certificate of trust
Polish translation: zaświadczenie o istnieniu trustu/funduszu powierniczego (i uprawnieniach powiernika/powierników)
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| 07:42 Apr 14, 2017 |
| English to Polish translations [PRO] Bus/Financial - Finance (general) / finanse / prawo | |||||||
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|  Selected response from: mike23 Poland Local time: 12:21 | ||||||
Grading comment
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| na przykładzie stanu Delaware |
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Answers
5 hrs confidence: 
peer agreement (net): +1
peer agreement (net): +1zaświadczenie i istnieniu trustu/funduszu powierniczego (i uprawnieniach powiernika/powierników) Explanation: Nie mam pewności. Wymyśliłem te zwroty, ale może będzie to pomocne. --- Certificate of Trust (Existence and Authority) -> 1) Zaświadczenie i istnieniu trustu/funduszu powierniczego (i uprawnieniach powiernika/powierników) Inne opcje: 2) Oświadczenie o truście/funduszu powierniczym (i ...) 3) Oświadczenie o utworzeniu trustu (i ...) 4) Zaświadczenie o istnieniu umowy trustu/funduszu powierniczego (i uprawnieniach ...) --- 565.432 Certificate of trust existence and authority; contents. Sec. 2. A certificate of trust existence and authority shall contain all of the following information: (a) The title of the trust. (b) The date of the trust agreement and any amendments to the trust agreement. (c) The name of the settlor or grantor and the settlor's or grantor's address. (d) The names and addresses of all of the trustees and successor trustees. (e) The legal description of the affected real property. (f) Verbatim reproductions of provisions of the trust agreement, and any amendments to the trust agreement, regarding all of the following: (i) The powers of the trustee or trustees relating to real property or any interest in real property and restrictions on the powers of the trustee or trustees relating to real property or any interest in real property. (ii) The governing law. (iii) Amendment of the trust relating to the trust provisions described in subdivision (a) to (f)(ii). (g) Certification that the trust agreement remains in full force and effect. (h) A list of names and addresses of all persons who, at the time the certificate of trust is executed, are trustees of the trust. http://www.legislature.mi.gov/(S(tvad1trbmlt0tpyaedmr5ezp))/... Przykład: CERTIFICATE OF TRUST EXISTENCE AND AUTHORITY The undersigned "Affiant" being first duly sworn, deposes and states that: 1. Affiant, whose address is ___________________________________________, is the Attorney for Settlor/Trustee/Successor Trustee of the ______________________________________________, under agreement dated ____________, which has not since been amended (the "Trust"). 2. The Trust Agreement authorizes the Trustee to sell, convey, mortgage or lease any and all real estate subject to the Trust, including the property described in attached Exhibit A. ... 7. The Certificate is given pursuant to MCL 565.432; MSA 26.745(2) to give record notice of the Trust and to enable purchasers or other parties to rely on the information contained herein without further examination of the Trust Agreement and any amendment(s) thereto. ... STATE OF MICHIGAN COUNTY OF ______________ Subscribed and sworn to before me this ______________________. Appeared ____________________________________________________________, to be known as the person described in and who executed the foregoing instrument and acknowledged it was his/her free act and deed. ____________________________________ Notary Public, ______________ County, Michigan ... https://www.michigantitle.com/forms/Certificate of Trust.pdf -------------------------------------------------- Note added at 5 hrs (2017-04-14 12:56:08 GMT) -------------------------------------------------- https://www.google.pl/#q="Certificate of Trust Existence and... -------------------------------------------------- Note added at 5 hrs (2017-04-14 12:59:41 GMT) -------------------------------------------------- Korekta, miało być "o istnieniu". Wersja 1 jeszcze raz -> zaświadczenie/oświadczenie o istnieniu trustu/funduszu powierniczego (i uprawnieniach powiernika/powierników) -------------------------------------------------- Note added at 7 hrs (2017-04-14 14:43:24 GMT) -------------------------------------------------- Zastanawiam się czy to ma być zaświadczenie/certyfikat czy oświadczenie (w treści powyżej mamy słowa "...deposes and states" składane przed notariuszem - w polskich realiach to raczej "oświadczenie"). Sugestia Pana Romana też jest sensowna - krótko i dość ogólnie. --- Jeszcze inna opcja: oświadczenie w sprawie (istnienia) powiernictwa/trustu/funduszu powierniczego (i uprawnień powiernika/powierników) |
