The Trustee's Handbook: Checklists and Precedents for Trustees ed 6

The Trustee&#39;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.  MSD procedures. The book contains up-to-date commentary, useful appendices containing relevant legislation, 8 practical case studies and sample correspondence

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

Series

Recommended Titles

Additional Details

CCH's Online Bookshop