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Comparative Succession Law, Volume III: Mandatory Family Protection

Edited by: Kenneth G.C. Reid, Marius J de Waal, Reinhard Zimmermann

ISBN13: 9780198850397
Published: October 2020
Publisher: Oxford University Press
Country of Publication: UK
Format: Hardback
Price: £185.00



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This third volume in a series on Comparative Succession Law concerns the entitlement of family members to override the provisions of a deceased person's will to obtain money or assets (or more money or assets) from the person's estate. Some countries, notably those in the civil law tradition (such as France or Germany), confer a pre-ordained share of the deceased's estate or of its value on certain members of the deceased's family, and especially on the deceased's children and spouse. Other countries, notably those in the common law tradition (such as England, Canada, or Australia), leave the matter to the discretion of the court, the amount awarded depending primarily on financial need. Whichever form it takes, mandatory family provision is both a protection against disinheritance and also, therefore, a restriction on testamentary freedom.

The volume focuses on Europe and on countries influenced by the European experience. In addition to detailed treatment of the law in Austria, England and Wales, France, Germany, Hungary, Italy, the Netherlands, Norway, Poland, Scotland, and Spain, the book also has chapters on Australia and New Zealand, South Africa, the United States, Canada, the countries of Latin America, and the People's Republic of China.

Some other countries are covered more briefly, and there is a separate chapter on Islamic law. The book opens with accounts of Roman law and of the law in medieval and early-modern Europe, and it concludes with a comparative assessment of the law as it is today in the countries and legal traditions surveyed in this volume.

Subjects:
Wills and Probate
Contents:
Preface
List of Abbreviations
List of Contributors

1: Protection Against Being Passed Over or Disinherited in Roman Law
Reinhard Zimmermann
2: Passing Over and Disinheritance in the Days of the Ius Commune
Sebastian Lohsse
3: Customary Mechanisms of Family Protection: Late Medieval and Early Modern Law
Thomas Rüfner
4: Compulsory Portion in France
Cécile Pérès
5: Forced Heirship in Italy
Alexandra Braun
6: Forced Heirship in Spain
Sergio Cámara Lapuente
7: Forced Heirship and Family Provision in Latin America
Jan Peter Schmidt
8: Compulsory Portion and Other Aspects of Family Protection in Austria
Christiane Wendehorst
9: Compulsory Portion in Germany
Reinhard Zimmermann
10: Compulsory Portion and Family Provision in the Netherlands
Wilbert D. Kolkman
11: Compulsory Portion in Hungary
Lajos Vékás
12: Compulsory Portion in Poland
Frederyk Zoll
13: Family Provision in England and Wales
Roger Kerridge
14: Legal Rights in Scotland
Kenneth G.C. Reid
15: Family Provision in New Zealand and Australia
Nicola Peart and Prue Vines
16: Family Provision in South Africa
Marius J. de Waal
17: Freedom of Testation and Family Claims in Canada
Alexandra Popovici and Lionel Smith
18: Family Protection in the United States of America
Ronald J. Scalise Jr.
19: Compulsory Portion and Minimum Inheritance in Norway
Jens M. Scherpe and Thomas Eeg
20: Necessary Portion in China
Knut Benjamin Pißler and Timo Kleinwegener
21: Compulsory Heirship and Freedom of Testation in Islamic Law
Nadjma Yassari
22: Mandatory Family Protection in the Civilian Tradition
Reinhard Zimmermann
23:Mandatory Family Protection in the Common Law Tradition
Kenneth G.C. Reid
24:Mandatory Family Protection in Historical and Comparative Perspective
Kenneth G.C. Reid, Marius J. de Waal, and Reinhard Zimmermann

Index