家庭信托（二）家庭信托之组合
家庭信託 Family Trust (2)
Trust Establishment Package
家庭信託組合
〔13〕Establishing a trust involves taking instructions, preparing a trust deed to meet the client’s requirement, selecting trustees who are willing to take on trustee obligations and arranging for the deed to be correctly executed by all parties.
〔13〕設立家庭信託大概有以下幾個步驟：瞭解當事人情況並根據當事人個案“量體裁衣”，起草信託契約，選擇託管人(須自願承擔託管義務)並安排有關方面簽署檔丶啟動信託。
〔14〕A comprehensive trust and management service often includes asset planning, settlement of trusts, wills, enduring powers of attorney and personal affairs management, trustee advisory services and estate administration.
〔14〕信託之設立和管理包括財產規劃，確立信託丶遺囑及持久性授權書，個人相關事務安排丶託管人諮詢及財產繼承方面的管理。
〔15〕For a normal family trust (a trust for the benefit of a couple and their children). The package includes:
˙A meeting with our client for instructions
˙Preparation of a trust deed
˙Preparation of opening trustee resolutions
˙Preparation of a memorandum of wishes
˙Attending to the execution of the trust deed
˙Preparation of new wills
〔15〕一個普通的家庭信託(目的為夫婦及其子女受益)，大致步驟如下：
˙ 與當事人面談瞭解意圖；
˙ 起草信託契約；
˙ 起草託管人決議；
˙ 起草意願書；
˙ 鑒證檔簽署(是檔生效的一個程式性要件)；
˙ 起草新遺囑。
TO BE CONTINUED
待續
