By Ammundsen, Vicki
The Trustee's Handbook is a must-have for trustees, trust advisers and anyone involved with administering trusts. This fourth edition includes 140 precedent minutes and resolutions - all reproduced on CD-ROM - reflecting the decisions that trustees most often make. In addition, t...here are comprehensive and practical checklists to assist trustees with discharging their duties. Topics covered include: factors to consider when deciding how to establish and structure a family trust important set-up procedures for administration key initial decisions for the trustees of a new trust how to exercise the power of investment factors to consider when making distributions gifting checklist how to retire from a trusteeship.Read more
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