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Author :
Publisher : Chancellor Publications Limited
ISBN 13 : 9781899217076
Total Pages : 436 pages
Book Rating : 4.2/5 (17 download)
Download or read book The Trident Practical Guide to International Trusts written by and published by Chancellor Publications Limited. This book was released on 2004-01-01 with total page 436 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : International Trident Trust Group
Publisher :
ISBN 13 : 9781899217052
Total Pages : 0 pages
Book Rating : 4.2/5 (17 download)
Download or read book The Trident Practical Guide to Offshore Trusts written by International Trident Trust Group and published by . This book was released on 1999 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This guide provides an analysis of the legislative changes that have occurred in various offshore jurisdictions around the world. It provides analysis of the legislative conditions prevailing in each of the 14 international trust jurisdictions, supplemented by significant statutory provisions.
Author : International Trident Trust Group Staff
Publisher :
ISBN 13 : 9781899217014
Total Pages : pages
Book Rating : 4.2/5 (17 download)
Download or read book The Trident Practical Guide to Offshore Trusts written by International Trident Trust Group Staff and published by . This book was released on 1995-09 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: "Use of offshore trusts has increased dramatically in recent years with the growing internationalisation of the affairs of individuals and businesses. Professional advisers today regard offshore trusts as providing a practical solution to many issues involving international estate and tax planning, political and creditor protection, and the structuring of international company activities." "The guide provides all of the information advisers require on each offshore jurisdiction's trust laws in one comprehensive volume. The guide is carefully structured to allow for easy access to each topic. Questions on formation of a trust, rights of settlors, creditor/asset protection trusts, perpetuity rules, duties of trustees, charging clauses, powers and obligations of protectors, confidentiality, and taxation are all clearly dealt with in readily identifiable sections. The sections can be cross-referenced across the different jurisdictions covered." "The guide covers the most popular trust jurisdictions, namely Bahamas, Bermuda, British Virgin Islands, Cayman Islands, Cook Islands, Cyprus, Gibraltar, Guernsey, Hong Kong, Isle of Man, Jersey, Liechtenstein, Mauritius and the Turks & Caicos Islands. There is also a chapter dealing with the Hague Convention on Trusts."--BOOK JACKET.Title Summary field provided by Blackwell North America, Inc. All Rights Reserved
Author : Terence O'Halloran
Publisher : BUSINESS & ECONOMICS / Business Communication / General
ISBN 13 : 1904980112
Total Pages : 255 pages
Book Rating : 4.9/5 (49 download)
Download or read book Trusts a Practical Guide written by Terence O'Halloran and published by BUSINESS & ECONOMICS / Business Communication / General. This book was released on 2012-08-08 with total page 255 pages. Available in PDF, EPUB and Kindle. Book excerpt: Within the genre of financial selfhelp, 'Trusts A Practical Guide' is an invaluable and rare resource for financial experts and members of the public alike who need a reference work on a subject that is, on the face of it, complex but which undeniably affects many people's lives at one point or another. Whatever your occupation or background, you are almost certain at some time to need some understanding of this subject, whether in your own financial planning or in advising those around you - and this guide is particularly helpful when dealing with a relative's probate or the complex issues arising from an inheritance.After thirtyfive years at the top of his profession, FSA member Terry O'Halloran writes passionately and informatively, not only about his subject but also about the importance of spreading the word to others. He has seen many times first hand the benefits of wellorganized and implemented financial planning on people's lives. More poignantly, he has seen what can happen when such matters are left to chance.Using famous historical characters, placing them in recognizable situations and using real life case histories, he explains the organization and procedure of Trusts simply and easily bringing his subject alive by putting it in a perspective that is easily assimilated by the layman. Terry O'Halloran clearly explains the intricacies of Trusts and confronts their realities with reallife examples such as a family case involving a number of exwives, a business partnership that goes very expensively wrong and even the attempted murder of a director and removal of the wouldbe assassin (as a Trustee). Building the full picture from simple steps, the author explains the merits or otherwise of trusts and their uses with life assurance and pension products. "Trusts are the most important adjunct to life assurance, business protection, estate planning and pension provision. A basic understanding is essential," he insists.
