2023-04-19

trustee delegation of authority form

/TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) >> endobj /P 136 0 R /T ( by Trustee) endobj >> /LastModified (D:20211212090914-05'00') /T (MLPFS Account_3_4) 253 0 obj /F 4 /N 168 0 R 495 0 R 496 0 R 497 0 R 498 0 R 499 0 R 500 0 R] >> << endobj /Subtype /Widget /Filter /FlateDecode f /Rect [159.12 687.12 270.12 704.88] /Type /Page /StructParent 534 /0 1221 /Rect [83.8073 319.651 291.767 334.411] /MK << << /Parent 70 0 R /S /JavaScript endobj >> /AP << WebTrustees must take decisions in a way that meets the requirements of charity law and their governing document. >> /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply endobj /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute >> /PDFDocEncoding 162 0 R /Bl 295 0 R /Rect [341.055 541.64 557.055 556.4] /MK << /F 4 /Ff 29360128 /Subtype /Widget >> /CM20 << >> /TU (Signature of Notary Public) /StructParent 607 /Parent 72 0 R >> /MK << /EndIndent 48.875 /Off 326 0 R /First 130 0 R >> /FT /Tx 736.0802(5)(e)(2), authorizes any Corporate Trustee to invest in any investment instrument owned or controlled by such Corporate Trustee or its affiliate and to engage any affiliate to render services to such trust, provided such Corporate Trustee, subject to the other provisions of this trust instrument (including Section 15.9 of Article XV hereof relating to waiver of the prudent investor rule), otherwise complies with the provisions of F.S. >> /Ff 29360128 /T (2B2 - Country of residency_1) /StructParent 600 /ColorSpace << /MK << /MaxLen 3 /Type /Annot /Ff 8388608 /Parent 71 0 R /Type /Annot <> /Ff 29360128 Powers and Duties of Trustees Section 3.1 General 6 Section 3.2 Investments 6 Section 3.3 Legal Title 7 Section 3.4 Issuance and Repurchase of Shares 7 Section 3.5 Borrow Money or Utilize Leverage 7 Section 3.6 Delegation; Committees 7 Section 3.7 Collection and Payment 8 Section 3.8 Expenses 8 Section 3.9 By-Laws 8 Section 3.10 Miscellaneous Powers 8 Section 3.11 Further Powers 8 ARTICLE IV Advisory, Management and Distribution Arrangements Section 4.1 Advisory and Management Arrangements 9 Section 4.2 Distribution Arrangements 9 Section 4.3 Parties to Contract 9 ARTICLE V. Selection and Nomination of Trustees While this Plan is in effect, the selection and nomination of persons to be Trustees of the Fund who are not "interested persons" of the Fund ("Disinterested Trustees") shall be committed to the discretion of the incumbent Disinterested Trustees. /N 525 0 R /Font << With respect to each trust created under this trust instrument, it is the Settlors desire that the Trustee exercise its discretionary powers to benefit the current beneficiary of the trust, rather than any remaindermen, even to the extent of terminating the trust by distributing the entire trust estate to the beneficiary at any point in time following the creation of the trust and thereby eliminating the contingent interest of any remaindermen. Discretionary Termination by Trustee. /FormType 1 >> >> 1 1 10.48 10.72 re /PageItemUIDToLocationDataMap << /P 137 0 R /F 4 /LastModified << /Subtype /Form endobj /Font << endstream /Type /Encoding /TU (MLPF&S Account #1 $For Internal Use Only$: Enter the last 5-digits of the 8-digit Merrill Account Number) /DR << Without limiting the foregoing and to the extent not inconsistent with the 1940 Act or other applicable law, the Trustees shall have power and authority: Most comprehensive library of legal defined terms on your mobile device, All contents of the lawinsider.com excluding publicly sourced documents are Copyright 2013-, Provisions Regarding Payment of Retirement Benefits to Non-individual Beneficiaries. /F 4 /Type /Annot q >> Trustees may delegate tasks (in other words, they may execute decisions already taken by the board of trustees), but they are still required to make decisions and exercise discretionary powers personally and independently, without the The Settlors spouse may designate one (1) or more persons or a Business Entity to act as the initial Designated Representative of each trust created under this trust instrument which is irrevocable. >> /PieceInfo << /AA << /StructParent 690 /N << /Subtype /Form >> << >> << 343 0 obj 208 0 obj 23 0 obj In the event of the death, resignation, refusal, failure or inability of any person to act as Designated Representative of any trust, the successor Designated Representative shall be such one (1) or more persons or a Business Entity, or any combination thereof, designated by name or appointed in accordance with a plan of successor Designated Representatives established by the following persons, in the order named: provided, however, that any such designation or plan shall be effective only to supplement and not to contravene any previous designation or plan which has not been revoked or cancelled pursuant to the provisions of this subsection, or any subsequent plan established by a person in a prior position on the above list. /Ff 29360128 /BBox [0 0 424.08 13.32] /MK << 329 0 obj /F 4 /MaxLen 2 /Font << /Subtype /Type1 /TU (A\) Agreed and Certified to this year of: $Enter 4-Digit Year$) endobj >> endobj /FT /Tx /MK <> endobj /Length 36 6 0 obj /MaxLen 2 2.4362 3.3161 Td /ProcSet [/PDF] /T (MLPFS Account_1_4) Notwithstanding the provisions of F.S. /MK << stream endobj >> stream /Tx BMC /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash endobj << >> Periodically reviewing the agent's actions in order to monitor the agent's performance and compliance with the terms of the delegation. /StructParent 674 Number 8860726. 280 0 obj q /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /TU (MLPF&S Account #1 $For Internal Use Only$: Enter the first 3-digits of the 8-digit Merrill Account Number) >> endstream /TU (Country of residency for Trustee Name 3) endobj /AA << 87 0 obj /PDFDocEncoding 145 0 R /ZaDb 520 0 R 311 0 obj /Subtype /Widget >> 8 0 obj /Ff 29360128 >> /MaxLen 2 /Ff 8388608 69 0 obj W endobj /T ( Agreed and Certified to this_2) Q /TU (A\) Agreed and Certified to this year of: $Enter 4-Digit Year$) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /F 4 /N 149 0 R /Type /Annot % DSBlank /DA (/Helv 10 Tf 0 g) /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) /Type /XObject /FormType 1 /On 288 0 R /TU (MLPF&S Account #1 $For Internal Use Only$: Enter the first 3-digits of the 8-digit Merrill Account Number) /FT /Tx /DA (/Helv 10 Tf 0 g) /Subtype /Form /Ff 8388608 << /S /JavaScript /T (MLPFS Account_2_2) /K 173 0 R As a general rule, a trustee may not delegate discretionary functions to an agent, because those responsibilities were appointed to the trustee by the grantor. /Encoding << /T ( this) >> /ZaDb 520 0 R /N 170 0 R >> /TU (Notary Page for California Acknowledgement: A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document: State of California, County of $Enter County$) ET /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] /T (5) /Resources << 139 0 obj /T ( Signed and sworn to or affirmed before me this) >> /FormType 1 /TU (MLPF&S Account #2 $For Internal Use Only$: Enter the last 5-digits of the 8-digit Merrill Account Number) 193 0 obj 43 0 obj /F 4 /Parent 70 0 R /Rect [342.72 245.4 434.28 261.6] /Names [(SyncCheckboxes) 368 0 R] 319 0 obj endstream endobj Under Trustee Act 2000 (TA 2000), trustees are given wide ranging powers to authorise any person to exercise any or all of their delegable functions as their agent (s11(1) TA 2000). /ProcSet [/PDF /Text] /Type /Annot /F 4 97 0 obj /DA (/Helv 0 Tf 0 g) /Ff 29360128 /P 131 0 R /GS2 379 0 R /Rect [54.24 512.88 66.72 525.6] Jane Doe, 123 Elm Street, Chicago, Illinois 60661 [(312) 987-6543], and James Smith, 456 Main Street, Chicago, Illinois 60606 [(312) 123-4567], are currently serving as the sole Co-Trustees of the Delta Trust. /Type /Annot /Rect [294.0 68.88 385.2 84.24] Q /T ( State of California County of) /StructParent 458 /S /JavaScript >> /Ff 8388608 /TU (MLPF&S Account #1 $For Internal Use Only$: Enter the last 5-digits of the 8-digit Merrill Account Number) /Resources << Margin transactions 3 including short sales, uncovered put/call options, spreads, straddles and combinations, whether index or equity: All current trustees must initial those that apply in spaces provided) >> /Rect [482.88 285.6 495.36 298.32] 234 0 obj /LastModified /F 4 /StructParent 706 RCW 11.98.071: Trustee's delegation of duties. - Washington endstream /Type /XObject /Subtype /Widget /Parent 50 0 R /F 4 /Ff 8388608 delegate /F 4 The Trustee, without court approval, may amend this subsection in order to change the jurisdiction whose law governs the administration of any trust created under this trust instrument and may amend any other provision of this trust instrument for the purpose of qualifying any trust under this trust instrument to be governed by the law of another jurisdiction. /Ff 29360128 BT /F 4 /TU (Signature of Trustee #4) >> /ProcSet [/PDF /Text] (4) Tj /Font << >> /TU (Enter type of identification) m L5\;+y3_P~3^]lyf_jU]~zKejcv:k0@R)O? >> << endobj /FT /Tx >> /FT /Tx >> 247 0 obj A trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. /BBox [0 0 252 14.64] 60-175.13. >> << /ProcSet [/PDF /Text] >> /AA << /Ff 29360128 endobj /FT /Tx /MK << /Subtype /Widget /FT /Tx >> >> /FT /Tx >> /On 363 0 R 57 0 R 58 0 R 59 0 R 60 0 R 61 0 R 62 0 R 63 0 R 64 0 R 65 0 R 66 0 R /O /Layout /StructParent 482 endobj >> /StructParent 591 /0 5387 /TU (Notary Jurat and Affidavit Form: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. >> << /CS0 [/ICCBased 377 0 R] >> /Subtype /Widget /PageWidthList << /N << << /Type /XObject >> /Ff 8388608 EMC /T (MLPFS Account01_4) endstream /MK << /Length 90 /TU (5A. /T (Margin transactions including short sales03) /BBox [0.0 0.0 12.48 12.72] Amanda Edwards TEP is an Associate in the Private Client and Tax department at Boodle Hatfield LLP. << /Subtype /Widget 3. /PageUIDList << << This acknowledgement may not be used by California Notaries. >> /Ff 29360128 /Resources << /Rect [312.48 201.84 556.56 216.6] /Type /Page /StructParent 575 /StartIndent 311.125 endobj >> /F 4 This form should be completed if the statutory trustee of a trust account established and maintained pursuant to Business and /F 4 337 0 obj /On 342 0 R /MaxLen 2 In the event of a vacancy in the position of Designated Representative of any trust which is not otherwise filled pursuant to the provisions of this Article, the following, one (1) at a time and in the order named, shall act as successor Designated Representative: (A) John Doe; then (B) Jane Doe. endobj /A 386 0 R /Font << >> 0 0 9.36 9.48 re /P 134 0 R /Parent 71 0 R << endobj >> n /N << stream /On 307 0 R q stream /MK << /N 154 0 R >> EMC << /DA (/Helv 10 Tf 0 g) >> The jurisdiction whose law governs the administration of any trust may be the same as the situs of such trust. /T (G-1) endobj >> /P 136 0 R endstream /AP << /Ff 8388608 /F 4 /P 131 0 R >> /D << https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/Wealth-Management-Logo-white.png. /MaxLen 5 >> >> >> << /Resources <> /FormType 1 /Ff 8388608 endobj /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) /Ff 8388608 Delegation of Authority H, /ProcSet [/PDF /Text] Approval and Signature Authority General Delegation for Routine Contracts Contracts for which approval is not limited to the Board of Trustees under Section 4409.3 and that are not /GS2 379 0 R >> /StructParents 662 /Encoding << Such investments or engagements may be made without notice to the qualified beneficiaries of such trust and without application and approval by court order. /MK << /Subtype /Widget >> b.The trustee shall exercise reasonable care, skill, and caution in: (1)selecting an agent; /TU (A\) Agreed and Certified to this day of: $Enter 2-Digit Day$) /XObject << /Rect [135.96 383.64 560.04 398.4] << /F 4 /T ( Agreed and Certified to this_2) /Type /Annot >> /Off 178 0 R /F 4 /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /TU (MLPF&S Account #1 $For Internal Use Only$: Enter the last 5-digits of the 8-digit Merrill Account Number) /MK << 95 0 obj /P 137 0 R /DA (/Helv 10 Tf 0 g) >> endobj /ZaDb 552 0 R /F 4 /AP << /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde /N 14 0 R stream endobj >> Situational Leadership /FT /Tx /ZaDb 13 0 R /P 131 0 R /P 131 0 R 316 0 obj <> /StructParent 737 /MK << /StructParent 592 /DR << /Type /Annot /Subtype /Widget >> 42 0 obj /GS2 379 0 R /T (2A) >> /MK << /FT /Tx 96 0 obj /MK << /Length 112 /P 135 0 R >> >> << >> >> /ParagraphSpan /Span /T ( day of_7) /Subtype /Widget /StructParent 687 endobj endobj /Ff 29360128 endobj 5.4326 TL /Type /XObject /0 612.0 /Type /Annot /ZaDb 519 0 R /P 134 0 R /FormType 1 >> <> >> << 242 0 obj /Type /Annot /DA (/Helv 10 Tf 0 g) /DA (/Helv 10 Tf 0 g) /TU (before me, $Insert name and title of officer$) /T (MLPFS Account_2_4) Only /Type /Annot 27 0 obj /MK << 213 0 R 214 0 R 215 0 R 216 0 R 217 0 R 218 0 R 219 0 R 220 0 R 221 0 R 222 0 R 66 0 obj /BBox [0 0 252 14.64] /DR << /Rect [294.0 71.88 385.2 87.24] /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis << /F 4 /CA (4) /StructParent 483 /StructParent 304 Except as provided to the contrary in this subsection or by a plan of successor Designated Representatives created pursuant to the provisions of this subsection, upon the termination and final distribution of any trust under this trust instrument (a Terminating Trust), the initial Designated Representative(s) of each new and separate trust created from such Terminating Trust (herein referred to as a New Trust) shall be those person(s) and/or entity(ies) who were serving as Designated Representative(s) of the Terminating Trust on the date of the termination and final distribution of the Terminating Trust and who are living or in existence (as the case may be) upon creation of each New Trust., Form VII-A Reimbursement for Income Tax Liability. /Subtype /Form /Ff 29360128 << /MK << >> /TU (Signature of Trustee) /N << /GS0 378 0 R Mandatory State Law Provisions. /BBox [0 0 252 14.64] >> >> 266 0 R 267 0 R 268 0 R 269 0 R 270 0 R 271 0 R 272 0 R 273 0 R 274 0 R 275 0 R /T ( Names of all current trustees02) /Subtype /Widget /Rect [112.56 71.88 203.88 87.24] /XObject << /T (Margin transactions including short sales04) The powers herein granted to the Appointing Person are granted to the Appointing Person individually, not in a fiduciary capacity, and the Appointing Person is not liable to any person or entity regardless of the manner in which the Appointing Person chooses to exercise (or fail to exercise) the powers.. << 32 0 obj 218 0 obj /Type /Page >> /S /JavaScript 0.749023 g /ExtGState << /StructParent 731 /N << << /Rect [158.934 541.884 266.934 555.204] >> >> 93 0 obj /Subtype /Widget endstream /FT /Tx 268 0 obj 0 0 12.48 12.72 re /Parent 71 0 R 275 0 obj /Ff 8388608 /P 137 0 R (4) Tj /P 137 0 R /TU (2B - If the trust was created by a trust agreement: 2\) The name$s$ of the grantor$s$ of the trust is/are: Grantor Name 1) << /DR << /Off 311 0 R 325 0 obj >> /On 179 0 R Web - Delegate any and all authority or powers of the trustee under the trust, whether discretionary or otherwise, and to appoint attorneys, auditors, financial advisers and other /Helv 152 0 R >> /O /Layout A. /Subtype /Widget /ProcSet [/PDF /Text] >> Trustee owning stock in name of nominee - Exemption. /DR << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Subtype /Widget 318 0 obj /DA 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Nebraska, Nevada, South Dakota, Tennessee and Vermont: B\) Agreed and Certified to this: Enter Month) /Subtype /Form /Ff 8388608 >> >> H,=@DSfG+;E#X/L1y+TJjj/($_g \_o;f#}FlCiawW a0 >> /ProcSet [/PDF] /P 137 0 R /FT /Tx /StructParent 585 /BBox [0 0 424.08 14.76] /Resources << /Subtype /Widget 56 0 obj /T ( State of Florida County of) /T1_1 384 0 R endobj /LastModified (D:20211209094527-05'00') >> /Length 12 /Parent 71 0 R /MarkInfo << 84 0 obj /TU (MLPF&S Account #2 $For Internal Use Only$: Enter the first 3-digits of the 8-digit Merrill Account Number) /Type /Annot /T1_0 382 0 R >> /Ff 8388608 /F 4 /TU (MLPF&S Account #3 $For Internal Use Only$: Enter the first 3-digits of the 8-digit Merrill Account Number) >> << 360 0 obj /TU (Signature of Trustees requiring Notarization: Use this page when a Notary is in Colorado, Idaho, Iowa, Michigan, Minnesota, Mississippi, Nevada, South Dakota, Tennessee or Vermont: A\) Agreed and Certified to this: Enter Month) >> >> /T (MLPFS Account_1_3) stream /DA (/Helv 10 Tf 0 g) /0 [5943.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /Resources << /Parent 7 0 R >> /Ff 8388608 1 1 10.48 10.72 re /Type /Annot /Type /Annot << /Type /Annot endobj >> /Helv 146 0 R << << >> /TU (B\) Agreed and Certified to this year of: Enter 4-Digit Year) 1 1 10.48 10.72 re H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w Although trustees may authorise any person (other than a beneficiary) to be their agent, they must comply with the duty of care under TA 2000 Sch 1. para 3, or they may be liable for any act or default of the agent. /TU (The foregoing instrument was acknowledged before me, a Notary Public, this: $Enter Month$) /O /Layout /Ff 8388608 /StructParent 673 endobj /T (MLPFS Account_3_1) /Length 112 /N << endobj /BBox [0.0 0.0 12.48 12.72] 306 0 obj /T (H-1) endobj /Rect [480.96 687.12 553.08 704.88] /P 136 0 R >> /DA (/Helv 10 Tf 0 g) /StartIndent 15.25 >> /Contents 391 0 R /O /Layout /Type /XObject /ProcSet [/PDF /Text] /F 4 /Tx BMC /TU (Print Name of Notary Public) /Subtype /Widget >> /MaxLen 2 >> . /On 308 0 R /Matrix [1 0 0 1 0 0] /Rect [54 174.24 306 187.56] << 54 0 obj /Subtype /Form /Rect [135.96 362.64 560.04 380.88] >> /InDesign << /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /DA (/Helv 10 Tf 0 g) >> /P 135 0 R /Resources << /FormType 1 /T ( 20_2) >> /OriginalDocumentID /StructParent 588 /T ( Agreed and Certified to this_1) /Resources << /DA (/Helv 10 Tf 0 g) endobj 2.4362 3.3161 Td /Length 88 /Type /Annot >> /Subtype /Widget >> /JS (SyncCheckboxes$event.target$;) >> /Type /Annot Among other things, the President is responsible for: 101 0 obj /StructParent 505 /StructParent 733 /Ff 29360128 /P 133 0 R /P 133 0 R stream stream >> Language similar to the following could be considered to authorize such investments: Corporate Trustees and Affiliated Services. /FT /Tx /Rect [88.68 161.28 378.24 178.92] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Font << << << /FormType 1 /MK << /TU (Enter type of identification) /On 343 0 R /Ff 8388608 Amanda Edwards in her regular column for STEP England and Wales Diploma students. >> /StructParent 453 Among other things, the President is responsible for: /Font << /Encoding << /TU (Please check one of the following $REQUIRED$: Personally known or) /Resources << << /Encoding << /Subtype /Widget /Tabs /S q /CM29 << endstream /T ( year of) /Type /Annot /FT /Btn /DR << >> 349 0 obj 190 0 obj /FT /Btn /P 134 0 R >> /T ( Agreed and Certified to this) /DA (/Helv 10 Tf 0 g) /CM37 << 60-175.17. >> /FormType 1 /T (MLPFS Account_1_5) >> << /DA (/Helv 10 Tf 0 g) /Parent 72 0 R /Type /Annot << /FormType 1 /S /JavaScript /MK << Barriers to effective delegation 2) Describe the principles of delegation 3) Prevent reverse delegation Delegation The sharing of authority, responsibility and accountability between two or more people. >> /MaxLen 3 /StructParents 569 /T1_2 399 0 R /P 134 0 R /Subtype /Widget /Subtype /Form /Rect [312.48 498.92 556.56 513.68] 116 0 obj /0 [1.0 0.0 0.0 1.0 0.0 0.0] /PDFDocEncoding 151 0 R (Drafting Trustee Powers Considering the Duties of Loyalty, Impartiality, & Statutory Authorization for Self-Dealing), 2.4 2.7, Drafting Trusts Under the New Florida Trust Code, Fla. Bar. /BBox [0.0 0.0 12.48 12.72] /P 135 0 R /Subtype /Widget >> /PDFDocEncoding 10 0 R /Name /Helv >> /Subtype /Widget /F 4 /F 4 endobj >> >> /O /Layout /Subtype /Widget /Rect [65.88 282.6 231.12 300.36] EMC << /Ff 8388608 /Resources << /Parent 70 0 R Q << /MK << /A 344 0 R f /P 134 0 R f << >> /F 4 >> /FT /Tx /Thumb 392 0 R /Type /Pages /AP << /Ff 8388608 /Parent 71 0 R endobj >> >> /FormType 1 /T (Address) endobj /Ff 8388608 << << /Rect [474.0 71.88 565.2 87.24] endobj /Type /Annot /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> endobj /Kids [281 0 R 282 0 R 283 0 R] /FT /Tx >> /T (F-2) /F 4 /SpaceAfter 32 << << 182 0 obj /FT /Tx /Ff 8388608 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Font << /AA << /Type /XObject endobj >> Q Delegation >> /BBox [0 0 252 13.32] /T (Country of residency_04) 295 0 obj /0 203 With respect to each trust created under this trust instrument, the Settlors selection of the Trustee was made with full knowledge that the selection may create a conflict of interest between a Trustees fiduciary duties to a beneficiary and the Trustees individual account with respect to the sale, encumbrance or other transactions involving the investment or management of trust property. 342 0 obj << /CM6 << /AS /Off /Type /Annot /Name /Helv >> /StructParent 730 >> >> >> /AA << /S /JavaScript /Encoding << /FT /Tx /P 133 0 R /Rect [64.92 651.8 388.32 667.28] /0 9725 Privacy notice | Disclaimer | Terms of use. /Type /Annot /Type /Annot /Subtype /Widget 85 0 R 86 0 R 87 0 R 88 0 R 89 0 R 90 0 R 91 0 R 92 0 R 93 0 R 94 0 R /FormType 1 /CropBox [0.0 0.0 612.0 792.0] /JS (SyncCheckboxes$event.target$;) /T ( Names of all current trustees01) 4. /Subtype /Widget /Type /Annot /O /Layout /DA (/Helv 10 Tf 0 g) /Rect [54.0 128.76 63.36 138.24] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /TU (Please check one of the following $REQUIRED$: Personally known or) 1.0 4.21616 370.08] /Type /XObject /StartIndent 19.5 /Subtype /Widget /CA (4) << /DA (/Helv 0 Tf 0 g) 118 0 obj /Subtype /Widget /PageUIDList << /AP << /N 144 0 R 221 0 R 233 0 R 222 0 R 223 0 R 104 0 R 105 0 R 126 0 R 224 0 R 225 0 R 271 0 R 176 0 obj /Ff 8388608 >> /BleedBox [0.0 0.0 612.0 792.0] /PageItemUIDToLocationDataMap << /Parent 73 0 R /First 387 0 R /Ff 8388608 /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /BBox [0.0 0.0 12.48 12.72] /InDesign << >> /P 131 0 R /EndIndent 5.375 endobj /PageTransformationMatrixList << If at any time any trust created under