Law Society Bookshop

Making Gifts of Assets

The Legal Considerations, 1st edition
Michael Culver
Availability: Published


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.

sellPrice £90.00

local_mallQuantity Qty
-
+

infoProduct information

Category

Private client

Published

May 2024

Publisher

The Law Society

ISBN

9781784462055

Format

Paperback
224 Pages