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Nevill's Trusts Drafting Handbook

Nevill's Trusts Drafting Handbook

Author: Nicky Richardson; Sarah Parsons; Bruce Douglas
Publisher: LexisNexis New Zealand
ISBN: 9781927149485
Published In: July 2013
Format: Paperback
Jurisdiction: New Zealand ? Disclaimer:
Countri(es) stated herein are used as reference only

New Edition is available now !

Description
Contents

Details

Nevill's Trusts Drafting Handbook, 1st edition is a practical tool for practitioners working in the area of trusts law. Written in plain English by a team of highly experienced legal practitioners, this work provides a large number of useful precedents that are easy to follow and simple to apply. Topics and precedents contained within cover such topics as: Nature of a trust (including the requiredcertainties); Taking instructions and Preliminary questionnaire; Problematic words, phrases and provisions; General matters; Practical matters; Opening clauses, key clauses and provisions and formal elements.

Tables

Glossary

Introduction

The three certainties

Formalities

Precedents

Deed creating family trust (short form)
Deed creating family trust
Trust creating separate funds
Trust with protector provisions
Deed creating special trust for beneficiaries with disabilities
Deed creating education trust
Deed creating insurance trust
Deed creating nominee trust in respect of shares
Deed creating nominee trust in respect of land
Acknowledgment of bare trust (short form)
Deed of variation of trust
Deed of resettlement on new trust
Deed of resettlement on trust in existence
Deed appointing date of distribution
Unusual clauses in trust deeds
Notice of resignation of trustee or appointor
Deed of appointment of new trustee in place of retiring trustee with one continuing trustee
Deed of appointment of new trustees in place of deceased trustee by representatives of last surviving trustee
Deed of appointment of additional trustee
Receipt for income from trust fund
Receipt on final distribution of trust fund
Power of attorney to receive share in residuary personal estate or in trust fund
Power of attorney to execute trust
Power of attorney to get in property abroad including power to reseal probate
Deed of assignment of personal estate to trustees for benefit of creditors
Perpetual trust with power to resort to capital
Perpetual trust to award scholarships (out of residue)
Memorandum of transfer to trustees
Declaration of trust
Charitable trust deed ? wide form ? board of trustees
Charitable trust deed ? board of trustees
Application for incorporation of a trust board under the Charitable Trusts Act 1957
Declaration under s 10 of the Charitable Trusts Act 1957
Memorandum to Registrar
Assignment of an interest in a trust
Declaration of trust
Confirmation by beneficiaries of sale of trust property to trustee
Declaration of trust effecting gift
Trustee’s powers and indemnities (contained in trust deed)
Indemnity of trustee (contained in trust deed)
Estate planning agreement
Change to name of registered proprietor under the Land Transfer Act: application to District Land Registrar
Special condition of sale and transfer of land ? trustee/executor/administrator limitation of liability
Acknowledgment of a debt
Full release of original debt
Further reduction by gift of already partly released debt
Final release of balance of debt following earlier reductions
Trust resolution
Enduring power of attorney in relation to personal care and welfare
Enduring power of attorney in relation to property