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LOTER VOCAB

Total questions: 10

Worksheet time: 5mins

Name
Class
Date
1.

Who has legal ownership of property in a trust?

a)

The settlor

b)

The testator

c)

The trustee

d)

The beneficiary

2.

A person who creates a post-mortem trust is called a ...

a)

Settlor

b)

Testator

c)

Trustee

d)

Beneficiary

3.

A gift transfers both legal and equitable ownership

a)

True

b)

False

4.

If something is unconscionable it means that it is ...

a)

Not right or reasonable

b)

Not sensible

c)

Not profitable

d)

Not legal

5.

The courts which originally dealt with equitable claims were the..

a)

Common law courts

b)

Chancery courts

c)

Appeal Courts

d)

Courts of Royal Justice

6.

If a trust is "inter vivos" it means that it is..

a)

Written in latin

b)

Written in a will

c)

Contained in a written document

d)

Created between people who are all living.

7.

A trust instrument is...

a)

The written document which can be used to create a trust

b)

Another name for a trustee

c)

A clause or provision that tells trustees what they should do

d)

Another name for a beneficiary

8.

A fixed trust is one where ...

a)

The trust only has one beneficary and s/he is an adult

b)

The trustee and the settlor are the same person

c)

The trustees know who the beneficiaries are and how much they are entitled to

d)

The trustees are not able to sell the trust property

9.

An express trust is a trust which...

a)

Has been created very quickly

b)

Was created by the intention of the settlor/ testator

c)

Was created in writing

d)

Only has one beneficiary

10.

A discretionary trust is one where...

a)

The trustee can choose whether to act as a trustee

b)

The trustee can choose to be absolute owner of the property

c)

The trust is created by law rather than by the intention of the settlor

d)

The trustee has a discretion which beneficiaries to benefit and how much