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.
Cuprins
Foreword to the 1st edition 7
The Honourable
Mr Justice David Hayton
Table of legislation 9
Cases 13
STEP 15
1. Introduction 17
Richard Williams
Queensland Bar
2. English law trusts 21
2.1 Statutory and express powers of retirement, removal and appointment 21
2.2 Trustees’ lien 29
Nicholas Le Poidevin QC
New Square Chambers
2.3 Indemnities 35
Arabella Murphy
Maurice Turnor Gardner LLP
2.4 Inspection and transfer of trust documents 43
Toby Graham
Farrer & Co
Richard Williams
Queensland Bar
2.5 Contentious cases 51
Toby Graham
Farrer & Co
2.6 Trustee indemnity insurance 55
Toby Graham
Farrer & Co
3. Bahamian law trusts 61
Theo Burrows
Higgs & Johnson
4. Bermuda law trusts 71
Craig Mac Intyre
Alec Anderson
Conyers Dill & Pearman
5. British Virgin Islands law trusts 79
Christopher Mc Kenzie
O’Neal Webster (UK) LLP
6. Cayman Islands law trusts 87
Tony Pursall
Mourant Ozannes
7. Guernsey law trusts 97
Alison Mac Krill
Appleby (Guernsey) LLP
8. Hong Kong law trusts 107
Richard Norridge
Joanna Caen
Herbert Smith Freehills
9. Isle of Man law trusts 123
John Rimmer
Advocate John Rimmer
10. Jersey law trusts 127
Steve Meiklejohn
Ogier
11. New Zealand law trusts 137
John Hart
Barrister and Notary
12. Singapore law trusts 149
Yee Hoong Chua
Withers Khattar Wong
13. United States trusts 159
G Warren Whitaker,
Day Pitney LLP
14. Commentary on the model precedents 171
Richard Williams
Queensland Bar
Charles Pitter
Kleinwort Hambros
Helen Ratcliffe
Judith Morris
Bircham Dyson Bell LLP
14.1 Format of the precedents and general comment 171
14.2 Overall approach to indemnities 174
14.3 Use of the precedents 175
14.4 Drafting comments on the precedents 176
14.5 Adapting the offshore precedents to suit other cases 195
Appendices 197
Precedents for the transfer of trusteeships
Appendix A 197
English law precedents
Helen Ratcliffe
Bircham Dyson Bell LLP
Appendix B 243
Bahamian law precedents
Theo Burrows
Higgs & Johnson
Appendix C 255
Bermuda law precedents
Craig Mac Intyre
Alec Anderson
Conyers Dill & Pearman
Appendix D 281
British Virgin Islands law precedents
Christopher Mc Kenzie
O’Neal Webster (UK) LLP
Appendix E 293
Cayman Islands law precedents
Tony Pursall
Mourant Ozannes
Appendix F 319
Guernsey law precedents
Alison Mac Krill
Appleby (Guernsey) LLP
Appendix G 345
Hong Kong law precedents
Richard Norridge
Joanna Caen
Herbert Smith Freehills
Appendix H 357
Isle of Man law precedents
John Rimmer
Advocate John Rimmer
Appendix I 383
Jersey law precedents
Steve Meiklejohn
Ogier
Appendix J 403
New Zealand precedents
John Hart
Barrister and Notary
Appendix K 429
Singapore law precedents
Yee Hoong Chua
Withers Khattar Wong
About the authors 441
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