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Foundations of Trust Law, Volume I — Real Law Society Press. Official cover.

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Foundations of Trust Law · Volume I

Foundations of Trust Law

Volume I — Foundations of Trust Law

The doctrinal and historical foundations of the trust relationship: the equitable roots of the trust, the tripartite structure of settlor, trustee, and beneficiary, the substantive elements of creation, the formalities that render a trust cognizable, and the foundational classifications on which every later doctrine rests. Volume I establishes the vocabulary and the equitable premises presupposed by every subsequent volume in the Trust & Fiduciary Law Collection.

Edition
First Edition
Published
2026
Parts
9
Chapters
23 of 23 planned
Contents

Volume I

Foundations of Trust Law

23 Chapters Published

23 / 23 Complete

Part I

Foundations of the Trust Concept

The definition of the trust, the functions it performs, its equitable character, and its distinction from adjacent legal relationships.

3 Chapters Published

3 / 3 Complete

Part II

Historical Development of Trust Law

The medieval Use through the modern Uniform Trust Code: the historical scaffolding on which every subsequent doctrine rests.

2 Chapters Published

2 / 2 Complete

Part IV

Creation of a Valid Trust

The five substantive elements of creation: intent, capacity, res, ascertainable beneficiaries, and lawful purpose.

5 Chapters Published

5 / 5 Complete

Part V

Formalities and Evidentiary Requirements

Writing, delivery, and evidentiary requirements for inter vivos and testamentary trusts, and the doctrine of secret and semi-secret trusts.

2 Chapters Published

2 / 2 Complete

Part VI

Foundational Classifications of Trusts

Express, revocable/irrevocable, inter vivos/testamentary, and private/charitable — the foundational classifications of the modern trust landscape.

4 Chapters Published

4 / 4 Complete

Part VII

Non-Express Foundational Trusts

Resulting and constructive trusts — trusts that arise by operation of law rather than by settlor manifestation.

2 Chapters Published

2 / 2 Complete

Part VIII

The Trust–Fiduciary Interface

The trust within the broader fiduciary universe; the doctrinal relationship between trust and fiduciary law.

1 Chapter Published

1 / 1 Complete

Part IX

Transition to Volume II

The doctrinal handoff from foundational doctrine (Volume I) to trust administration and fiduciary duties (Volume II).

