Create a bespoke document in minutes, 聽or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership聽of your information
Agreement And Declaration Of Trust
I need an Agreement And Declaration of Trust to establish a family trust in Denmark for managing our real estate portfolio worth 脙垄芒鈧∶偮5M, with three adult children as beneficiaries and quarterly distribution requirements, to be effective from March 1, 2025.
1. Parties: Identification of the settlor(s), trustee(s), and beneficiaries with their full legal names and addresses
2. Background: Context of the trust creation, including the settlor's intentions and purpose of the trust
3. Definitions: Definitions of key terms used throughout the agreement
4. Declaration of Trust: Formal declaration establishing the trust and transfer of assets to trustees
5. Trust Property: Description of the initial trust property and provisions for additional property
6. Trustee Powers and Duties: Comprehensive list of trustees' powers and obligations under Danish law
7. Administration of Trust: Procedures for trust management, decision-making, and record-keeping
8. Beneficiary Rights: Rights and entitlements of beneficiaries, including distribution rules
9. Duration and Termination: Term of the trust and circumstances for termination
10. Governing Law and Jurisdiction: Confirmation of Danish law application and jurisdiction
11. Amendment Provisions: Procedures for modifying trust terms
12. Execution: Signature blocks and execution requirements
1. Charitable Purposes: Required for charitable trusts, defining charitable objectives and public benefit requirements
2. Investment Policy: Detailed investment guidelines and restrictions for trust assets
3. Successor Trustees: Provisions for appointment and succession of trustees
4. Protector Provisions: Appointment and powers of a trust protector, if required
5. Tax Provisions: Specific tax planning arrangements and compliance requirements
6. Conflict Resolution: Detailed dispute resolution procedures and mediation requirements
7. Distribution Committee: Establishment and powers of a committee to oversee distributions
8. Foreign Element Provisions: Required when trust has international aspects or beneficiaries
1. Schedule 1 - Initial Trust Property: Detailed inventory and valuation of initial trust assets
2. Schedule 2 - Beneficiary Details: Complete list of beneficiaries and their respective interests
3. Schedule 3 - Administrative Provisions: Detailed procedures for trust administration and management
4. Schedule 4 - Investment Guidelines: Specific investment policies and restrictions
5. Schedule 5 - Distribution Rules: Detailed rules and formulas for benefit distribution
6. Appendix A - Key Contacts: List of professional advisors, banks, and other relevant contacts
7. Appendix B - Compliance Checklist: Regulatory and tax compliance requirements under Danish law
8. Appendix C - Forms: Standard forms for trust administration and beneficiary communications
Authors
Financial Services
Legal Services
Wealth Management
Private Banking
Family Office
Real Estate
Charitable Organizations
Investment Management
Professional Services
Estate Planning
Legal
Wealth Management
Compliance
Risk Management
Investment
Trust Administration
Private Banking
Tax Advisory
Estate Planning
Corporate Services
Trust Officer
Legal Counsel
Wealth Manager
Estate Planner
Private Banking Manager
Compliance Officer
Tax Advisor
Investment Manager
Family Office Director
Fiduciary Services Manager
Corporate Trustee
Senior Legal Advisor
Trust Administrator
Risk Management Officer
Portfolio Manager
Find the exact document you need
Agreement And Declaration Of Trust
A Danish law-governed document establishing a trust arrangement, defining asset transfer, management responsibilities, and beneficiary rights.
Download our whitepaper on the future of AI in Legal
骋别苍颈别鈥檚 Security Promise
Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; 骋别苍颈别鈥檚 AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a 拢1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.