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1. Declaration and Trust Details: Identifies the settlor/grantor and establishes the trust's creation date and purpose
2. Trust Property: Detailed description of assets being placed in trust
3. Trustee Powers and Duties: Comprehensive list of trustee's authorities and responsibilities
4. Beneficiary Designation: Names and details of beneficiaries and their interests
5. Trust Administration: Rules for managing and operating the trust
6. Duration and Termination: Terms for trust's duration and conditions for termination
1. Spendthrift Provisions: Protects trust assets from creditors of beneficiaries
2. Investment Guidelines: Specific instructions for investment of trust assets
3. Successor Trustee Provisions: Provisions for appointing subsequent trustees
4. Tax Planning Provisions: Specific provisions for tax optimization
1. Schedule A - Trust Property: Detailed inventory of initial trust assets
2. Schedule B - Beneficiary Information: Detailed information about beneficiaries and distribution terms
3. Schedule C - Investment Guidelines: Specific investment policies and restrictions
4. Appendix A - Definitions: Detailed definitions of terms used in the trust document
Settlor
Trustee
Trust Property
Beneficiary
Successor Trustee
Trust Estate
Distribution
Principal
Income
Trust Administration
Trust Instrument
Fiduciary
Vested Interest
Trust Powers
Trust Term
Spendthrift Provision
Trust Corpus
Revocation
Amendment
Trust Account
Trust Expenses
Governing Law
Accounting Period
Trust Records
Incapacity
Legal Representative
Trust Distribution
Trust Benefits
Trust Purpose
Trust Property Transfer
Powers of Trustee
Beneficiary Rights
Distribution
Succession
Amendment and Revocation
Spendthrift Protection
Administration
Investment Powers
Tax Provisions
Accounting
Liability and Indemnification
Termination
Governing Law
Severability
Notices
Delegation
Resignation
Compensation
Discretionary Powers
Property Management
Dispute Resolution
Survivorship
Assignment
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