1 Chapter Published

1 / 1 Complete

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Subject Index
  • Active and Passive TrustsCh. 7 § 7.08
  • Adjacent Grounds for Avoidance — Undue Influence, Duress, Fraud, and MistakeCh. 10 § 10.07
  • AdministrationCh. 23
  • AdvancementCh. 20
  • Advancing to Volume II — Trust Administration and Fiduciary DutiesCh. 23
  • After-Acquired Property and Pour-Over FundingCh. 11 § 11.06
  • Age and Guardianship as Legal ThresholdsCh. 10 § 10.05
  • Agency-costCh. 6
  • American-legal-historyCh. 5
  • Attorney-generalCh. 19
  • BeneficiariesCh. 12
  • BeneficiaryCh. 8
  • Beneficiary Remedies — SurveyCh. 23 § 23.05
  • Beneficiary-principleCh. 12, Ch. 19
  • Bona-fide-purchaserCh. 7
  • Breach of Fiduciary DutyCh. 21 § 21.05
  • Burden of Proof and Suspicious CircumstancesCh. 10 § 10.08
  • Canonical Part Structure AppliedCh. 1, Ch. 2, Ch. 3, Ch. 4, Ch. 5, Ch. 6, Ch. 7, Ch. 8, Ch. 9, Ch. 10, Ch. 11, Ch. 12, Ch. 13, Ch. 14, Ch. 15, Ch. 16, Ch. 17, Ch. 18, Ch. 19, Ch. 20, Ch. 21, Ch. 22, Ch. 23
  • CapacityCh. 10
  • Capacity as a Validity RequirementCh. 10 § 10.01
  • Capacity for Irrevocable Inter Vivos TrustsCh. 10 § 10.02
  • Capacity for Revocable Inter Vivos Trusts — UTC § 601Ch. 10 § 10.04
  • Capacity for Testamentary TrustsCh. 10 § 10.03
  • CareCh. 22
  • Categories of Property That May Serve as ResCh. 11 § 11.03
  • Certainty of Objects — Discretionary TrustsCh. 12 § 12.04
  • Certainty of Objects — Fixed-Interest TrustsCh. 12 § 12.03
  • Certainty-of-objectsCh. 12
  • ChanceryCh. 3
  • Chancery's Protection of the Cestui que UseCh. 4 § 4.03
  • Chapter ApparatusCh. 1, Ch. 2, Ch. 3, Ch. 4, Ch. 5, Ch. 6, Ch. 7, Ch. 8, Ch. 9, Ch. 10, Ch. 11, Ch. 12, Ch. 13, Ch. 14, Ch. 15, Ch. 16, Ch. 17, Ch. 18, Ch. 19, Ch. 20, Ch. 21, Ch. 22, Ch. 23
  • Chapter PurposeCh. 1, Ch. 2, Ch. 3, Ch. 4, Ch. 5, Ch. 6, Ch. 7, Ch. 8, Ch. 9, Ch. 10, Ch. 11, Ch. 12, Ch. 13, Ch. 14, Ch. 15, Ch. 16, Ch. 17, Ch. 18, Ch. 19, Ch. 20, Ch. 21, Ch. 22, Ch. 23
  • Charitable Purposes at Foundational DepthCh. 2 § 2.08
  • Charitable-trustsCh. 2, Ch. 13, Ch. 19
  • Choice of Law and Jurisdiction — SurveyCh. 23 § 23.07
  • Class Designations and Powers of SelectionCh. 12 § 12.05
  • ClassificationCh. 16, Ch. 17, Ch. 18, Ch. 19, Ch. 20
  • Closing of Volume ICh. 23
  • Co-trusteesCh. 8
  • Colonial and Post-Revolutionary ReceptionCh. 5 § 5.01
  • Comparative Recognition and the Hague ConventionCh. 6 § 6.09
  • Consequences — Transfer Taxation, Creditor Access, and Beneficiary StandingCh. 18 § 18.08
  • Consequences for Creditors and Third PartiesCh. 17 § 17.06
  • Consequences of Failure for Want of Ascertainable BeneficiariesCh. 12 § 12.10
  • Consequences of Purpose FailureCh. 13 § 13.11
  • Constructive-trustsCh. 21
  • ContractarianCh. 6
  • Contravention of Public PolicyCh. 13 § 13.04
  • Coordination — The Pour-Over Will and the Uniform Testamentary Additions to Trusts ActCh. 18 § 18.06
  • Corporate, Agency, and Professional FiduciariesCh. 22 § 22.07
  • Corrective DoctrinesCh. 13 § 13.08
  • CreationCh. 9, Ch. 9 § 9.05, Ch. 10, Ch. 11, Ch. 12, Ch. 13, Ch. 14, Ch. 15
  • Creation — Adoption of Extrinsic ContentCh. 15 § 15.04
  • Creation — Class Designations and EnforcementCh. 12 § 12.05
