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Trust Settlement Agreement

Trust Settlement Agreement Template for Ireland

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Key Requirements PROMPT example:

Trust Settlement Agreement

"I need a Trust Settlement Agreement under Irish law to establish a family trust for managing my technology company shares and real estate assets, with my three adult children as beneficiaries and professional trustees from ABC Trust Services Limited, to be effective from March 1, 2025."

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Document background
A Trust Settlement Agreement is a crucial legal instrument used to establish and document the formal creation of a trust under Irish law. This document is essential when individuals or entities wish to transfer assets to be managed by trustees for the benefit of specified beneficiaries, whether for family wealth preservation, charitable purposes, or other specific objectives. The agreement must comply with Irish trust law, including the Trustee Act 1893 and modern legislative requirements such as the Land and Conveyancing Law Reform Act 2009. It contains detailed provisions covering trust property, trustee powers and duties, beneficiary rights, distribution mechanisms, and administrative procedures. The document is particularly relevant in scenarios involving estate planning, family wealth management, charitable giving, or business succession planning, and requires careful consideration of tax implications under Irish law.
Suggested Sections

1. Parties: Identifies the Settlor(s), initial Trustee(s), and any other parties to the trust deed

2. Background: Recitals explaining the context and intention behind the trust settlement

3. Definitions and Interpretation: Defines key terms used throughout the agreement and sets out interpretation rules

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

5. Trust Purpose and Beneficiaries: Clearly defines the purpose of the trust and identifies the beneficiaries or class of beneficiaries

6. Powers and Duties of Trustees: Comprehensive listing of trustees' powers and duties in managing the trust

7. Trust Administration: Details day-to-day management of the trust, including decision-making processes

8. Distribution Provisions: Rules and procedures for distributing trust assets to beneficiaries

9. Amendment and Variation: Procedures for making changes to the trust deed or its provisions

10. Appointment and Removal of Trustees: Process for appointing new trustees and removing existing ones

11. Trustee Remuneration and Expenses: Details of trustee compensation and reimbursement of expenses

12. Duration and Termination: Specified term of the trust and circumstances for termination

13. Governing Law and Jurisdiction: Confirms Irish law as governing law and jurisdiction for disputes

Optional Sections

1. Protector Provisions: Required when the trust includes a protector role to oversee trustees

2. Charitable Purposes: Required for charitable trusts to specify charitable objectives and compliance requirements

3. Investment Provisions: Detailed investment powers and restrictions for complex trust assets

4. Family Business Provisions: Special provisions for trusts holding family business interests

5. Letter of Wishes: Non-binding guidance from settlor to trustees about trust administration

6. Tax Planning Provisions: Specific provisions to optimize tax efficiency within legal requirements

7. Minor Beneficiaries: Special provisions for handling benefits for underage beneficiaries

8. Conflict Resolution: Detailed procedures for resolving disputes between trustees or beneficiaries

Suggested Schedules

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

2. Schedule 2 - Beneficiaries: Full details of named beneficiaries and their respective interests

3. Schedule 3 - Trustee Powers: Comprehensive list of specific powers granted to trustees

4. Schedule 4 - Administrative Provisions: Detailed administrative procedures and requirements

5. Schedule 5 - Remuneration Schedule: Detailed trustee remuneration structure and calculation method

6. Appendix A - Deed of Adherence: Template for adding new trustees or beneficiaries

7. Appendix B - Investment Guidelines: Detailed investment policies and restrictions

8. Appendix C - Distribution Policy: Detailed guidelines for making distributions to beneficiaries

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

Wealth Management

Legal Services

Family Office

Private Banking

Charitable Organizations

Real Estate

Professional Services

Estate Planning

Education (for educational trusts)

Healthcare (for medical trusts)

Relevant Teams

Legal

Wealth Management

Trust Administration

Compliance

Tax Advisory

Risk Management

Investment Management

Operations

Client Services

Financial Planning

Relevant Roles

Trust Officer

Private Client Lawyer

Estate Planning Attorney

Wealth Manager

Tax Advisor

Trust Administrator

Compliance Officer

Legal Counsel

Financial Advisor

Corporate Trustee

Trust Accountant

Risk Manager

Family Office Manager

Trust Operations Manager

Investment 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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