Practical Trust Precedents CD-Rom: Additional CD

This CD-ROM is designed for practitioners who require knowledge on creating airtight trusts. It offers advice on how to draft trusts which are relevant to client needs, allow flexibility so that changes and enhancements can be made, meet the legal requirements and offer the necessary protection against taxation. The disk includes complete documents, alternative and additional clauses, ancillary documents and documents for special situations. It also contains commentary on what documents and clauses to use and the underlying principles of trust law, as well as a pre-drafting client questionnaire for use before creating a trust. With it, practitioners should be able to keep tax considerations in mind enabling them to consider the route most likely to achieve optimum tax efficiency. Each section of the CD-ROM is listed on the content screen for easier access and there is also a search function to help users find a word or phrase within the precedents.