The following Private Client guidance note provides comprehensive and up to date legal information covering:
This TRUST is made on [date].
[settlor] of [address] (the Settlor) and
[original trustees] of [addresses] (the Original Trustees)
The Settlor wishes to make this Trust for the benefit of [name] (the Disabled Beneficiary) and has transferred to the Original Trustees the assets described in Schedule 1 to be held on the following trusts.
The Disabled Beneficiary is a disabled person within the meaning of that term in the Finance Act 2005, Schedule 1A.
This Deed provides:
Definitions and interpretation
In this Trust:
means charitable (and exclusively charitable) according to English law;
means a trust, corporation, association, society or other institution established only for charitable purposes and Charities has a corresponding meaning;
means (subject to clause 5) the following persons:
[the Disabled Beneficiary’s spouse;]
the descendants of the Disabled Beneficiary; and
the spouses, widows and widowers (whether or not remarried) of the descendants of the Disabled Beneficiary,
and Discretionary Beneficiary has a corresponding meaning;
shall include a civil partner registered under the Civil Partnership Act 2004 and a spouse of the same sex, and a person is a surviving spouse whether or not
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