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008 161216s2016 enk ob 101 0 eng d
020 _a9781509907373
020 _z9781849466981 (hardback)
024 7 _a10.5040/9781509907373
_2doi
035 _a(OCoLC)944246707
040 _aUtOrBLW
_beng
_cUtOrBLW
_dUkLoBP
_erda
_epn
041 _aeng
050 1 0 _aK805.A6
082 0 0 _a346.05/2
_223
245 0 0 _aPassing wealth on death :
_bwill-substitutes in comparative perspective /
_cedited by Alexandra Braun and Anne Röthel.
264 1 _aOxford ;
_aPortland, Oregon :
_bHart Publishing, An imprint of Bloomsbury Publishing Plc,
_c2016.
300 _a1 online resource.
336 _atext
_btxt
_2rdacontent
337 _acomputer
_bc
_2rdamedia
338 _aonline resource
_bcr
_2rdacarrier
490 0 _aStudies of the Oxford institute of European and comparative law ;
_vv. 22
500 _aIncludes papers presented at a conference held 27 and 28 March 2015 at Lady Margaret Hall in Oxford.
504 _aIncludes bibliographical references and index.
505 0 _aIntroduction -- Alexandra Braun and Anne Röthel -- Will-substitutes : a US perspective -- Thomas P Gallanis -- Will-substitutes in Canada -- Angela Campbell -- Will-substitutes in England and Wales -- Alexandra Braun -- Will-substitutes in Scotland -- Daniel Carr -- Will-substitutes in New Zealand and Australia -- Nicola Peart and Prue Vines -- Will-substitutes in Italian law -- Gregor Christandl -- Will-substitutes in French law -- Cécile Pérès -- Will-substitutes in German law -- Anatol Dutta -- Will-substitutes in Switzerland and Liechtenstein -- Dominique Jakob -- Will-substitutes from the perspective of business owners -- Susanne Kalss -- Will-substitutes from the perspective of (international) investors -- Paul Matthews -- Will-substitutes and creditors : Canada and the US -- Lionel Smith -- Will-substitutes : the perspective of creditors in Germany, and England and Wales -- Reinhard Bork -- Will-substitutes and the claims of family members and carers -- Jonathan Herring -- Will-substitutes and the family : a continental perspective -- Anne Röthel -- Exploring means of transferring wealth on deat h: a comparative perspective -- Alexandra Braun and Anne Röthel.
520 8 _aWealth can be transferred on death in a number of different ways, most commonly by will. Yet a person can also use a variety of other means to benefit someone on death. Examples include donationes mortis causa, joint tenancies, trusts, life-insurance contracts and nominations in pension and retirement plans. In the US, these modes of transfer are grouped under the category of 'will-substitutes' and are generally treated as testamentary dispositions. Much has been written about the effect of the use of will-substitutes in the US, but little is generally known about developments in other jurisdictions. For the first time, this collection of contributions looks at will-substitutes from a comparative perspective. It examines mechanisms that pass wealth on death across a number of common law, civil law and mixed legal jurisdictions, and explores the rationale behind their use. It analyses them from different viewpoints, including those of owners of businesses, investors, as well as creditors, family members and dependants. The aims of the volume are to show the complexity and dynamics of wealth transfers on death across jurisdictions, to identify patterns between jurisdictions, and to report the attitudes towards the different modes of transfer in light of their utility and the potential frictions they give rise to with policies and principles underpinning current laws
530 _aAlso issued in print.
532 1 _aCompliant with Level AA of the Web Content Accessibility Guidelines. Content is displayed as HTML full text which can easily be resized or read with assistive technology, with mark-up that allows screen readers and keyboard-only users to navigate easily
533 _aElectronic reproduction.
_bLondon :
_cBloomsbury Publishing,
_d2016
_nAvailable via World Wide Web.
_nAccess limited by licensing agreement.
588 _aDescription based on print version record and CIP data provided by publisher; resource not viewed.
650 0 _aEstate planning
_vCongresses.
650 0 _aInheritance and succession
_vCongresses.
650 7 _2Property law
700 1 _aBraun, Alexandra,
_eeditor.
700 1 _aRöthel, Anne,
_eeditor.
776 0 _aOriginal
_w(DLC) 2016011741
776 0 8 _iPrint version:
_tPassing wealth on death
_dOxford ; Portland, Oregon : Hart Publishing, An imprint of Bloomsbury Publishing Plc, 2016
_z9781849466981
_w(DLC) 2016011349
856 4 0 _uhttps://doi.org/10.5040/9781509907373?locatt=label:secondary_bloomsburyCollections
975 _aHart Publishing 2016
999 _c10494
_d10494