this trust instrument is, in the sole judgment of the Trustee, of the aggregate principal value of One Hundred Thousand Dollars ($100,000.00) or less, or if the Trustees compensation for services rendered exceeds fifty percent (50%) of the net income of the trust, the Trustee (other than a Restricted Trustee) may, but need not, terminate the trust and distribute the trust estate to the beneficiary or beneficiaries then receiving or entitled to receive the net income from the trust, in proportionate shares. ET /F 4 WebThe authority granted to the Trustee by this Section may be exercised without notice to the qualified beneficiaries of the trust. Form IV-C Merger of Trusts. >> >> /Rotate 0 /A 289 0 R << /P 137 0 R Initially, each trust created under this trust instrument shall be administered in accordance with the laws of the State of Florida, as a sufficient connection to the State of Florida within the meaning of Florida Statutes 736.0108(1) exists as this trust is created. >> 111 0 R 112 0 R 113 0 R 114 0 R] /Font << /FT /Tx 260 0 obj >> /AA << /PieceInfo << endobj a.A trustee may delegate ministerial, administrative and management duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. /Helv 146 0 R /Font << /MK << f endobj /LineHeight 18.625 WebDemonstrated ability to lead teams of which there is no formal authority. One of the most significant changes brought in by the TA 2000 permits trustees to delegate discretions relating to asset management, which is particularly useful in allowing them to take advantage of modern investment discretionary management services. endobj /TU (Signature of Trustee) /AA << /TU (6\) Trustee 3 initials: If applicable, all current trustees must initial in spaces provided) >> /MK << /TU (2. If there are more than one current beneficiary, distributions may be made to all or any one or more of them in such equal or unequal proportions and amounts as the Trustee, its discretion may determine, including distributing all or nothing to any one or more of the beneficiaries, and there shall be no adjustment among the beneficiaries by reason of any distribution. /DR << /Resources << /Type /Annot endobj /Type /Annot /PageItemUIDToLocationDataMap << endobj /Length 112 /F 4 /GS3 381 0 R /Length 36 /Matrix [1 0 0 1 0 0] /DA (/Helv 10 Tf 0 g) >> /F 4 /ProcSet [/PDF /Text] /Font << >> /On 292 0 R Illinois Certification of Trust Form Please complete either 2A or 2B $Only one section should be completed$: 2B - If the trust was created by a trust agreement: 1\) The trust agreement is dated: $enter date including 2-Digit Month/2-Digit Day/4-Digit Year) >> /FT /Tx >> >> << >> 1.0 4.21616 370.08] /DocumentID /Type /XObject endobj /Tabs /S >> /DA (/Helv 10 Tf 0 g) 2.4363 3.3161 Td >> endstream /FT /Tx /TU (MLPF&S Account #3 \(For Internal Use Only$: Enter the last 5-digits of the 8-digit Merrill Account Number) /T ( day of) /Type /XObject /Subtype /Widget /FormType 1 Nothing herein shall prevent the incumbent Disinterested Trustees from soliciting the views or the involvement of others in such selection or nomination as long as the final decision on any such selection and nomination is approved by a majority of the incumbent Disinterested Trustees. << >> /F 4 /Rect [155.64 209.28 168.12 222.0] /DA (/Helv 0 Tf 0 g) >> /T ( day of_1) /PDFDocEncoding 151 0 R /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde << endobj /Type /XObject /StructParent 714 /F 4 /FT /Tx (b) Disagreement as to Distribution. /FT /Tx /Subtype /Widget /T (Signature of Trustee_10) /P 135 0 R endobj /AP << /Type /Annot /Type /XObject /Last 388 0 R endobj /Subtype /Form EMC /P 135 0 R /ZaDb 13 0 R /DR <<

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