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1. Parties: Identification of the settlor(s), initial trustee(s), and any protector or enforcer
2. Background: Context of trust establishment and general intent of the settlor
3. Definitions: Definitions of key terms used throughout the document
4. Trust Name and Establishment: Official name of the trust and declaration of its establishment
5. Trust Purpose and Objectives: Clear statement of the trust's purpose and intended objectives
6. Trust Property: Description of initial trust assets and provisions for additional contributions
7. Trustee Powers and Duties: Comprehensive list of trustee powers and responsibilities
8. Beneficiary Rights: Definition of beneficiary classes and their entitlements
9. Trust Administration: Rules for trust management, decision-making, and record-keeping
10. Duration and Termination: Trust period and circumstances for termination
11. Governing Law and Jurisdiction: Specification of Hong Kong law as governing law and jurisdiction
12. Amendment Provisions: Procedures for modifying trust terms
13. Execution and Attestation: Formal execution requirements and witness provisions
1. Protector Provisions: Include when a trust protector is appointed to oversee trustee actions
2. Investment Guidelines: Include for trusts with significant investment activities
3. Charitable Purposes: Include for trusts with charitable elements or purposes
4. Foreign Element Provisions: Include when trust has international aspects or foreign beneficiaries
5. Corporate Trustee Provisions: Include when corporate trustees are appointed instead of individual trustees
6. Distribution Committee: Include when a committee is needed to oversee benefit distributions
7. Perpetuity Period Extension: Include when trust needs to specify extended duration under new rules
8. Reserved Powers: Include when settlor wishes to retain certain powers
1. Schedule 1: Initial Trust Property: Detailed inventory of initial trust assets and their values
2. Schedule 2: Beneficiary Details: List of initial beneficiaries and their respective interests
3. Schedule 3: Trustee Remuneration: Fee structure and payment terms for trustees
4. Schedule 4: Investment Powers: Detailed investment guidelines and restrictions
5. Schedule 5: Administrative Provisions: Detailed procedures for trust administration
6. Appendix A: Trustee Appointment and Removal Procedures: Detailed processes for trustee changes
7. Appendix B: Distribution Rules: Specific rules and formulas for benefit distributions
8. Appendix C: Conflict Resolution Procedures: Procedures for resolving disputes among trust parties
Trust Property
Initial Trust Property
Trust Fund
Settlor
Trustee
Corporate Trustee
Beneficiary
Discretionary Beneficiary
Vested Beneficiary
Trust Period
Perpetuity Period
Protector
Enforcer
Trust Deed
Articles of Incorporation
Governing Law
Accumulation Period
Distribution Date
Distribution Committee
Investment Powers
Administrative Powers
Reserved Powers
Trust Income
Trust Capital
Appointor
Vesting Date
Trust Year
Financial Year
Professional Advisor
Trust Administration
Trust Expenses
Trust Records
Trust Register
Trust Account
Trust Documents
Excluded Person
Default Beneficiary
Power of Appointment
Effective Date
Amendment
Removal Power
Successor Trustee
Trust Company
Trust Office
Proper Law
Trust Property Transfer
Trustee Appointment
Trustee Powers
Trustee Duties
Trustee Remuneration
Beneficiary Rights
Distribution Powers
Investment Powers
Administrative Powers
Reserved Powers
Protector Provisions
Amendment Powers
Termination Rights
Governing Law
Dispute Resolution
Confidentiality
Anti-Money Laundering
Compliance
Record Keeping
Accounting Requirements
Tax Provisions
Succession Planning
Asset Protection
Delegation Powers
Indemnification
Removal and Replacement
Trust Duration
Distribution Committee
Investment Guidelines
Trust Administration
Reporting Requirements
Liability Limitations
Perpetuity Provisions
Severability
Execution Requirements
Financial Services
Wealth Management
Private Banking
Legal Services
Corporate Services
Family Office Services
Estate Planning
Charitable Organizations
Investment Management
Trust Administration
Legal
Compliance
Trust Administration
Wealth Management
Corporate Secretarial
Risk Management
Financial Control
Private Client Services
Estate Planning
Operations
Trust Administrator
Compliance Officer
Legal Counsel
Trust Manager
Wealth Manager
Estate Planning Advisor
Corporate Secretary
Trust Operations Manager
Private Client Advisor
Risk Manager
Financial Controller
Trust Officer
Company Director
Family Office Manager
Trust Accountant
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