Private Trust Agreement Template for Germany

1. Investment Guidelines: Specific investment parameters and restrictions - include when trust involves significant financial assets

2. Successor Trustees: Provisions for appointment of replacement trustees - important for long-term or complex trusts

3. Tax Provisions: Specific tax planning structures and requirements - include when tax optimization is a key objective

4. Dispute Resolution: Detailed procedures for handling disputes - important for family trusts or complex arrangements

5. Privacy and Confidentiality: Enhanced confidentiality provisions - important for high-net-worth or sensitive arrangements

6. Foreign Asset Provisions: Special provisions for non-German assets - include when trust holds international assets

7. Corporate Governance: Specific provisions for business assets - include when trust holds company shares or business interests

8. Distribution Committee: Structure and powers of a distribution committee - useful for discretionary trusts with multiple beneficiaries

1. Schedule 1 - Trust Property: Detailed inventory of initial trust assets and their values

2. Schedule 2 - Beneficiary Details: Full details of all beneficiaries and their respective entitlements

3. Schedule 3 - Fee Schedule: Detailed breakdown of trustee fees and administrative costs

4. Schedule 4 - Investment Policy: Detailed investment guidelines and restrictions

5. Appendix A - KYC Documentation: Required identification and verification documents for all parties

6. Appendix B - Tax Elections: Copies of any tax elections or registrations

7. Appendix C - Asset Transfer Documents: Legal documentation evidencing transfer of assets to the trust

8. Appendix D - Compliance Checklist: Anti-money laundering and regulatory compliance documentation