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All Inclusive Trust Deed
"I need an All Inclusive Trust Deed to establish a family trust that will manage our manufacturing business assets and ensure smooth succession planning for my three children, with the trust to commence operations by March 2025."
1. Parties: Details of the Settlor(s), Trustee(s), and named Beneficiaries
2. Background: Context of trust creation, settlor's intentions, and purpose of the trust
3. Definitions and Interpretation: Definitions of key terms used in the deed and rules of interpretation
4. Declaration of Trust: Formal declaration establishing the trust and transfer of assets
5. Trust Name and Purpose: Official name of the trust and its primary objectives
6. Trust Property: Description of initial trust property and provisions for additional property
7. Powers and Duties of Trustees: Comprehensive list of trustees' powers and responsibilities
8. Administration of Trust: Rules and procedures for trust management and decision-making
9. Beneficiary Rights and Interests: Rights, entitlements, and conditions for beneficiaries
10. Distribution Rules: Rules governing distribution of income and capital
11. Appointment and Removal of Trustees: Procedures for changing trustees and minimum number requirements
12. Trust Period: Duration of the trust and conditions for termination
13. Amendment Provisions: Procedures for modifying trust terms
14. Governing Law and Jurisdiction: Applicable law and jurisdiction for dispute resolution
1. Charitable Purposes: Required if trust has charitable objectives, detailing specific charitable activities and beneficiaries
2. Investment Powers: Detailed investment guidelines and restrictions, particularly important for large trusts
3. Advisory Board: Constitution and powers of an advisory board, useful for complex trusts
4. Protector Provisions: Required if trust includes a protector role, defining their powers and duties
5. Business Operation Provisions: Required if trust holds business assets, detailing management procedures
6. Minor Beneficiaries: Special provisions for managing interests of minor beneficiaries
7. Conflict Resolution: Detailed dispute resolution procedures including mediation/arbitration
8. Foreign Asset Provisions: Required if trust holds overseas assets, addressing international management
1. Schedule A - Trust Property: Detailed inventory of initial trust assets including valuations
2. Schedule B - Beneficiary Details: Complete list of beneficiaries with their shares/entitlements
3. Schedule C - Distribution Rules: Detailed distribution formulae and conditions
4. Schedule D - Trustee Powers: Comprehensive list of specific investment and management powers
5. Schedule E - Trustee Remuneration: Fee structure and payment terms for trustees
6. Schedule F - Administrative Procedures: Detailed procedures for meetings, record-keeping, and reporting
7. Appendix 1 - KYC Documents: Copies of identity and address proofs of all parties
8. Appendix 2 - Asset Documents: Copies of title deeds, certificates, and other asset documentation
Authors
Appointor
Applicable Law
Assets
Authorised Investments
Beneficiaries
Capital
Charitable Purpose
Distribution Date
Effective Date
Eligible Persons
Excluded Persons
Financial Year
General Powers
Income
Initial Property
Investment
Legal Personal Representative
Minor
Net Income
Perpetuity Period
Power of Appointment
Primary Beneficiaries
Principal Place of Administration
Protector
Residence Requirements
Secondary Beneficiaries
Settlor
Specified Date
Successor Trustee
Tax
Trust
Trust Fund
Trust Period
Trust Property
Trust Purposes
Trustee
Trustee Acts
Vesting Date
Working Day
Declaration of Trust
Trust Property
Trust Duration
Beneficiary Rights
Trustee Powers
Trustee Duties
Investment Powers
Distribution Powers
Administrative Powers
Appointment and Removal
Trustee Remuneration
Delegation
Indemnification
Accounting and Reporting
Amendment Powers
Revocation Powers
Termination
Governing Law
Dispute Resolution
Severability
Confidentiality
Tax Compliance
Asset Management
Successor Trustees
Notice Requirements
Liability Limitation
Protector Provisions
Meeting Procedures
Record Keeping
Financial Services
Wealth Management
Legal Services
Real Estate
Family Business
Private Banking
Charitable Organizations
Education
Healthcare
Religious Institutions
Legal
Wealth Management
Trust Administration
Compliance
Private Client Services
Tax Advisory
Estate Planning
Risk Management
Document Management
Client Relations
Trust and Estate Lawyer
Wealth Manager
Financial Advisor
Trust Administrator
Estate Planner
Private Client Advisor
Tax Consultant
Trust Officer
Compliance Officer
Family Office Manager
Legal Counsel
Probate Specialist
Trust Account Manager
Risk Management Officer
Philanthropic Advisor
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