Law Wills / Probate / Trusts

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

Edited by Richard Williams · Arabella Murphy · Toby Graham
Globe Law and Business August 2017

Specifications

ISBN-13
9781787421134
Publisher
Globe Law and Business
Publication
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. ? Countri(es) for reference only

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.

Table of Contents

  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

About the Author

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

Reviews

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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