Wolters Kluwer NZ | CCH Books | The Trustee's Handbook Checklists and Precedents for Trustees

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The Trustee's Handbook Checklists and Precedents for Trustees - 6th Edition

Vicki Ammundsen

Book $110.40 (inc GST)

The Trustee’s Handbook is a must have for trustees, trust advisers and anyone involved with administering trusts.

This 6th edition includes 120 precedent minutes and resolutions. The precedents reflect day-to-day decisions that trustees make and matters that trustees 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.

Topics covered include:

the practical implications of the Trusts Act 2019
default and mandatory decisions
ascertaining beneficiary needs
AML/CFT, FATCA and CRS
source of wealth considerations
factors to consider when structuring a trust
factors to consider when deciding whether to accept appointment as a trustee
reviewing a trust deed
whether or not to act personally or through a corporate trustee
practical considerations for corporate trustees
important set-up procedures for administration
decision making
how to exercise powers of investment
how to ratify decisions
gifting considerations
how to retire as a trustee.

Who should buy this book:

This book will be an invaluable guide for anyone advising a trustee, anyone considering acting as a trustee or a trustee who wants to fully understand the obligations they have taken on.

For ease of reference, resolutions and minutes can be downloaded here.

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