history of trustthe following general information


History of trust

The following general information should be kept with the trust documents:

  1. Summary of will or trust deed;
  2. Short history of the trust;
  3. Trustees’ names and addresses;
  4. Names and addresses of beneficiaries (present and future) together with dates of birth, marriage and death and relationship to settlor.

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    Financial Accounting: history of trustthe following general information
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