ADR and trusts : an international guide to arbitration and mediation of trust disputes / Grant Jones and Peter Pexton.

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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.

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; Trustee wishes paramountcy theory; The statutory reference analysis; Direct benefits estoppel doctrine; 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'

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