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Making Gifts of Assets
Making Gifts of Assets is an essential yet user-friendly guide for private client, company, commercial and conveyancing solicitors that pulls together all the key considerations when advising on making gifts into one concise volume.
Areas covered include risk, tax implications, capacity issues, undue influence, deliberate deprivation and how to avoid negligence claims relating to such work.
Key features and benefits
- Practical examples illustrating tax and estate planning with gifts
- References to relevant recent case law
- Useful appendix material such as the relevant Law Society practice notes and guidance from the Office of the Public Guardian.
Reviews
Culver offers excellent advice. The pitfalls for the unwary include questions of capacity, duress and undue influence by others, and plain dishonesty. Culver also delves into capacity, the role of attorneys and deputies, tax, bankruptcy and many other areas. There are also ample appendices, including Law Society guidance and practice notes. This is a very helpful and readable work.
David Pickup is a partner at Pickup & Scott Solicitors.
About the Author
Michael Culver, founder and managing director of Culver Law Ltd, has been on the Court of Protection’s panel of professional deputies for over six years. As well as being a full accredited member of Solicitors for the Elderly, he is a full member of the Society of Trust and Estate Practitioners (STEP) and the Association of Contentious Trust and Probate Specialists. Michael is also a Chartered Tax Adviser and a member of the Association of Taxation Technicians.
infoProduct information
Category
Private client
Published
May 2024
Publisher
The Law Society
ISBN
9781784462055
Format
Paperback
224 Pages