Equity & Trusts…..(Sophie’s estate planning)..

    Equity & Trusts…..(Sophie’s estate planning)..
    Sophie Sanderson had three children by her first marriage: Philip who is 20 and disabled, Anna who is 14 and Ben who is 12. Shortly before her second marriage to Julian Jones, Sophie telephoned her

    Please adhere to the following:
    Subject specific:

    Demonstrate knowledge of the formation of a valid private express trust including exceptions to the rule that equity will not assist a volunteer.
    Cognitive:

    •Apply knowledge to a complex situation.
    •Locate, extract and analyse information from multiple sources, including the acknowledgment and referencing of sources. Select key issues, formulate them with clarity and write fluently, using legal terminology correctly.
    •Demonstrate a capacity for critical evaluation of argument and evidence with the ability to recognise potential alternative conclusions for particular situations, and provide supporting reasons for them.
    •Make a reasoned judgment based on an informed understanding of standard arguments regarding the formation of a valid private express trust and the exceptions to the rule that equity will not assist a volunteer.
    •Communicate effectively in writing.
    •Use standard paper and electronic resources to produce up to date information and to conduct efficient searches of websites in order to
    locate relevant information.
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