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Gift Settlement Deed
"I need a Gift Settlement Deed to transfer my London property and investment portfolio worth £2M into a trust for my three children, with my sister and brother-in-law acting as trustees, to be effective from March 2025."
1. Parties: Details of the settlor and trustees
2. Background: Context of the gift settlement and intention to create trust
3. Definitions: Key terms used throughout the deed
4. Declaration of Trust: Core provisions establishing the trust
5. Trust Powers: Powers granted to trustees
6. Administrative Provisions: Day-to-day management of the trust
7. Execution: Signature blocks and attestation
1. Appointment and Removal of Trustees: Used when specific trustee succession arrangements are needed
2. Beneficiary Provisions: Used when specific beneficiary classes or conditions need to be defined
3. Investment Powers: Used when specific investment restrictions or permissions are required
4. Delegation Provisions: Used when specific delegation powers are needed
1. Schedule 1: Trust Property: Details of assets being settled into trust
2. Schedule 2: Trustee Powers: Detailed list of trustee powers (if not in main body)
3. Schedule 3: Beneficiaries: List of beneficiaries and their respective interests (if applicable)
4. Schedule 4: Administrative Provisions: Detailed administrative procedures (if not in main body)
Authors
Appointor
Assets
Beneficiaries
Default Beneficiaries
Discretionary Beneficiaries
Distribution Date
Excluded Person
Gift Property
Investment
Investment Adviser
Legal Representative
Life Interest
Minor
Perpetuity Date
Perpetuity Period
Power of Appointment
Principal Beneficiary
Settled Property
Settlement
Settlement Date
Settlor
Trust
Trust Fund
Trust Period
Trustees
Trustees' Powers
Vesting Date
Vested Interest
Working Day
Trustee Powers
Investment Powers
Administrative Powers
Beneficiary Rights
Appointment and Removal of Trustees
Delegation Authority
Distribution Powers
Accumulation Powers
Variation Powers
Trustee Indemnity
Trustee Remuneration
Trust Period
Perpetuity Provisions
Capital and Income Powers
Investment Restrictions
Borrowing Powers
Record Keeping
Trustee Meetings
Amendment Powers
Revocation Powers
Tax Provisions
Governing Law
Execution Requirements
Find the exact document you need
Land Gift Deed Agreement
A legal document under English and Welsh law that transfers land ownership from one party to another as a gift, without payment.
Deed Of Gift To Trust
A formal legal document under English law that transfers assets from a donor to trustees for the benefit of specified beneficiaries.
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