland
Isle of Man
Israel
Italy
Jersey
Liechtenstein
Malaysia
Mauritius
New Zealand
Panama
Scotland
Singapore
Switzerland
United Arab Emirates
USA (Florida)
List of abbreviations (Conventions and Model Law)
A. Introduction to Dispute Resolution
1 Arbitration of Trust and Fiduciary Disputes
1.1 Introduction1.1.1 Institutional and ad hoc Arbitration
1.1.2 Trust Disputes
1.2 The Advantages and Disadvantages of Trust Arbitration
1.3 The Conceptual Difficulty
1.3.1 The trust is a creature of the court and of equity
1.3.2 In rem v In personam
1.3.3 The absence of a consensual contract
1.3.4 Counterarguments asserting a consensual contract
The deemed acceptance, deemed acquiescence or conditional transfer theory
The deed theory
Direct benefits estoppel doctrine
Trustee wishes paramountcy theory
1.3.5 The statutory reference analysis
Arbitration Act 1996 s82(2)
Contracts (Rights of Third Parties) Act 1999 s81.4 Human Rights Issues
1.5 Trust Arbitration Cases
1.5.1 India
Jayesh Shah v. Kaydee Family Trust ('Kaydee') and Chhaya Shriram v. Deepak Shriram ('Shriram')
1.5.2 USA
Hai Rachel, Jr v John W Reitz
The statutory reference analysis
1.6 Jurisdictions with Statutorily Authorised Trust Arbitration Clauses
1.7 Laws Governing an Arbitration and their Impact upon Trust Situations
1.8 The New York Convention on the Recognition and Enforcement of Foreign Arbitral Awards 1958 (the 'New York Convention')1.8.1 Implications for trusts
1.9 Convention on the Jurisdiction and the Enforcement of Judgments in Civil and Commercial Matters of 30 October 2007 (the 'Euro Convention')
1.10 Drafting Arbitration Clauses
1.11 Specific Trust Arbitration Clauses
[1] Stating a consideration.
[2] Widening the definition of dispute.
[3] Extending the ambit of 'interpretation' and 'administration'.
[4] Choice as to what the arbitration should address.
[5] Choice of arbitrator.
[6] Conflict of laws.[7] Representation of beneficiaries.
[8] Judgment.
1.12 Summary
2 Benefits of Mediation for Trust and Fiduciary Disputes
2.1 Avoiding Costs Orders
2.1.1 The risks taken when avoiding mediation
2.2 Perspectives
2.2.1 General advantages
2.2.2 When and when not to mediate: the view of a ministry of justice
2.2.3 View of a practitioner specialising in divorce & family breakdown
Factors in favour of mediation:
'You'll gain guidance and empowerment without losing control.'
'Mediation works - and parties stand by their agreements'
'You'll save a lot of money'
'Freedom to consult an attorney'
Extent 1 online resource (414 p.)
Language English
Copyright Date ©2015
National Library system number 997010716033005171
MARC RECORDS

Have more information? Found a mistake?