Books by Vicki Ammundsen
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The Trustee's Handbook is a must have for trustees, trust advisers and anyone involved with administering trusts.
This fifth edition includes more than 150 precedent minutes and resolutions. The precedents reflect day-to-day decisions that trustees make and matters that truste...es need to take into consideration.
As well as references to contemporary case law, the book includes comprehensive and practical checklists to guide trustees as they go about the everyday business of being a trustee.
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"This new book gives practical guidance on the legal issues affecting people as they age. It covers the issues involved in planning for older age, the issues faced by older people as they deal with new and changing circumstances, planning for how to deal with estates and assets a...nd, finally, the often inconvenient issues of dealing with death and what follows. Topics covered include: multiple-generational households, residential care subsidies, family trust issues as trustees and settlors age, retirement funding, elder abuse, family loans, powers of attorney, mental capacity, wills. The book will be useful both for professionals dealing with older clients and for older people and their families grappling with the inevitable issues associated with aging"--Back cover.
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"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 inclu...des comprehensive and practical checklists (also on the CD) to guide trustees as they go about the day to day business of being a trustee"--Publisher information.
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A guide to the Australian GST system written for New Zealand businesses. This book spells out what NZ businesses need to know about doing business in Australia. Information includes - registering for GST, areas of divergence between Australia and New Zealand and transitional rule...s.
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This practical and up-to-date book, presented in a question-and-answer format, provides guidance on matters to consider before accepting appointment as a trustee; examines sources of trustee liability; and explores fact-based scenarios where trustees have incurred liability as we...ll as addressing options for limiting liability. The text also references relevant case law. Topics covered include: appointment as a trustee how trustee liability arises joint and several liability sources of trustee liability trustees' liability for income tax and GST rights of indemnity and reimbursement liability for decisions of co-trustees liability for court costs mitigation of trustee liability through appropriate governance risks arising from inappropriate delegation the use of corporate trustees appropriate insurance options.
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his practical book will guide practitioners through the thorny issues that can arise in relation to residential care subsidies. It includes commentary on the following topics:
thresholds for means testing
deprivation and gifting
notional income
applications by couples a...nd singles, and the effect of death, divorce or separation, and new relationships
how far back gifting limits go
life interests
trust reversals
residential care loans
how debts are treated for means testing purposes
post-application windfalls or inheritances.
The book includes ten question-and-answer chapters (containing more than 140 questions and answers) as well as useful appendices containing relevant legislation and eight practical case studies with worked examples and sample correspondence.
Questions-and-Answer chapters cover:
Application for care
Cost of care
Financial means assessment
Gifting and deprivation
Spouses and partners
Life interests
Trust reversals
Residential care loans
Rights of appeal and reassessment
Miscellaneous
Case studies include:
Undertaking a trust reversal
Negative trust equity
Will my mother qualify for a subsidy?
Succession planning issues to consider before going into care
Resolving issues regarding recalcitrant trustees
Disposal of the family home by the trustees
Advising the MSD of an inheritance
The Bridgford case
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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...t 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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An essential guide for any trust practitioner or trustee, this book provides a comprehensive overview of how the tax laws apply to settlors, trustees and beneficiaries.
The third edition of Taxation of Trusts has been updated to incorporate recent charity and trust case law, t...he application of FATCA to trusts, and new tax legislation, including the bright-line test and trust-related amendments to the Income Tax Act 2007. The text includes more practical examples, summaries of recent tax and charity cases, and revised commentary.
Topics covered include:
trustee income
trustees' liability for tax
beneficiary income
tax avoidance
classification of trusts for tax purposes
trust migration
trading trusts
qualifying and look-through companies
imputation and RWT credits
associated persons
variation and resettlement
family scheme income
child support
charitable trusts.
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