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Declaration Of Trust Form

Declaration Of Trust Form Template for Switzerland

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Key Requirements PROMPT example:

Declaration Of Trust Form

"I need a Declaration of Trust Form under Swiss law to establish a family trust for my real estate portfolio, with my three adult children as equal beneficiaries and specific provisions for sustainable property management and quarterly distributions starting from March 2025."

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Document background
The Declaration Of Trust Form is a crucial document used in Switzerland when establishing formal trust arrangements, despite Switzerland not having its own domestic trust law. This document is essential for creating legally recognized trust structures under the Hague Trust Convention, which Switzerland has ratified. It's commonly used in wealth management, estate planning, and asset protection scenarios, where assets need to be held and managed by trustees for the benefit of specific beneficiaries. The document must comply with Swiss financial regulations, anti-money laundering laws, and international trust principles. It's particularly relevant for high-net-worth individuals, international families, and organizations seeking to establish trust arrangements with Swiss-based trustees or involving Swiss-based assets.
Suggested Sections

1. Parties: Identification of the Settlor, Trustee(s), and named Beneficiaries

2. Background: Context of the trust creation and settlement of assets

3. Definitions: Key terms used throughout the document

4. Declaration: Formal declaration of trust and confirmation of trust property receipt

5. Trust Property: Detailed description of assets being placed in trust

6. Trust Terms: Duration, purpose, and fundamental operating principles of the trust

7. Trustee Powers: Comprehensive list of trustees' powers and authority

8. Trustee Duties: Obligations and responsibilities of trustees

9. Beneficiary Rights: Rights, interests, and entitlements of beneficiaries

10. Distribution Provisions: Rules and procedures for distributing trust assets

11. Administrative Provisions: General administrative matters including record-keeping requirements

12. Governing Law and Jurisdiction: Confirmation of Swiss law application and jurisdiction

13. Execution: Signature blocks and execution requirements

Optional Sections

1. Protector Provisions: Include when a trust protector is appointed to oversee trustee actions

2. Investment Guidelines: Include when specific investment restrictions or guidelines are needed

3. Successor Trustees: Include when specific provisions for trustee succession are required

4. Tax Provisions: Include when specific tax planning objectives need to be addressed

5. Variation Powers: Include when specific powers to modify trust terms are needed

6. Arbitration Clause: Include when parties prefer dispute resolution through arbitration

7. Letter of Wishes: Include when settlor wants to provide non-binding guidance to trustees

Suggested Schedules

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

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

3. Schedule 3 - Trustee Remuneration: Details of trustee fees and payment terms

4. Appendix A - Investment Guidelines: Specific investment parameters and restrictions

5. Appendix B - Administrative Procedures: Detailed procedures for trust administration

6. Appendix C - Reporting Requirements: Specific reporting obligations under Swiss law

7. Appendix D - Due Diligence Requirements: AML and KYC requirements under Swiss law

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions














































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Relevant Industries

Financial Services

Private Banking

Wealth Management

Real Estate

Family Office Services

Professional Services

Legal Services

Asset Management

Estate Planning

Philanthropy

Relevant Teams

Legal

Compliance

Wealth Management

Trust Administration

Private Banking

Risk Management

Tax Advisory

Estate Planning

Asset Management

Operations

Relevant Roles

Trust Officer

Private Banker

Wealth Manager

Legal Counsel

Compliance Officer

Tax Advisor

Estate Planner

Financial Advisor

Trust Administrator

Asset Manager

Relationship Manager

Risk Manager

Trust Operations Manager

Family Office Manager

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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