Explain the key principles and rules of Equity and Trusts by analysing key cases and statutes, identifying principal rules by applying techniques of interpretation to them. LO2: Apply those rules to factual situations
Assignment task
Constantine, an aged passionate philanthropist and environmental advocate, intends to leave a last will which contains several gifts intended for charitable purposes. However, Constantine doubts whether the language and conditions in his will may raise concerns about their validity after his death.
Examine the following provisions in Constantine’s will:
(a) £200,000 to my trustees for the creation and upkeep of a meditation grove in the grounds of St Mary’s Church, for the spiritual enrichment of the local community.
(b) £25,000 to my trustees to be allocated to such organizations to promote sustainable agriculture and green technologies as they shall at their absolute discretion choose.
(c) £75,000 To my trustees for the advancement of music education in the private schools of Kent.
Consider whether these gifts are charitable. Evaluate any potential challenges to the validity of any of the above and propose amendments to enhance their validity and effectiveness.
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Assignment Details:
- This is an individual written assessment. It carries 50%of the module marks.
- Word Count: 2,000 words. ((+/- 10% leeway), excluding any footnotes, appendices or bibliography.)
- You should state your word count as calculated by MS Word, Word-Count Tool. (excluding references)
This assignment has been designed to provide you with an opportunity to demonstrate your achievement of the following module learning outcomes:
LO1: Explain the key principles and rules of Equity and Trusts by analysing key cases and statutes, identifying principal rules by applying techniques of interpretation to them.
LO2: Apply those rules to factual situations of some complexity and produce a reasoned judgment of possible outcomes.
LO3: Explain doctrinal and conceptual difficulties and recognise alternative approaches and outcomes and areas of uncertainty.
LO4: Apply those rules to complex factual situations and produce a reasoned judgment of possible outcomes
LO5: Write in comprehensible English using legal terminology with accuracy and produce the text of an essay with footnotes, references, and basic formatting using a standard software package.
