A Revocable Deed of Trust is utilized when individuals wish to create a flexible trust arrangement while retaining control over their assets. This document is particularly relevant in England and Wales for estate planning, asset protection, and wealth management purposes. It outlines the transfer of assets to trustees, defines beneficiary rights, establishes trustee powers, and importantly, reserves the settlor's right to modify or terminate the trust. The deed must conform to strict legal requirements under English trust law and typically includes provisions for investment powers, successor trustees, and administrative procedures.
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1. Parties: Details of settlor, trustees, and beneficiaries
2. Background: Context and purpose of the trust creation
3. Definitions: Key terms used throughout the deed
4. Trust Property: Description of assets being placed in trust
5. Powers of Trustees: Scope of trustees' authority and powers
6. Beneficiary Rights: Rights and entitlements of beneficiaries
7. Revocation Powers: Conditions and process for trust revocation
1. Successor Trustees: Process for appointing replacement trustees when long-term trust administration is anticipated
2. Investment Powers: Specific investment authorities granted to trustees when trust includes substantial financial assets
3. Tax Provisions: Specific tax planning arrangements when tax efficiency is a key objective
1. Schedule 1: Trust Property: Detailed inventory of initial trust assets
2. Schedule 2: Beneficiary Interests: Specific entitlements of different beneficiaries
3. Schedule 3: Investment Guidelines: Detailed investment parameters and restrictions
Relevant legal definitions
Trust
Trust Property
Initial Trust Property
Additional Trust Property
Settlor
Original Trustees
Successor Trustees
Beneficiaries
Default Beneficiaries
Trust Period
Vesting Day
Power of Revocation
Trust Powers
Investment Powers
Accumulation Period
Distribution Date
Net Income
Capital
Perpetuity Period
Proper Law
Governing Law
Trust Deed
Trust Fund
Trust Expenses
Professional Trustees
Trust Documents
Amendment Power
Distribution Powers
Investment Adviser
Legal Representative
Incapacity
Trust Administration
Trust Property
Initial Trust Property
Additional Trust Property
Settlor
Original Trustees
Successor Trustees
Beneficiaries
Default Beneficiaries
Trust Period
Vesting Day
Power of Revocation
Trust Powers
Investment Powers
Accumulation Period
Distribution Date
Net Income
Capital
Perpetuity Period
Proper Law
Governing Law
Trust Deed
Trust Fund
Trust Expenses
Professional Trustees
Trust Documents
Amendment Power
Distribution Powers
Investment Adviser
Legal Representative
Incapacity
Trust Administration
Clauses
Appointment of Trustees
Trust Property Transfer
Powers of Revocation
Trustee Powers
Investment Powers
Distribution Powers
Administrative Powers
Beneficiary Rights
Income Distribution
Capital Distribution
Accumulation
Trustee Remuneration
Trustee Indemnity
Trustee Retirement
Successor Trustees
Amendment Powers
Governing Law
Severability
Perpetuity Period
Trust Period
Tax Provisions
Delegation Powers
Record Keeping
Accounting
Notifications
Professional Advice
Conflict Resolution
Execution Requirements
Trust Property Transfer
Powers of Revocation
Trustee Powers
Investment Powers
Distribution Powers
Administrative Powers
Beneficiary Rights
Income Distribution
Capital Distribution
Accumulation
Trustee Remuneration
Trustee Indemnity
Trustee Retirement
Successor Trustees
Amendment Powers
Governing Law
Severability
Perpetuity Period
Trust Period
Tax Provisions
Delegation Powers
Record Keeping
Accounting
Notifications
Professional Advice
Conflict Resolution
Execution Requirements
Relevant Industries
Relevant Teams
Relevant Roles
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