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Where am I now? Lawlink > Homepage > Research Report 13 (2006) - I give, devise and bequeath: an empirical study of testators' choice of beneficiaries (by J E Dekker and M V A Howard)
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Research Report 13 (2006) - I give, devise and bequeath: an empirical study of testators' choice of beneficiaries (by J E Dekker and M V A Howard)
TABLE OF CONTENTS
Updates and background for this project (Digest)
1. INTRODUCTION
BACKGROUND
PURPOSE OF THIS RESEARCH
THIS RESEARCH REPORT
2. THE STUDY
METHODOLOGY
Data collection
File overview
PARAMETERS
Characteristics of the deceased
3. THE FINDINGS
CHARACTERISTICS OF ESTATES
ESTATES WITH WILLS
Characteristics
Distribution where testator had spouse only
Distribution where testator had spouse and children
Distribution where testator had spouse and children from previous relationships
Distribution where testator had children only
Distribution where testator had no spouse or children
Survivorship clauses in wills
Life interests in wills
ESTATES WITHOUT WILLS
4. ANALYSIS
INTRODUCTORY COMMENTS
DISTRIBUTIVE PREFERENCES
Where a spouse or partner but no issue survive
Where a spouse or partner and issue survive
Presence of joint property
Effect of the size of the estate
Where a spouse or partner and issue of a previous relationship survive
Where the issue only survive
Where other next of kin survive
CHARACTERISTICS OF TESTATE AND INTESTATE ESTATES
Age of the deceased
Size of the estate
LIMITATIONS
Differences between testators and intestates
Effect of legal advice on preferences
Overrepresentation of female testators
Very small estates
Changes to the composition of families
APPENDIX: SURVEY DOCUMENT
BIBLIOGRAPHY
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