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1. Parties: Identification of the Settlor(s), initial Trustees, and any initial Beneficiaries
2. Background: Context of the trust settlement and intention of the Settlor
3. Definitions and Interpretation: Key terms used throughout the agreement and interpretation rules
4. Declaration of Trust: Formal establishment of the trust and transfer of initial trust property
5. Trust Name and Duration: Official name of the trust and its intended duration or termination conditions
6. Trust Objects and Purpose: Primary purposes and objectives of the trust
7. Powers and Duties of Trustees: Comprehensive outline of trustees' authority and responsibilities
8. Appointment and Removal of Trustees: Procedures for trustee succession, resignation, and removal
9. Trust Administration: Day-to-day management procedures and decision-making processes
10. Beneficiaries' Rights and Interests: Definition of beneficiary rights, including distribution policies
11. Trust Property Management: Rules for handling, investing, and maintaining trust assets
12. Amendment Provisions: Procedures for modifying trust terms
13. Governing Law and Jurisdiction: Confirmation of South African law application and jurisdictional matters
14. Execution and Effective Date: Formal execution requirements and trust commencement date
1. Protector Provisions: Required when the trust includes a protector role to oversee trustees
2. Business Operation Clauses: Needed for trusts that will operate business enterprises
3. Charitable Purposes: Required for trusts with charitable objectives
4. Foreign Asset Provisions: Necessary when trust will hold overseas assets
5. Minor Beneficiary Provisions: Required when beneficiaries include minors
6. Special Needs Provisions: Needed for trusts managing care for disabled beneficiaries
7. Investment Policy Guidelines: Detailed investment rules for larger trusts with significant assets
8. Tax Planning Provisions: Specific clauses for trusts with complex tax considerations
9. Dispute Resolution: Detailed procedures for handling disputes between trustees or beneficiaries
1. Schedule A - Initial Trust Property: Detailed list and description of assets initially settled into the trust
2. Schedule B - Trustee Powers: Comprehensive enumeration of specific powers granted to trustees
3. Schedule C - Initial Beneficiaries: Full details of initial beneficiaries and their respective interests
4. Schedule D - Trustee Remuneration: Structure and terms of trustee compensation
5. Schedule E - Investment Guidelines: Specific investment policies and restrictions
6. Appendix 1 - Deed of Adherence: Template for adding new trustees
7. Appendix 2 - Distribution Policy: Detailed guidelines for making distributions to beneficiaries
8. Appendix 3 - Compliance Requirements: Summary of relevant regulatory and reporting obligations
Trust Property
Initial Trust Property
Settlor
Trustees
Initial Trustees
Beneficiaries
Initial Beneficiaries
Discretionary Beneficiaries
Vested Beneficiaries
Trust Deed
Trust Period
Termination Date
Distribution Date
Accumulation Period
Trust Objects
Trust Purposes
Trust Income
Trust Capital
Vesting Date
Protector
Master
Financial Year
Accounting Period
Business Day
Effective Date
Governing Law
Trust Powers
Independent Trustee
Professional Trustee
Trust Administrator
Distribution
Capital Distribution
Income Distribution
Trust Administration
Investment Manager
Trust Documents
Trust Account
Amendment
Applicable Laws
Authorized Investments
Compliance Requirements
Deed of Adherence
Encumbrance
Force Majeure
Material Change
Related Party
Resolution
Security Interest
Signature Date
Tax Year
Unanimous Decision
Majority Decision
Vested Rights
Writing
Establishment of Trust
Trust Property
Appointment and Removal of Trustees
Powers of Trustees
Duties of Trustees
Trustee Meetings and Decisions
Trustee Remuneration
Beneficiary Rights
Income Distribution
Capital Distribution
Investment Powers
Administrative Powers
Delegation
Trust Records
Financial Statements
Accounting
Amendment
Termination
Governing Law
Indemnification
Confidentiality
Compliance
Dispute Resolution
Force Majeure
Severability
Notices
Signatures
Asset Management
Succession Planning
Tax Provisions
Protector Provisions
Reporting Requirements
Liability
Trustee Discretion
Trust Duration
Beneficiary Determination
Property Dealings
Investment Restrictions
Distribution Policy
Trust Expenses
Private Wealth Management
Financial Services
Legal Services
Family Business
Charitable Organizations
Estate Planning
Tax Advisory
Asset Management
Private Banking
Philanthropy
Legal
Wealth Management
Trust Administration
Estate Planning
Private Client Services
Compliance
Tax Advisory
Fiduciary Services
Asset Management
Risk Management
Trust Administrator
Estate Planning Attorney
Wealth Manager
Financial Advisor
Tax Consultant
Trust Officer
Legal Counsel
Compliance Officer
Private Client Advisor
Fiduciary Services Manager
Estate Planner
Trust Account Manager
Senior Trust Administrator
Philanthropic Advisor
Family Office Manager
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