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Practical requirements

Trust Drafting and Precedents

Geoffrey Shindler OBE and Julie Bell
Bloomsbury Professional
Publication Date:
June 2022
A: FRAMEWORK A2: Taking Instructions The settlor must be properly identified The source and identity of funds to be put in trust must be clearly identifiable and free from any taint of illegality Client's intentions The client's understanding that they lose control of assets (and sometimes lose the ability to benefit from them) Clarification of the settlor's wishes over investment (ethical or religious convictions) The result that the trust is designed to achieve Who are the trustees? Where are they situated? ...

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