Drafting Trusts and Will Trusts in Northern Ireland

James Kessler QC practices in tax and has practised as a barrister since 1985 and was appointed QC in 2003. He is also a member of the Bar of Northern Ireland. James is one of the founders of the Society of Trust and Estate Practitioners, for whom he drafted the STEP Standard Provisions, and a fellow of the Chartered Institute of Taxation. Sheena Grattan is a qualified barrister and a lecturer in law. She is also Northern Secretary of the Irish Legal History Society and Treasurer of the Irish Association of Law Teachers, and is a Council member of both organisations.

Chapter 1: The Raid on Trusts;
Chapter 2: First Principles;
Chapter 3: Style;
Chapter 4: Principles of Interpreting Trust Documents;
Chapter 5: Beneficiaries;
Chapter 6: Executors and Trustees;
Chapter 7: Trustees' Powers;
Chapter 8: Trust Property;
Chapter 9: The Rule Against Perpetuities;
Chapter 10: General Provisions of a Trust;
Chapter 11: Drafting Overriding Powers (Appointment, Resettlement and Advancement);
Chapter 12: Exercising Overriding Powers;
Chapter 13: Settlor Exclusion and Default Clauses;
Chapter 14: Lifetime Interest in Possession Trusts;
Chapter 15: Discretionary Trusts;
Chapter 16: Provisions Inconsistent With IP and IHT Special Trusts;
Chapter 17: Types of Will Trusts;
Chapter 18: Will Drafting;
Chapter 19: Administration of Nil Rate Band Trusts;
Chapter 20: Wills and Care Fee Planning;
Chapter 21: Administrative Provisions;
Chapter 22: Bare Trusts;
Chapter 23: Trusts of Life Insurance Policies;
Chapter 24: Trusts of Pension Death Benefits;
Chapter 25: Charitable Trusts;
Chapter 26: Trusts of Damages;
Chapter 27: Trusts for Disabled Beneficiaries;
Chapter 28: Governing Law, Place of Administration and Jurisdiction Clauses;
Chapter 29: Restricting Rights of Beneficiaries;
Chapter 30: Execution of Wills and Trust Documents;
Chapter 31: Appointment and Retirement of Trustees;
Chapter 32: Indemnities for Executors and Trustees;
Chapter 33: Step Standard Provisions.