The Business Trust Deed serves as a foundational document for establishing a business trust structure in the United States. It is particularly useful when seeking to separate business ownership from management control, facilitate succession planning, or create tax-efficient structures. The deed details trustee powers, beneficiary rights, operational procedures, and distribution mechanisms. It must comply with both federal regulations and state-specific trust laws, which can vary significantly by jurisdiction. The document is commonly used in real estate investment, family business succession, and asset protection planning.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
Upload your Doc
1. Parties: Identification of settlor(s), trustees, and beneficiaries
2. Background: Purpose and context of the business trust formation
3. Definitions: Key terms used throughout the deed
4. Trust Property: Description of assets being placed in trust
5. Trustee Powers: Specific authorities granted to trustees
6. Trust Administration: Operating procedures and management structure
7. Distribution Provisions: Rules for distributing trust income and capital
8. Duration and Termination: Trust period and conditions for dissolution
1. Investment Powers: Specific investment authorities and restrictions for trusts involving significant investment activities
2. Successor Trustees: Provisions for trustee replacement when long-term operation is anticipated
3. Tax Planning Provisions: Specific tax optimization structures for tax-efficient operations
4. Foreign Operations: Provisions for international business operations when trust operates across borders
1. Schedule of Initial Trust Property: Detailed list of assets initially transferred to trust
2. Beneficiary Schedule: List of beneficiaries and their respective interests
3. Investment Guidelines: Detailed investment policies and restrictions
4. Operating Procedures: Detailed administrative procedures and protocols
5. Fee Schedule: Trustee compensation and expense reimbursement details
Relevant legal definitions
Trust Property
Trust Fund
Trust Period
Business Day
Beneficiary
Beneficial Interest
Initial Trustees
Successor Trustees
Trust Protector
Settlor
Deed
Trust Administrator
Distribution Date
Fiscal Year
Governing Law
Investment Powers
Management Committee
Net Income
Operating Expenses
Principal Place of Business
Qualified Trustee
Register of Beneficiaries
Trust Account
Trust Documents
Trust Liabilities
Trust Assets
Trust Records
Trust Resolution
Trust Securities
Trustee Act
Trustee Powers
Unit
Unit Holder
Vesting Date
Voting Rights
Trust Fund
Trust Period
Business Day
Beneficiary
Beneficial Interest
Initial Trustees
Successor Trustees
Trust Protector
Settlor
Deed
Trust Administrator
Distribution Date
Fiscal Year
Governing Law
Investment Powers
Management Committee
Net Income
Operating Expenses
Principal Place of Business
Qualified Trustee
Register of Beneficiaries
Trust Account
Trust Documents
Trust Liabilities
Trust Assets
Trust Records
Trust Resolution
Trust Securities
Trustee Act
Trustee Powers
Unit
Unit Holder
Vesting Date
Voting Rights
Clauses
Trust Formation
Declaration of Trust
Trust Property
Beneficial Interests
Trustee Appointment
Trustee Powers
Trustee Duties
Trustee Remuneration
Trust Administration
Investment Powers
Distribution
Income and Capital
Voting Rights
Meetings
Amendments
Termination
Indemnification
Liability
Confidentiality
Notices
Assignment
Governing Law
Dispute Resolution
Severability
Successor Trustees
Record Keeping
Tax Provisions
Trust Protector Provisions
Transfer of Units
Reporting Requirements
Compliance
Force Majeure
Dissolution
Declaration of Trust
Trust Property
Beneficial Interests
Trustee Appointment
Trustee Powers
Trustee Duties
Trustee Remuneration
Trust Administration
Investment Powers
Distribution
Income and Capital
Voting Rights
Meetings
Amendments
Termination
Indemnification
Liability
Confidentiality
Notices
Assignment
Governing Law
Dispute Resolution
Severability
Successor Trustees
Record Keeping
Tax Provisions
Trust Protector Provisions
Transfer of Units
Reporting Requirements
Compliance
Force Majeure
Dissolution
Relevant Industries
Relevant Teams
Relevant Roles
Find the exact document you need
Package Deed Of Trust
A U.S. legal instrument that creates a three-party security interest in real property, combining standard provisions into a comprehensive package.
Download
Deed Of Trust Refinance
A U.S. legal document securing a refinanced loan with real property as collateral, typically used in deed of trust states.
Download
Deed Of Trust Notary
A U.S. legal document creating a security interest in real property, requiring notarization and involving trustor, trustee, and beneficiary.
Download
Trustee's Deed Foreclosure
A U.S. legal document transferring property ownership after a foreclosure sale under a deed of trust.
Download
Trust Deed Of Amendment
A U.S. legal document used to modify existing trust agreements while maintaining compliance with federal and state trust laws.
Download
Trust Deed Mortgage
A U.S. legal instrument that creates a three-party security interest in real property, transferring legal title to a trustee as loan security.
