beneficial provisions

[Лумака и Лучертола]

Спасите... нигде не нахожу, ничто не помогает. Это название радела в трастовом дискреционном договоре, где бенефициары так же являются и трастовыми управляющими. что-то страшное, нашла только то, что provisions - это условия, beneficial - то ли дополнительные, то ли бенефициарные. Ну никак не могу понять!

[V]

без контекста трудно

посмотрите поиском по форуму - обсуждалось много

например:

http://www.multitran.ru/c/m.exe?a=ForumReplies&MessNum=53696&L1=1&L2=2&SearchString=*EQUTABLE+TITLE*&MessageNumber=53696

например, может означать "положения/нормы о правах бенефициара/выгодоприобретателя"

может и много чего еще другого значить

[Лумака и Лучертола]

контекст, если давать, слишком объемно.

Ну вот он

Part II: Beneficial Provisions
Overriding powers
1. Power of appointment
The Trustees shall hold the Trust Fund and the income thereof upon trust for the benefit of such one or more of the Beneficiaries in such shares and in such manner generally for their benefit (including powers and discretions exercisable by any person or persons) as they may from time to time during the Trust Period by Deed or Deeds revocable or irrevocable appoint
2. Power of maintenance and advancement
The Trustees may from time to time during the Trust Period by Deed or Deeds pay or apply all or any part of the Trust Fund and the income thereof to or for the maintenance education advancement or otherwise for the benefit of any one or more of the Beneficiaries
3. Power of resettlement
Without prejudice to the generality of clauses 3 and 4 the Trustees may irrevocably from time to time during the Trust Period by Deed or Deeds pay or transfer all or any part of the Trust Fund and the income thereof to the trustees of any other trust wherever situate (including powers and discretions exercisable by any person or persons) if the Trustees shall consider that to do so is for the benefit of one or more of the Beneficiaries (regardless of whether to do so is also for the benefit of persons who are not Beneficiaries) and upon such payment or transfer the Trustees shall not be bound to see to the further application of such money or property (except in the capacity of trustees of the other trust if this be the case)
4. Power to add and remove Beneficiaries
The Trustees may (with the written consent of the Settlor while alive and not suffering from Incapacity and thereafter in their absolute discretion) from time to time during the Trust Period by Deed or Deeds revocable or irrevocable declare that any person shall become or cease to be a Beneficiary either generally or for any period or periods in respect of the whole or any part of the Trust Fund provided that such power shall be a personal (as opposed to a fiduciary) power the exercise of which shall not be challengeable unless directly or indirectly benefiting (other than through a reduction in the time needing to be spent on trust administration) the Trustees or a Trustee Affiliate or any of their employees or the spouses or co-habitees thereof or any person actually known by the Trustees to be a relative or dependant of any such employee or spouse or co-habitee
5. Settlor's power of revocation
(a) During the Trust Period and whilst the Settlor is living and not suffering from Incapacity the Settlor may revoke by Deed this Settlement as to all or part of the Trust Fund and the income thereof provided that notice of such revocation shall be given to the Trustees and the revocation shall only be effective from the date of receipt of such notice by the Trustees. On any such revocation the Trust Fund or the assets to which the revocation relates shall vest absolutely beneficially in the Settlor
(b) No exercise of the powers contained in sub-clause 7 (a) shall prejudice or affect the validity of any payment of capital or income or other act or thing done prior thereto

[Alex16]

Не знаю как сформулировать, но речь идеь о правах и преимуществах, предоставляемых бенефициарам (выгодоприобретателям). По-моему, вариант V вполне можно использовать.

[V]

Ну и что... ну типичный дискреционный траст, так называемый "с остаточными полномочия/правами учредителя" (сеттлора).

Только вот откуда Вы, Лумака, а равно и напарница Ваша Лучертола :-), вот это взяли, что ***бенефициары так же являются и трастовыми управляющими***?

Там такого нет.
Более того, если бы было, то траст этот не смог бы сыграть своей роли tax planning механизма (а он тут у Вас явно именно с этой целью создаётся)

Да и не помню, чтобы такое когда-либо встречалось. Очень нетипично.

А в остальном - да, мой интуитивно предложенный вариант остается в силе.