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Discretionary (Family) Trust Deed

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This information is not legal information provided by Precedents Online or it’s Authors.  It is for General Information only and to be used accordingly.

Discretionary Trust is when money or other assets from your Estate are left in Trust. The Trust is managed by appointed Trustees who decide which people become Beneficiaries and when and how they should receive any inheritance.

Generally, a discretionary trust is established for the benefit of asset protection and tax purposes. Some potential benefits of this structure include: Estate planning for the benefit of members of the “family group” in the event of an unexpected death. Property held in a trust is legally protected from creditors.

Discretionary (Family) Trust Deedfamily discretionary trust

includes:-

Contents

  • 1          INTERPRETATION
  • 2          DISTRIBUTION OF INCOME
  • 3          DISTRIBUTION OF CAPITAL
  • 4          PAYMENT OR TRANSFER TO SETTLEMENT
  • 5          DETERMINATION OF EARLIER DISTRIBUTION DATE
  • 6          POWERS OF THE TRUSTEE
  • 7          TRUSTEE MAY ACT DESPITE PERSONAL INTEREST
  • 8          EXPENSES
  • 9          DETERMINATION OF INCOME OR CAPITAL ACCOUNT
  • 10        SECURITIES OR PROPERTY MAY BE HELD IN THE NAME OF A NOMINEE
  • 11        DISCRETIONS, POWERS AND INDEMNITY
  • 12        TRUSTEE’S REMUNERATION
  • 13        VACATION OF OFFICE OF TRUSTEE
  • 14        AMENDMENT OF THE TRUST DEED
  • 15        REMOVAL AND APPOINTMENT OF THE TRUSTEE
  • 16        MINUTE BOOK
  • 17        NAME OF THE TRUST
  • 18        RESIGNATION   OF TRUSTEE
  • 19        CORPORATE TRUSTEE
  • 20        PROPER LAW
  • 21        BENEFICIARY’S  ENTITLEMENT
  • 22        ACCOUNTS AND RECORDS
  • 1          SCHEDULE

21 pages long.

Discretionary (Family) Trust Deed

 
 
 
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Family (discretionary) Trust Deed

KALDE & ASSOCIATES 

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