  • Creation — Legal Thresholds and Moment of ManifestationCh. 10 § 10.05
  • Creation — Restrictive Conditions in the Modern LawCh. 13 § 13.05
  • Creation — Special Doctrinal ProblemsCh. 11 § 11.04
  • Creation — The Elements of FormalityCh. 14 § 14.05
  • Creation — The Interaction of the Two FormsCh. 18 § 18.06
  • Creation (by Operation of Law)Ch. 20 § 20.04, Ch. 21 § 21.04
  • Creation (Foundational Level)Ch. 1 § 1.12
  • Cross-ReferencesCh. 1, Ch. 2, Ch. 3, Ch. 4, Ch. 5, Ch. 6, Ch. 7, Ch. 8, Ch. 9, Ch. 10, Ch. 11, Ch. 12, Ch. 13, Ch. 14, Ch. 15, Ch. 16, Ch. 17, Ch. 18, Ch. 19, Ch. 20, Ch. 21, Ch. 22, Ch. 23
  • Cy-presCh. 13, Ch. 19
  • Declaration-of-trustCh. 14
  • DefensesCh. 10 § 10.07
  • Defenses — Failure of the ResCh. 11 § 11.08
  • Defenses (Foundational)Ch. 9 § 9.09
  • Defenses / Corrective DoctrinesCh. 14 § 14.10, Ch. 15 § 15.07
  • Defenses to Manifested Intent — Mistake, Undue Influence, Fraud, IncapacityCh. 9 § 9.09
  • Delivery and Effective TransferCh. 14 § 14.07
  • Distinctive American Doctrinal DevelopmentsCh. 5 § 5.02
  • Distinguished from Express and Constructive TrustsCh. 20 § 20.03
  • Distinguished from Express and Resulting TrustsCh. 21 § 21.03
  • Doctrinal Boundaries — Agency, Bailment, Contract, Debt, and the Corporate FormCh. 6 § 6.03
  • Doctrinal Consequences of a Successful Capacity ChallengeCh. 10 § 10.09
  • Enforcement (Foundational)Ch. 3 § 3.06, Ch. 7 § 7.06, Ch. 8 § 8.09, Ch. 21 § 21.07
  • Enforcement by the Attorney General; Perpetuities Exemption; Federal Transfer-Tax TreatmentCh. 19 § 19.06
  • Equitable Deviation and Cy PresCh. 13 § 13.08
  • Equitable Remedies as Trust RemediesCh. 3 § 3.06
  • Equitable Tracing and the Proprietary Character of the Beneficiary's InterestCh. 7 § 7.07
  • Equitable-deviationCh. 13
  • Equitable-titleCh. 7
  • EquityCh. 1, Ch. 2, Ch. 3, Ch. 4
  • Equity Acts In PersonamCh. 3 § 3.03
  • Equity and the Broader Fiduciary UniverseCh. 3 § 3.08
  • Exceptions to the Beneficiary PrincipleCh. 12 § 12.06
  • Expectancies and Future InterestsCh. 11 § 11.04
  • Express Trusts Distinguished from Resulting and Constructive Trusts (Preview)Ch. 16 § 16.05
  • Express-trustsCh. 16
  • Facts of Independent SignificanceCh. 15 § 15.05
  • Failure of Express TrustCh. 20 § 20.05
  • Failure of the ResCh. 11 § 11.08
  • Farkas v. Williams and the Doctrinal Validation of the Revocable Inter Vivos TrustCh. 18 § 18.05
  • Farkas-v-williamsCh. 17
  • Fiduciary-dutiesCh. 23
  • Fiduciary-lawCh. 1, Ch. 2, Ch. 3, Ch. 22
  • FormalitiesCh. 14, Ch. 15
  • Formalities and Trust Validity — The Consequences of FailureCh. 14 § 14.11, Ch. 15 § 15.10
  • Formalities as an Evidentiary RequirementCh. 14 § 14.01
  • FoundationalCh. 1, Ch. 2, Ch. 3, Ch. 4, Ch. 5, Ch. 6, Ch. 7, Ch. 8, Ch. 9, Ch. 10, Ch. 11, Ch. 12, Ch. 13, Ch. 14, Ch. 15, Ch. 16, Ch. 17, Ch. 18, Ch. 19, Ch. 20, Ch. 21, Ch. 22, Ch. 23
  • FoundationsCh. 1 § 1.01, Ch. 2 § 2.01, Ch. 3 § 3.01, Ch. 16 § 16.01, Ch. 17 § 17.01, Ch. 20 § 20.01, Ch. 21 § 21.01, Ch. 22 § 22.01, Ch. 23 § 23.01
  • Foundations (Doctrinal-Institutional)Ch. 9 § 9.01, Ch. 10 § 10.01, Ch. 11 § 11.01, Ch. 12 § 12.01, Ch. 13 § 13.01, Ch. 14 § 14.01, Ch. 15 § 15.01, Ch. 18 § 18.01, Ch. 19 § 19.01
  • Foundations (Historical-Institutional)Ch. 5 § 5.01, Ch. 7 § 7.01
  • Foundations (Historical)Ch. 4 § 4.01
