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ProtectionSplit Trust Discretionary Important notes Please read these notes prior to completion. The following trust form should not be used for pension plans. This Split Trust Discretionary (the

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How to fill out discretionary split trust deed

01

Begin by identifying the settlor who is creating the trust.

02

Determine the trustees who will manage the trust assets and make distributions.

03

Specify the beneficiaries who will receive distributions from the trust.

04

Outline the discretionary powers of the trustees in making distributions.

05

Include any conditions or restrictions on distributions.

06

Specify how any remaining trust assets will be distributed upon termination of the trust.

Who needs discretionary split trust deed?

01

Individuals who want to protect their assets and control how they are distributed to beneficiaries may benefit from having a discretionary split trust deed.

02

Families with complex financial situations or blended families may also find a discretionary split trust deed useful in ensuring fair and equitable distribution of assets.

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What is discretionary split trust deed?

A discretionary split trust deed is a legal document that allows the settlor to split their assets into two separate trusts: one fixed interest trust and one discretionary trust.

Who is required to file discretionary split trust deed?

The settlor or trustee is required to file the discretionary split trust deed.

How to fill out discretionary split trust deed?

The discretionary split trust deed can be filled out by providing all relevant information about the split of assets and the terms of the two separate trusts.

What is the purpose of discretionary split trust deed?

The purpose of a discretionary split trust deed is to provide flexibility in the distribution of assets to beneficiaries.

What information must be reported on discretionary split trust deed?

The discretionary split trust deed must include details of the assets being split, the terms of the fixed interest trust, and the terms of the discretionary trust.

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