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Master Deed Of Trust

Master Deed Of Trust Template for Philippines

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Key Requirements PROMPT example:

Master Deed Of Trust

"I need a Master Deed of Trust under Philippine law to establish a family trust for managing multiple real estate properties and investment portfolios, with provisions for quarterly distributions to beneficiaries and specific investment restrictions for sustainable and ethical investments only."

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Document background
The Master Deed of Trust is a fundamental legal instrument used in the Philippines to establish and govern trust arrangements, whether for personal wealth management, corporate purposes, or charitable endeavors. This document type is essential when there is a need to transfer assets to a trustee for management on behalf of beneficiaries, while ensuring compliance with Philippine trust laws and regulations. The Master Deed of Trust includes comprehensive provisions covering asset transfer, trustee powers and obligations, beneficiary rights, distribution mechanisms, and trust administration procedures. It is particularly relevant in scenarios involving estate planning, family wealth preservation, business succession, or charitable foundations. The document must comply with the Trust Code of the Philippines, the Civil Code, and relevant banking regulations, making it a sophisticated legal instrument that requires careful drafting and consideration of various stakeholders' interests.
Suggested Sections

1. Parties: Identifies the Settlor(s), Trustee(s), and Beneficiaries with their complete details

2. Background: Sets out the context and purpose of establishing the trust

3. Definitions: Defines key terms used throughout the deed

4. Declaration of Trust: Formal establishment of the trust and transfer of assets to the trustee

5. Trust Property: Detailed description of the assets being placed in trust

6. Powers of the Trustee: Comprehensive listing of the trustee's powers in managing the trust

7. Duties of the Trustee: Specific obligations and responsibilities of the trustee

8. Rights of Beneficiaries: Enumeration of beneficiaries' rights and entitlements

9. Distribution Provisions: Rules and procedures for distributing trust income and capital

10. Trust Duration: Period of the trust and conditions for termination

11. Accounting and Reporting: Requirements for financial reporting and account maintenance

12. Trustee Compensation: Details of trustees' fees and reimbursement of expenses

13. Successor Trustees: Provisions for appointment of replacement trustees

14. Governing Law and Jurisdiction: Specification of Philippine law as governing law and jurisdiction

15. Amendment Provisions: Procedures for modifying the trust deed

16. Execution: Formal execution requirements and signature blocks

Optional Sections

1. Investment Powers: Detailed investment guidelines and restrictions - include when trust involves significant financial assets

2. Tax Provisions: Specific tax planning provisions - include when tax efficiency is a key objective

3. Foreign Asset Provisions: Special provisions for handling international assets - include when trust holds overseas property

4. Charitable Purposes: Specific provisions for charitable giving - include when trust has charitable components

5. Family Business Provisions: Special provisions for family business interests - include when trust holds business assets

6. Spendthrift Provisions: Protections against beneficiary creditors - include when asset protection is needed

7. Disability Provisions: Special provisions for disabled beneficiaries - include when applicable

8. Mediation and Dispute Resolution: Alternative dispute resolution procedures - include when parties prefer avoiding court proceedings

Suggested Schedules

1. Schedule A - Trust Property: Detailed inventory and description of initial trust assets

2. Schedule B - Beneficiary Details: Complete information about beneficiaries and their respective interests

3. Schedule C - Distribution Schedule: Specific timing and conditions for distributions

4. Schedule D - Trustee Powers: Detailed enumeration of specific trustee powers

5. Schedule E - Fee Schedule: Detailed breakdown of trustee compensation and fee structure

6. Appendix 1 - Asset Valuation: Initial valuation reports for trust assets

7. Appendix 2 - Investment Guidelines: Detailed investment policies and restrictions

8. Appendix 3 - Compliance Requirements: Specific regulatory and reporting requirements

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Accumulation Period
Applicable Law
Appointor
Assets
Authorized Investments
Beneficiary
Capital
Certificate of Registration
Co-Trustee
Corporation Code
Distribution Date
Effective Date
Encumbrance
Final Distribution Date
Financial Year
Income
Initial Trust Property
Investment Powers
Legal Personal Representative
Net Income
Original Trustee
Perpetuity Period
Philippine Peso
Power of Appointment
Principal
Proper Law
Registered Office
Registry
Relevant Date
Residuary Estate
Securities
Settlement Sum
Settlor
Successor Trustee
Tax
Trust
Trust Bank Account
Trust Deed
Trust Fund
Trust Period
Trust Property
Trust Protector
Trustee
Trustee Act
Trust Code
Undertaking
Vesting Date
Working Day
Clauses
Trust Declaration
Asset Transfer
Trustee Appointment
Trustee Powers
Trustee Duties
Beneficiary Rights
Distribution
Investment Authority
Asset Management
Trust Duration
Trust Termination
Successor Trustees
Trust Protection
Accounting and Reporting
Indemnification
Compensation
Amendment
Revocation
Governing Law
Dispute Resolution
Confidentiality
Anti-Money Laundering
Tax Compliance
Registration Requirements
Notice Provisions
Force Majeure
Severability
Assignment
Execution
Representation and Warranties
Relevant Industries

Financial Services

Banking

Real Estate

Wealth Management

Family Office Services

Estate Planning

Investment Management

Private Banking

Corporate Services

Legal Services

Asset Management

Trust Services

Relevant Teams

Legal

Compliance

Wealth Management

Trust Operations

Risk Management

Asset Management

Financial Advisory

Private Banking

Corporate Services

Estate Planning

Investment Operations

Client Services

Relevant Roles

Trust Officer

Estate Planning Attorney

Wealth Manager

Private Banking Manager

Corporate Lawyer

Trust Administrator

Compliance Officer

Financial Advisor

Asset Manager

Trust Operations Manager

Legal Counsel

Risk Management Officer

Investment Manager

Trust Services Director

Estate Planning Consultant

Industries
Civil Code of the Philippines (Republic Act No. 386): Provides the basic framework for contracts, obligations, and property rights in the Philippines, including provisions on trust relationships and fiduciary duties
Presidential Decree No. 442 (Trust Code of the Philippines): Specifically regulates trust operations and relationships, defining the rights and obligations of trustees and beneficiaries
Property Registration Decree (Presidential Decree No. 1529): Governs the registration of real property and instruments affecting land, including trust deeds
General Banking Law of 2000 (Republic Act No. 8791): Regulates banking institutions and their trust operations, including requirements for acting as trustees
Securities Regulation Code (Republic Act No. 8799): Relevant when the trust involves securities or investment instruments
Anti-Money Laundering Act (Republic Act No. 9160): Ensures compliance with anti-money laundering requirements in trust arrangements
Central Bank (Bangko Sentral ng Pilipinas) Regulations: Provides specific guidelines and requirements for trust operations and financial instruments
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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