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The Trustee's Handbook- Checklists and Precedents for Trustees -4th Edition
 

The Trustee's Handbook- Checklists and Precedents for Trustees -4th Edition (Paperback)

By Ammundsen, Vicki

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The Trustee's Handbook is a must-have for trustees, trust advisers and anyone involved with administering trusts. This fourth edition includes more than 120 precedent minutes and resolutions - all reproduced on an accompanying CD. The precedents reflect the sorts of decisions tha... read full description below.

ISBN 9781755471196
Published 30 September 2015 by CCH New Zealand
Format Paperback
Availability
In stock at publisher; ships 6-12 working days

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Full details for this title

ISBN-13 9781755471196
ISBN-10
Stock Available
Status In stock at publisher; ships 6-12 working days
Publisher CCH New Zealand
Publication Date 30 September 2015
Publication Country New Zealand New Zealand
Format Paperback
Author(s) By Ammundsen, Vicki
Category Economics, Finance, Business, Industry
Law
NZ, Maori & Pasifika
New Zealand & Related
Number of Pages 162
Dimensions Not specified
Weight Not specified - defaults to 600g
Interest Age General Audience
Reading Age General Audience
Dewey Code Not specified
Catalogue Code Not specified

Description of this Book

The Trustee's Handbook is a must-have for trustees, trust advisers and anyone involved with administering trusts. This fourth edition includes more than 120 precedent minutes and resolutions - all reproduced on an accompanying CD. The precedents reflect the sorts of decisions that trustees most often make and matters that trustees need to take into consideration.

In addition, the book includes comprehensive and practical checklists (also on the CD) to guide trustees as they go about the day to day business of being a trustee.

Topics covered include:

set up procedures for management and administration
reviewing the trust deed
what it is to be a trustee
what to do if a beneficiary requests trust documents
how to hold a trustee meeting
constitutional issues.
Checklists cover a wide range of matters, including:

factors to consider when deciding whether to accept appointment as a trustee
whether or not to act personally or through a corporate trustee
important set-up procedures for administration
key initial decisions
how to exercise powers of investment
how to ratify decisions
factors to consider when making distributions
gifting considerations
how to retire as trustees
important considerations about mental capacity.
This new edition has been expanded to include new precedents and checklists and fully updated to reflect current trust practice.

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