Property Trust Deed Template for Switzerland

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Key Requirements PROMPT example:

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."

Document background
A Property Trust Deed is essential when establishing a trust structure for real estate assets in Switzerland. This document is particularly relevant for international wealth planning, family asset protection, and long-term property management arrangements. While Switzerland operates under civil law, its ratification of the Hague Convention on Trusts enables the recognition and enforcement of trust arrangements. The deed must carefully balance international trust principles with Swiss property law requirements, including cantonal regulations and federal legislation. It typically includes comprehensive details about the property, trustee powers, beneficiary rights, and administrative procedures. This document is commonly used in scenarios involving family wealth preservation, international estate planning, or structured property investments. The Property Trust Deed must be executed with particular attention to Swiss formal requirements, including notarization and registration with relevant authorities.
Suggested Sections

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

Optional Sections

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

Suggested Schedules

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

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions
Clauses
Relevant Industries

Real Estate

Wealth Management

Private Banking

Family Office Services

Property Development

Legal Services

Trust Services

Estate Planning

Investment Management

Private Client Services

Relevant Teams

Legal

Compliance

Real Estate

Wealth Management

Trust Administration

Property Management

Tax Advisory

Risk Management

Private Client Services

Asset Management

Relevant Roles

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

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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