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10 hrs confidence:
świadectwo rejestracji/utworzenia zarządu powierniczego / instytucji powierniczej / trustu Explanation: A Delaware statutory trust (DST) is a legally recognized trust that is set up for the purpose of business, but not necessarily in the U.S. state of Delaware. It may also be referred to as an Unincorporated Business Trust or UBO.[1] Delaware statutory trusts are formed as private governing agreements under which either (1) property (real, tangible and intangible) is held, managed, administered, invested and/or operated; or (2) business or professional activities for profit are carried on by one or more trustees for the benefit of the trustor entitled to a beneficial interest in the trust property.[2] DST Investments are offered as replacement property for accredited investors seeking to defer their capital gains taxes through the use of a 1031 tax deferred exchange and as straight cash investments for those wishing to diversify their real estate holdings. The DST property ownership structure allows the smaller investor to own a fractional interest in large, institutional quality and professionally managed commercial property along with other investors, not as limited partners, but as individual owners within a Trust. Each owner receives their percentage share of the cash flow income, tax benefits, and appreciation, if any, of the entire property. DSTs provide the investor the potential for annual appreciation and depreciation (tax shelter), and most have minimum investments as low as $100,000, allowing some investors the benefit of diversification into several properties.[3] The DST ownership option essentially offers the same benefits and risks that an investor would receive as a single large-scale investment property owner, but without the management responsibility. https://en.wikipedia.org/wiki/Delaware_statutory_trust Termin trustee oznacza powiernika, czyli osoby fizycznq lub prawnq, ktörej powierzono zarzqdzanie majqtkiem z zastrzezeniem, ze wypracowane przez dochody sq wiasnosciq benefiejenta ezvii beneficiary wskazanego w dokumencie ustanawiajqcym zarzad powierniczy, czyli trust, i okreslajqcym zakres uprawniert powiernika. W anglosaskiej doktrynie prawnej uznaje siy, ze powiernik, czyli trustee staje siy wlascicielem powierzonego mu majqtku w swietle common law, abenefiejent jest wlascicielem tego samego majatku w swietle equity, czyli uzupelniajqcych common law zasad sprawiedliwosci, zwanych röwniez po polsku zasadami slusznosci. https://siril87.files.wordpress.com/2015/06/berezowski-l-jak... Statutory trust (trust ustawowy)35 Powstaje na podstawie przepisÛw ustawy. TrustÛw ustawowych nie naleøy myliÊ z constructive trusts, ktÛre rÛwnieø powstaj¹ ex lege, ale ktÛrych ürÛd³em s¹ wywodz¹ce siÍ z precedensÛw zasady equity. http://www.rejent.com.pl/app/appStowarzyszenieS/publikacje/2... W chwili obecnej, w braku jakichkolwiek wskazówek w przedmiocie prawa właściwego dla trustu (czy to pochodzących od ustawodawcy, czy z orzecznictwa), sąd polski w sytuacji zetknięcia się z tego typu stosunkiem postawiony zostanie przed bardzo trudnym zadaniem. Monografia ma na celu sformułowanie wskazówek co do metod poszukiwania prawa właściwego, które będą mogły zostać wykorzystane przed polskimi sądami i w praktyce obrotu. Trzeba podkreślić, że przez wiele lat, nawet już po 1989 r., czynności powiernicze — poza przewłaszczeniem na zabezpieczenie, któremu poświęcono dość dużo uwagi — nie stanowiły przedmiotu większego zainteresowania polskiej doktryny prawa cywilnego. Omawiano jednak niekiedy szczegółowe instytucje, które traktowane są jak powiernicze (instytucje powiernicze występują w polskim prawie wyłącznie pod szczegółowymi postaciami; ogólna 1. Uwagi ogólne 23 konstrukcja powiernictwa nie jest obecna w polskim ustawodawstwie, choć w ograniczonym zakresie znana jest praktyce prawniczej). Długo brakowało w polskiej literaturze opracowań systemowych, usiłujących wydobyć istotę stosunku powierniczego. Ten stan rzeczy w istotny sposób zmienił się wraz z opublikowaniem w 2005 r. dwóch obszernych monografii przedstawiających konstrukcje powiernictwa w sposób całościowy, z dogłębną analizą materiału prawnoporównawczego http://wydawnictwo.us.edu.pl/sites/wydawnictwo.us.edu.pl/fil... 1.91. Trust .................................................................................................................. 90 1.92. Trust osobisty (personal trust) ...................................................................... 96 1.93. Trust prywatny (private trust) ....................................................................... 97 1.94. Trust sądowy (constructive trust) ................................................................. 97 1.95. Trust społecznie użyteczny (social trust) ..................................................... 97 1.96. Trust ustanawiany w drodze jednostronnej czynności prawnej (express trust) .................................................................................................. 97 http://www.ksiegarnia.beck.pl/media/product_custom_files/1/1... PURPOSES The Delaware Statutory Trust is used in a variety of transactions and structures. Delaware Statutory Trusts are used as vehicles for investment, as legal entities for the conduct of business, and as special purpose entities for the holding of title to assets. The flexibility of the Act as to the operation, management and activities of the trust and the limited liability granted to beneficial owners have made Delaware Statutory Trusts the perfect vehicle for a diverse range of business transactions. In the real estate context, Delaware Statutory Trusts serve in a number of different types of transaction structures. In connection with liability concerns, Delaware Statutory Trusts are used to hold title to real estate. Title to the property is held by the trust as a legal entity, and the beneficial owners enjoy the protections of limited liability afforded by the Act. Delaware Statutory Trusts also are used in connection with tax matters. Delaware Statutory Trusts are used to serve as the entity to hold title to real estate and to qualify as a “real estate investment trust” for tax purposes. Additionally, Delaware Statutory Trusts are utilized as entities to hold title to real estate for purposes of investment and the tax advantages afforded in 1031 exchanges. With respect to transfer taxes, Delaware Statutory Trusts are employed in some jurisdictions to reduce transfer taxes associated with transfers of title. http://www.americanbar.org/content/dam/aba/events/real_prope... |
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Reference comments
1 hr peer agreement (net): +2 |
| Reference: na przykładzie stanu Delaware Reference information: Formation of a Delaware Statutory Trust is fairly easy. Under the Act, the following is required for a Delaware Statutory Trust to exist: (i) a governing instrument (typically a trust agreement), (ii) a certificate of trust filed with the Office of the Secretary of State of the State ofvDelaware (the “Delaware Secretary of State”), (iii) one or more trustees, and (iv) one or more beneficial owners - page 2 B. The Certificate of Trust The Act requires the filing of a certificate of trust for each Delaware Statutory Trust.3 The certificate of trust is filed with the Delaware Secretary of State and is the only document that needs to be filed with the Delaware Secretary of State in connection with the creation of the Delaware Statutory Trust. The certificate of trust is required to contain the name of the trust and the name and address of one trustee in the State of Delaware - page 3 http://www.americanbar.org/content/dam/aba/events/real_prope... -------- EX-4.3 4 dex43.htm CERTIFICATE OF TRUST - https://www.sec.gov/Archives/edgar/data/19617/00011931250411... |
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