Download
Tenancy In Common Trust Deed
A U.S. legal document establishing a trust for property held by multiple owners as tenants in common, defining ownership rights and management responsibilities.
Download
Second Deed Of Trust Foreclosure
A U.S. legal document initiating foreclosure proceedings on a property secured by a second deed of trust, following state-specific foreclosure laws.
Download
Revocable Tod Deed
A legal document used in the United States that transfers real property to designated beneficiaries upon the owner's death, while remaining revocable during the owner's lifetime.
Download
Owelty Deed Of Trust
A U.S. legal instrument that secures a lien created during property division in divorce settlements to ensure equalization of equity between spouses.
Download
Joint Mortgage After Trust Deed
A U.S. legal document establishing a joint mortgage arrangement on property held under a trust deed, creating shared borrower obligations and security interests.
Download
Deed To Secure Debt
A Georgia-specific security instrument that transfers property title to a lender as collateral for a loan, while allowing the borrower to maintain possession.
Download
Trustee Of Deed Of Trust
A U.S. legal document establishing trustee responsibilities in a deed of trust arrangement, commonly used in real estate financing.
Download
Deed Of Trust Divorce
A U.S. legal instrument establishing a trust to manage and transfer property as part of divorce proceedings.
Download
Deed Of Trust After Marriage
A U.S. legal document that transfers property into a trust after marriage, subject to state trust and marital property laws.
Download
Home Equity Conversion Deed Of Trust
A U.S. legal instrument securing a reverse mortgage loan against a property, complying with federal FHA/HUD requirements.
Download
Living Trust Deed Property
A U.S. legal document creating a living trust for property management and transfer, governed by federal and state trust laws.
Download
Unreleased Deed Of Trust
A U.S. real estate security instrument that remains active on property records despite satisfaction of the underlying debt.
Download
Trustee Warranty Deed
A U.S. legal instrument used by trustees to transfer real property with title warranties to a grantee.
Download
Revolving Credit Deed Of Trust
A U.S. security instrument creating a property lien to secure a revolving credit facility, commonly used in deed of trust states.
Download
Note Secured By Deed Of Trust Straight Note
A U.S. legal instrument evidencing a debt secured by real property through a deed of trust, establishing repayment terms and security interest.
Download
Money Trust Deed
A U.S. legal document establishing a trust relationship for monetary assets, defining trustee powers and beneficiary rights under federal and state trust laws.
Download
Joint Tenancy Deed Of Trust
A U.S. legal document combining joint property ownership rights with a trust structure for enhanced property management and succession planning.
Download
Home Equity Conversion Second Deed Of Trust
A U.S. legal instrument securing a reverse mortgage as a secondary lien on a property, subject to federal and state regulations.
Download
Existing First Trust Deed Loan
A U.S. legal instrument governing an existing first-position trust deed loan secured by real property.
Download
Deed Of Partial Reconveyance
A U.S. legal document that releases a portion of property from a deed of trust while maintaining security interest on the remaining property.
Download
Commission Approved Deed Of Trust
A U.S. state commission-approved security instrument that creates a three-party arrangement to secure real property as collateral for a loan.
Download
Absolute Trust Deed
A U.S. legal document creating an irrevocable transfer of assets from a settlor to trustees for specified beneficiaries' benefit.
Download
Trust On Death Deed
A U.S. legal document that transfers real property to designated beneficiaries upon the owner's death, avoiding probate.
Download
Deed Of Trust Beneficiary
A U.S. legal document establishing a security interest in real property through a three-party trust arrangement.
Download
Second Lien Deed Of Trust
A U.S. legal document creating a subordinate security interest in real property, second in priority to an existing first mortgage or deed of trust.
Download
Deed Of Vesting Of Trust
A U.S. legal document that formally transfers ownership of assets from an individual or entity to a trust structure.
Download
Deed Of Confirmation Of Trust
A U.S. legal document that formally confirms the existence and terms of a trust arrangement.
Download
Short Deed Of Trust
A U.S. legal instrument that creates a security interest in real property, involving a trustor, trustee, and beneficiary.
Download
Reverse Mortgage Deed Of Trust
A U.S. legal document securing a reverse mortgage loan against property, compliant with FHA and HUD requirements.
Download
Grant Deed To A Revocable Trust
A U.S. legal document transferring real property ownership from an individual or entity to a revocable trust, subject to state-specific requirements.
Download
Grant Deed And Deed Of Trust
A U.S. legal document that combines property transfer with loan security, used in real estate transactions where trust deed financing is preferred.
Download
Future Advance Deed Of Trust
A U.S. legal document creating a security interest in real property to secure both current and future loans or advances.
Download
Warranty Deed And Deed Of Trust
A U.S. legal document that combines property transfer (warranty deed) with loan security (deed of trust) in real estate transactions.
Download
Deed Of Beneficial Interest
A U.S. legal document that establishes and evidences a beneficiary's interest in trust property or assets.
Download
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)
.png)