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1. Parties: Identification of the trustee (Treuhänder), settlor (Treugeber), and any beneficiaries (Begünstigte)
2. Background: Context of the trust arrangement and the parties' intention to enter into a trust relationship
3. Definitions: Key terms used throughout the agreement, including technical and legal terminology
4. Trust Property: Detailed description of the assets or rights being placed in trust
5. Appointment of Trustee: Formal appointment and acceptance of the trustee role and responsibilities
6. Purpose of Trust: Clear statement of the trust's objectives and intended outcomes
7. Duties and Powers of Trustee: Comprehensive outline of trustee's obligations, authorities, and limitations
8. Rights and Obligations of Settlor: Specification of the settlor's ongoing rights and responsibilities
9. Management of Trust Property: Rules and procedures for handling and administering trust assets
10. Accounting and Reporting: Requirements for financial records, reports, and transparency
11. Remuneration: Terms of trustee compensation and expense reimbursement
12. Term and Termination: Duration of the trust and circumstances for termination
13. Governing Law and Jurisdiction: Confirmation of Austrian law application and jurisdiction
14. Notices: Process for formal communications between parties
15. Execution: Signature requirements and execution formalities
1. Successor Trustee Provisions: Procedures for appointing replacement trustees, used when continuity planning is required
2. Anti-Money Laundering Provisions: Specific AML obligations and procedures, required for trusts involving financial institutions or substantial assets
3. Confidentiality: Detailed confidentiality obligations, recommended for sensitive commercial or private arrangements
4. Tax Provisions: Specific tax handling and reporting requirements, needed for complex asset structures or international elements
5. Dispute Resolution: Alternative dispute resolution procedures, recommended for high-value or complex arrangements
6. Force Majeure: Provisions for unforeseen circumstances, useful for long-term or complex trust arrangements
7. Amendment Procedures: Process for modifying trust terms, recommended for long-term or complex trusts
8. Beneficiary Rights and Obligations: Detailed provisions regarding beneficiaries, required when beneficiaries have specific rights or obligations
1. Schedule A - Trust Property Inventory: Detailed listing and description of all assets placed in trust
2. Schedule B - Management Guidelines: Specific procedures and rules for managing different types of trust assets
3. Schedule C - Fee Schedule: Detailed breakdown of trustee compensation and allowable expenses
4. Schedule D - Reporting Ƶ: Standard formats for required financial and activity reports
5. Appendix 1 - Due Diligence Documentation: Copies of KYC and AML verification documents
6. Appendix 2 - Powers of Attorney: Any required powers of attorney or delegations of authority
7. Appendix 3 - Tax Documentation: Relevant tax forms and declarations
8. Appendix 4 - Communication Protocols: Detailed procedures for communications between parties
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