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Definitive Trust Deed
"I need a Definitive Trust Deed for a family investment trust to be established by March 2025, with provisions for both domestic and international beneficiaries, and specific clauses for cryptocurrency investments and digital assets."
1. Parties: Identifies the Settlor, Trustee(s), and any other initial parties to the trust deed
2. Background: Sets out the context and intention to establish the trust
3. Definitions and Interpretation: Defines key terms used throughout the deed and interpretation rules
4. Establishment of Trust: Declares the creation of the trust, including the settlement sum and trust name
5. Trust Purpose: States the primary purpose and objectives of the trust
6. Beneficiaries: Defines and identifies the primary and general beneficiaries and their classes
7. Trustee Powers: Comprehensive list of powers granted to the trustee in managing the trust
8. Trustee Duties and Responsibilities: Outlines the obligations and responsibilities of the trustee
9. Trust Property: Provisions regarding the handling, investment, and management of trust assets
10. Income and Capital: Rules for income and capital distribution and accumulation
11. Trust Period: Defines the duration of the trust and vesting date
12. Trustee Remuneration: Provisions for trustee compensation and expense reimbursement
13. Amendment and Variation: Processes for modifying the trust deed
14. Termination and Winding Up: Provisions for ending the trust and distributing remaining assets
1. Foreign Beneficiary Provisions: Additional provisions when beneficiaries include foreign residents, addressing international tax implications
2. Corporate Trustee Provisions: Specific provisions when the trustee is a company rather than an individual
3. Minor Beneficiary Provisions: Special provisions for handling distributions to underage beneficiaries
4. Investment Strategy: Detailed investment guidelines and restrictions, particularly relevant for investment trusts
5. Appointor Provisions: Powers and procedures for appointing and removing trustees, if this role is included
6. Business Operation Provisions: Specific clauses for trading trusts or trusts operating a business
7. Family Law Provisions: Additional protections relating to relationship breakdowns of beneficiaries
8. Guardian Provisions: Provisions for appointment and powers of trust guardians, if required
1. Schedule 1 - Initial Trust Property: Details of the settlement sum and any other initial trust assets
2. Schedule 2 - Named Beneficiaries: List of specifically named beneficiaries and their details
3. Schedule 3 - Trustee Powers: Detailed enumeration of specific trustee powers and authorities
4. Schedule 4 - Excluded Beneficiaries: List of persons specifically excluded from benefiting from the trust
5. Schedule 5 - Investment Powers: Detailed investment powers and any restrictions
6. Schedule 6 - Trustee Remuneration Schedule: Details of agreed trustee fees and charges
7. Appendix A - Execution Requirements: Forms and requirements for proper execution of trustee decisions
8. Appendix B - Meeting Procedures: Procedures for trustee meetings and decision-making processes
Authors
Appointor
Assets
Associate
Beneficiary
Business Day
Capital
Capital Gains
Cessation Date
Child
Class of Beneficiaries
Commencement Date
Controller
Corporate Trustee
Determination Date
Distribution Date
Eligible Beneficiary
Excluded Person
Financial Year
Foreign Person
General Beneficiary
General Powers
Governing Law
Income
Initial Beneficiaries
Investment Strategy
Law
Legal Personal Representative
Liabilities
Net Income
Nominee
Notice
Person
Primary Beneficiary
Principal
Related Entity
Related Trust
Relative
Resolution
Settlement Sum
Settlor
Specified Beneficiary
Spouse
Tax Act
Trust
Trust Capital
Trust Deed
Trust Fund
Trust Income
Trust Period
Trust Property
Trust Purpose
Trustee
Trustee Acts
Unit
Unitholder
Variation Date
Vesting Date
Writing
Trust Property
Beneficiary Rights
Trustee Appointment
Trustee Powers
Trustee Duties
Trust Administration
Income Distribution
Capital Distribution
Investment Powers
Asset Management
Trust Duration
Vesting Provisions
Amendment Powers
Termination Rights
Indemnification
Remuneration
Accounting Requirements
Delegation Powers
Appointment and Removal
Decision Making
Meeting Procedures
Dispute Resolution
Confidentiality
Taxation Compliance
Foreign Beneficiary Provisions
Business Operation
Borrowing Powers
Insurance Requirements
Compliance Obligations
Severability
Governing Law
Execution Requirements
Notice Provisions
Interpretation Rules
Financial Services
Wealth Management
Estate Planning
Private Banking
Family Office
Professional Services
Investment Management
Real Estate
Business Services
Retail
Healthcare
Education
Charitable Organizations
Agriculture
Legal
Wealth Management
Trust Administration
Compliance
Tax Advisory
Estate Planning
Risk Management
Corporate Services
Investment
Private Client Services
Trust Lawyer
Estate Planning Attorney
Legal Counsel
Trust Administrator
Wealth Manager
Financial Advisor
Tax Accountant
Trust Manager
Compliance Officer
Company Secretary
Family Office Manager
Private Client Advisor
Property Manager
Investment Manager
Corporate Trustee Director
Risk Manager
Trust Operations Manager
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