A Trust Merger Agreement is utilized when trustees decide to consolidate multiple trust structures for improved efficiency, cost reduction, or strategic purposes. This document, governed by English and Welsh law, sets out the complete framework for combining trusts, including asset transfers, trustee appointments, beneficiary rights, and regulatory compliance requirements. The agreement must comply with the Trustee Act 1925, Trustee Act 2000, and other relevant legislation, while ensuring proper documentation of all necessary approvals and consents.
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1. Parties: Identification of merging trusts and trustees
2. Background: Context of merger and existing trust arrangements
3. Definitions: Key terms used throughout the agreement
4. Transfer of Assets: Terms of asset transfer between trusts
5. Effective Date: When merger takes effect
6. Trustee Obligations: Ongoing responsibilities and duties
1. Charitable Objects: Required for charitable trusts only
2. Employee Transfer Provisions: If staff are being transferred between trusts
3. Investment Powers: If specific investment arrangements need to be addressed
4. Tax Provisions: Specific tax planning arrangements if required
1. Schedule of Assets: Detailed list of trust assets being transferred
2. Due Diligence Report: Summary of investigations into merging trusts
3. Trustee Resolutions: Formal trustee decisions approving merger
4. Regulatory Approvals: Copies of required regulatory consents
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