Brookers Trusts Precedents is a comprehensive collection of forms and precedents relating to the establishment, management and variation of trusts in New Zealand.

The precedents are logically organised and provide easily adaptable solutions to most problems and issues encountered by anyone who advises on or administers trusts.

As well as precedents for entire documents, the collection includes a number of useful additional clauses for variation of trust deeds. These include retirement on notice, variation of trust, onerous property, delegation, removal of trustees, and exercise of trustees’ powers.

Authored and maintained by a leading trust lawyer, Brookers Trusts Precedents is updated to ensure that the precedents continually conform to developments in case law, legislation and common practice.

Trust Deeds

• Trust deeds for discretionary trusts
• Additional clauses for trust deeds
• Trust deed for charitable trust
• Checklist

Appointment/Retirement of Trustees

• Deed of retirement of trustee
• Deed of appointment of new trustee and discharge of retiring trustee
• Deed of appointment of additional trustee

Debt and Gift Documents

• Deed of acknowledgement of debt
• Deed of (partial) forgiveness by gift
• Deed of (partial) release of debt

General Trust Information

• Memorandum regarding trust formation
• Trustee duties - a guide for trustees

Relationship Property

• Relationship property agreement for relationship property dispositions
• IRD Form IR183 for relationship property disposition

Other Documents

• Deed of declaration of trust and indemnity
• Deed of variation of trust
• Deed of resettlement on trust in existence
• Deed appointing early vesting day
• Deed of distribution
• Agenda for initial meeting with client
• Memorandum of wishes
• Notice of removal of trustee
• Trustee limitation of liability

Powers of Attorney

• Power of attorney relating to trust
• Power of attorney for specified purposes

Resolutions

• Initial resolution of trustees
• Trustee purchasing and borrowing resolutions
• Trustee resolutions additional clauses
• Annual resolution of trustee

Sales to Trusts/Lease-back

• Agreement for sale and purchase (long form)
• Agreement for sale and purchase (short form)
• Deed of nomination
• Life estate lease