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Property Trust Deed
"I need a Property Trust Deed under Swiss law for establishing a family trust holding three residential properties in Geneva, with provisions for my three children as beneficiaries and specific distribution conditions when they reach age 25, to be effective from March 2025."
1. Parties: Identification of the Settlor, Trustee(s), and Primary Beneficiaries with their full legal details
2. Background: Context of the trust creation, including the Settlor's intention and purpose of the trust
3. Definitions: Definitions of key terms used throughout the deed, including specific Swiss legal terminology
4. Declaration of Trust: Formal declaration establishing the trust and transfer of property to trustees
5. Trust Property: Detailed description of the property being placed in trust, including registration details
6. Trustee Powers and Duties: Comprehensive list of trustees' powers and obligations under Swiss law
7. Beneficiary Rights: Rights of beneficiaries, including distribution of income and capital
8. Trust Duration: Term of the trust and conditions for termination
9. Administrative Provisions: Procedures for trust administration, including meetings and record-keeping
10. Governing Law and Jurisdiction: Specification of Swiss law application and jurisdictional matters
11. Execution: Formal execution requirements and signature blocks
1. Protector Provisions: Required when a trust protector is appointed to oversee trustee actions
2. Successor Trustees: Include when specific provisions for trustee succession are needed
3. Investment Powers: Detailed investment guidelines when complex investment activities are anticipated
4. Tax Provisions: Specific tax planning provisions when required for complex tax situations
5. Foreign Element Provisions: Required when trust has international aspects requiring special consideration
6. Charitable Purposes: Include when trust has charitable beneficiaries or purposes
7. Environmental Provisions: Required when property may have environmental risks or obligations
1. Schedule 1 - Property Description: Detailed legal description of the trust property, including land registry details
2. Schedule 2 - Initial Trust Assets: Complete inventory of all initial trust assets beyond the main property
3. Schedule 3 - Beneficiary Details: Full details of all beneficiaries and their respective interests
4. Schedule 4 - Trustee Remuneration: Details of trustee compensation and expense reimbursement
5. Appendix A - Property Documentation: Copies of property titles, registrations, and relevant permits
6. Appendix B - Due Diligence Documents: Required AML and KYC documentation for all parties
7. Appendix C - Tax Certificates: Relevant tax clearances and certificates
Authors
Trust Period
Trust Deed
Settlor
Trustee
Original Trustee
Successor Trustee
Beneficiaries
Primary Beneficiaries
Secondary Beneficiaries
Trust Protector
Accumulation Period
Perpetuity Period
Vesting Day
Property Manager
Swiss Business Day
Cantonal Authority
Land Registry
Trust Income
Trust Capital
Distribution Date
Effective Date
Governing Law
Hague Convention
Investment Powers
Management Powers
Property Rights
Reserved Powers
Security Interest
Swiss Franc
Tax Year
Trust Accounts
Trust Expenses
Trust Fund
Trust Obligations
Trust Powers
Trust Purposes
Authorized Investments
Applicable Law
Encumbrance
Force Majeure
Material Adverse Effect
Permitted Use
Property Title
Register of Trustees
Regulatory Requirements
Terms of Trust
Trust Administration
Trust Documents
Trust Property
Trustee Appointment
Trustee Powers
Trustee Duties
Trustee Remuneration
Trustee Indemnity
Beneficiary Rights
Income Distribution
Capital Distribution
Trust Period
Trust Protector
Investment Powers
Property Management
Administrative Powers
Delegation
Accounting and Reporting
Tax Compliance
Anti-Money Laundering
Amendment Powers
Retirement of Trustees
Appointment of New Trustees
Governing Law
Dispute Resolution
Severability
Registration Requirements
Environmental Compliance
Property Insurance
Encumbrances
Force Majeure
Confidentiality
Notices
Execution Requirements
Real Estate
Wealth Management
Private Banking
Family Office Services
Property Development
Legal Services
Trust Services
Estate Planning
Investment Management
Private Client Services
Legal
Compliance
Real Estate
Wealth Management
Trust Administration
Property Management
Tax Advisory
Risk Management
Private Client Services
Asset Management
Trust Officer
Property Manager
Estate Planning Attorney
Wealth Manager
Real Estate Lawyer
Tax Advisor
Compliance Officer
Private Client Advisor
Legal Counsel
Notary Public
Property Administrator
Trust Administrator
Asset Manager
Risk Manager
Financial Advisor
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