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Gift Settlement Deed
"I need a Gift Settlement Deed to transfer my London property and investment portfolio worth £2M into a trust for my three children, with my sister and brother-in-law acting as trustees, to be effective from March 2025."
1. Parties: Details of the settlor and trustees
2. Background: Context of the gift settlement and intention to create trust
3. Definitions: Key terms used throughout the deed
4. Declaration of Trust: Core provisions establishing the trust
5. Trust Powers: Powers granted to trustees
6. Administrative Provisions: Day-to-day management of the trust
7. Execution: Signature blocks and attestation
1. Appointment and Removal of Trustees: Used when specific trustee succession arrangements are needed
2. Beneficiary Provisions: Used when specific beneficiary classes or conditions need to be defined
3. Investment Powers: Used when specific investment restrictions or permissions are required
4. Delegation Provisions: Used when specific delegation powers are needed
1. Schedule 1: Trust Property: Details of assets being settled into trust
2. Schedule 2: Trustee Powers: Detailed list of trustee powers (if not in main body)
3. Schedule 3: Beneficiaries: List of beneficiaries and their respective interests (if applicable)
4. Schedule 4: Administrative Provisions: Detailed administrative procedures (if not in main body)
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Find the exact document you need
Land Gift Deed Agreement
A legal document under English and Welsh law that transfers land ownership from one party to another as a gift, without payment.
Deed Of Gift To Trust
A formal legal document under English law that transfers assets from a donor to trustees for the benefit of specified beneficiaries.
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