The Master Trust Deed serves as the foundational document for complex trust arrangements under U.S. law. It is particularly utilized when establishing ongoing trust relationships involving multiple assets or beneficiaries, or when creating a structure for future trust arrangements. The Master Trust Deed provides comprehensive provisions for trust administration, asset management, and beneficiary rights, while ensuring compliance with federal regulations such as the Trust Indenture Act and state-specific trust laws. This document is essential for establishing clear governance frameworks and protecting the interests of all parties involved in the trust arrangement.
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1. Parties: Identification of trustee, settlor, and beneficiaries
2. Background: Purpose and context of the trust establishment
3. Definitions: Key terms used throughout the deed
4. Trust Creation: Formal establishment of the trust and initial property transfer
5. Trustee Powers: Enumeration of trustee authorities and responsibilities
6. Distribution Provisions: Rules governing distribution of trust assets
7. Trust Administration: Operational procedures and management requirements
1. ERISA Provisions: Additional provisions required when trust involves retirement assets or pension funds
2. Foreign Asset Provisions: FATCA compliance requirements and international asset management provisions
3. Successor Trustee Provisions: Detailed procedures for trustee replacement and succession planning
1. Schedule of Initial Trust Property: Detailed list of assets initially transferred to trust
2. Trustee Compensation Schedule: Fee structure and payment terms for trustee services
3. Investment Guidelines: Specific investment parameters and restrictions
4. Beneficiary Schedule: Detailed information about beneficiaries and their entitlements
5. Administrative Procedures: Detailed operational procedures and compliance requirements
Relevant legal definitions
Applicable Law
Appointment Date
Assets
Authorized Investments
Beneficiary
Business Day
Certificate of Trust
Distributable Income
Distribution Date
Effective Date
Eligible Securities
Event of Default
Extraordinary Resolution
Fiduciary
Governing Law
Income
Initial Trust Property
Investment Guidelines
Material Adverse Effect
Permitted Investments
Principal
Qualified Trustee
Related Party
Relevant Jurisdiction
Resolution
Security Interest
Settlor
Successor Trustee
Tax
Trust
Trust Assets
Trust Documents
Trust Period
Trust Property
Trustee
Trustee Acts
Trustee Fee
Trust Register
Valuation Date
Vesting Date
Appointment Date
Assets
Authorized Investments
Beneficiary
Business Day
Certificate of Trust
Distributable Income
Distribution Date
Effective Date
Eligible Securities
Event of Default
Extraordinary Resolution
Fiduciary
Governing Law
Income
Initial Trust Property
Investment Guidelines
Material Adverse Effect
Permitted Investments
Principal
Qualified Trustee
Related Party
Relevant Jurisdiction
Resolution
Security Interest
Settlor
Successor Trustee
Tax
Trust
Trust Assets
Trust Documents
Trust Period
Trust Property
Trustee
Trustee Acts
Trustee Fee
Trust Register
Valuation Date
Vesting Date
Clauses
Appointment of Trustee
Trust Property
Powers of Trustee
Duties of Trustee
Investment Powers
Distribution Provisions
Income and Capital
Indemnification
Removal and Retirement of Trustee
Appointment of Successor Trustee
Liability and Compensation
Trust Administration
Accounting and Reporting
Amendment and Variation
Termination
Governing Law and Jurisdiction
Confidentiality
Tax Provisions
Notices
Delegation
Beneficiary Rights
Trust Records
Compliance
Security Interests
Severability
Perpetuity Period
Force Majeure
Dispute Resolution
Representations and Warranties
Execution Requirements
Trust Property
Powers of Trustee
Duties of Trustee
Investment Powers
Distribution Provisions
Income and Capital
Indemnification
Removal and Retirement of Trustee
Appointment of Successor Trustee
Liability and Compensation
Trust Administration
Accounting and Reporting
Amendment and Variation
Termination
Governing Law and Jurisdiction
Confidentiality
Tax Provisions
Notices
Delegation
Beneficiary Rights
Trust Records
Compliance
Security Interests
Severability
Perpetuity Period
Force Majeure
Dispute Resolution
Representations and Warranties
Execution Requirements
Relevant Industries
Relevant Teams
Relevant Roles
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