• What is FIDUCIARY? FIDUCIARY meaning - FIDUCIARY definition - How to pronounce FIDUCIARY

    What is FIDUCIARY? FIDUCIARY meaning - FIDUCIARY pronunciation - FIDUCIARY definition - FIDUCIARY explanation - How to pronounce FIDUCIARY? Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties (person or group of persons). Typically, a fiduciary prudently takes care of money or other asset for another person. One party, for example a corporate trust company or the trust department of a bank, acts in a fiduciary capacity to the other one, who for example has entrusted funds to the fiduciary for safekeeping or investment. Likewise, asset managers—including managers of pension plans, endowments and other tax-exempt assets—are considered f...

    published: 03 Oct 2016
  • What is Fiduciary Litigation? Answered as a Short Story

    In this 4-minute funny cartoon video, Gaslowitz Frankel LLC http://www.GaslowitzFrankel.com explains the meaning of the services it provides and how it is valuable to you. Read the full script below: Most of us own things like cars, houses, stock, as well as life insurance or retirement accounts. They are referred to as assets. When we pass away, these assets are known as our estate. Usually, people choose to leave their estate to family and friends. To identify who gets what, they write wills or create trusts. Whoever gets a share of an estate or trust is called a beneficiary. The person appointed to transfer an estate or trust to the beneficiaries is called an executor or a trustee. Meet Nancy Smith and her brothers, John and David. After their mom passed away, Nancy and John helped...

    published: 20 Jun 2014
  • Equity Short: Constructive Trusts and breach of fiduciary duty - IDC v. Cooley

    In this “Equity Short” Dr. Tribe considers a breach of fiduciary duty and the use of a constructive trust in IDC v. Cooley. Filmed on location outside Ainscough Flour Mill in Burscough, West Lancashire, Dr. Tribe shows how an architect breached his fiduciary duty and that a constructive trust was therefore used by Roskill, J (as he then was) to ensure that Cooley did not take a corporate opportunity, something that would have been a breach of his fiduciary duty to the company. Twitter: @elearninglpool

    published: 25 Nov 2016
  • Trust Education: Fiduciary Investing for Trusts and Estates

    by National Advisors Trust Company, FSB December 2014 - This program will explore the initial and annual investment objective setting and execution related to trusts and estates. Using the Uniform Prudent Investor Act as a guide, we will examine the thought process, considerations, documentation and ongoing review of challenging investment decisions. Topics include: • Concentrations • Initial assets • DelegationFactors to consider

    published: 18 Mar 2015
  • Equity Short: Constructive Trusts and breach of fiduciary duty - Regal Hastings v. Gulliver

    Filmed on location outside Anfield Football Stadium, this “Equity Short” features Dr. Tribe discussing this key authority on the deployment of constructive trusts in the context of a breach of a fiduciary duty owed to a company. Dr. Tribe demonstrates how the diversion of a potential corporate opportunity could give rise to the use of a constructive trust. Twitter: @elearninglpool

    published: 25 Nov 2016
  • Fiduciary Management Jargon Busters - What is a master trust?

    published: 30 Dec 2015
  • BaskinFleece: Fiduciary Duty of a Trustee

    Jay Fleece of BaskinFleece, discusses the fiduciary duty of a Trustee and the pitfalls of being a Trustee if the inform and accounting duties are not properly reported. BaskinFleece: (727) 572.4545 BaskinFleece primarily deals with controversies involving estates, trusts, wills and guardianships. Issues dealing with the validity of wills and trusts, breach of fiduciary duty, lack of capacity, spousal rights, creditors' rights and anything related to wills, trusts and guardianships are routinely dealt with. The vast experience in dealing with and resolving these specific issues has given the firm a wealth of knowledge -- which other less involved firms may not have. It is that knowledge base that sets BaskinFleece apart from the other firms and attorneys practicing in this area of the la...

    published: 10 May 2012
  • Trusts Law: Classification of Trusts in 8mins

    This video is about Classification of Trusts. Both express (fixed & discretionary) and non-express/implied/imputed (resulting and constructive) trusts are explored. Particular detail to remedial & institutional constructive trusts and automatic & presumed resulting trusts are made. For written notes please visit www.komillachadha.com.

    published: 04 Nov 2013
  • Fiduciary Trust Canada Update

    “We help clients build wealth, help protect wealth, what comes next?” Elizabeth Lunney, President and CEO, Shares Insights

    published: 06 Nov 2014
  • Fiduciary Trust Q3 Market Outlook

    Replay of the July 13, 2016 economic and market outlook webcast. Fiduciary Trust’s Michael Mullaney, recaps macro events in Q2 and provides the firm’s outlook on the global economy and markets for the remainder of the year.

