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Registered Trust Deed
"I need a Registered Trust Deed under Swiss law to establish a family trust for managing our real estate portfolio, with three adult children as beneficiaries and provisions for future grandchildren, to be effective from March 1, 2025."
1. Parties: Identifies and provides details of the Settlor(s), Trustee(s), and Protector(s) if any
2. Background: Sets out the context and purpose for establishing the trust
3. Definitions: Defines key terms used throughout the deed
4. Declaration of Trust: Formal declaration establishing the trust and transferring assets to trustees
5. Trust Property: Detailed description of initial trust assets and property
6. Beneficiaries: Identifies and defines classes of beneficiaries and their respective interests
7. Powers of Trustees: Comprehensive list of trustees' powers in managing and administering the trust
8. Duties of Trustees: Detailed obligations and responsibilities of trustees
9. Trust Administration: Rules and procedures for day-to-day management of the trust
10. Distribution Provisions: Rules governing distribution of income and capital to beneficiaries
11. Duration and Termination: Terms regarding trust duration and circumstances for termination
12. Governing Law and Jurisdiction: Specifies Swiss law as governing law and relevant jurisdiction
13. Execution: Formal execution clauses and signature blocks
1. Protector Provisions: Required when a protector is appointed, detailing their powers and duties
2. Investment Provisions: Detailed investment guidelines and restrictions, necessary for trusts with significant investment activities
3. Letter of Wishes: Non-binding guidance from settlor to trustees, recommended for discretionary trusts
4. Charitable Purposes: Required for charitable trusts or trusts with charitable elements
5. Perpetuity Period: Needed for trusts that may operate in jurisdictions with perpetuity rules
6. Foreign Element Provisions: Required when trust has significant international aspects or assets
7. Tax Provisions: Specific provisions dealing with tax compliance across relevant jurisdictions
8. Variation Powers: Powers to modify trust terms, recommended for long-term trusts
1. Schedule 1 - Initial Trust Property: Detailed inventory of all assets initially settled into the trust
2. Schedule 2 - Trustee Remuneration: Details of trustee fees and compensation structure
3. Schedule 3 - Administrative Provisions: Detailed procedures for trust administration and management
4. Schedule 4 - Investment Guidelines: Specific investment policies and restrictions
5. Appendix A - Beneficiary Details: Full details of named beneficiaries and their contact information
6. Appendix B - Deed of Retirement and Appointment: Template for future trustee changes
7. Appendix C - Minutes of First Trustees' Meeting: Record of initial trustees' meeting and decisions
8. Appendix D - Due Diligence Documents: Copies of KYC and AML compliance documentation
Authors
Private Banking
Wealth Management
Real Estate
Family Office Services
Financial Services
Legal Services
Trust Services
Estate Planning
Philanthropy
Asset Management
Private Client Services
Legal
Compliance
Wealth Management
Private Banking
Trust Administration
Risk Management
Client Relations
Tax Advisory
Estate Planning
Fiduciary Services
Trust Officer
Private Client Lawyer
Wealth Manager
Tax Advisor
Compliance Officer
Legal Counsel
Estate Planning Specialist
Trust Administrator
Private Banker
Risk Manager
Family Office Manager
Fiduciary Services Director
Asset Protection Specialist
Trust Operations Manager
Client Relationship Manager
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