  • Foundations (Institutional)Ch. 6 § 6.01, Ch. 8 § 8.01
  • Fraud, Undue Influence, and DuressCh. 21 § 21.04
  • From Creation to AdministrationCh. 23 § 23.02
  • Function Distinguished from PurposeCh. 2 § 2.02
  • FundingCh. 11
  • Funding, Administration, and Probate CoordinationCh. 18 § 18.07
  • HeggstadCh. 14
  • Historical Development — From the Medieval Use to the Modern American Revocable TrustCh. 18 § 18.02
  • Honorary-trustsCh. 19
  • How a Trust Operates Once CreatedCh. 1 § 1.14
  • How the Reader Moves from Volume I to Volume IICh. 23 § 23.09
  • IllegalityCh. 13 § 13.03
  • Impartiality, Information, and AccountingCh. 22 § 22.06
  • Impossibility and ImpracticabilityCh. 13 § 13.07
  • Incomplete Disposition of the Beneficial InterestCh. 20 § 20.06
  • Incorporation by ReferenceCh. 15 § 15.04
  • Institutional ContinuityCh. 2 § 2.06
  • Institutional-analysisCh. 6
  • IntentCh. 9
  • Intent in Resulting and Constructive TrustsCh. 9 § 9.10
  • Inter-vivos-trustsCh. 14, Ch. 18
  • KeechCh. 22
  • Key PrinciplesCh. 1, Ch. 2, Ch. 3, Ch. 4, Ch. 5, Ch. 6, Ch. 7, Ch. 8, Ch. 9, Ch. 10, Ch. 11, Ch. 12, Ch. 13, Ch. 14, Ch. 15, Ch. 16, Ch. 17, Ch. 18, Ch. 19, Ch. 20, Ch. 21, Ch. 22, Ch. 23
  • Lawful Purpose as a Validity RequirementCh. 13 § 13.01
  • Legal and Equitable Title as Equitable ConstructsCh. 3 § 3.05
  • Legal NatureCh. 1 § 1.04, Ch. 3 § 3.03, Ch. 8 § 8.02, Ch. 9 § 9.02, Ch. 16 § 16.02, Ch. 17 § 17.02, Ch. 20 § 20.02, Ch. 21 § 21.02, Ch. 22 § 22.02, Ch. 23 § 23.02
  • Legal Nature — Categories of Unlawful PurposeCh. 13 § 13.02
  • Legal Nature — Certainty of ObjectsCh. 12 § 12.03
  • Legal Nature — Content of the Res RequirementCh. 11 § 11.02
  • Legal Nature — The Charitable PurposeCh. 19 § 19.03
  • Legal Nature — The Modes of CreationCh. 14 § 14.02
  • Legal Nature — The Two Capacity StandardsCh. 10 § 10.02
  • Legal Nature — The Two FormsCh. 18 § 18.03
  • Legal Nature — Wills Act FormalitiesCh. 15 § 15.02
  • Legal Nature (Functional Analysis)Ch. 2 § 2.03
  • Legal Nature (Historical — Institutional Consolidation)Ch. 5 § 5.03
  • Legal Nature (Historical)Ch. 4 § 4.03
  • Legal Nature (Incidents of the Two Titles)Ch. 7 § 7.03
  • Legal Nature (Institutional Boundaries)Ch. 6 § 6.03
  • Legal-historyCh. 4, Ch. 5
  • Legal-natureCh. 6, Ch. 7, Ch. 8
  • Legal-titleCh. 7
  • LoyaltyCh. 22
  • Management for Persons Who Cannot ManageCh. 2 § 2.04
  • ManifestationCh. 9
  • Manifestation Distinguished from Subjective IntentCh. 9 § 9.02
  • Mechanics of Revocation and ModificationCh. 17 § 17.05
  • Medieval-usesCh. 4
  • MeinhardCh. 22
  • Mental Capacity as of the Moment of ManifestationCh. 10 § 10.06
  • Modern Participants: Directors, Protectors, and AdvisorsCh. 8 § 8.10
  • Modes of Manifestation — Declaration, Transfer, TestamentaryCh. 9 § 9.05
  • Modification and Termination — SurveyCh. 23 § 23.06
  • Multiple Beneficiaries and Successive Interests — Foundational TreatmentCh. 8 § 8.08
  • Multiple Trustees — Foundational TreatmentCh. 8 § 8.07
  • Noncharitable Purpose Trusts and Honorary TrustsCh. 19 § 19.07
  • Nonprobate-revolutionCh. 18
  • Notice, Acceptance, and the Trustee's RoleCh. 14 § 14.09
  • Operation (Foundational Level)Ch. 1 § 1.14
  • Operation (Foundational)Ch. 14 § 14.09, Ch. 18 § 18.07, Ch. 19 § 19.05
