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Completed the settlors details 2025

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The document outlines the procedures and requirements for establishing a Protection Gift Trust with Legal & General, specifically focusing on a Discretionary Trust deed. It includes a checklist for completing the trust, important notes regarding legal and tax implications, definitions of key terms such as settlor, trustees, and beneficiaries, as well as provisions for managing the trust fund. The document emphasizes the importance of seeking legal advice and provides guidelines for appointing trustees and handling benefits under the trust.

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Who is considered the settlor?

The settlo r is the person who creates the trust. The settlor is usually not a beneficiary (current or potential) of the trust, except if the trust is in the name of the settlor.

What is the difference between a trustee and a settlor?

Initially, they were utilized by the ultra-wealthy but are now used by every socioeconomic class. A trust has many different aspects and roles. For instance, a settlor, also known as the grantor, is the person whose primary purpose is to create a trust. Similarly, someone who manages that trust is called the trustee.

Who is the settlor of my trust?

A settlor is the entity that establishes a trust. The settlor goes by several other names: donor, grantor, trustor, and trustmaker. Regardless of what this entity is called, its role is to legally transfer control of an asset to a trustee, who manages it for one or more beneficiaries.

Who is the person who is a settlor?

A settlor is a person who makes a settlement, thats someone who puts or gifts money or other assets into a settlement.

Who would be the settlor of a trust?

The person who creates the trust is known as the settlor. The settlor must transfer her property to the trust, which is then handled and administered by the trustee, or administrator, although the settlor may reserve specific powers to his or herself with respect to the trust.

What is an example of a settlor?

Sue gives 1,000 to her brother Roger to put into trust for her children. Roger sets up a trust with this money and although hes the named settlor in the trust deed, Sue is treated as the real settlor because it was her who indirectly provided (or settled) the funds.

What is the meaning of settlor?

In trust law, a settlor is a person who settles (i.e. gives into trust) their property for the benefit of the beneficiary. In some legal systems, a settlor is also referred to as a trustor, or occasionally, a grantor or donor.

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