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

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

  • 作者:
  • 出版商: CCH New Zealand
  • ISBN: 9781775474876
  • 出版时间 July 2023
  • 规格: Paperback
  • 适应领域: New Zealand ? 免责申明:
    Countri(es) stated herein are used as reference only

List Price: ¥522.50

¥506.83 Save ¥15.68 (3%)

发货时间:大约 3 weeks
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Hong Kong: free delivery (order over HKD 1000)
  • 描述 
  • 详细

    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

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