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BALDWINS
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Australian Lawyers & Consultants
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Instructions to Baldwins To Create A Family
Discretionary Trust
For information and to make an appointment please contact:
Mr Joe. Lederman
Baldwins, Lawyers and Consultants
Level 6, 313 LaTrobe St
Melbourne
Victoria
3000
Australia
Phone: (+6 13) 9606 0022
Fax: (+6 13) 9606 0882
Email: mail@baldwins.com.au
(1). Settlor's Name:- ..................................................................................
Address:- ..................................................................................
..................................................................................
Occupation:- ..................................................................................
(2). Trustee's Name:- ..................................................................................
ACN:- ..................................................................................
Address:- ..................................................................................
..................................................................................
If the
trustee is a corporate trustee, list the names of the directors and secretary:
..................................................................................
..................................................................................
..................................................................................
..................................................................................
If the
trustee is a corporate trustee, how are documents executed by the company? (ie is a common seal required, are
two director’s signatures required? Is a director and
a secretary signature required, or is it a one director / shareholder company
only)?
..................................................................................
..................................................................................
(3). Amount of
Settled
Sum:- ..................................................................................
(4). Date of
Settlement:- ..................................................................................
(5). Name of Trust:- ..................................................................................
(6). Specified
Beneficiaries:- ..................................................................................
..................................................................................
..................................................................................
..................................................................................
..................................................................................
..................................................................................
..................................................................................
(7). Additional
Members of the
class of
General
Beneficiaries:- ..................................................................................
..................................................................................
..................................................................................
..................................................................................
..................................................................................
(8). The Vesting
Day:- ..................................................................................
(NB. The
Vesting Day will be 30th June
2083 unless otherwise instructed)
(9). * Name of
Guardian:- ..................................................................................
Address of
Guardian:- ..................................................................................
..................................................................................
* Normally Guardian is the
person whose consent is required for any changes of Trust or for capital
distributions to be altered. If there is no successor Guardian, then further
changes after death of Guardian will not be permitted. This may be a good thing
in some circumstances.
(10). Name
of
successor
Guardian (if any):-
..................................................................................
Address of
successor
Guardian:- ..................................................................................
..................................................................................
* (See
footnote (9). above)
(11). **Name of
Appointor:- ..................................................................................
Address of
Appointor:- ..................................................................................
..................................................................................
** Appointor has ultimate
control of Trust because of Appointor having power to remove and appoint any
Trustee of the Trust. If no successor Appointor is named, then the executors of
last deceased Appointor will become the Appointor by default.
(12). Name
of
successor
Appointor:- ..................................................................................
Address of
successor
Appointor:- ..................................................................................
..................................................................................
Please
forward completed Instruction Sheet to:
BALDWINS
Australian Lawyers & Consultants
Level
6,
313 LaTrobe Street
Melbourne VICTORIA 3000
Ph:
(03) 9606 0022
Fax:
(03) 9606 0882
Email:
mail@baldwins.com.au