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Simple Trust Agreement

Simple Trust Agreement Template for Germany

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Key Requirements PROMPT example:

Simple Trust Agreement

"I need a Simple Trust Agreement under German law to establish a family trust for managing inherited real estate assets, with my sister as trustee and my three children as beneficiaries, to be effective from March 1, 2025."

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Document background
The Simple Trust Agreement (Treuhandvertrag) is essential for establishing formal trust arrangements under German law, particularly when individuals or organizations need to delegate the management of assets or rights to a trusted fiduciary. This document is commonly used in wealth management, estate planning, and business restructuring scenarios. Unlike common law trusts, the German Treuhand structure operates within the civil law framework, requiring specific provisions to ensure compliance with German legal requirements. The agreement should be used when parties wish to create a legally binding arrangement for asset management, whether for family wealth preservation, business purposes, or other fiduciary relationships. It includes comprehensive details about the trust property, management obligations, beneficiary rights, reporting requirements, and termination conditions, all structured to comply with German civil law principles and regulatory requirements.
Suggested Sections

1. Parties: Identification of the trustor (Treugeber), trustee (Treuhänder), and any initial beneficiaries (Begünstigte)

2. Background: Context of the trust arrangement and the parties' intention to create a trust relationship

3. Definitions: Key terms used throughout the agreement, including specific German legal terminology

4. Trust Property: Detailed description of the assets or rights being placed in trust

5. Appointment of Trustee: Formal appointment and acceptance of the trustee role

6. Trustee Powers and Duties: Comprehensive list of trustee's authorities and obligations under German law

7. Trust Management: Rules for administering the trust property and making decisions

8. Beneficiary Rights: Rights of beneficiaries, including information rights and distribution entitlements

9. Duration and Termination: Term of the trust and circumstances under which it may be terminated

10. Accounting and Reporting: Requirements for financial reporting and maintaining trust accounts

11. Liability and Indemnification: Extent of trustee's liability and any indemnification provisions

12. Governing Law and Jurisdiction: Confirmation of German law application and jurisdiction for disputes

13. Notices: Process for formal communications between parties

14. Miscellaneous: Standard boilerplate provisions including severability and entire agreement

Optional Sections

1. Successor Trustee Provisions: Procedures for appointing replacement trustees - include when continuity planning is important

2. Investment Guidelines: Specific investment rules and restrictions - include for trusts with significant financial assets

3. Tax Provisions: Specific tax handling instructions - include when tax optimization is a key objective

4. Distribution Committee: Rules for a committee to oversee distributions - include for larger family trusts

5. Protector Provisions: Appointment and powers of a trust protector - include when additional oversight is desired

6. Conflict Resolution: Detailed dispute resolution procedures - include when complex family relationships are involved

7. Amendment Procedures: Specific rules for modifying trust terms - include when flexibility might be needed

8. Privacy and Confidentiality: Enhanced confidentiality provisions - include for high-profile or sensitive arrangements

Suggested Schedules

1. Schedule 1 - Initial Trust Property: Detailed inventory and valuation of initial trust assets

2. Schedule 2 - Trustee Compensation: Fee structure and payment terms for trustee services

3. Schedule 3 - Beneficiary Details: Complete information about initial beneficiaries and their entitlements

4. Schedule 4 - Investment Policy: Detailed investment guidelines and restrictions

5. Appendix A - Reporting Templates: Standard forms for periodic trustee reports

6. Appendix B - Administrative Procedures: Detailed operational procedures for trust administration

7. Appendix C - Power of Attorney: Standard power of attorney forms for trust operations

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions
































Clauses































Relevant Industries

Financial Services

Private Banking

Wealth Management

Real Estate

Family Office Services

Professional Services

Legal Services

Asset Management

Corporate Services

Estate Planning

Charitable Organizations

Investment Management

Relevant Teams

Legal

Compliance

Wealth Management

Trust Administration

Risk Management

Asset Management

Client Services

Financial Planning

Investment

Operations

Private Banking

Corporate Services

Relevant Roles

Trust Officer

Wealth Manager

Legal Counsel

Private Client Advisor

Estate Planning Attorney

Compliance Officer

Asset Manager

Financial Advisor

Trust Administrator

Risk Manager

Family Office Manager

Corporate Trustee

Investment Manager

Fiduciary Services Director

Trust Operations Manager

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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