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1. Parties: Identifies the settlor, trustee(s), and beneficiaries
2. Background: States the intention to create the trust and transfer assets
3. Definitions: Defines key terms used throughout the deed
4. Trust Property: Details the assets being transferred into the trust
5. Trustee Powers: Outlines the powers granted to trustees
6. Distribution Provisions: Specifies how and when trust assets are to be distributed
7. Trust Administration: Details how the trust should be managed
1. Spendthrift Provisions: Protects beneficiaries' interests from creditors - include when protection from creditors is desired
2. Investment Directions: Specific instructions for investment of trust assets - include when specific investment strategies are required
3. Successor Trustee Provisions: Process for appointing replacement trustees - include when continuity of trust administration is crucial
1. Schedule A - Trust Property: Detailed inventory of initial trust assets
2. Schedule B - Beneficiary Details: Complete information about beneficiaries and their entitlements
3. Schedule C - Investment Guidelines: Specific investment parameters and restrictions
4. Appendix 1 - Key Definitions: Extended definitions of complex terms
Trust Fund
Settlor
Trustee
Successor Trustee
Beneficiary
Primary Beneficiary
Contingent Beneficiary
Distribution Date
Trust Period
Vesting Date
Income
Capital
Accumulation Period
Trust Expenses
Investment Powers
Proper Law
Accounting Period
Trust Deed
Corporate Trustee
Trust Administration
Appointor
Power of Appointment
Perpetuity Period
Trust Records
Discretionary Powers
Financial Year
Net Income
Principal
Termination Date
Distribution Powers
Legal Representative
Trust Assets
Taxation Year
Vested Interest
Trust Property
Powers of Trustees
Appointment and Removal of Trustees
Distribution Provisions
Investment Powers
Administrative Powers
Discretionary Powers
Spendthrift Provisions
Trust Duration
Termination
Income Distribution
Capital Distribution
Trustee Compensation
Accounting Requirements
Tax Provisions
Amendment Powers
Governing Law
Severability
Perpetuity Period
Successor Trustees
Trust Expenses
Asset Management
Delegation Authority
Liability Protection
Conflict Resolution
Notice Requirements
Beneficiary Rights
Trust Administration
Record Keeping
Indemnification
Revocation Powers
Distribution Instructions
Power of Appointment
Trust Property Management
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