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    The document provides an overview of a trust deed, which is a legal document that sets out the rules and regulations for creating and managing a trust. It must be signed by the settlor who creates the trust and the trustees who will administer it. The trust deed defines key parties like the settlor and beneficiaries. It also outlines details like the trust's name, location, purpose, duration, appointments of trustees and protector, and terms for managing the trust. Privacy of the trust deed is emphasized.

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    The document provides an overview of a trust deed, which is a legal document that sets out the rules and regulations for creating and managing a trust. It must be signed by the settlor who creates the trust and the trustees who will administer it. The trust deed defines key parties like the settlor and beneficiaries. It also outlines details like the trust's name, location, purpose, duration, appointments of trustees and protector, and terms for managing the trust. Privacy of the trust deed is emphasized.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    6 views2 pages

    3 SAP Education Handout 2

    Uploaded by

    Ron
    The document provides an overview of a trust deed, which is a legal document that sets out the rules and regulations for creating and managing a trust. It must be signed by the settlor who creates the trust and the trustees who will administer it. The trust deed defines key parties like the settlor and beneficiaries. It also outlines details like the trust's name, location, purpose, duration, appointments of trustees and protector, and terms for managing the trust. Privacy of the trust deed is emphasized.

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    of 2

    Sagacious Asset Protection

    Trust Education 2
    The Trust Deed

    DISCLAIMER

    The information shared in this presentation is for information


    and education purposes only, and must not be taken
    as personal advice or a recommendation.
    Due to the extensive nature of information relating to Trusts
    what we share in this presentation is an overview and
    must not be construed as being complete or entire.
    It does not take into account your personal circumstances
    needs, requirements or financial objectives.

    Sagacious Asset Protection

    Review: The Parties to a Trust


    Settlor
    Trustees
    Beneficiaries
    Executive Manager
    Protector

    The Premier Trust

    What is a Trust Deed


    A Trust Deed is a legal document that sets out the
    ‘Rules and Regulations’ for creating and managing your trust.

    It must be signed and dated by the Settlor (who creates the Trust)
    and the Trustees who manage and administer the Trust..
    The Premier Trust

    Who is Responsible for creating the Trust Deed?

    The Settlor

    The Premier Trust


    What information is included in a Trust Deed

    Definitions*
    Name of the Trust
    Authorization
    Location
    Nature of the Trust
    Intent and Purpose of the Trust
    Irrevocability and Duration
    Plus

    The Premier Trust


    The Detailed Provisions for all Appointments

    Settlor
    First Trustee
    Second Trustee
    Successor Trustee
    Board of Trustees
    Protector
    Beneficiaries
    Plus

    The Premier Trust


    The Trust Deed will also include

    The detailed
    Terms, Conditions, and Provisions
    for administering and managing the Trust.

    Privacy is Paramount!

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