×

Registrant Details

Use this window to add all the registrants you wish to register on behalf of. If you want to attend the course also, ensure you add yourself as one of the registrants. Make sure you press "Save" after adding each new registrant.

Registrant 1
First name
Last Name
Email Address
Username ( if known )
NZLS Member or Associate Member?
1x Registrant
Proceed to Checkout

This book is only available in PDF format

Authors: Ken Lord, David McLay
Published: 12 December 2017
Pages: 64

Introduction

This paper is intended to provide guidance about current best practice in trust administration. It is intended to enhance knowledge of lawyers about good and best practice in the administration of trusts.

There are a number of transition points in the life of a trust and this paper considers the practical aspects that arise in relation to the following transition points:
  • Creation of the trust and becoming a trustee
  • Establishing the administration of the trust
  • Death of settlors
  • Resignation of trustees; removal of trustees; and termination of a trust.

Content outline

  • Creation of Trusts and Becoming a Trustee 
    - Creation of a family trust 
    - The trust deed 
    - The trustees
  • Beneficiaries 
    - The powers of appointment and removal of discretionary beneficiaries 
    - The powers of appointment and removal of trustees
  • Administration 
    - Decision-making 
    - Accounting 
    - Tax reporting 
  • Death of Settlors
    - Resignation of trustees; removal of trustee and termination of a trust 
    - the trust deed
    - retirement 
View contents page
Ken Lord 2017 David McLay 2017
Ken Lord
Partner, Parry Field Lawyers
Christchurch		 David McLay
Barrister, Barristers.Comm
Wellington

Questions?

In order to assist us in reducing spam, please type the characters you see:

You might also be interested in ...

Trusts Conference - trusts on trial 2017

Publication Date: 18-07-2017
Chair: Greg Kelly, Keynote: The Hon Justice Winkelman, Authors: Catherine Atchison, Vanessa Bruton KC, Dr Andrew Butler, Anthony Grant, Isaac Hikaka, Jeremy Johnson, Chris Kelly, Jeff Kenny, Kimberly Lawrence, Denham Martin, Roger Holmes Miller, Juliet Moses, Catherine Muir, Jared Ormsby, Jonathan Orpin-Dowell, Bill Patterson, Professor Nicola Peart, Stephen Tomlinson, Andrew Watkins
NZ $160.00
BUY FOR OTHERS