Agreement And Declaration Of Trust Template for Germany

1. Investment Powers: Specific provisions for investment authority when the trust includes financial assets or investment portfolios

2. Real Estate Administration: Special provisions for managing real estate assets held in trust, including maintenance and leasing authority

3. Business Interest Management: Provisions for managing business interests or company shares held in trust

4. Successor Trustee Provisions: Procedures for appointing and transitioning to successor trustees

5. Tax Provisions: Specific arrangements for handling tax obligations and planning

6. Dispute Resolution: Detailed procedures for handling disputes, including mediation or arbitration provisions

7. Amendment Procedures: Provisions allowing for modification of trust terms under specific circumstances

8. Protection Clauses: Additional provisions protecting the trust assets from creditors or other claims

1. Schedule 1: Trust Assets: Detailed inventory and description of all assets transferred to the trust

2. Schedule 2: Beneficiary Details: Complete information about beneficiaries, including contact details and benefit entitlements

3. Schedule 3: Distribution Rules: Specific rules and formulas for calculating and distributing trust benefits

4. Schedule 4: Administrative Procedures: Detailed procedures for trust administration, including reporting templates and timelines

5. Schedule 5: Fee Schedule: Trustee compensation and fee structure for trust administration

6. Appendix A: Asset Transfer Documents: Copies of relevant transfer documents and certificates

7. Appendix B: Tax Documentation: Required tax forms and documentation for trust registration