  • Operation-of-lawCh. 20, Ch. 21
  • Oral Manifestations and the Formalities InterfaceCh. 9 § 9.06
  • Oral Trusts of Personal PropertyCh. 14 § 14.04
  • Overlap of RolesCh. 8 § 8.05
  • Part Performance and Equitable ExceptionsCh. 14 § 14.10
  • Partial Interests, Segregation, and IdentificationCh. 11 § 11.05
  • Partial Invalidity and SeveranceCh. 13 § 13.10
  • PemselCh. 19
  • Pet-trustsCh. 12
  • Pour-overCh. 11
  • Pour-over-willsCh. 15, Ch. 18
  • Practical Application (Transitional)Ch. 23 § 23.09
  • PrecatoryCh. 9
  • Precatory LanguageCh. 9 § 9.03
  • Primary AuthoritiesCh. 1, Ch. 2, Ch. 3, Ch. 4, Ch. 5, Ch. 6, Ch. 7, Ch. 8, Ch. 9, Ch. 10, Ch. 11, Ch. 12, Ch. 13, Ch. 14, Ch. 15, Ch. 16, Ch. 17, Ch. 18, Ch. 19, Ch. 20, Ch. 21, Ch. 22, Ch. 23
  • Primary Authorities Cited in This ChapterCh. 1, Ch. 2, Ch. 3, Ch. 4, Ch. 5, Ch. 6, Ch. 7, Ch. 8, Ch. 9, Ch. 10, Ch. 11, Ch. 12, Ch. 13, Ch. 14, Ch. 15, Ch. 16, Ch. 17, Ch. 18, Ch. 19, Ch. 20, Ch. 21, Ch. 22, Ch. 23
  • Principal Research SourcesCh. 1, Ch. 2, Ch. 3, Ch. 4, Ch. 5, Ch. 6, Ch. 7, Ch. 8, Ch. 9, Ch. 10, Ch. 11, Ch. 12, Ch. 13, Ch. 14, Ch. 15, Ch. 16, Ch. 17, Ch. 18, Ch. 19, Ch. 20, Ch. 21, Ch. 22, Ch. 23
  • Private-trustsCh. 19
  • Property-lawCh. 1
  • ProprietaryCh. 6
  • Prudent-investorCh. 22
  • Prudent-investor-ruleCh. 5
  • Public-policyCh. 13
  • Purchase-moneyCh. 20
  • Purchase-Money Resulting TrustCh. 20 § 20.04
  • PurposeCh. 13
  • Purpose-trustsCh. 12, Ch. 19
  • Racial and Comparable Discriminatory PurposesCh. 13 § 13.05
  • Reader OrientationCh. 1, Ch. 2, Ch. 3, Ch. 4, Ch. 5, Ch. 6, Ch. 7, Ch. 8, Ch. 9, Ch. 10, Ch. 11, Ch. 12, Ch. 13, Ch. 14, Ch. 15, Ch. 16, Ch. 17, Ch. 18, Ch. 19, Ch. 20, Ch. 21, Ch. 22, Ch. 23
  • Related ChaptersCh. 1, Ch. 2, Ch. 3, Ch. 4, Ch. 5, Ch. 6, Ch. 7, Ch. 8, Ch. 9, Ch. 10, Ch. 11, Ch. 12, Ch. 13, Ch. 14, Ch. 15, Ch. 16, Ch. 17, Ch. 18, Ch. 19, Ch. 20, Ch. 21, Ch. 22, Ch. 23
  • Related DoctrinesCh. 1 § 1.16, Ch. 2 § 2.09, Ch. 3 § 3.08, Ch. 9 § 9.10, Ch. 15 § 15.10, Ch. 16 § 16.05, Ch. 17 § 17.07, Ch. 18 § 18.09, Ch. 19 § 19.07, Ch. 20 § 20.07, Ch. 21 § 21.08, Ch. 22 § 22.07, Ch. 23 § 23.06
  • Related Doctrines (Comparative)Ch. 6 § 6.09
  • Related Doctrines (Federal Interfaces and State Variation)Ch. 5 § 5.08
  • Related Doctrines (Historical Residue)Ch. 7 § 7.08
  • Related Doctrines (Historiographical)Ch. 4 § 4.07
  • Religious, Marital, and Comparable Personal-Life RestrictionsCh. 13 § 13.06
  • ResCh. 11
  • Resolving the Discrepancy — Choice of Law and Governing InstrumentCh. 17 § 17.04
  • Restatement-third-of-trustsCh. 1, Ch. 3, Ch. 5
  • RestitutionCh. 21
  • Resulting-trustsCh. 20
  • Revocable-trustCh. 2, Ch. 10
  • Revocable-trustsCh. 17, Ch. 18
  • Rights and Duties (Foundational Level)Ch. 1 § 1.15
  • Rights and Duties (Foundational)Ch. 6 § 6.08, Ch. 8 § 8.07, Ch. 17 § 17.05, Ch. 22 § 22.04
  • Rights and Duties (Handoff)Ch. 23 § 23.03
  • Risk Management and Creditor ConsiderationsCh. 2 § 2.07
  • Scholarly Accounts of the Origin and Survival of the UseCh. 4 § 4.07
  • Secondary Authorities Cited in This ChapterCh. 1, Ch. 2, Ch. 3, Ch. 4, Ch. 5, Ch. 6, Ch. 7, Ch. 8, Ch. 9, Ch. 10, Ch. 11, Ch. 12, Ch. 13, Ch. 14, Ch. 15, Ch. 16, Ch. 17, Ch. 18, Ch. 19, Ch. 20, Ch. 21, Ch. 22
