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Memoranda of Wishes

Memoranda of Wishes

Memoranda of Wishes

Author: Vicki Ammundsen
Publisher: CCH New Zealand
ISBN: 9781775474364
Published In: April 2022
Format: Paperback
Jurisdiction: New Zealand ? Disclaimer:
Countri(es) stated herein are used as reference only

List Price: RMB 404.80

RMB 392.66 Save RMB 12.14 (3%)

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This guide to memoranda of wishes considers the development of memoranda of wishes and relevant case law, providing valuable guidance on how to construct a memorandum of wishes that will properly promote the settlor’s intentions and directions to trustees.  This text also considers the legal position of memoranda of wishes with respect to the Trusts Act – as core documents and in light of trustees’ disclosure obligations. :

Topics covered include:

Introduction to memoranda of wishes
The legal basis for a memorandum of wishes
Parameters of instructions and guidance that can be provided in a memorandum of wishes
Nominee settlors
Updating memoranda of wishes
Disclosure of memoranda of wishes
Nomination of “right” to provide a memorandum of wishes and intergenerational aspects
Capacity and fiduciary considerations
Retention and storage
Jurisdictional considerations
Precedent memoranda of wishes

Vicki Ammundsen is the director of Vicki Ammundsen Trust Law and advises on all areas of trust and estate law and practice. She is the author of a number of books, including Taxation of Trusts, Trustee Liability, The Trustee’s Handbook, the Residential Care Subsidies Handbook and A Practical Guide to Legal Issues for Older People. She is a highly regarded conference and webinar presenter and the creator of the blog, “Matters of Trust”. As well being actively involved with the creation and management of client trusts, Vicki is also experienced with trust dispute resolution.

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