    published: 15 Jul 2016
  • Equity & Trusts - Three Certainties: Objects

    Certainty of objects is more about the people who are the beneficiaries of a trust instrument rather than the physical objects that make up a trust. We have to examine the different types of trust: Fixed trusts are simple because they clearly identify the beneficiaries. Fiduciary mere powers give trustees a power without the obligation to actually use that power. As far as the certainty of objects is concerned we have the is or is not test from Re Gulbenkian [1968] but this raises problems around a small percentage of postulants where there is uncertainty. Lord Browne-Wilkinson attempted to resolve this in Re. Barlow [1979] by seeing the benefits as a series of identical, individual gifts. Discretionary trusts are not truly discretionary as they require a trustee to exercise their powe...

    published: 18 Feb 2017
  • Introduction to Trusts Law

    At their heart trusts are simply a way of more than one person owning property. It has been suggested that they originate from knights who went on crusades in the 12th century. Within a trust there is a settlor who commences the trust and originally has absolute ownership. Ownership then splits between a trustee who takes legal title and a beneficiary who takes an equitable interest. There are three different types of trust: express, resulting and constructive trusts. Express trusts are set out in agreements. Resulting trusts are implied by the court where either the beneficiaries are not clearly defined by an agreement or where a contribution has been made towards the purchase price of property. Constructive trusts exist in order to prevent wrongdoing and abuse of the fiduciary duty. ...

    published: 09 Oct 2016
  • Fiduciary Accounting for Trusts and Estates

    With trillions of dollars of wealth being transferred between generations in the years ahead, fiduciary accounting can be a safeguard to help ensure that those assets are transferred as intended. Berdon partner Scott Ditman, CPA/PFS, Chair of Personal Wealth Services, explains how well-prepared fiduciary accountings can serve as a scorecard to track performance, help trustees navigate complex asset transfers, ease tensions within families, reduce litigations, and even identify planning opportunities. If you have questions, speak with your Berdon advisor or contact Scott Ditman at 212.331.7464 or at sditman@berdonllp.com.

    published: 26 Sep 2016
  • Trust & Fiduciary Services

    published: 24 Jun 2016
  • Fiduciary Accounting for Estates & Trusts, IA

    Join us for a course on Fiduciary Accounting for Estates & Trusts on September 30, 2016 in West Des Moines.

    published: 04 Sep 2016
  • Fiduciary Accounting for Estates and Trusts

    published: 07 May 2016
  • Equity & Trusts - Formalities of Creating an Express Trust

    The general principle of creating an express trust comes from Turner LJ in Milroy v Lord [1862] where it was stated that there must be a valid declaration of trust and also that the legal title must pass to the trustee. Another general principle is that the settlor must have a proprietary right in the property they are establishing a trust over as per Windeyer J in Norman v Federal Commissioner of Taxation [1963]. A person also cannot create a trust over property they will have a proprietary interest in in the future as per Re Brooks’ ST [1939]. There is an exception to this principle in cases of estoppel. Once a trust has been created it cannot be undone by a settlor as per Paul v Paul [1882]. However the power to revoke a trust can be included in the trust instrument though this itself...

    published: 05 Mar 2017
  • indian trust act by ca dhruv agrawal

    CA Dhruv Agrawal,B.com.,LLB,FCA,CS,AIIA(USA) Co chairman Interntional Council of jurists,London , has a unique distinction of qualifying Chartered Accountancy at the youngest age of nineteen years. He was instrumental in getting amendment for the CA Act in Parliament in 1988. He was invited by ministry of law of Thailand for making judiciary of Thailand independent along with advocate generals and other legal personalities of India and has the privilege of addressing Thailand's legal personalities in front of king of Thailand. He has been awaded scroll of Honour by Chief Justice of UK in 2009.

    published: 30 Jan 2015
  • Fiduciary funds: Agency funds and trust funds FAR CPA exam governmental course

    Like us on Facebook: https://www.facebook.com/accountinglectures Visit the website where you can search using a specific term: http://www.farhatlectures.org/ Connect with Linked In: https://www.linkedin.com/in/mansour-farhat-cpa-cia-cfe-macc-2453423a/ Fiduciary funds, agency funds, trust funds, private-purpose funds, pension fund, investment trust funds, private-purpose trust funds

    published: 10 Jun 2017
  • Fiduciary Accountings 101

    A lightning tour through the nuts & bolts of fiduciary accounting preparation by Martin Harris of Harris Fiduciary Services, San Francisco's fiduciary/probate court accounting expert.

    published: 16 Mar 2012
  • Trust Law - Types of Trusts (Part I)