  • Secret Trusts — The Classical DoctrineCh. 15 § 15.07
  • Secret-trustsCh. 15
  • Semi-Secret Trusts and the Differential Remedial QuestionCh. 15 § 15.08
  • Semi-secret-trustsCh. 15
  • Separation of Ownership from EnjoymentCh. 2 § 2.05
  • SettlorCh. 8
  • Spendthrift-trustCh. 5
  • StandingCh. 8
  • Standing to Enforce the Trust — Foundational TreatmentCh. 8 § 8.09
  • State Enactment, Variation, and Federal InterfacesCh. 5 § 5.08
  • Statute-of-fraudsCh. 4, Ch. 9, Ch. 14
  • Statute-of-usesCh. 4, Ch. 7
  • Statute-of-willsCh. 4
  • Statutory Pet and Purpose TrustsCh. 12 § 12.08
  • Sub-Classifications of Express TrustsCh. 16 § 16.03
  • Testamentary-capacityCh. 10
  • Testamentary-trustsCh. 15, Ch. 18
  • The Agency-Cost Characterization of the Trust — SitkoffCh. 6 § 6.06
  • The Beneficiary PrincipleCh. 12 § 12.01
  • The Beneficiary Principle — Morice v. Bishop of DurhamCh. 19 § 19.02
  • The Beneficiary-Ascertainability ExceptionCh. 19 § 19.05
  • The Beneficiary's RoleCh. 8 § 8.04
  • The Chancery Jurisdiction in OutlineCh. 3 § 3.02
  • The Charitable-Trust ExceptionCh. 12 § 12.06
  • The Classification as a Distinction of SubstanceCh. 19 § 19.01
  • The Classification as a Distinction of TimingCh. 18 § 18.01
  • The Constructive Trust in OutlineCh. 21 § 21.01
  • The Continuing Significance of Divided Title in Modern Trust LawCh. 7 § 7.09
  • The Contractarian Characterization of the Trust — LangbeinCh. 6 § 6.05
  • The Coordination of Restatement, Code, and State Common LawCh. 5 § 5.10
  • The Default/Mandatory Architecture — UTC § 105Ch. 6 § 6.08
  • The Definition of Charitable PurposeCh. 19 § 19.03
  • The Doctrinal Foundation Established in Volume ICh. 23 § 23.01
  • The Duty of CareCh. 22 § 22.05
  • The Duty of LoyaltyCh. 22 § 22.04
  • The Emergence of the UseCh. 4 § 4.02
  • The Enforceability of Equitable Title Against Third Parties — Bona Fide PurchaserCh. 7 § 7.06
  • The Enforcement MechanismCh. 12 § 12.09
  • The Enforcement RationaleCh. 12 § 12.02
  • The Equitable Character of the TrustCh. 1 § 1.11
  • The Equitable Justification — Fraud, Unjust Enrichment, and the Wills Act's IntegrityCh. 15 § 15.09
  • The Equitable Maxims Governing TrustsCh. 3 § 3.04
  • The Essential Elements at a GlanceCh. 1 § 1.13
  • The Express Trust as DefaultCh. 16 § 16.04
  • The Express Trust in OutlineCh. 16 § 16.01
  • The Express Trust in PracticeCh. 16 § 16.06
  • The Feudal Landholding BackgroundCh. 4 § 4.01
  • The First and Second Restatements of Trusts (1935, 1959)Ch. 5 § 5.05
  • The Foundational/Operational Boundary — What Is Reserved for Volume IICh. 19 § 19.08
  • The Four Pemsel HeadsCh. 19 § 19.04
  • The Four Purpose DefectsCh. 13 § 13.02
  • The Functional Literature and Its LimitsCh. 2 § 2.09
  • The Functions of TrustsCh. 1 § 1.02
  • The Harmless-Error Rule and the Reach of Modern DoctrineCh. 15 § 15.03
  • The Heggstad Line — Declarations Without RetitlingCh. 14 § 14.08
  • The Historical Origin of Divided OwnershipCh. 7 § 7.01
  • The Honorary-Trust ExceptionCh. 12 § 12.07
  • The Incidents of Equitable Title — The Beneficiary as Equitable OwnerCh. 7 § 7.04
  • The Incidents of Legal Title — The Trustee as Legal OwnerCh. 7 § 7.03
  • The Institutional Adaptability of the TrustCh. 6 § 6.07
  • The Intent Element as ConstitutiveCh. 9 § 9.01
