¶¶Òõ¶ÌÊÓƵ

All Countries
Legal Services
Trust Agreement For Shares

Trust Agreement For Shares Template for Ireland

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Trust Agreement For Shares

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Trust Agreement For Shares

"I need a Trust Agreement for Shares to establish a family business succession structure, where company shares will be held in trust for my three children until January 2025, with specific provisions for graduated distribution of voting rights as each child reaches age 25."

Celebrated by
Collaborations with
Investors
Document background
A Trust Agreement For Shares is a crucial legal instrument used in Ireland when establishing a trust structure for holding and managing shares in one or more companies. This document is commonly employed in succession planning, family business arrangements, employee share schemes, or corporate restructuring. It details the transfer of shares from a settlor to trustees, who then hold and manage these shares for the benefit of specified beneficiaries. The agreement must comply with Irish trust law, particularly the Trustee Act 1893 and Companies Act 2014, while addressing modern corporate governance requirements. It includes comprehensive provisions for trust administration, trustee powers and duties, beneficiary rights, and distribution rules. The document is essential for protecting the interests of all parties involved and ensuring clear guidelines for trust management.
Suggested Sections

1. Parties: Identifies the Settlor, Trustee(s), and Beneficiaries

2. Background: Sets out the context of the trust creation and the Settlor's intention

3. Definitions: Defines key terms used throughout the agreement

4. Declaration of Trust: Formal declaration establishing the trust and transferring the shares

5. Trust Powers: Details the powers granted to trustees in managing the trust

6. Trustees' Duties: Specifies the obligations and responsibilities of the trustees

7. Administration of Trust: Sets out procedures for trust management and decision-making

8. Distribution Rules: Specifies how and when trust assets can be distributed to beneficiaries

9. Duration of Trust: Specifies the trust period and termination conditions

10. Appointment and Retirement of Trustees: Procedures for changing trustees

11. Trustees' Remuneration: Details any fees or compensation for trustees

12. Governing Law and Jurisdiction: Confirms Irish law governs the trust and Irish courts have jurisdiction

Optional Sections

1. Investment Powers: Detailed investment guidelines and restrictions - include when specific investment parameters are required

2. Protector Provisions: Powers and duties of a trust protector - include when a protector is appointed

3. Corporate Actions: Procedures for handling corporate actions affecting the shares - include for operating company shares

4. Tax Provisions: Specific tax planning mechanisms - include when complex tax structures are involved

5. Conflict Resolution: Detailed dispute resolution procedures - include when requested by parties

6. Amendment Powers: Procedures for modifying trust terms - include when flexibility is required

7. Letter of Wishes: Reference to Settlor's non-binding guidance - include when Settlor wants to provide future guidance

Suggested Schedules

1. Schedule 1 - Trust Property: Detailed description of shares held in trust, including share certificates numbers and company details

2. Schedule 2 - Beneficiaries: Full list of beneficiaries and their respective interests or share classes

3. Schedule 3 - Trustee Powers: Comprehensive list of specific powers granted to trustees

4. Schedule 4 - Administrative Provisions: Detailed procedures for trust administration and management

5. Schedule 5 - Remuneration Schedule: Detailed breakdown of trustee fees and payment terms

6. Appendix A - Form of Appointment: Template for appointing new trustees

7. Appendix B - Form of Retirement: Template for trustee retirement

8. Appendix C - Investment Guidelines: Detailed investment policies and restrictions if applicable

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions




































Clauses






























Relevant Industries

Financial Services

Professional Services

Family Business

Private Equity

Investment Management

Corporate Services

Wealth Management

Legal Services

Trust Services

Banking

Relevant Teams

Legal

Corporate Secretariat

Compliance

Wealth Management

Trust Administration

Tax

Private Client Services

Corporate Governance

Investment Management

Risk Management

Relevant Roles

Corporate Lawyer

Trust Administrator

Wealth Manager

Financial Advisor

Corporate Secretary

Trust Officer

Compliance Officer

Tax Advisor

Estate Planner

Company Director

Family Office Manager

Investment Manager

Legal Counsel

Private Client Advisor

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Subordination Deed Of Trust

An Irish law governed trust deed that establishes priority between different classes of debt and creates a trust structure to manage subordination arrangements.

find out more

Trust Agreement For Shares

An Irish law-governed agreement establishing a trust structure for holding and managing shares, defining trustee powers and beneficiary rights.

find out more

Declaration Of Trust Deed

An Irish law document creating a trust relationship where trustees hold and manage assets for beneficiaries, establishing the trust's terms and parties' rights and obligations.

find out more

Nominee Declaration Of Trust

An Irish law-governed document establishing a trust arrangement where a nominee holds legal title to assets on behalf of a beneficial owner.

find out more

Simple Declaration Of Trust

An Irish law document establishing a trust arrangement, detailing trustees' powers and beneficiaries' rights regarding specified assets or property.

find out more

Nominee Trust Agreement

An Irish law agreement establishing a nominee trust arrangement where a trustee holds and manages assets on behalf of a beneficial owner, subject to Irish trust law and regulations.

find out more

Indemnity Deed Of Trust

An Irish law governed trust deed that establishes a trust structure with built-in indemnity provisions to protect specified parties against potential liabilities.

find out more

Trust Operating Agreement

An Irish law-governed agreement establishing the operational framework and administrative procedures for managing a trust, including trustee powers, duties, and governance structure.

find out more

Contractual Trust Agreement

An Irish law-governed agreement establishing and regulating a trust arrangement, defining asset management and distribution terms between settlors, trustees, and beneficiaries.

find out more

Deed Of Trust Agreement

An Irish law-governed agreement establishing a trust relationship for asset management and transfer, defining trustee powers and beneficiary rights.

find out more

Revocable Trust Agreement

An Irish law-governed agreement establishing a revocable trust structure for asset management and distribution, with retained settlor control.

find out more

Family Trust Agreement

An Irish law-governed agreement establishing a family trust structure for asset management and wealth succession, defining trustee powers and beneficiary rights.

find out more

Trust Fund Agreement

An Irish law-governed agreement establishing a trust fund, setting out terms for asset management and distribution by trustees for beneficiaries.

find out more

Assignment Deed Of Trust

An Irish law deed that transfers trustee responsibilities and trust assets from an existing trustee to a new trustee, ensuring legal compliance and continuity of trust administration.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.

Read our Privacy Policy.