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Trust best practice : get better value from trusts by Deane Purdue

By: Purdue, Deane.
Publisher: Dunedin, New Zealand TEO Training 2010Description: 87 p. 30 cm.Subject(s): TRUSTS | TRUSTEES | TRUST ESTATES | TRUST DEEDS | TAX | Trusts
Contents:
Course concept and content ; The Simpson family ; Testamentary trusts, will-makers and wills ; Creators/settlors and beneficiaries ; Administration and paper work ; Financial, taxation and investment discipline ; Trustees and trusteeship ; Risk management and mitigation ; The end of the trust/estate or trusteeship ; APPENDICES : Trust file dividers ; Example of Memorandum of Wishes ; Minutes of first and annual trustees meetings ; Annual trustees meeting agenda ; Annual review checklist ; Example of trustees engagement letter with creator/settlors ; Trust types and glossary ; Recommend reading and research ; Presenters/authors biography - Deane Purdue
Summary: Provides a practical guide to creating and administering different forms of trusts. Discusses risk management and mitigation as it relates to trusts and provides brief guidance on managing the end of a trust/estate or trusteeship.
Item type Home library Call number Copy number Status Date due Barcode Item reserves
Book Book New Zealand
361 TRU (Browse shelf) 1 Available CA002626
Book Book New Zealand
361 TRU (Browse shelf) 2 Available CA004413
Total reserves: 0

Course concept and content ; The Simpson family ; Testamentary trusts, will-makers and wills ; Creators/settlors and beneficiaries ; Administration and paper work ; Financial, taxation and investment discipline ; Trustees and trusteeship ; Risk management and mitigation ; The end of the trust/estate or trusteeship ; APPENDICES : Trust file dividers ; Example of Memorandum of Wishes ; Minutes of first and annual trustees meetings ; Annual trustees meeting agenda ; Annual review checklist ; Example of trustees engagement letter with creator/settlors ; Trust types and glossary ; Recommend reading and research ; Presenters/authors biography - Deane Purdue

Provides a practical guide to creating and administering different forms of trusts. Discusses risk management and mitigation as it relates to trusts and provides brief guidance on managing the end of a trust/estate or trusteeship.

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