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All Inclusive Trust Deed
"I need an All Inclusive Trust Deed under UAE law to establish a family trust by March 2025, which will hold both real estate assets in Dubai and international investment portfolios, with provisions for multiple generations of beneficiaries and the appointment of a professional trust protector."
1. Parties: Identification of the Settlor, Trustee(s), and Beneficiaries with full legal names and addresses
2. Background: Context of the trust creation and the settlor's intentions
3. Definitions: Comprehensive definitions of terms used throughout the deed
4. Declaration of Trust: Formal declaration establishing the trust and transfer of assets
5. Trust Property: Detailed description of initial trust assets and provisions for additional property
6. Trust Period: Duration of the trust and termination conditions
7. Trustee Powers and Duties: Comprehensive list of trustee authorities, responsibilities, and limitations
8. Investment Powers: Specific powers and restrictions regarding investment of trust assets
9. Distribution of Income and Capital: Rules and procedures for distributing trust benefits
10. Appointment and Removal of Trustees: Procedures for changing trustees and requirements for trustee numbers
11. Trustee Remuneration: Terms of trustee compensation and expense reimbursement
12. Protection Provisions: Liability limitations and indemnification of trustees
13. Administrative Powers: General administrative authorities and procedures
14. Governing Law and Jurisdiction: Specification of UAE law application and jurisdiction
15. Amendment Provisions: Procedures for modifying trust terms
1. Sharia Compliance Provisions: Additional provisions ensuring compliance with Islamic law principles, used when the trust must be Sharia-compliant
2. Charitable Purposes: Specific provisions for charitable beneficiaries or purposes, included when the trust has charitable elements
3. Protector Provisions: Appointment and powers of a trust protector, used when additional oversight is desired
4. Letter of Wishes: Non-binding guidance from the settlor to trustees, included when the settlor wants to provide additional guidance
5. Foreign Asset Provisions: Special provisions for handling international assets, used when trust includes non-UAE assets
6. Minor Beneficiary Provisions: Special provisions for managing benefits for underage beneficiaries, included when beneficiaries include minors
7. Business Interest Provisions: Specific provisions for managing business assets, used when trust includes business ownership
8. Successor Settlor Provisions: Provisions for appointment of successor settlor powers, used in specific family arrangements
1. Schedule 1 - Initial Trust Property: Detailed inventory and description of initial trust assets
2. Schedule 2 - Beneficiary Schedule: List of beneficiaries and their respective interests or share classifications
3. Schedule 3 - Trustee Powers: Comprehensive list of specific powers granted to trustees
4. Schedule 4 - Investment Parameters: Detailed investment guidelines and restrictions
5. Schedule 5 - Administrative Procedures: Specific procedures for trust administration and decision-making
6. Appendix A - KYC Requirements: Required documentation for anti-money laundering compliance
7. Appendix B - Fee Schedule: Detailed breakdown of trustee fees and administrative costs
8. Appendix C - Distribution Guidelines: Specific guidelines for determining distributions to beneficiaries
Authors
Additional Property
Applicable Law
Appointment Date
Assets Under Management
Authorised Investments
Base Currency
Beneficiaries
Business Day
Capital
Charitable Purpose
Companies Law
Competent Authority
Compliant Investments
Constitutional Documents
Default Beneficiary
Delegate
Discretionary Beneficiaries
Distribution Date
DIFC
Effective Date
Eligible Person
Excluded Person
Financial Year
Free Zone
Governing Law
Income
Initial Property
Investment Advisor
Investment Guidelines
Investment Manager
Islamic Finance Principles
Letter of Wishes
Liabilities
Minor
Net Income
Perpetuity Period
Power of Appointment
Principal Value
Protector
Register of Beneficiaries
Related Party
Relevant Date
Reserved Powers
Settlor
Sharia Board
Sharia Compliant
Successor Trustee
Tax Year
Trust
Trust Assets
Trust Fund
Trust Instrument
Trust Period
Trust Property
Trust Purposes
Trustee
Trustee Acts
UAE
Vesting Date
Working Day
Appointment of Trustees
Trust Property
Powers of Investment
Distribution Powers
Administrative Powers
Trustee Duties
Trustee Remuneration
Beneficiary Rights
Protector Provisions
Amendment and Variation
Perpetuity and Duration
Termination
Asset Management
Confidentiality
Compliance
Anti-Money Laundering
Governing Law
Dispute Resolution
Indemnification
Liability Limitation
Delegation
Successor Appointment
Notice Requirements
Records and Accounts
Tax Provisions
Sharia Compliance
Force Majeure
Severability
Entire Agreement
Financial Services
Wealth Management
Real Estate
Banking
Legal Services
Family Office Services
Investment Management
Islamic Finance
Private Equity
Corporate Services
Legal
Compliance
Wealth Management
Trust Administration
Risk Management
Private Client Services
Investment Management
Islamic Finance
Corporate Services
Asset Management
Trust Manager
Legal Counsel
Wealth Manager
Financial Advisor
Compliance Officer
Risk Manager
Estate Planner
Private Client Advisor
Trust Administrator
Investment Manager
Sharia Compliance Officer
Family Office Manager
Corporate Trustee
Asset Manager
Trust Operations Manager
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