    GET THE COMPLETE COURSE FOR $10! - http://bit.ly/TrustLaw If you wish to receive Private Tutoring: http://bit.ly/LawTutoring Recommended Reading: Q&A Equity and Trusts by Mohamed Ramjohn (Kindle Edition) - http://amzn.to/2jBNrt1 Q&A Equity and Trusts by Mohamed Ramjohn (Paperback Edition) - http://amzn.to/2jpbxbg The Law of Trusts by J E Penner - http://amzn.to/2ipTQK6 For complete courses, including Spider Graphs and Case Summaries, visit: English Legal System: http://www.udemy.com/learn-english-law/ Criminal Law: http://bit.ly/Criminal-Law Contract Law: http://bit.ly/Contract-Law Constitutional Law: http://bit.ly/PublicLaw Property Law: http://bit.ly/PropertyLaw Tort Law: http://bit.ly/TortLaw Trust Law: http://bit.ly/TrustLaw Commercial Law: http://bit.ly/Commercial-Law GET ALL ...

    published: 13 Jan 2017
  • Fiduciary Trust Company Wins Stevie Award in 2017 American Business Awards

    The 15th Annual American Business Awards were presented on Tuesday, June 20 at the Marriott Marquis Hotel in New York City. Learn about the U.S.A.’s premier awards for business excellence at www.StevieAwards.com/ABA.

    published: 25 Jun 2017
  • Trust Law - Introduction

    GET THE COMPLETE COURSE FOR $10! - http://bit.ly/TrustLaw If you wish to receive Private Tutoring: http://bit.ly/LawTutoring Recommended Reading: Q&A Equity and Trusts by Mohamed Ramjohn (Kindle Edition) - http://amzn.to/2jBNrt1 Q&A Equity and Trusts by Mohamed Ramjohn (Paperback Edition) - http://amzn.to/2jpbxbg The Law of Trusts by J E Penner - http://amzn.to/2ipTQK6 For complete courses, including Spider Graphs and Case Summaries, visit: English Legal System: http://www.udemy.com/learn-english-law/ Criminal Law: http://bit.ly/Criminal-Law Contract Law: http://bit.ly/Contract-Law Constitutional Law: http://bit.ly/PublicLaw Property Law: http://bit.ly/PropertyLaw Tort Law: http://bit.ly/TortLaw Trust Law: http://bit.ly/TrustLaw Commercial Law: http://bit.ly/Commercial-Law GET ALL ...

    published: 13 Jan 2017
  • Fiduciary Trust Company Wins Stevie Award in 2017 American Business Awards

    The 15th Annual American Business Awards were presented on Tuesday, June 20 at the Marriott Marquis Hotel in New York City. Learn about the U.S.A.’s premier awards for business excellence at www.StevieAwards.com/ABA.

    published: 23 Jun 2017
What is FIDUCIARY? FIDUCIARY meaning - FIDUCIARY definition - How to pronounce FIDUCIARY

What is FIDUCIARY? FIDUCIARY meaning - FIDUCIARY definition - How to pronounce FIDUCIARY

  • Order:
  • Duration: 3:31
  • Updated: 03 Oct 2016
  • views: 2059
videos
What is FIDUCIARY? FIDUCIARY meaning - FIDUCIARY pronunciation - FIDUCIARY definition - FIDUCIARY explanation - How to pronounce FIDUCIARY? Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties (person or group of persons). Typically, a fiduciary prudently takes care of money or other asset for another person. One party, for example a corporate trust company or the trust department of a bank, acts in a fiduciary capacity to the other one, who for example has entrusted funds to the fiduciary for safekeeping or investment. Likewise, asset managers—including managers of pension plans, endowments and other tax-exempt assets—are considered fiduciaries under applicable statutes and laws. In a fiduciary relationship, one person, in a position of vulnerability, justifiably vests confidence, good faith, reliance, and trust in another whose aid, advice or protection is sought in some matter. In such a relation good conscience requires the fiduciary to act at all times for the sole benefit and interest of the one who trusts. A fiduciary is someone who has undertaken to act for and on behalf of another in a particular matter in circumstances which give rise to a relationship of trust and confidence. —?Lord Millett, Bristol and West Building Society v Mothew A fiduciary duty is the highest standard of care at either equity or law. A fiduciary (abbreviation fid) is expected to be extremely loyal to the person to whom he owes the duty (the "principal"): such that there must be no conflict of duty between fiduciary and principal, and the fiduciary must not profit from his position as a fiduciary (unless the principal consents). The nature of fiduciary obligations differ among jurisdictions. In Australia, only proscriptive or negative fiduciary obligations are recognised, whereas in Canada fiduciaries can come under both proscriptive and prescriptive (positive) fiduciary obligations. In English common law, the fiduciary relation is an important concept within a part of the legal system known as equity. In the United Kingdom, the Judicature Acts merged the courts of equity (historically based in England's Court of Chancery) with the courts of common law, and as a result the concept of fiduciary duty also became applicable in common law courts. When a fiduciary duty is imposed, equity requires a different, stricter, standard of behavior than the comparable tortious duty of care at common law. The fiduciary has a duty not to be in a situation where personal interests and fiduciary duty conflict, not to be in a situation where his fiduciary duty conflicts with another fiduciary duty, and a duty not to profit from his fiduciary position without knowledge and consent. A fiduciary ideally would not have a conflict of interest. It has been said that fiduciaries must conduct themselves "at a level higher than that trodden by the crowd" and that "he distinguishing or overriding duty of a fiduciary is the obligation of undivided loyalty".
https://wn.com/What_Is_Fiduciary_Fiduciary_Meaning_Fiduciary_Definition_How_To_Pronounce_Fiduciary
What is Fiduciary Litigation? Answered as a Short Story

