家族信託基礎構造與遺囑信託爭議問題研究──以福祉型信託內涵為核心開展

2021 ◽  
Vol 23 (23) ◽  
pp. 1-81
Author(s):  
林盟翔 林盟翔
Keyword(s):  
Business Management ◽  
Third Party ◽  
Controversial Issues ◽  
Property Management ◽  
Business Ownership ◽  
Third Party Intervention ◽  
Family Governance ◽  
Legal Structure ◽  
Trust System ◽  
Mental Care

「福祉型信託」（Welfare Trusts）為家族治理（Family Governance）、家族事業所有權（Family Property Business Ownership）、家族財產事業經營管理（Family Property Business Management）所組成之「家族信託」（Family Trust）核心，具有民事信託與商業信託之雙面性，且非僅僅為單純之財產管理制度，而係「財產管理運用、活用以及傳承」機能之最大程度展現，以完整支援信託利益享有者包括生活及財產管理全盤支援架構建立之身心照護。有鑑於此，本文以我國信託法主要繼受之日本「信託法」法制規範及其相關學理與實務發展為比較法對象，以福祉型信託為核心，對家族信託與遺囑信託進行研究。首先，家族信託制度之建置上，須考量其與消費者權益調和、裁量信託使用界線與合理分配、共益定性、第三人介入之限制、責任信託之搭配。其次，針對永續傳承、連續受益人、特留分、目的信託與特定目的信託、「閉鎖性公司＋自益信託」架構等家族信託爭議問題，提出研究對策。再者，家族信託法制尚未完整建立前，應以前述福祉型信託為核心之家族信託為基礎，對信託行為與方法解釋與修正、受益人權益確保、遺囑信託受託催告、法院選任遺囑信託受託人、遺囑信託委託人之繼承人、替代遺囑信託等議題進行解析，俾使我國遺囑信託功能確實發揮與家族信託內涵相互搭配。最後，從家族信託架構下之委託人與受託人角色與功能，提出本文之結論與建議。<br />&ldquo;Welfare trust&rdquo;is the core of a family trust composed of family governance, family property business ownership, and family property business management. It has duality of civil trust and commercial trust in that it is not only a pure property management system, but also the maximum demonstration of the function of property management application, utilization, and inheritance to support the physical and mental care of the trust beneficiaries which include the establishment of a comprehensive support structure for life and a thorough property management. In the establishment of the family trust system, this article firstly argues that it is necessary to consider the coordination with consumer rights, discretionary trust boundaries and reasonable distribution, common benefits, restrictions on third party intervention, and liability trust. Secondly, this article puts forward the research results on the controversial issues of family trust such as perpetual inheritance, continuous beneficiaries, legally reserved portion, purpose trusts and special purpose trusts, and&ldquo;closed company with self-benefit trust&rdquo;structure. Furthermore, before the establishment of a complete family trust legal structure, it is important to analyze the combination of testamentary trust and family trust, interpretation and amendment of trust behaviors and methods to ensure the rights and interests of the beneficiaries, and the appointment the trustee of the testamentary trust by the court, the successor of the settlor of the testamentary trust, and alternative testamentary trust (trust with successive beneficiaries). Finally, the article provides conclusions and suggestions from the perspective of the settlor and the trustee of trust.<br />

Enclosure for fuse cutout against third party intervention

2012 ◽  
Author(s):  
Luiz Felipe R. B. Toledo ◽  
Andre Eugenio Lazzaretti ◽  
Edemir Luiz Kowalski ◽  
Marcelo Antonio Ravaglio ◽  
Jose Arinos Teixeira ◽  
...  
Keyword(s):  
Third Party ◽  
Third Party Intervention

scholarly journals (2012) 30 Windsor Y B Access Just 103 A VIEW FROM WITHIN: RECONCEPTUALIZING MEDIATOR INTERACTIONS