  • The Inter Vivos Trust — Definition and Modes of CreationCh. 18 § 18.03
  • The Medieval Vocabulary and Its Modern ResidueCh. 4 § 4.06
  • The Modification-and-Termination ControversyCh. 5 § 5.09
  • The Nineteenth-Century Treatise Tradition — Story and PerryCh. 5 § 5.03
  • The Nonprobate Revolution and the Ascendancy of the Funded Revocable TrustCh. 18 § 18.09
  • The Presumption of Advancement and Its Modern CritiqueCh. 20 § 20.07
  • The Private/Charitable Purpose DistinctionCh. 13 § 13.09
  • The Prohibition on Sole Trustee/Sole BeneficiaryCh. 8 § 8.06
  • The Proprietary Characterization of the Trust — Scott, Bogert, and the Restatement (Third)Ch. 6 § 6.04
  • The Res as a Validity RequirementCh. 11 § 11.01
  • The Res as the Object of the Dual-Title StructureCh. 11 § 11.09
  • The Res Requirement in SummaryCh. 11 § 11.10
  • The Restatement (Third) and Uniform Trust Code TreatmentCh. 11 § 11.07
  • The Restatement (Third) of Trusts (2003–2012)Ch. 5 § 5.06
  • The Resulting Trust in OutlineCh. 20 § 20.01
  • The Revocable Trust as Will SubstituteCh. 17 § 17.07
  • The Revocable/Irrevocable Distinction in OutlineCh. 17 § 17.01
  • The Separation of Ownership and ControlCh. 7 § 7.05
  • The Settlor's Manifestation as ConstitutiveCh. 16 § 16.02
  • The Settlor's RoleCh. 8 § 8.02
  • The Signature Requirement and Electronic ExecutionCh. 14 § 14.06
  • The Statute of Frauds and Trusts of Real PropertyCh. 14 § 14.03
  • The Statute of Uses (1535/1536)Ch. 4 § 4.04
  • The Survival of Equity in Fused SystemsCh. 3 § 3.07
  • The Testamentary Trust — Definition and Mode of CreationCh. 18 § 18.04
  • The Three CertaintiesCh. 9 § 9.04
  • The Traditional Presumption of IrrevocabilityCh. 17 § 17.02
  • The Tripartite Content — Identifiability, Existence, TransferabilityCh. 11 § 11.02
  • The Tripartite RelationshipCh. 1 § 1.15
  • The Tripartite StructureCh. 8 § 8.01
  • The Trust and Fiduciary LawCh. 22 § 22.01
  • The Trust and the Broader Fiduciary UniverseCh. 1 § 1.16
  • The Trust as a Legal InstitutionCh. 1 § 1.04
  • The Trust as a Legal TechnologyCh. 2 § 2.01
  • The Trust as a Relationship, Not a PersonCh. 6 § 6.01
  • The Trust as a Relationship, Not an EntityCh. 6 § 6.02
  • The Trust as Paradigmatic Fiduciary RelationshipCh. 22 § 22.02
  • The Trust DefinedCh. 1 § 1.01
  • The Trustee's RoleCh. 8 § 8.03
  • The Twentieth-Century Treatise Tradition — Bogert and ScottCh. 5 § 5.04
  • The Two Modes: Declaration and TransferCh. 14 § 14.02
  • The U.S. Restatement of Restitution vs. Commonwealth ApproachesCh. 21 § 21.08
  • The Uniform Testamentary Additions to Trusts Act and the Pour-Over WillCh. 15 § 15.06
  • The Uniform Trust Code (2000, with Amendments)Ch. 5 § 5.07
  • The Use Upon a Use and the Emergence of the Modern TrustCh. 4 § 4.05
  • The UTC § 602 Presumption of RevocabilityCh. 17 § 17.03
  • The Vocabulary of Trust LawCh. 1 § 1.03
  • The Wills Act as the Governing Formalities RegimeCh. 15 § 15.01
  • The Writing Requirement — Content and SufficiencyCh. 14 § 14.05
  • Three-certaintiesCh. 9, Ch. 16
  • Timing of ManifestationCh. 9 § 9.07
  • TracingCh. 7, Ch. 21
  • Tracing and Following — FoundationalCh. 21 § 21.07
  • TransitionCh. 23
  • Transition to Chapter 10Ch. 9
  • Transition to Chapter 11Ch. 10
