Právnická fakulta
podzim 2024
0/0/0. 8 kr. Ukončení: k.
JUDr. Vlastimil Pihera, Ph.D. (přednášející)
prof. JUDr. Kateřina Ronovská, Ph.D. (přednášející)
Prof. Martin Schauer (přednášející), prof. JUDr. Kateřina Ronovská, Ph.D. (zástupce)
doc. JUDr. Bohumil Havel, Ph.D. (přednášející)
prof. Astrid Deixler-Hübner (přednášející), prof. JUDr. Kateřina Ronovská, Ph.D. (zástupce)
Prof. István Sándor (přednášející), prof. JUDr. Kateřina Ronovská, Ph.D. (zástupce)
doc. JUDr. Filip Melzer, LL.M., Ph.D. (přednášející)
Mgr. Bc. Luboš Brim, Ph.D. (pomocník)
JUDr. Vlastimil Pihera, Ph.D.
Kontaktní osoba: prof. JUDr. Kateřina Ronovská, Ph.D.
General requirement for enrollment to this course is advanced knowledge of legal English incl. specific terminology of Corporate, Foundation and Trust law and Succession Law. The course is offered only to students of the selected study fields (comparative corporate, foundation and trust law) and the courses directly associated with them.
Omezení zápisu do předmětu
Předmět je určen pouze studentům mateřských oborů.

Předmět si smí zapsat nejvýše 10 stud.
Momentální stav registrace a zápisu: zapsáno: 0/10, pouze zareg.: 0/10
Mateřské obory/plány
Cíle předmětu
The aim of this course is to provide general theoretical knowledge about Estate Planning (inter vivos) and also mortis causa, via different ownership structures (trust, trust-like forms, corporations, family offices etc.). Attention will also be paid to different ways of transferring wealth on death. A person can use a will but also a variety of other means (will substitutes) to benefit someone on death (incl. donations mortis causa, trust and trust-like forms, foundations, life insurance contracts etc.) The course covers not only the current legislation (on the European level and in chosen jurisdictions), but also its doctrinal substantiation. It will be based on common principles and reflect the latest trends in legal practice. The course will follow the guiding principle that “comparative law is not about teaching but doing”.
Výstupy z učení
At the end of the course, students should be able to: Compare the individual approaches, particularly with regards to the differences between normative systems (ius communae vs common law), with a special attention to selected jurisdictions. Assess the benefits and significance of individual forms of estate planning in the areas of corporate, foundation and trust law, with view to their common conceptual points of departure on one hand and the specificities arising from the individual legal systems on the other (according to existing law). Identify common problems and trends. Process selected topics on the basis of their study of professional literature and practical experience obtained during their study, and draw conclusions applicable in practice. Assess new findings and ideas with a view to the long-term social consequences of their use. Communicate, in a comprehensible and convincing manner, their own findings in the field to other members of the international scientific community, other legal professionals and general public. Acquire new professional knowledge, skills and capabilities through their own creative work and influence conditions for education of others. Think critically in broader dimensions and apply knowledge in new contexts.
  • Outline: I. Estate Planning/Wealth management – general concepts, ownership structure (functional approach) II. Ius communae vs common law approaches III. Estate Planning inter vivos IV. Estate Planning mortis causa V. Trust/trust like forms/foundations instruments of wealth management
    doporučená literatura
  • Braun, A., Röthel, A. Passing Wealth on Death, Will substitutes in Comparative Perspective, Hart Publishing, 2016
  • Developments in foundation law in Europe. Edited by Chiara Prele. Dordrecht: Springer, 2014, x, 314. ISBN 9789401790680. info
  • Sándor, I. Fiduciary property management and the trust, Historical and Comparative Analysis, HvgOrac, 2015
  • Hudson, A., Equity and Trusts, Routledge.Cavendish, 2010
  • Watt, G. Trusts and Equity, 3th Edition, Oxford University Press, 2008
Výukové metody
Group tutoring sessions Oral presentation of research results
Metody hodnocení
Targeted discussion about the recommended literature with a focus on specific issues relevant to the doctoral thesis of the student
Vyučovací jazyk
Navazující předměty
Další komentáře
Studijní materiály
Výuka probíhá blokově.
Předmět je zařazen také v obdobích podzim 2019, podzim 2020, podzim 2021, podzim 2022, podzim 2023.
  • Statistika zápisu (nejnovější)
  • Permalink: https://is.muni.cz/predmet/law/podzim2024/DAF3CF03