What is Fiduciary Litigation? Answered as a Short Story

  • Order:
  • Duration: 3:59
  • Updated: 20 Jun 2014
  • views: 4737
videos
In this 4-minute funny cartoon video, Gaslowitz Frankel LLC http://www.GaslowitzFrankel.com explains the meaning of the services it provides and how it is valuable to you. Read the full script below: Most of us own things like cars, houses, stock, as well as life insurance or retirement accounts. They are referred to as assets. When we pass away, these assets are known as our estate. Usually, people choose to leave their estate to family and friends. To identify who gets what, they write wills or create trusts. Whoever gets a share of an estate or trust is called a beneficiary. The person appointed to transfer an estate or trust to the beneficiaries is called an executor or a trustee. Meet Nancy Smith and her brothers, John and David. After their mom passed away, Nancy and John helped take care of their elderly father as much as they could. They both lived out of town and had families and full-time jobs. David was single and lived close to their Dad. He did not have a stable job, so Dad helped support him and pay his bills. With age, Dad's memory got worse and he began to rely on David more and more. Eventually, David got their father to sign a power of attorney, which enabled him to authorize Dad's checks and even transfer some of his assets. After Dad died, it turned out that David was named the Executor of the will, so he was responsible for collecting all of Dad's property and distributing his estate to all the beneficiaries. When Nancy and John asked David what was in the estate, he just ignored them. Eventually, David became impossible to communicate with. Though the will appeared to leave the estate to the three of them equally, David said there were almost no assets left at the time of Dad's death. Now, Nancy and John were not only grieving the loss of their father -- they were also alarmed by their brother's secretive behavior. After talking to a friend, Nancy discovered that there was a litigation law firm called Gaslowitz Frankel LLC that specialized in helping people protect their inheritance rights. John's company lawyer mentioned the same law firm as being one of the country's best at solving estate and trust litigation problems. A quick Internet search revealed that Gaslowitz Frankel LLC was selected a Best Law Firm in Georgia in Trust and Estate Litigation, and Adam Gaslowitz and Craig Frankel have been widely recognized by their peers and the media as leaders in trust and estate litigation. Adam Gaslowitz also was listed in the Guide to the World's Leading Trust and Estate Litigators. For over 25 years attorneys at Gaslowitz Frankel LLC have specialized in a very unique area of law -- fiduciary litigation: will, estate, and trust disputes. Nancy and John realized that to have the law work for them, they needed a lawyer who specialized in fiduciary litigation. They called Gaslowitz Frankel LLC and shared their problem with an attorney who listened and understood. They learned that David had a fiduciary duty, a legal responsibility, to them, and that there were laws to protect their inheritance rights. Hiring Gaslowitz Frankel LLC gave them peace of mind and confidence that the best attorneys were protecting their rights. David was forced to account for all of the assets in Dad's estate, though he had already spent some of them. He was also removed as Executor to prevent further losses, and remaining assets were distributed appropriately. While happy with the outcome, Nancy and John regretted not hiring Gaslowitz Frankel LLC sooner, before David had the chance to take advantage of their father. If you ever have a dispute over a will or trust, either as an executor, trustee, or beneficiary, become involved in a contested guardianship or conservatorship, discover an abuse of a power of attorney, or face a business or financial dispute among partners, shareholders, or investors, call Gaslowitz Frankel LLC at 404-892-9797. The sooner you act, the better! For more information visit: www.GaslowitzFrankel.com twitter.com/EstateDispute facebook.com/EstateDispute
https://wn.com/What_Is_Fiduciary_Litigation_Answered_As_A_Short_Story
Equity Short: Constructive Trusts and breach of fiduciary duty - IDC v. Cooley

