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Family Trust Deed

Family Trust Deed Template for Philippines

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Key Requirements PROMPT example:

Family Trust Deed

"I need a Family Trust Deed to transfer my family's manufacturing business and real estate holdings to my three adult children as beneficiaries, with my eldest daughter serving as trustee, to be established by March 2025 under Philippine law with specific provisions for business continuity and equal distribution of income."

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Document background
The Family Trust Deed is a sophisticated legal instrument used in the Philippines for establishing formal trust arrangements to manage and protect family assets across generations. This document becomes necessary when families seek to implement structured wealth succession planning, protect assets, or create efficient tax arrangements. A Family Trust Deed must comply with Philippine trust laws, particularly the Civil Code of the Philippines and the National Internal Revenue Code. It typically includes detailed provisions about trust property management, beneficiary rights, trustee powers and obligations, distribution rules, and trust administration procedures. The document is particularly relevant for high-net-worth families, business owners, and individuals seeking to establish long-term asset protection and wealth distribution mechanisms while maintaining control over how their assets benefit future generations.
Suggested Sections

1. Parties: Identifies the Settlor(s), Trustee(s), and Beneficiaries with their full legal names and addresses

2. Background: Sets out the context and purpose of creating the trust, including the settlor's intentions

3. Definitions: Defines key terms used throughout the deed for clarity and legal certainty

4. Declaration of Trust: Formal establishment of the trust and transfer of initial trust property

5. Trust Period: Specifies the duration of the trust and any termination conditions

6. Powers of Trustees: Comprehensive list of powers granted to trustees in managing trust assets

7. Duties of Trustees: Detailed obligations and responsibilities of trustees

8. Distribution of Income: Rules and procedures for distributing trust income to beneficiaries

9. Distribution of Capital: Provisions governing the distribution of trust capital

10. Appointment and Removal of Trustees: Procedures for changing trustees and minimum number requirements

11. Trust Administration: General administrative provisions including meetings, decisions, and record-keeping

12. Variation of Trust: Circumstances and procedures for modifying trust terms

13. Governing Law and Jurisdiction: Confirms Philippine law governance and jurisdiction

Optional Sections

1. Protector Provisions: Include when a trust protector is appointed to oversee trustees and provide additional security

2. Special Needs Provisions: Include when any beneficiaries have special needs or require specific care arrangements

3. Business Operation Provisions: Include when trust assets include business interests requiring specific management provisions

4. Foreign Asset Provisions: Include when trust includes assets located outside the Philippines

5. Charitable Purposes: Include when the trust has charitable components or objectives

6. Minor Beneficiary Provisions: Include when beneficiaries include minors requiring specific protection

7. Family Council: Include when family governance structure is desired for large family trusts

Suggested Schedules

1. Schedule A - Initial Trust Property: Detailed inventory of all assets initially settled into the trust

2. Schedule B - Beneficiary Details: Complete list of beneficiaries with their respective entitlements and conditions

3. Schedule C - Investment Powers: Specific investment guidelines and restrictions for trustees

4. Schedule D - Trustee Remuneration: Details of trustee compensation and expense reimbursement

5. Schedule E - Distribution Rules: Specific rules and formulas for income and capital distribution

6. Appendix 1 - Family Constitution: Optional family governance guidelines and principles

7. Appendix 2 - Deed of Acceptance: Formal acceptance of role by trustees

8. Appendix 3 - Letter of Wishes: Non-binding guidance from settlor regarding trust administration

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok成人版 | 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

Legal Services

Financial Services

Wealth Management

Private Banking

Estate Planning

Family Office Services

Real Estate

Investment Management

Tax Advisory

Professional Services

Relevant Teams

Legal

Wealth Management

Trust Administration

Estate Planning

Private Banking

Tax Advisory

Compliance

Corporate Services

Fiduciary Services

Family Office

Relevant Roles

Trust Lawyer

Estate Planning Attorney

Wealth Manager

Private Banker

Trust Administrator

Family Office Manager

Tax Advisor

Corporate Lawyer

Financial Planner

Trust Officer

Compliance Officer

Legal Counsel

Estate Manager

Fiduciary Services Manager

Family Wealth Advisor

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, 聽Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination, 聽Severance Pay, Governing Law, Entire Agreemen

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