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A Practical Guide to the Transfer of Trusteeships, 3rd Edition

A Practical Guide to the Transfer of Trusteeships, 3rd Edition

作者： Richard Williams; Arabella Murphy; Toby Graham
出版商： Globe Law and Business
ISBN: 9781787421134
出版时间 August 2017
规格： Hardback , 448 pages
适应领域： Bahamas, Bermuda, British Virgin Islands, Cayman Islands, Guernsey, Hong Kong, International, Isle of Man, Jersey, New Zealand, Singapore, U.K., U.S. ? 免责申明：
Countri(es) stated herein are used as reference only

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This text, first published by STEP in 2007 and now in its third edition, reviews the difficulties that arise on the transfer of trusteeships, particularly in respect of the negotiation of indemnities, and sets out a suggested approach. It contains:
- A core section dealing with trusts governed by English law;
- Jurisdictional chapters, which explain the differences under local law for trusts governed by the laws of The Bahamas, Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, Hong Kong, the Isle of Man, Jersey, New Zealand and Singapore;
- Precedent deeds of change of trustee for each of those jurisdictions;
- A detailed drafting commentary;
- A U.S. commentary which outlines general principles involved in the transfer of trusteeships of U.S. trusts and general tendencies among states, with a particular focus on the trusteeship laws of the State of New York; and
- A table of references listing the statutes and cases, for ease of reference.
The text is an essential reference work for any legal practitioners, trust company professionals and others involved in advising on the transfer of trusteeships.
1. Introduction Richard Williams Queensland Bar
2. English law trusts
3. Statutory and express powers of retirement Joseph Goldsmith 5 Stone Buildings
4. Trustees’ lien Nicholas Le Podevin New Square Chambers
5. Indemnities Arabella Murphy Maurice Turnor Gardner LLP
6. Inspection and transfer of trust documents Toby Graham Farrer & Co Richard Williams Queensland Bar
7. Contentious cases Toby Graham Farrer & Co
8. Trustee indemnity insurance Toby Graham Farrer & Co
9. Bahamas Theo Burrows Higgs & Johnson
10. Bermuda Alec Anderson Craig MacIntyre Conyers Dill & Pearman
11. British Virgin Islands Christopher McKenzie O’Neal Webster
12. Cayman Islands Tony Pursall Mourant Ozannes
13. Guernsey Alison MacKrill Carey Olsen
14. Hong Kong Joanna Caen Richard Norridge Herbert Smith Freehills LLP
15. Isle of Man John Rimmer Advocate
16. Jersey Steve Meiklejohn Ogier
17. New Zealand John Hart Barrister
18. Singapore Chua Yee Hoong Withers KhattarWong
19. United States G Warren Whitaker Day Pitney LLP
20. Commentary on the Model Precedents Judith Morris Bircham Dyson Bell LLP
21. Charles Pitter Kleinworth Hambros
22. Helen Ratcliffe Bircham Dyson Bell LLP
23. Richard Williams Queensland Bar

Consulting editor(s): Richard Williams, Arabella Murphy and Toby Graham

Contributing firm		Consulting editor(s)
Queensland Bar		Richard Williams
Maurice Turnor Gardner LLP		Arabella Murphy
Farrer & Co		Toby Graham
		Contributors
5 Stone Buildings New Square Chambers Herbert Smith Freehills Herbert Smith Freehills Advocate John Rimmer Ogier Barrister and notary Withers KhattarWong Day Pitney LLP Kleinwort Hambros Bircham Dyson Bell LLP Bircham Dyson Bell LLP Higgs & Johnson Conyers Dill & Pearman Conyers Dill & Pearman O’Neal Webster (UK) LLP Mourant Ozannes Appleby (Guernsey) LLP		Joseph Goldsmith Nicholas Le Poidevin, QC Richard Norridge Joanna Caen John Rimmer Steve Meiklejohn John Hart Yee Hoong Chua G Warren Whitaker Charles Pitter Helen Ratcliffe Judith Morris Theo Burrows Craig MacIntyre Alec Anderson Christopher McKenzie Tony Pursall Alison MacKrill

Each chapter is tersely written, to get to the nub of the issues and the book includes chapters devoted to practice in various non-Australian jurisdictions including England...
- D W Marks QC, Queensland Law Reporter

In my view, ‘A Practical Guide to the Transfer of Trusteeships’ is the most relevant and, therefore, important work in the whole area of trusts and trusteeships.
- Edward Buckland, LGL Trustees, Trusts & Trustees

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