Trusts & Estates editors have not edited these sample provisions either for content or for style and do not vouchsafe their efficacy. /Tx BMC >> /CA (4) >> /P 129 0 R /GS1 380 0 R /ColorSpace << 244 0 obj endstream >> /BBox [0.0 0.0 12.48 12.72] /FT /Tx 60-175.13. 347 0 obj /F 4 /P 137 0 R << /Length 90 << >> >> >> 331 0 obj /On 332 0 R >> Language similar to the following could be considered to authorize double fees: Compensation and Expenses. /Subtype /Form /Rect [341.4 515.64 557.4 530.28] /Type /XObject /ZaDb 13 0 R /Rect [159.12 687.12 270.12 704.88] 263 0 obj ET /Bl 320 0 R /SpaceAfter 9 >> endstream /T ( day of_1) endobj /Parent 71 0 R endobj /Type /Annot Any person or entity affiliated with any party who is acting in a fiduciary capacity pursuant to this trust instrument with respect to any trust is entitled to receive from the trust a fair and just compensation for services rendered to the trust, without reduction for any other compensation paid the fiduciary, an affiliate of the fiduciary or any other person or entity. 7. Q /Fm0 385 0 R endobj << /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron /Type /Annot >> /F 4 /Ff 8388608 >> >> /Subtype /Widget /Subtype /Form /T (MLPFS Account_1_5) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endobj W /DA (/Helv 10 Tf 0 g) /T (MLPFS Account_2) 288 0 obj /MK << /NumberofPages 1 /T ( by Trustee) << /Type /Annot /StructParent 516 /O /Layout >> /P 137 0 R n /F 4 >> >> /Parent 50 0 R Amanda Edwards in her regular column for STEP England and Wales Diploma students. /Subtype /Widget /AP << endobj /TU (day of: \(Enter 2-Digit Day\)) /Rect [135.96 681.72 560.04 696.48] /Resources << endobj 294 0 obj << >> >> 61 0 obj /Subtype /Widget << /Ff 8388608 286 0 obj /On 179 0 R /ZaDb 552 0 R /Font << 123 0 obj /Resources << endstream 218 0 R 270 0 R 256 0 R 273 0 R 257 0 R 258 0 R 259 0 R 260 0 R 110 0 R 115 0 R Margin transactions 1 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) /StructParent 592 /Font << /T ( day of) /P 136 0 R Read more, 2023 STEP (The Society of Trust and Estate Practitioners) is a company limited by guarantee incorporated in England and Wales. /DA (/Helv 10 Tf 0 g) /T ( day of_3) /NumberofPages 1 /StructParent 530 /BBox [0.0 0.0 12.48 12.72] /DA (/Helv 10 Tf 0 g) /StructParent 501 /Subtype /Widget /P 137 0 R /CM3 << /TU (Enter type of identification) /Bl 340 0 R /TU (Please print the address, incling city, state and 5-digit zip code of an individual that Merrill Lynch may contact in the event a trustee resigns, becomes incapacitated or dies:) >> /Rect [417.84 148.68 519.84 165.36] /Type /XObject /FT /Tx endobj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /ZaDb 13 0 R /Type /Annot 0.749023 g >> /StructParent 510 /StructParent 675 /MK << /ProcSet [/PDF] /Subtype /Widget >> /F 4 << /Rect [47.64 598.32 100.8 613.68] endobj /P 136 0 R endobj /FT /Tx /N << endobj /MaxLen 4 endobj WebThere are two levels of authorization you can give your representative on your trust accounts: Allow access to information only (level 1) Allow access to information and to make certain account changes (level 2) For more information about trust accounts, go to T4013, T3 Trust Guide. 2.4362 3.3161 Td /Ff 8388608 << /StructParent 567 /Type /Annot endobj /Parent 71 0 R << /N 523 0 R /Length 34 >> >> /ColorSpace << >> H,=@DSfG+;E#X/L1y+TJjj/($_g \_o;f#}FlCiawW a0 CERTIFICATION OFJOHN DOE DELTA TRUST U/A/D 7/1/07. 