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題 名 | 信託之基礎性變更=The Fundamental Change of Trust Relationship |
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作 者 | 王志誠; | 書刊名 | 政大法學評論 |
卷 期 | 81 2004.10[民93.10] |
頁 次 | 頁157-212 |
分類號 | 563.3 |
關鍵詞 | 信託法; 利益信託; 公益信託; 商事信託; 可撒銷信託; 不可撤銷信託; 信託之變更; 信託之終止; 信託之合併; 信託之分割; 統一信託法典; Trust law; Non-charitable trust; Private trust; Charitable trust; Business trust; Revocable trust; Irrevocable trust; Amendment of trust; Termination of trust; Combination of trusts; Division of trust; Uniform trust code; UTC; |
語 文 | 中文(Chinese) |
中文摘要 | 信託因其目的、財產價值總額、給付信託利益方式或管理運用方法等之差異,實務上對其存續期間之規劃,通常有長期及短期之區別。如為長期性信託,比較可能因經濟社會環境之變遷、法律制度之修正或其他情事變更事由,致信託成立當時所訂定之信託條款,變成不合理或不適當,甚至於違反設定信託所欲達到之目的,故於信託關係成立後,究竟何人始有權變更或終止信託關係,誠有疑問。首先,本文分別就信託之主體變更、內容變更、合併或分割及信託關係之終止,探討其意義及效力,以建立信託基礎性變更之基本概念,並整理我國信託法所存在之疑義問題。其次,則就信託變更或終止之權限分配問題,以我國信託法之現行規定為基礎,輔以比較法制之觀察,以歸納出其權限分配之基本原則,並整理歸納在我國現行信託法下,委託人、受益人、受託人及監督機關所得行使之權限範圍,期能從立法論及解釋論之觀點,解決我國信託法上所存在之爭議問題,以妥適衡平委託人所欲達成之信託目的與受益人所享有之信託利益。惟鑑於信託有私益信託與公益信託、自益信託與他益信託、契約信託、遺囑信託及宣言信託、民事信託與商事信託等種類之分,其法律關係及法制原理未必全然相同,故本文如未特別指明,原則上將以私益信託、他益信託、契約信託及民事信託為主要討論重點。 |
英文摘要 | The fundamental change of trust relationship as defined in this analysis includes the change of trust parties, the amendment of trusts, the combination and division of trusts, and the termination of trusts. The most difficult reality that the drafter of a trust faces is that the circumstances and legal rules anticipated during drafting inevitably change over time. Once a trust (particularly a long-term trust) exists, can the settler of the trust change his intent, modify the arrangement, terminate the trust, and have the trust property returned to his ownership? Conversely, should the settler get his hands or dead hands off the trust, and allow the beneficiary to remove himself from the constraints of the trust? Additionally, does the beneficiary have similar discretion to adjust the trust relationship when it contravenes settler intent? Part I of this paper describes the purpose of this analysis. Part II classifies and examines the fundamental change of trust relationship under the Trust Law in Taiwan, and the key controversies. Part III argues and discusses who can compel the amendment or termination of a trust, and under what circumstances such changes can be made. Based on Saunders v. Vautier, English trust law has traditionally protected the interest of the beneficiary more than that of the settler. Early American jurisprudence followed English trust law. In 1889, however, the Massachusetts Supreme Court reached the opposite conclusion in its landmark decision Claflin v. Claflin, and appeared to favor settler intent when the question is amendment or termination of trust. Part IV analyzes and discusses the legal effect of the change of trust parties, the amendment of trusts, the combination and division of trusts, and the termination of trusts. Part V concludes and provides future perspectives on the Trust Law in Taiwan. |
本系統中英文摘要資訊取自各篇刊載內容。