Equity Short: Constructive Trusts and breach of fiduciary duty - IDC v. Cooley

  • Order:
  • Duration: 2:44
  • Updated: 25 Nov 2016
  • views: 331
videos
In this “Equity Short” Dr. Tribe considers a breach of fiduciary duty and the use of a constructive trust in IDC v. Cooley. Filmed on location outside Ainscough Flour Mill in Burscough, West Lancashire, Dr. Tribe shows how an architect breached his fiduciary duty and that a constructive trust was therefore used by Roskill, J (as he then was) to ensure that Cooley did not take a corporate opportunity, something that would have been a breach of his fiduciary duty to the company. Twitter: @elearninglpool
https://wn.com/Equity_Short_Constructive_Trusts_And_Breach_Of_Fiduciary_Duty_Idc_V._Cooley
Trust Education: Fiduciary Investing for Trusts and Estates

Trust Education: Fiduciary Investing for Trusts and Estates

  • Order:
  • Duration: 1:05:15
  • Updated: 18 Mar 2015
  • views: 359
videos
by National Advisors Trust Company, FSB December 2014 - This program will explore the initial and annual investment objective setting and execution related to trusts and estates. Using the Uniform Prudent Investor Act as a guide, we will examine the thought process, considerations, documentation and ongoing review of challenging investment decisions. Topics include: • Concentrations • Initial assets • DelegationFactors to consider
https://wn.com/Trust_Education_Fiduciary_Investing_For_Trusts_And_Estates
Equity Short: Constructive Trusts and breach of fiduciary duty - Regal Hastings v. Gulliver

Equity Short: Constructive Trusts and breach of fiduciary duty - Regal Hastings v. Gulliver

  • Order:
  • Duration: 3:57
  • Updated: 25 Nov 2016
  • views: 291
videos
Filmed on location outside Anfield Football Stadium, this “Equity Short” features Dr. Tribe discussing this key authority on the deployment of constructive trusts in the context of a breach of a fiduciary duty owed to a company. Dr. Tribe demonstrates how the diversion of a potential corporate opportunity could give rise to the use of a constructive trust. Twitter: @elearninglpool
https://wn.com/Equity_Short_Constructive_Trusts_And_Breach_Of_Fiduciary_Duty_Regal_Hastings_V._Gulliver
Fiduciary Management Jargon Busters - What is a master trust?

Fiduciary Management Jargon Busters - What is a master trust?

  • Order:
  • Duration: 1:21
  • Updated: 30 Dec 2015
  • views: 109
videos
https://wn.com/Fiduciary_Management_Jargon_Busters_What_Is_A_Master_Trust
BaskinFleece: Fiduciary Duty of a Trustee

BaskinFleece: Fiduciary Duty of a Trustee

  • Order:
  • Duration: 2:52
  • Updated: 10 May 2012
  • views: 729
videos
Jay Fleece of BaskinFleece, discusses the fiduciary duty of a Trustee and the pitfalls of being a Trustee if the inform and accounting duties are not properly reported. BaskinFleece: (727) 572.4545 BaskinFleece primarily deals with controversies involving estates, trusts, wills and guardianships. Issues dealing with the validity of wills and trusts, breach of fiduciary duty, lack of capacity, spousal rights, creditors' rights and anything related to wills, trusts and guardianships are routinely dealt with. The vast experience in dealing with and resolving these specific issues has given the firm a wealth of knowledge -- which other less involved firms may not have. It is that knowledge base that sets BaskinFleece apart from the other firms and attorneys practicing in this area of the law. BaskinFleece is a law firm centrally located in mid-Pinellas County, just minutes from the courthouses in St. Petersburg, Clearwater and Tampa. The firm's geographic practice however, encompasses all of the west coast of Florida and if necessary anywhere in the United States. BaskinFleece handles cases from the pre-suit stages including mediation all the way through trial, both jury and non-jury and even at the appellate level, if necessary. The main focus of the firm in dealing with all controversies is the client. Cost, emotional impact and timeliness are all important to the client and the firm strives for an end result which leaves the client feeling that justice was accomplished.
https://wn.com/Baskinfleece_Fiduciary_Duty_Of_A_Trustee
Trusts Law: Classification of Trusts in 8mins

Trusts Law: Classification of Trusts in 8mins

  • Order:
  • Duration: 8:21
  • Updated: 04 Nov 2013
  • views: 16917
videos
This video is about Classification of Trusts. Both express (fixed & discretionary) and non-express/implied/imputed (resulting and constructive) trusts are explored. Particular detail to remedial & institutional constructive trusts and automatic & presumed resulting trusts are made. For written notes please visit www.komillachadha.com.
https://wn.com/Trusts_Law_Classification_Of_Trusts_In_8Mins
Fiduciary Trust Canada Update

