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Trust Settlement Agreement

Trust Settlement Agreement Template for Switzerland

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Key Requirements PROMPT example:

Trust Settlement Agreement

"I need a Trust Settlement Agreement under Swiss law for a family trust structure to be established by March 2025, with provisions for multiple generations of beneficiaries and specific clauses for sustainable investment requirements."

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Document background
The Trust Settlement Agreement is a fundamental document used to establish and govern trust arrangements under Swiss law. While Switzerland historically didn't have domestic trust law, its ratification of the Hague Trust Convention in 2007 has made it a significant jurisdiction for international trust structures. This document is essential when establishing a trust structure for wealth management, family succession, asset protection, or charitable purposes. The Trust Settlement Agreement includes detailed provisions covering trust assets, beneficiary rights, trustee powers and duties, governance structures, and distribution mechanisms. It must comply with Swiss legal requirements, including the Swiss Civil Code, Federal Act on International Private Law, and relevant tax regulations. The document is particularly important for international families and businesses using Switzerland's sophisticated financial and legal infrastructure for their trust arrangements.
Suggested Sections

1. Parties: Identifies the Settlor(s), initial Trustee(s), and any Protector(s) or Enforcer(s)

2. Background: Sets out the context and purpose of the trust settlement

3. Definitions: Defines key terms used throughout the agreement

4. Declaration of Trust: Formal establishment of the trust and transfer of initial assets

5. Trust Purpose: Clearly states the purpose(s) of the trust and whether it's revocable or irrevocable

6. Beneficiaries: Identifies and defines classes of beneficiaries and their respective interests

7. Powers and Duties of Trustees: Comprehensive outline of trustee powers, responsibilities, and limitations

8. Trust Administration: Details regarding management of trust assets and decision-making processes

9. Distribution Provisions: Rules and guidelines for distributing trust assets and income

10. Duration and Termination: Specifies trust duration and circumstances for termination

11. Governing Law and Jurisdiction: Confirms Swiss law as governing law and jurisdictional provisions

12. Amendment Provisions: Procedures for modifying trust terms

13. Trustee Remuneration: Details of trustee compensation and expense reimbursement

14. Execution and Date: Formal execution provisions and effective date of the trust

Optional Sections

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

2. Letter of Wishes: Include when the settlor wishes to provide non-binding guidance to trustees

3. Perpetuity Period: Include for trusts that need specific duration limitations

4. Charitable Provisions: Include for trusts with charitable elements or purposes

5. Foreign Asset Provisions: Include when trust holds or may hold assets in multiple jurisdictions

6. Tax Provisions: Include specific tax-related clauses when complex tax situations apply

7. Contest or No-Contest Clause: Include when wanting to discourage beneficiaries from challenging trust provisions

8. Digital Assets: Include when trust includes or may include digital assets or cryptocurrencies

Suggested Schedules

1. Schedule of Initial Trust Assets: Detailed inventory of assets initially settled into the trust

2. Schedule of Beneficiaries: Comprehensive list of beneficiaries and their respective interests

3. Investment Policy Schedule: Guidelines and restrictions for trust investments

4. Trustee Compensation Schedule: Detailed structure of trustee fees and compensation

5. Deed of Retirement and Appointment of Trustees: Template document for future trustee changes

6. Contact Information Schedule: Contact details for all relevant parties

7. Administrative Provisions: Detailed administrative procedures and requirements

8. Tax Reporting Requirements: Schedule of tax-related obligations and procedures

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























































Clauses






































Relevant Industries

Financial Services

Private Banking

Wealth Management

Legal Services

Family Office Services

Real Estate

Investment Management

Tax Advisory

Philanthropy

Asset Management

Relevant Teams

Legal

Wealth Management

Private Banking

Compliance

Risk Management

Trust Administration

Tax Advisory

Asset Management

Client Relations

Operations

Relevant Roles

Private Banker

Trust Officer

Wealth Manager

Legal Counsel

Tax Advisor

Compliance Officer

Trust Administrator

Estate Planner

Financial Advisor

Asset Manager

Family Office Manager

Trust Relationship Manager

Private Client Lawyer

Trust Operations Manager

Risk Management Officer

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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