Author : Paolo Panico
Publisher : Oxford University Press, USA
ISBN 13 :
Total Pages : 672 pages
Book Rating : 4.F/5 ( download)
Download or read book International Trust Laws written by Paolo Panico and published by Oxford University Press, USA. This book was released on 2010-02-18 with total page 672 pages. Available in PDF, EPUB and Kindle. Book excerpt: International Trust Laws provides broad ranging and practical coverage of the most important issues in international trust law. It analyzes topics including protectors, shams, beneficiaries' right to information and protection from heirs and creditors, examining their development under English law and across a wide range of jurisdictions.
Author :
Publisher : Chancellor Publications
ISBN 13 : 9781899217083
Total Pages : 118 pages
Book Rating : 4.2/5 (17 download)
Download or read book The Trident Guide to British Virgin Islands Trusts written by and published by Chancellor Publications. This book was released on 2005 with total page 118 pages. Available in PDF, EPUB and Kindle. Book excerpt: A guide to BVI trusts, which includes copies of the relevant legislation.
Author : Richard Williams
Publisher :
ISBN 13 : 9781787421134
Total Pages : 447 pages
Book Rating : 4.4/5 (211 download)
Download or read book A Practical Guide to the Transfer of Trusteeships written by Richard Williams and published by . This book was released on 2017 with total page 447 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Author : Hartley Goldstone
Publisher : John Wiley & Sons
ISBN 13 : 1119118263
Total Pages : 324 pages
Book Rating : 4.1/5 (191 download)
Download or read book Family Trusts written by Hartley Goldstone and published by John Wiley & Sons. This book was released on 2015-10-05 with total page 324 pages. Available in PDF, EPUB and Kindle. Book excerpt: An insightful and practical guide to family trusts Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love. Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust; you'll learn what type of person makes the best trustee, how to be an excellent beneficiary, and the technical aspects that help you build a better trust from the very beginning. There's been a staggering increase in trustee/beneficiary litigation and hostility, but that doesn't mean it's inevitable. Plenty of trusts are running smoothly, with positive experiences on all sides. This book shows you how to set up your trust to succeed from the start, with step-by-step guidance and expert insight. Express clear and thoughtful intent for the trust Create a healthy and supportive culture Select the right trustee, trust protector, and trust advisor Take the time to prepare before initially meeting the beneficiary Conduct a productive first meeting to set a tone for the relationship Historically, there has been little consideration given to the culture of trusts, and this oversight may be a key driver of the behavior that's becoming more prevalent. Family Trusts explores the nature of these relationships, and shows you how to build a trust that retains the nature and spirit with which it was intended.
Author : Alexander A. Bove, Jr.
Publisher : Juris Publishing, Inc.