  • Transition to Chapter 12Ch. 11
  • Transition to Chapter 13Ch. 12
  • Transition to Chapter 14Ch. 13
  • Transition to Chapter 15Ch. 14
  • Transition to Chapter 16Ch. 15
  • Transition to Chapter 17Ch. 16
  • Transition to Chapter 18Ch. 17
  • Transition to Chapter 19Ch. 18
  • Transition to Chapter 2Ch. 1
  • Transition to Chapter 20Ch. 19
  • Transition to Chapter 21Ch. 20
  • Transition to Chapter 23Ch. 22
  • Transition to Chapter 3Ch. 2
  • Transition to Chapter 4Ch. 3
  • Transition to Chapter 5Ch. 4
  • Transition to Chapter 6Ch. 5
  • Transition to Chapter 7Ch. 6
  • Transition to Chapter 8Ch. 7
  • Transition to Chapter 9Ch. 8
  • Transition to Part EightCh. 21
  • Tripartite-relationshipCh. 8
  • Trust by Operation of Law — Not by ManifestationCh. 20 § 20.02
  • Trust Distinguished from AgencyCh. 1 § 1.05
  • Trust Distinguished from BailmentCh. 1 § 1.06
  • Trust Distinguished from ContractCh. 1 § 1.07
  • Trust Distinguished from Corporate and Other Entity FormsCh. 1 § 1.10
  • Trust Distinguished from GiftCh. 1 § 1.08
  • Trust Distinguished from Guardianship and CustodianshipCh. 1 § 1.09
  • Trust Intent Distinguished from Contractual and Testamentary IntentCh. 9 § 9.08
  • Trust or Remedy? — The Characterization DebateCh. 21 § 21.02
  • Trust-lawCh. 1, Ch. 2, Ch. 3, Ch. 4, Ch. 5, Ch. 6, Ch. 7, Ch. 8, Ch. 9, Ch. 10, Ch. 11, Ch. 12, Ch. 13, Ch. 14, Ch. 15, Ch. 16, Ch. 17, Ch. 18, Ch. 19, Ch. 20, Ch. 21, Ch. 22, Ch. 23
  • Trust-propertyCh. 11
  • TrusteeCh. 8
  • Trustee Duties — SurveyCh. 23 § 23.04
  • Trustee Powers — SurveyCh. 23 § 23.03
  • Undue-influenceCh. 10
  • Unified vs. Family-of-Doctrines AccountsCh. 22 § 22.03
  • Uniform-trust-codeCh. 1, Ch. 3, Ch. 5
  • Unjust Enrichment as a General BasisCh. 21 § 21.06
  • Unjust-enrichmentCh. 21
  • UtataCh. 15, Ch. 18
  • Utc-105Ch. 6
  • Utc-602Ch. 17
  • Volume III and Beyond — PreviewCh. 23 § 23.08
  • Volume-iiCh. 23
  • Wealth Transmission Across TimeCh. 2 § 2.03
  • Wealth-transmissionCh. 2
  • What "Equitable" Means in Trust LawCh. 3 § 3.01
  • What It Means to Create a TrustCh. 1 § 1.12
  • Why Equity Recognized Beneficial OwnershipCh. 7 § 7.02
  • Will-substituteCh. 17
  • Wills-actCh. 15
  • Writing, Signature, and AttestationCh. 15 § 15.02

Citation

How to cite this volume

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Real Law Society Press, Foundations of Trust Law, Volume I of Foundations of Trust Law (First Edition, 2026).

Short form

Foundations of Trust Law vol. I

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Every chapter in Volume I is prepared under the Real Law Society Press editorial framework: the Editorial Constitution, the Canonical Treatise Architecture, the Editorial Manual, the Legal Research Methodology Manual, and the House Style Guide. Primary authorities are cited before Restatement guidance; Restatement guidance is cited before secondary commentary; historical materials are cited where they clarify the doctrinal record.

Scope

Institutional scope notice

This publication is an educational treatise of the Real Law Society Press. It is not legal advice, does not create an attorney–client relationship, and does not opine on the law of any particular jurisdiction.

Established · MMXXVRead Law. Not Lore.Vol. I — Folio I