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The Trustee's Handbook - 4th Edition

The Trustee's Handbook - 4th Edition (EPUB ebook – 4th edition)

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 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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ISBN 9781775471202
Published 26 Oct 2015
Publisher CCH New Zealand
Available in EPUB format
Software Read in Browser or Adobe Ebook Compatible Device
Language en
Series NZ The Trustee's Handbook

Full details for this title

ISBN-13 9781775471202
Stock Available
Status Wheelers ePlatform
Publisher CCH New Zealand
Imprint CCH New Zealand Limited
Published 26 Oct 2015
Publication Country New Zealand New Zealand
Format EPUB ebook – 4th edition
Edition 4th
Author(s) By Ammundsen, Vicki
Series NZ The Trustee's Handbook
Category Economics, Finance, Business, Industry
Equity & Trusts
NZ, Maori & Pasifika
New Zealand & Related
Number of Pages 162
Dimensions Not specified
Dewey Code 346.93059
Weight Not specified - defaults to 0g
Interest Age General Audience
Reading Age General Audience
NBS Text National Law: Professional
ONIX Text Professional and scholarly