ISBN 13 : 1578233763
Total Pages : 322 pages
Book Rating : 4.5/5 (782 download)
Download or read book Trust Protectors: A Practice Manual with Forms written by Alexander A. Bove, Jr. and published by Juris Publishing, Inc.. This book was released on 2014-09-01 with total page 322 pages. Available in PDF, EPUB and Kindle. Book excerpt: The trust protector is generally regarded as a relatively new position in trust law, and the key feature of the position is that the protector may be granted powers over the trust, which are generally superior to those of the trustee. This places the protector in a position where, by the exercise of his powers, he can cause the trust to adjust to unforeseen changes or new conditions without the need for court action or beneficiary approval. This work takes the firm position that, with only limited exception, the role of the protector is a fiduciary one, imposing on the protector a duty to act in the best interests of the purposes of the trust and the beneficiaries. Unfortunately, a substantial segment of the legal community, as well as the legislative bodies of a number of international jurisdictions, have taken a position that the protector is not a fiduciary, or that he may be declared in the trust not to be a fiduciary, and that the power granted him under the trust may be declared to be personal powers, whether or not such is the case, and thus he would have no liability for his actions or inactions while serving as protector. This “attraction” of providing total exculpation of the protector has effectively engendered a quick acceptance of the position by the bulk of the legal community and even by the legislatures of a number of jurisdictions, though almost totally unsupported by relevant case law. As a result, we have been seeing trusts which incorporate the use of a protector having the power to make critical dispositive and administrative decisions, as well as extensive modifications to the trusts without being exposed to liability for negligence or bad decisions which result in damages. This work will examine in detail the role of the protector of the trust, the relationship between the protector and the trustee, between the protector and the beneficiaries, and the protector’s responsibilities to the purposes of the trust. It will demonstrate with legal support that the role of the protector is not a new role, that, in fact, the protector is simply a new name for the decades-old position of trust “advisor,” and that the trust advisor is consistently regarded as a fiduciary in relevant treatises and has been repeatedly held to be a fiduciary in relevant cases. The discussion will also review and analyze the historical issues and professional commentary relevant to trust law and the role of protector, as well as case decisions in various international jurisdictions which have shed light on the issues and some of the positions taken in the statutes of a number of jurisdictions in the United States and across the world. All legal aspects of the role will be examined, including the rights of the protector, the protector’s relationship to the trustee, and the courts’ regard for and treatment of the position. Further, the work will discuss in detail all of the practical considerations in using a protector, such as selection and special drafting considerations, the use of a protector in a foundation, and, in brief, the numerous tax issues that may apply. The conclusion will be that with only very limited exception, which will be explained, the protector is unquestionably a fiduciary, and just as a trustee, he should be held to fiduciary standards. Accordingly, while it is certainly possible to grant personal powers to an individual under a trust, those powers per se conflict with the duties of a protector. And while it is also possible to reduce the fiduciary liability of a protector to a minimum, it is not possible to eliminate it entirely, regardless of trust language attempting to do so.
Author : James Kessler
Publisher : Kluwer Law International B.V.
ISBN 13 : 9041124888
Total Pages : 498 pages
Book Rating : 4.0/5 (411 download)
Download or read book Drafting Cayman Islands Trusts written by James Kessler and published by Kluwer Law International B.V.. This book was released on 2006-01-01 with total page 498 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Cayman Islands is one of the world's leading jurisdictions for the establishment of offshore trusts. However, it is not easy for a practitioner to approach the drafting of a Cayman Islands trust instrument with confidence. This eminently practical book solves that problem to near perfection. Arranged as a collection of precedents, with each provision of every precedent explained in detail, Drafting Cayman Islands Trusts, could hardly make the drafting process easier. The drafter learns the advantages and potential pitfalls associated with each provision as he or she prepares to draft it. The authors provide specific language, although individual variations (based on the authors' expert guidance) are encouraged. The precedents covered including the following: Discretionary trusts (with and without protectors) Interest in possession trust Reserved powers trust Charitable trust STAR trusts Appointments and retirements of trustees For additional convenience, the precedents are also provided in Word format on a CD-ROM that comes with the book. The detailed annotation answers such key