2012 ◽  
Vol 30 (2) ◽  
pp. 103 ◽  
Author(s):  
Debbie De Girolamo
Keyword(s):  
Real Life ◽  
Ethnographic Study ◽  
Third Party ◽  
Mediation Process ◽  
Study Analysis ◽  
Case Study Analysis ◽  
Third Party Intervention ◽  
Life Patterns ◽  
Participant Observer

This paper explores mediator interactions from within the mediation process. It is difficult to obtain access to mediations due to issues of confidentiality and litigation privilege, thus restricting direct empirical research. During a yearlong ethnographic study during which the author was a participant-observer of a number of commercial mediations, the nature of mediations was explored from an independent observational perspective – separate from the process yet within the process. In this study, real life patterns of interactions are examined through case study analysis. It offers a reconceptualization of the nature of mediator interventions, one that moves beyond the accepted understanding of third party intervention. It suggests that the mediator has a fugitive identity in mediation, reflecting a traditional neutral third party intervener role, a party role and an adviser role.Dans le présent document, l‟auteure explore les interactions des médiateurs dans le cadre du processus de médiation. Il est difficile d‟obtenir l‟accès aux séances de médiation en raison du secret professionnel et du privilège relatif au litige, et cette difficulté limite la recherche empirique directe. Au cours d‟une étude ethnographique qui s‟est déroulée sur une année et à laquelle l‟auteure a participé comme observatrice d‟un certain nombre de médiations commerciales, la nature des médiations a été explorée d‟un point de vue observationnel indépendant – distinct du processus bien qu‟au sein du processus. Dans la présente étude, des situations réelles d‟interaction sont examinées au moyen de l‟analyse d‟études de cas. L‟auteure offre une reconceptualisation de la nature des interventions du médiateur, qui va au-delà de ce qui est reconnu comme l‟intervention d‟une tierce partie. Le médiateur aurait une identité fugace dans le processus de médiation, cette identité s‟expliquant par un rôle traditionnel de tiers intervenant neutre, un rôle de partie et un rôle de conseiller.

scholarly journals Vision d'une révision du Code du travail

2005 ◽  
Vol 20 (4) ◽  
pp. 901-934
Author(s):  
Pierre Verge
Keyword(s):  
Collective Bargaining ◽  
Third Party ◽  
Collective Agreement ◽  
Labour Law ◽  
Legal Rules ◽  
Third Party Intervention ◽  
General Law ◽  
Legal Provisions ◽  
Labour Standards ◽  
Substantive Law

Would a codification of labour law — in the Continental meaning of the word, and not a mere consolidation of existing statutes — enhance the development of this field of law ? Would the resulting instrument be likely to generate more appropriate ways of dealing with labour situations, whether or not they pertain to a collective bargaining context ? Adjective as well as substantive law would have to be involved in such an exercise. The latter aspect raises the fundamental issue of the proper relationship between the general law — civil law essentially — and labour law. What degree of autonomy is necessary to the integrity of the specialized law ? Conversely, to what extent is the general law to be relied upon to provide the necessary second-line set of legal provisions ? For instance, the two sets of legal rules entertain different views as to the termination of the employment relationship and as to the effect of a collective agreement. A well-integrated body of labour law should, in the author's opinion, govern comprehensively labour situation. The codifying process would also aim at eliminating internal discrepancies and a simpler, more accessible legal subsystem would emerge. As to the adjective aspects of labour law, the identification of desirable forms of third-party intervention relating to both collective bargaining and labour standards legislation could lead to appropriate jurisdictional arrangements. In the case of industrial conflicts, of particular interest are the flexible powers of intervention with which the Canada and British Columbia labour boards are endowed. Consideration should also be paid to certain European models — namely the Conseil de prud'hommes — which allow both conciliation and adjudication to take place in the solving of normative law conflicts of application. A full-fledged Labour Code would indeed invite the setting up of a more authentic Labour Court.

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