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A Practical Guide to the Transfer of Trusteeships, 3rd Edition

A Practical Guide to the Transfer of Trusteeships, 3rd Edition

  • Author:
  • Publisher: Globe Law and Business
  • ISBN: 9781787421134
  • Published In: August 2017
  • Format: Hardback , 448 pages
  • Jurisdiction: Bahamas, Bermuda, British Virgin Islands, Cayman Islands, Guernsey, Hong Kong, International, Isle of Man, Jersey, New Zealand, Singapore, U.K., U.S. ? Disclaimer:
    Countri(es) stated herein are used as reference only
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  • Description 
  • Contents 
  • Author 
  • Reviews
  • Details

    This text, first published by STEP in 2007 and now in its third edition, reviews the difficulties that arise on the transfer of trusteeships, particularly in respect of the negotiation of indemnities, and sets out a suggested approach.  It contains:

    • A core section dealing with trusts governed by English law;
    • Jurisdictional chapters, which explain the differences under local law for trusts governed by the laws of The Bahamas, Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, Hong Kong, the Isle of Man, Jersey, New Zealand and Singapore;
    • Precedent deeds of change of trustee for each of those jurisdictions;
    • A detailed drafting commentary;
    • A U.S. commentary which outlines general principles involved in the transfer of trusteeships of U.S. trusts and general tendencies among states, with a particular focus on the trusteeship laws of the State of New York; and
    • A table of references listing the statutes and cases, for ease of reference.

    The text is an essential reference work for any legal practitioners, trust company professionals and others involved in advising on the transfer of trusteeships.

    1. Introduction Richard Williams Queensland Bar
    2. English law trusts
    3. Statutory and express powers of retirement Joseph Goldsmith 5 Stone Buildings
    4. Trustees’ lien Nicholas Le Podevin New Square Chambers
    5. Indemnities Arabella Murphy Maurice Turnor Gardner LLP
    6. Inspection and transfer of trust documents Toby Graham Farrer & Co Richard Williams Queensland Bar
    7. Contentious cases Toby Graham Farrer & Co
    8. Trustee indemnity insurance Toby Graham Farrer & Co
    9. Bahamas Theo Burrows Higgs & Johnson
    10. Bermuda Alec Anderson Craig MacIntyre Conyers Dill & Pearman
    11. British Virgin Islands Christopher McKenzie O’Neal Webster
    12. Cayman Islands Tony Pursall Mourant Ozannes
    13. Guernsey Alison MacKrill Carey Olsen
    14. Hong Kong Joanna Caen Richard Norridge Herbert Smith Freehills LLP
    15. Isle of Man John Rimmer Advocate
    16. Jersey Steve Meiklejohn Ogier
    17. New Zealand John Hart Barrister
    18. Singapore Chua Yee Hoong Withers KhattarWong
    19. United States G Warren Whitaker Day Pitney LLP
    20. Commentary on the Model Precedents Judith Morris Bircham Dyson Bell LLP
    21. Charles Pitter Kleinworth Hambros
    22. Helen Ratcliffe Bircham Dyson Bell LLP
    23. Richard Williams Queensland Bar
  • Consulting editor(s): Richard Williams, Arabella Murphy and Toby Graham

    Contributing firm   Consulting editor(s)
    Queensland Bar   Richard Williams
    Maurice Turnor Gardner LLP   Arabella Murphy
    Farrer & Co   Toby Graham
        Contributors

    5 Stone Buildings

    New Square Chambers

    Herbert Smith Freehills

    Herbert Smith Freehills

    Advocate John Rimmer

    Ogier

    Barrister and notary

    Withers KhattarWong

    Day Pitney LLP

    Kleinwort Hambros

    Bircham Dyson Bell LLP

    Bircham Dyson Bell LLP

    Higgs & Johnson

    Conyers Dill & Pearman

    Conyers Dill & Pearman

    O’Neal Webster (UK) LLP

    Mourant Ozannes

    Appleby (Guernsey) LLP

     

    Joseph Goldsmith

    Nicholas Le Poidevin, QC

    Richard Norridge

    Joanna Caen

    John Rimmer

    Steve Meiklejohn

    John Hart

    Yee Hoong Chua

    G Warren Whitaker

    Charles Pitter

    Helen Ratcliffe

    Judith Morris

    Theo Burrows

    Craig MacIntyre

    Alec Anderson

    Christopher McKenzie

    Tony Pursall

    Alison MacKrill

  • Each chapter is tersely written, to get to the nub of the issues and the book includes chapters devoted to practice in various non-Australian jurisdictions including England...
    - D W Marks QC, Queensland Law Reporter

    In my view, ‘A Practical Guide to the Transfer of Trusteeships’ is the most relevant and, therefore, important work in the whole area of trusts and trusteeships.
    - Edward Buckland, LGL Trustees, Trusts & Trustees

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