The Trust Purchase Agreement is essential when transferring ownership or beneficial interests in a trust structure within the United States. This document is commonly used in estate planning, business restructuring, or investment transactions where trust interests are being bought and sold. It addresses crucial elements such as due diligence requirements, regulatory compliance, tax implications, and fiduciary responsibilities. The agreement must comply with both federal and state trust laws, securities regulations, and specific jurisdictional requirements where the trust is domiciled.
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1. Parties: Identifies all parties to the agreement, including the seller, purchaser, and any trustees
2. Background/Recitals: Explains the context and purpose of the agreement, including details about the trust being purchased
3. Definitions: Defines key terms used throughout the agreement
4. Purchase and Sale: Details the specific trust interests being sold and purchased
5. Purchase Price and Payment Terms: Specifies the purchase price and payment methodology
6. Closing: Details the closing process, timing, and requirements
7. Representations and Warranties: Statements of fact and assurances from both parties
8. Covenants: Ongoing obligations of the parties
9. Governing Law: Specifies the jurisdiction governing the agreement
1. Due Diligence: Details the due diligence process and requirements when extensive pre-closing review is needed
2. Regulatory Compliance: Addresses specific regulatory requirements when the trust involves regulated assets or activities
3. Tax Matters: Addresses tax implications and responsibilities when significant tax considerations exist
4. Transition Services: Details any post-closing services to be provided when ongoing support is needed after the purchase
1. Trust Assets Schedule: Detailed listing of all trust assets being purchased
2. Trust Documents: Copies of trust formation documents and amendments
3. Beneficiary Information: Details of current beneficiaries and their interests
4. Required Consents: List of required third-party consents and approvals
5. Transfer Documents: Forms and documents required to effect the transfer
6. Due Diligence Checklist: List of required due diligence items and their status
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