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