Fiduciary Trust Canada Update

  • Order:
  • Duration: 7:11
  • Updated: 06 Nov 2014
  • views: 85
videos
“We help clients build wealth, help protect wealth, what comes next?” Elizabeth Lunney, President and CEO, Shares Insights
https://wn.com/Fiduciary_Trust_Canada_Update
Fiduciary Trust Q3 Market Outlook

Fiduciary Trust Q3 Market Outlook

  • Order:
  • Duration: 51:17
  • Updated: 15 Jul 2016
  • views: 85
videos
Replay of the July 13, 2016 economic and market outlook webcast. Fiduciary Trust’s Michael Mullaney, recaps macro events in Q2 and provides the firm’s outlook on the global economy and markets for the remainder of the year.
https://wn.com/Fiduciary_Trust_Q3_Market_Outlook
Equity & Trusts - Three Certainties: Objects

Equity & Trusts - Three Certainties: Objects

  • Order:
  • Duration: 12:25
  • Updated: 18 Feb 2017
  • views: 1954
videos
Certainty of objects is more about the people who are the beneficiaries of a trust instrument rather than the physical objects that make up a trust. We have to examine the different types of trust: Fixed trusts are simple because they clearly identify the beneficiaries. Fiduciary mere powers give trustees a power without the obligation to actually use that power. As far as the certainty of objects is concerned we have the is or is not test from Re Gulbenkian [1968] but this raises problems around a small percentage of postulants where there is uncertainty. Lord Browne-Wilkinson attempted to resolve this in Re. Barlow [1979] by seeing the benefits as a series of identical, individual gifts. Discretionary trusts are not truly discretionary as they require a trustee to exercise their power. McPhail v Doulton [1975] applied the is or is not test but in Re. Baden (No. 2) [1973] the justices attempted to resolve the uncertainty issue: Sachs LJ: Onus is on the apparent beneficiary Megaw LJ: Trust can still be valid with minor uncertainties Holders of personal powers are not subject to a fiduciary duty and so certainty of objects does not apply; Megarry VC in Re. Hay’s ST [1981]. There are some grey phrases and areas of language worth examining closely: 'Friends' Generally uncertain; Brown v Gould [1972] BUT Re. Baden (No. 2) [1973] 'Customers' Uncertain; Sparfax v Dommett [1972] 'Relatives' Statutory next of kin; McPhail v Doulton [1970] There are also ways of resolving uncertainty: Using experts Re. Tuck’s ST [1978] Rules that set out how to define beneficiaries Re. Wright’s WT [1857] Administratively workable Re. Hay’s ST [1982] There also has to be consideration of partial failure of trusts on grounds of uncertainty: Generally where a trust partially fails the whole trust fails Re. Gulbenkian [1968] Remove the uncertain clause of the instrument Re. Leek [1969] Courts will always try to validate a trust where possible to do so Harman J in Re. Gestetner [1953]
https://wn.com/Equity_Trusts_Three_Certainties_Objects
Introduction to Trusts Law

Introduction to Trusts Law

  • Order:
  • Duration: 20:03
  • Updated: 09 Oct 2016
  • views: 6320
videos
At their heart trusts are simply a way of more than one person owning property. It has been suggested that they originate from knights who went on crusades in the 12th century. Within a trust there is a settlor who commences the trust and originally has absolute ownership. Ownership then splits between a trustee who takes legal title and a beneficiary who takes an equitable interest. There are three different types of trust: express, resulting and constructive trusts. Express trusts are set out in agreements. Resulting trusts are implied by the court where either the beneficiaries are not clearly defined by an agreement or where a contribution has been made towards the purchase price of property. Constructive trusts exist in order to prevent wrongdoing and abuse of the fiduciary duty. The different formats of a trust are bare trusts and fixed trusts (for a set number of beneficiaries) and discretionary trusts where the trustee has an active role in making decisions based on an uncertain future. Trusts are used in a variety of situations such as wills, in business and even for tax avoidance purposes. They have played a significant role in popular culture in books such as Pride and Prejudice by Jane Austen, Bleak House by Charles Dickens and Pamela by Samuel Richardson.
https://wn.com/Introduction_To_Trusts_Law
Fiduciary Accounting for Trusts and Estates

Fiduciary Accounting for Trusts and Estates

  • Order:
  • Duration: 2:31
  • Updated: 26 Sep 2016
  • views: 74
videos
With trillions of dollars of wealth being transferred between generations in the years ahead, fiduciary accounting can be a safeguard to help ensure that those assets are transferred as intended. Berdon partner Scott Ditman, CPA/PFS, Chair of Personal Wealth Services, explains how well-prepared fiduciary accountings can serve as a scorecard to track performance, help trustees navigate complex asset transfers, ease tensions within families, reduce litigations, and even identify planning opportunities. If you have questions, speak with your Berdon advisor or contact Scott Ditman at 212.331.7464 or at sditman@berdonllp.com.
https://wn.com/Fiduciary_Accounting_For_Trusts_And_Estates
Trust & Fiduciary Services