questions as the following: Are hostile beneficiaries clauses valid? Do automatic flee clauses work? What powers can a settlor reserve? How can STAR trusts be used to protect trustees holding high-risk assets? Would STAR trusts be recognised in other jurisdictions? How can one restrict a beneficiary's right to information and trust documents? Can the appointment of a foreign trustee discharge a retiring Cayman trustee? What indemnities should retiring trustees request from successors? As a systematic approach to drafting Cayman Islands trusts, this book will be of immeasurable day-to-day value to practitioners and administrators alike. James Kessler QC is a leading practitioner at the Revenue bar. He is the author of Drafting Trusts andamp; Will Trusts, Taxation of Foreign Domiciliaries, and Taxation of Charities. He is a founder member of STEP and founder of the Trusts Discussion Forum. Tony Pursall is a Cayman Islands attorney-at-law, who practices from the London office of Maples and Calder. He is a member of the STEP International Committee and of the City of London branch committee of STEP. He is the author of the Cayman Islands section of the World Trust Survey for Trusts andamp; Trustees and is a contributor to the Cayman Islands section of Planning and Administration of Offshore and Onshore Trusts. andquot;All those who work with Cayman Islands trusts, here or abroad, should leap to their feet and applaud James Kessler and Tony Pursall for this splendid work.andquot; Antony Duckworth, Partner, Charles Adams, Ritchie andamp; Duckworth
Author : Mark Harper
Publisher :
ISBN 13 : 9781784734367
Total Pages : 3250 pages
Book Rating : 4.7/5 (343 download)
Download or read book International Trust and Divorce Litigation written by Mark Harper and published by . This book was released on 2019-10-21 with total page 3250 pages. Available in PDF, EPUB and Kindle. Book excerpt: This fully updated edition is an invaluable source of detailed information in respect of international trusts, viewed in a divorce law context and including an offshore perspective. It provides a readable, yet authoritative, analysis of such topics as forum shopping, conflicts of law, enforcement and asset protection legislation.International Trust and Divorce Litigation is an indispensable practical guide for offshore lawyers, trust companies, private bankers and matrimonial lawyers who represent high net worth clients.
Author :
Publisher :
ISBN 13 : 9780473561369
Total Pages : pages
Book Rating : 4.5/5 (613 download)
Download or read book To Trust Or Not to Trust written by and published by . This book was released on 2021 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jean-Marc Tirard
Publisher : Academy and Finance
ISBN 13 : 9782970060291
Total Pages : 0 pages
Book Rating : 4.0/5 (62 download)
Download or read book The Global Guide to Trusts written by Jean-Marc Tirard and published by Academy and Finance. This book was released on 2017 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides detailed answers on the tax treatment of trusts in 21 jurisdictions. For each jurisdiction, the author answers the same set of 22 questions relative to: legal considerations; tax considerations; tax treatment of the creation of a trust; tax treatment of distribution from a trust to its beneficiaries; tax implications of settlor's death; tax implications of the termination of a trust; and reporting obligations.
Author : David D. Whelehan
Publisher : Chancellor Publications
ISBN 13 : 1899217061
Total Pages : 491 pages
Book Rating : 4.8/5 (992 download)
Download or read book International Life Insurance written by David D. Whelehan and published by Chancellor Publications. This book was released on 2002 with total page 491 pages. Available in PDF, EPUB and Kindle. Book excerpt: The editor has assembled a distinguished group of authorities on international life insurance to set out the key issues in this fast-changing area of international planning - and how to profit from the financial benefits it offers.
Author : Robert Walters
Publisher :
ISBN 13 : 9781841402161
Total Pages : 55 pages
Book Rating : 4.4/5 (21 download)
Download or read book A Practical Guide to Trusts written by Robert Walters and published by . This book was released on 2002 with total page 55 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : T. L. Higginson
Publisher : Athena PressPub Company
ISBN 13 : 9781844012305
Total Pages : 152 pages
Book Rating : 4.0/5 (123 download)
Download or read book On Being a Trustee written by T. L. Higginson and published by Athena PressPub Company. This book was released on 2004 with total page 152 pages. Available in PDF, EPUB and Kindle. Book excerpt: 'ON BEING A TRUSTEE: A Practical Guide' is a must for any person who has been asked to serve as a trustee, who is involved in trusts in any way, or who just generally wishes to know the intricacies of trusts without being bogged down with legalities. trusts, stocks, bonds, and anything else related to the responsibilities involved in managing investments. Essential for those who are relatively new to the task of managing their own investments and a good reference for trustees.
Author :
Publisher :
ISBN 13 : 9780473218515
Total Pages : 29 pages
Book Rating : 4.2/5 (185 download)
Download or read book To Trust Or Not to Trust written by and published by . This book was released on 2012 with total page 29 pages. Available in PDF, EPUB and Kindle. Book excerpt:
