摘要
随着我国社会经济的快速发展和财富管理需求的日益增长，遗嘱信托作为一种重要的财富传承工具逐渐受到关注。然而，《民法典》中关于遗嘱信托制度的规定尚显不足，其构建与法律适用仍存在诸多理论与实践问题亟待解决。本研究以《民法典》为背景，结合国内外相关立法经验与司法实践，通过文献分析、比较研究及案例剖析等方法，系统探讨了遗嘱信托制度的核心要素及其在法律适用中的关键问题。研究发现，《民法典》虽初步确立了遗嘱信托的法律地位，但在信托财产转移规则、受托人资格认定以及信托监督机制等方面仍需进一步完善。本文创新性地提出了遗嘱信托设立程序的优化路径，并针对实践中可能出现的争议问题设计了具体的解决方案。研究结论表明，明确遗嘱信托的法律框架、强化受托人责任规范以及完善信托监督机制，是推动该制度有效实施的关键所在。本研究不仅为我国遗嘱信托制度的完善提供了理论支持，也为相关司法实践提供了操作指南，对促进财富传承领域的法治建设具有重要意义。
关键词：遗嘱信托；《民法典》；信托财产转移
Abstract
With the rapid development of China's social economy and the growing demand for wealth management, testamentary trusts have gradually gained attention as an important tool for wealth succession. However, the provisions concerning the testamentary trust system in the Civil Code remain inadequate, leaving numerous theoretical and practical issues unresolved in its construction and legal application. This study, grounded in the Civil Code and drawing on domestic and international legislative experiences and judicial practices, employs methods such as literature analysis, comparative studies, and case analysis to systematically explore the core elements of the testamentary trust system and key issues in its legal application. The findings indicate that while the Civil Code has preliminarily established the legal status of testamentary trusts, further improvements are needed in areas such as rules for the transfer of trust assets, qualification recognition of trustees, and trust supervision mechanisms. This paper innovatively proposes optimization paths for the establishment procedures of testamentary trusts and designs specific solutions for potential disputes in practice. The conclusion highlights that clarifying the legal fr amework of testamentary trusts, strengthening trustee responsibility norms, and improving trust supervision mechanisms are crucial for the effective implementation of this system. This research not only provides theoretical support for the perfection of China's testamentary trust system but also offers operational guidelines for related judicial practices, significantly contributing to the rule of law in the field of wealth succession.
Keywords：Will Trust; Civil Code; Transfer Of Trust Property
目 录
摘要 I
Abstract II
一、绪论 1
(一) 研究背景与意义 1
(二) 国内外研究现状分析 1
(三) 研究方法与技术路线 2
二、遗嘱信托制度的理论基础 2
(一) 遗嘱信托的基本概念与特征 2
(二) 民法典中遗嘱信托的法律定位 3
(三) 遗嘱信托与其他相关制度的比较 4
三、民法典中遗嘱信托制度的构建 4
(一) 遗嘱信托设立的法律要件 4
(二) 遗嘱信托生效条件的规范设计 5
(三) 遗嘱信托管理人的权利与义务 6
四、遗嘱信托制度的法律适用问题 6
(一) 遗嘱信托争议解决机制的完善 6
(二) 特殊情形下遗嘱信托的效力认定 7
(三) 遗嘱信托制度在实践中的优化建议 8
结 论 9
参考文献 10
随着我国社会经济的快速发展和财富管理需求的日益增长，遗嘱信托作为一种重要的财富传承工具逐渐受到关注。然而，《民法典》中关于遗嘱信托制度的规定尚显不足，其构建与法律适用仍存在诸多理论与实践问题亟待解决。本研究以《民法典》为背景，结合国内外相关立法经验与司法实践，通过文献分析、比较研究及案例剖析等方法，系统探讨了遗嘱信托制度的核心要素及其在法律适用中的关键问题。研究发现，《民法典》虽初步确立了遗嘱信托的法律地位，但在信托财产转移规则、受托人资格认定以及信托监督机制等方面仍需进一步完善。本文创新性地提出了遗嘱信托设立程序的优化路径，并针对实践中可能出现的争议问题设计了具体的解决方案。研究结论表明，明确遗嘱信托的法律框架、强化受托人责任规范以及完善信托监督机制，是推动该制度有效实施的关键所在。本研究不仅为我国遗嘱信托制度的完善提供了理论支持，也为相关司法实践提供了操作指南，对促进财富传承领域的法治建设具有重要意义。
关键词：遗嘱信托；《民法典》；信托财产转移
Abstract
With the rapid development of China's social economy and the growing demand for wealth management, testamentary trusts have gradually gained attention as an important tool for wealth succession. However, the provisions concerning the testamentary trust system in the Civil Code remain inadequate, leaving numerous theoretical and practical issues unresolved in its construction and legal application. This study, grounded in the Civil Code and drawing on domestic and international legislative experiences and judicial practices, employs methods such as literature analysis, comparative studies, and case analysis to systematically explore the core elements of the testamentary trust system and key issues in its legal application. The findings indicate that while the Civil Code has preliminarily established the legal status of testamentary trusts, further improvements are needed in areas such as rules for the transfer of trust assets, qualification recognition of trustees, and trust supervision mechanisms. This paper innovatively proposes optimization paths for the establishment procedures of testamentary trusts and designs specific solutions for potential disputes in practice. The conclusion highlights that clarifying the legal fr amework of testamentary trusts, strengthening trustee responsibility norms, and improving trust supervision mechanisms are crucial for the effective implementation of this system. This research not only provides theoretical support for the perfection of China's testamentary trust system but also offers operational guidelines for related judicial practices, significantly contributing to the rule of law in the field of wealth succession.
Keywords：Will Trust; Civil Code; Transfer Of Trust Property
目 录
摘要 I
Abstract II
一、绪论 1
(一) 研究背景与意义 1
(二) 国内外研究现状分析 1
(三) 研究方法与技术路线 2
二、遗嘱信托制度的理论基础 2
(一) 遗嘱信托的基本概念与特征 2
(二) 民法典中遗嘱信托的法律定位 3
(三) 遗嘱信托与其他相关制度的比较 4
三、民法典中遗嘱信托制度的构建 4
(一) 遗嘱信托设立的法律要件 4
(二) 遗嘱信托生效条件的规范设计 5
(三) 遗嘱信托管理人的权利与义务 6
四、遗嘱信托制度的法律适用问题 6
(一) 遗嘱信托争议解决机制的完善 6
(二) 特殊情形下遗嘱信托的效力认定 7
(三) 遗嘱信托制度在实践中的优化建议 8
结 论 9
参考文献 10
