An Agreement and Declaration of Trust is utilized when parties wish to create a formal trust structure under the laws of England and Wales. This document is essential when establishing arrangements for asset protection, family wealth management, property holding, or charitable purposes. It comprehensively details the trust property, trustees' powers and duties, beneficiaries' rights, and administrative provisions. The document ensures compliance with relevant trust legislation and provides a clear framework for trust management. It's particularly valuable for long-term asset management, succession planning, and protecting beneficiaries' interests.
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1. Parties: Identifies settlor(s), trustee(s), and beneficiaries
2. Background: Sets out context and purpose of the trust
3. Definitions: Key terms used throughout the document
4. Declaration of Trust: Formal declaration creating the trust
5. Trust Property: Description of assets held in trust
6. Trustees' Powers: Powers granted to trustees in managing trust
7. Beneficiaries' Rights: Rights and entitlements of beneficiaries
1. Investment Powers: Specific investment authorities beyond statutory powers - recommended for trusts with significant financial assets
2. Appointment and Removal of Trustees: Process for changing trustees - recommended for long-term trusts with likely trustee changes
3. Trust Period: Duration of trust and termination provisions - recommended for trusts with specific time limitations
1. Schedule 1: Trust Property: Detailed inventory of trust assets
2. Schedule 2: Investment Guidelines: Specific investment parameters if applicable
3. Schedule 3: Beneficiaries: Full details of beneficiaries and their respective interests
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