Latest News [index] Trustee's Handbook ed 3
The Trustee's Handbook ed 3, written by Ayres Legal partner Vicki Ammundsen is now available at http://www.cch.co.nz/nz/onlinestore/ProductDetails.aspx?PageTitle=The-Trustee's-Handbook-Edition-3&ProductID=8112.
The Trustee's Handbook contains a series of practical checklists to help trustees manage and administer trusts.
The checklists address a wide range of matters, including:
- Important set-up procedures for management and administration
- What to do in connection with meetings of trustees
- What do to if a beneficiary asks for disclosure of trust documents
- How to select an investment adviser
- How to retire from a trusteeship
- Trustee or settlor emigration
- What to do if a trustee becomes bankrupt
- How to resettle a trust
- How to wind up a trust on the vesting day.