Trust & Fiduciary Services

  • Order:
  • Duration: 1:55
  • Updated: 24 Jun 2016
  • views: 94
videos
https://wn.com/Trust_Fiduciary_Services
Fiduciary Accounting for Estates & Trusts, IA

Fiduciary Accounting for Estates & Trusts, IA

  • Order:
  • Duration: 0:48
  • Updated: 04 Sep 2016
  • views: 13
videos
Join us for a course on Fiduciary Accounting for Estates & Trusts on September 30, 2016 in West Des Moines.
https://wn.com/Fiduciary_Accounting_For_Estates_Trusts,_Ia
Fiduciary Accounting for Estates and Trusts

Fiduciary Accounting for Estates and Trusts

  • Order:
  • Duration: 1:38
  • Updated: 07 May 2016
  • views: 158
videos
https://wn.com/Fiduciary_Accounting_For_Estates_And_Trusts
Equity & Trusts - Formalities of Creating an Express Trust

Equity & Trusts - Formalities of Creating an Express Trust

  • Order:
  • Duration: 5:31
  • Updated: 05 Mar 2017
  • views: 1892
videos
The general principle of creating an express trust comes from Turner LJ in Milroy v Lord [1862] where it was stated that there must be a valid declaration of trust and also that the legal title must pass to the trustee. Another general principle is that the settlor must have a proprietary right in the property they are establishing a trust over as per Windeyer J in Norman v Federal Commissioner of Taxation [1963]. A person also cannot create a trust over property they will have a proprietary interest in in the future as per Re Brooks’ ST [1939]. There is an exception to this principle in cases of estoppel. Once a trust has been created it cannot be undone by a settlor as per Paul v Paul [1882]. However the power to revoke a trust can be included in the trust instrument though this itself has tax implications. On the other hand beneficiaries can both enforce and revoke a trust as per Saunders v Vautier [1841]. In more specific examples a trust over personal property requires no formalities (M’Fadden v Jenkyns [1842]). This means they can be created orally (Paul v Constance [1977]) or even inferred by the courts (Re Kayford [1975]). The only exception is for shares that do have to be registered in the name of the trustee. Trusts over land are normally created by way of a deed but in general they have to be completed in writing and signed by the settlor as per s. 53(1)(b) of the Law of Property Act 1925. All of the terms of the contract have to be included in one document as per s. 2 of the Law of Property (Miscellaneous Provisions) Act 1989. Trusts of land are governed by the Trusts of Land and Appointment of Trustees Act 1996. Under s. 9 of the Wills Act 1837 a Will must be: in writing signed by the testator signed/attested by two or more witnesses An important exception from s. 53(2) of the Law of Property Act 1925 is that resulting, implied and constructive trusts do not require formalities. The courts may also allow exceptions in cases of fraud or unconscionability (Rochefoucauld v Boustead [1897]).
https://wn.com/Equity_Trusts_Formalities_Of_Creating_An_Express_Trust
indian trust act by ca dhruv agrawal

indian trust act by ca dhruv agrawal

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  • Duration: 31:51
  • Updated: 30 Jan 2015
  • views: 16631
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CA Dhruv Agrawal,B.com.,LLB,FCA,CS,AIIA(USA) Co chairman Interntional Council of jurists,London , has a unique distinction of qualifying Chartered Accountancy at the youngest age of nineteen years. He was instrumental in getting amendment for the CA Act in Parliament in 1988. He was invited by ministry of law of Thailand for making judiciary of Thailand independent along with advocate generals and other legal personalities of India and has the privilege of addressing Thailand's legal personalities in front of king of Thailand. He has been awaded scroll of Honour by Chief Justice of UK in 2009.
https://wn.com/Indian_Trust_Act_By_Ca_Dhruv_Agrawal
Fiduciary funds:   Agency funds and trust funds FAR CPA exam governmental course

Fiduciary funds: Agency funds and trust funds FAR CPA exam governmental course

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  • Duration: 11:50
  • Updated: 10 Jun 2017
  • views: 73
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Like us on Facebook: https://www.facebook.com/accountinglectures Visit the website where you can search using a specific term: http://www.farhatlectures.org/ Connect with Linked In: https://www.linkedin.com/in/mansour-farhat-cpa-cia-cfe-macc-2453423a/ Fiduciary funds, agency funds, trust funds, private-purpose funds, pension fund, investment trust funds, private-purpose trust funds
https://wn.com/Fiduciary_Funds_Agency_Funds_And_Trust_Funds_Far_Cpa_Exam_Governmental_Course
Fiduciary Accountings 101

