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