Books by Vicki Ammundsen

"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.
Read more

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.
Read more

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
Read more

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.
Read more

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.
Read more