Fiduciary Accountings 101

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  • Duration: 18:23
  • Updated: 16 Mar 2012
  • views: 2030
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A lightning tour through the nuts & bolts of fiduciary accounting preparation by Martin Harris of Harris Fiduciary Services, San Francisco's fiduciary/probate court accounting expert.
https://wn.com/Fiduciary_Accountings_101
Trust Law - Types of Trusts (Part I)

Trust Law - Types of Trusts (Part I)

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  • Duration: 4:31
  • Updated: 13 Jan 2017
  • views: 4269
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GET THE COMPLETE COURSE FOR $10! - http://bit.ly/TrustLaw If you wish to receive Private Tutoring: http://bit.ly/LawTutoring Recommended Reading: Q&A Equity and Trusts by Mohamed Ramjohn (Kindle Edition) - http://amzn.to/2jBNrt1 Q&A Equity and Trusts by Mohamed Ramjohn (Paperback Edition) - http://amzn.to/2jpbxbg The Law of Trusts by J E Penner - http://amzn.to/2ipTQK6 For complete courses, including Spider Graphs and Case Summaries, visit: English Legal System: http://www.udemy.com/learn-english-law/ Criminal Law: http://bit.ly/Criminal-Law Contract Law: http://bit.ly/Contract-Law Constitutional Law: http://bit.ly/PublicLaw Property Law: http://bit.ly/PropertyLaw Tort Law: http://bit.ly/TortLaw Trust Law: http://bit.ly/TrustLaw Commercial Law: http://bit.ly/Commercial-Law GET ALL COURSES FOR $69! http://bit.ly/TheCompleteSeries FACEBOOK: http://www.facebook.com/TheLawSimplified GOOGLE+: http://www.plus.google.com/+TheLawSimplified INSTAGRAM: http://www.instagram.com/thelawsimplified
https://wn.com/Trust_Law_Types_Of_Trusts_(Part_I)
Fiduciary Trust Company Wins Stevie Award in 2017 American Business Awards

Fiduciary Trust Company Wins Stevie Award in 2017 American Business Awards

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  • Duration: 1:05
  • Updated: 25 Jun 2017
  • views: 49
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The 15th Annual American Business Awards were presented on Tuesday, June 20 at the Marriott Marquis Hotel in New York City. Learn about the U.S.A.’s premier awards for business excellence at www.StevieAwards.com/ABA.
https://wn.com/Fiduciary_Trust_Company_Wins_Stevie_Award_In_2017_American_Business_Awards
Trust Law - Introduction

Trust Law - Introduction

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  • Duration: 8:11
  • Updated: 13 Jan 2017
  • views: 4001
videos
GET THE COMPLETE COURSE FOR $10! - http://bit.ly/TrustLaw If you wish to receive Private Tutoring: http://bit.ly/LawTutoring Recommended Reading: Q&A Equity and Trusts by Mohamed Ramjohn (Kindle Edition) - http://amzn.to/2jBNrt1 Q&A Equity and Trusts by Mohamed Ramjohn (Paperback Edition) - http://amzn.to/2jpbxbg The Law of Trusts by J E Penner - http://amzn.to/2ipTQK6 For complete courses, including Spider Graphs and Case Summaries, visit: English Legal System: http://www.udemy.com/learn-english-law/ Criminal Law: http://bit.ly/Criminal-Law Contract Law: http://bit.ly/Contract-Law Constitutional Law: http://bit.ly/PublicLaw Property Law: http://bit.ly/PropertyLaw Tort Law: http://bit.ly/TortLaw Trust Law: http://bit.ly/TrustLaw Commercial Law: http://bit.ly/Commercial-Law GET ALL COURSES FOR $69! http://bit.ly/TheCompleteSeries FACEBOOK: http://www.facebook.com/TheLawSimplified GOOGLE+: http://www.plus.google.com/+TheLawSimplified INSTAGRAM: http://www.instagram.com/thelawsimplified
https://wn.com/Trust_Law_Introduction
Fiduciary Trust Company Wins Stevie Award in 2017 American Business Awards

Fiduciary Trust Company Wins Stevie Award in 2017 American Business Awards

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  • Duration: 1:16
  • Updated: 23 Jun 2017
  • views: 66
videos
The 15th Annual American Business Awards were presented on Tuesday, June 20 at the Marriott Marquis Hotel in New York City. Learn about the U.S.A.’s premier awards for business excellence at www.StevieAwards.com/ABA.
https://wn.com/Fiduciary_Trust_Company_Wins_Stevie_Award_In_2017_American_Business_Awards