“SEPARAZIONE PATRIMONIALE E AUTONOMIA PRIVATA”

enderlo compatibile con le caratteristiche generali e le tradizionali scelte di politica del
diritto degli ordinamenti continentali.
In proposito, si segnala, in primo luogo, l’art X-5:201 (Priority of rules of succession
law) 430 che ha il pregio di chiarire il rapporto che l’istituzione del trust ha rispetto al
diritto delle successioni ed in particolare, nell’ottica di un interprete italiano, con le
norme sulla tutela delle aspettative dei legittimari.
Con riferimento alla tutela del credito il progetto precisa, all’art. X-12:101, il regime di
responsabilità dei beni conferiti nel trust, che risponderanno dei soli trust debt, ossia dei
debiti che siano collegati oggettivamente con il trust, secondo i criteri indicati al
successivo art. X – 12:102 431 .
430 “Where the trust is to effect on the truster’s death, the trust is subject to the prior application of those
rules of succession law which determine: (…)
b) (i) whether the truster was free to dispose of the fund or any asset within the fund;
(ii) Whether any person has a claim in respect of the fund take or assets within the fund,
reason fo their family or other connection to the deceased, and
(iii) How such claims are to be satisfied”
431 X – 12: 102 (Definition of trust debt)
(1) An obligation which binds the owner for the time being of an asset is a trust debt if that asset if
that asset is a trust asset.
(2) An obligation which a trustee incurs in the course of performing obligations under trust is a trust
debt.
(3) An obligation incurred by a trustee by a contract or other judicial act, but not in the course of
performing obligations under the trust is a trust debt if:
(a) the trustee acts in that capacity;
(b) the juridical act is not gratuitous; and
(c) the other party neither knows nor could reasonably be expected to know that the trustee is
not incurring the obligation in the course of fulfilling an obligation under the trust,
(4) An obligation incurred by a trustee otherwise than by a juridical act and not in the course of
performing obligations under the trust debt if it is materially connected with:
(a) the trust fund or a trust debt; or
(b) an act or omission of the trustee in the administration or disposition of the trust fund; or
(c) incurring or performing an obligation which is itself a trust debt.
(5) The obligations of trustees to reimburse, indemnify or remunerate a former trustee or an
intended trustee who has exercised a right of refusal are also trust debts.
(6) Other obligations of a trustee are not trust debts.
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