Trust protectors
著者
書誌事項
Trust protectors
Jordans, c2011
大学図書館所蔵 全3件
  青森
  岩手
  宮城
  秋田
  山形
  福島
  茨城
  栃木
  群馬
  埼玉
  千葉
  東京
  神奈川
  新潟
  富山
  石川
  福井
  山梨
  長野
  岐阜
  静岡
  愛知
  三重
  滋賀
  京都
  大阪
  兵庫
  奈良
  和歌山
  鳥取
  島根
  岡山
  広島
  山口
  徳島
  香川
  愛媛
  高知
  福岡
  佐賀
  長崎
  熊本
  大分
  宮崎
  鹿児島
  沖縄
  韓国
  中国
  タイ
  イギリス
  ドイツ
  スイス
  フランス
  ベルギー
  オランダ
  スウェーデン
  ノルウェー
  アメリカ
注記
Includes bibliographical references (p. [335]-338) and index
内容説明・目次
内容説明
This new definitive work on trust protectors explains the role and appointment of a protector, their powers and duties including fiduciary capacity, how a protector can be removed from office and the relationship with the trustees. It will cite authorities from various jurisdictions including: Australia, Bahamas, BVI, Canada, Cayman Islands, Cook Islands, England and Wales, Guernsey, Isle of Man, Jersey, New Zealand and the USA. In addition precedents are included which will assist with drafting protector clauses in trust documents.
目次
- Introduction
- basic concepts and definitions
- outline of the history and development of the role of protector
- uses of the protector in a trust
- sources of law on protectors
- Fiduciary position
- importance of the fiduciary question
- approaches to the fiduciary question
- explanation of fiduciary doctrine as it relates to the protector
- determining whether the protector is in a fiduciary position
- Appointment
- who is able to act as protector?
- appointment of the settlor/beneficiary/trustee as protector
- use of professional protectors
- methods of appointment of the protector
- acceptance of office
- disclaimer
- Powers
- creation of powers
- capacity to exercise powers
- delegation of powers
- manner of exercise of powers
- disclaimer of powers
- specific powers given to protectors
- Limits and Duties
- categorisation of limits and duties in relation to the exercise of powers
- express and statutory limitations
- other limits on the scope - third party consents
- fraud on a power and purpose restrictions
- duty of good faith
- fiduciary duties
- duty of skill and care
- Control
- removal of the protector from office by the trustees/the beneficiaries/the Court
- actions to prevent the protector from exercising powers/directing the exercise of powers
- remedial actions against the protector for negligence/breach of fiduciary duty
- beneficiaries/trustees rights against the protector - disclosure of documents
- Rights
- classification of rights of the protector
- right to remuneration
- right to an indemnity out of trust assets
- standing to bring an action for breach of trust and other types of claim
- right of access to accounts and documents
- other rights, including right to interact with trustees
- Retirement and removal
- death of a protector
- automatic and voluntary retirement
- removal or replacement of protector
- Relationship between protector and trustees
- problems caused by interposition of protector in a trust
- protector's responsibilities
- trustees' responsibilities
- protectors and exoneration clauses
- Precedents.
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