Trust Agreement For Property Template for Hong Kong

1. Protector Provisions: Required when a trust protector is appointed to oversee certain aspects of trust administration

2. Successor Trustee Provisions: Include when specific provisions for appointment of successor trustees are desired

3. Investment Guidelines: Needed when specific investment restrictions or guidelines are to be imposed on the trustees

4. Trust Advisory Committee: Include when a committee is to be established to advise on trust matters

5. Special Needs Provisions: Required when any beneficiary has special needs or requires specific care arrangements

6. Foreign Element Provisions: Include when trust has international aspects or overseas assets

7. Tax Planning Provisions: Required when specific tax optimization structures are needed

8. Variation Powers: Include when specific powers to vary trust terms are required beyond statutory provisions

1. Schedule 1 - Trust Property: Detailed description and inventory of all property settled into the trust

2. Schedule 2 - Initial Beneficiaries: Complete details of initial beneficiaries including full names, addresses, and entitlements

3. Schedule 3 - Trustee Remuneration: Details of any fees or compensation payable to the trustees

4. Schedule 4 - Investment Powers: Specific investment powers and restrictions applicable to the trust

5. Appendix A - Property Documents: Copies of property titles, deeds, and other relevant property documentation

6. Appendix B - Settlor's Letter of Wishes: Non-binding letter from settlor providing guidance on trust administration

7. Appendix C - Compliance Requirements: Summary of relevant regulatory and compliance obligations