265 0 obj /Resources << /D << >> >> /F 4 >> /Type /XObject /StructParent 741 /Ff 29360128 /T (MLPFS Account03_5) /FT /Sig 268 0 obj /StructParent 586 stream /DA (/Helv 10 Tf 0 g) >> /TU (Please check one of the following \(REQUIRED\): Personally known or) /Ff 29360128 >> /Helv 152 0 R /P 137 0 R /AP << /StructParent 445 >> /FT /Tx /AP << 28 0 obj << /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash endobj /Rect [398.28 706.08 560.4 721.56] 2.2937 2.8304 Td /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron /BBox [0.0 0.0 12.48 12.72] /T (Revocable and amendable) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> >> /FT /Tx /StructParent 525 2.4362 3.3161 Td /Length 36 endobj /P 129 0 R /Font << 185 0 obj /Rect [341.447 244.651 557.447 259.411] >> >> << /FT /Tx /A 304 0 R /Rect [159.36 381.72 267.36 399.96] >> /ProcSet [/PDF] /P 136 0 R /ColorSpace << /JS (AFSpecial_Format\(2\);) /T (Margin transactions including short sales02) >> /Ff 8388608 /TU (9A. EMC >> /TU (D\) Agreed and Certified to this year of: Enter 4-Digit Year) stream /0 612.0 1 1 10.48 10.72 re WebThe trustees can delegate decisions to committees, though these committees must have at least two members, one of whom needs to be a trustee. /Ff 8388608 WebCode 117.011 (a). /FT /Btn >> WebDelegation by trustee. 130 0 obj 213 0 obj /Rect [295.44 687.12 453.12 704.88] 192 0 obj /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) f << n /StructParent 423 endstream /DA (/Helv 10 Tf 0 g) >> /Parent 71 0 R /Type /XObject H, /T ( day of_4) /Type /Annot /Font << << >> /MaxLen 3 >> Note that this form is for an irrevocable trust. /TU (day of: \(Enter 2-Digit Day\)) /TU (Please check one of the following \(REQUIRED\): Personally known or) 23 0 obj >> /Ff 8388608 /Rect [398.28 678.72 560.4 694.2] /Subtype /Widget /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 /S /Document /DA (/Helv 10 Tf 0 g) /StructParent 674 /TU (9A. /DA (/Helv 10 Tf 0 g) endobj /Subtype /Type1 /Parent 70 0 R /FormType 1 << Margin transactions 1 including short sales: All current trustees must initial those that apply in spaces provided:) /TU (Signature of Notary Public) 193 0 obj /Subtype /Form 46 0 obj /DA (/Helv 10 Tf 0 g) /Helv 146 0 R /StructParent 642 /Ff 8388608 /BleedBox [0.0 0.0 612.0 792.0] /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde >> /S /JavaScript /Type /XObject /F 4 /P 137 0 R /DR << /Parent 73 0 R /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /InDesign << RCW 11.98.016: Exercise of powers by co-trustees. - Washington >> endobj There are certain conditions (set out in s15 TA 2000) to such delegation to an investment manager: a) the terms must be in writing or evidenced in writing; b) the trustees must provide a written policy statement: and c) the investment manager must confirm that he will comply with the policy statement. << >> /TU (9B. /FT /Tx /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] 1.0 301.32 371.88] /Parent 71 0 R /Subtype /Widget /Tabs /S << /MK << << /StructParent 736 endobj /Subtype /Widget >> /StructParents 569 << >> 240 0 obj /PieceInfo << /T ( On) /FT /Tx n >> /DR << /StructParent 458 /ProcSet [/PDF] /F 4 /ProcSet [/PDF /Text] /FT /Sig >> /Ff 8388608 /StructParent 687 /Type /XObject /FormType 1 << /JS (SyncCheckboxes\(event.target\);) << /StructParent 602 /LineHeight 15.5 << /Font << >> << /Rect [480.96 386.4 553.08 404.16] endstream Registered in England and Wales. /P 131 0 R Situational Leadership /Length 36 /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply >> /Rect [48.6 71.88 101.76 87.24] /Subtype /Widget /F 4 108 0 obj >> stream >> /MK << >> /StructParent 599 /T ( by_1) /F 4 >> f /T (MLPFS Account01_4) /Type /XObject n endobj << /Subtype /Form /ExtGState << >> 44 0 obj 354 0 obj /T1_1 384 0 R 151 0 obj /DA (/Helv 10 Tf 0 g) /Font << endobj /N 169 0 R Such delegation of authority shall be documented in writing. /F 4 /Font << /Length 36 endobj /N 534 0 R /MK << /T ( day of_2) endobj /StructParent 405 << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Resources << endobj << >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /NumberOfPageItemsInPage 2 /Rect [54.0 128.76 63.36 138.24] /MK << WebAs the chief executive officer of the University, the President has general direction, control, and supervision over the operations of the University. 32 0 obj >> /Resources << /Ff 8388608 455 0 R 456 0 R 457 0 R 458 0 R 459 0 R 460 0 R 461 0 R 462 0 R 463 0 R 464 0 R /Tabs /S 88 0 R 81 0 R 82 0 R 83 0 R 89 0 R 84 0 R 122 0 R 85 0 R 195 0 R 196 0 R /0 [1.0 0.0 0.0 1.0 0.0 0.0] /MK << /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /Rect [292.92 598.32 384.24 613.68] /F 4 227 0 R 205 0 R 235 0 R 207 0 R 208 0 R 209 0 R 210 0 R 230 0 R 211 0 R 90 0 R >> /Rect [450.6 621.64 558.6 634.96] << 361 0 obj 77 0 obj /Fm0 385 0 R WebA thorough knowledge of the state's classification and compensation systems; a comprehensive understanding of human resources merit system principles; and an understanding of the concepts of classification, selection, assessment methods and compensation administration are required. /DA (/Helv 10 Tf 0 g) >> /Parent 71 0 R H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w /P 131 0 R /Matrix [1 0 0 1 0 0] /FT /Tx 0.749023 g /TU (5D. >> 179 0 obj /T (MLPFS Account01_3) /NumberofPages 1 /Bl 300 0 R /DA (/Helv 10 Tf 0 g) /CA (4) Number 8860726. << 164 0 obj /T (MLPFS Account_1_4) /DR << /AA << /MK << /O /Layout endobj << /XObject << /JS (SyncCheckboxes\(event.target\);) /TU (5C. >> /DA (/Helv 10 Tf 0 g) /S /JavaScript /TU (2. /BBox [0.0 0.0 12.48 12.72] stream >> /LineHeight 15.5 endobj 246 0 obj /Subtype /Widget /TU (Notary Acknowledgement: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. Collective delegation is where trustees delegate certain functions, as a collective body, to agents. /CM13 << /T (Signature of Trustee_6) /On 185 0 R /Type /XObject /PageItemUIDToLocationDataMap << /JS (SyncCheckboxes\(event.target\);) 73 0 obj /Subtype /Widget /Type /Annot Who /P 133 0 R 7. 287 0 obj /DA (/Helv 10 Tf 0 g) >> /JS (SyncCheckboxes\(event.target\);) >> >> /EndIndent 5.375 /Resources << /F 4 /FT /Tx >> /AA << /AS /Off >> /Tx BMC /F 4 /ZaDb 553 0 R /MediaBox [0.0 0.0 612.0 792.0] q 2.4362 3.3161 Td >> /D [129 0 R /Fit] 413 0 R 414 0 R] /Ff 8388608 >> /Helv 157 0 R << /Ff 8388608 /JS (AFSpecial_Keystroke\(2\);) >> /FT /Tx endobj /Subtype /Form /LineHeight 15.5 /T1_0 382 0 R /StructParent 511 107 0 obj /Type /Annot /T ( Print Name of Notary Public_2) >> /Font << (B) Relinquishment of Powers. /Encoding << /StructParent 717 >> >> /P 137 0 R endobj q /T (C-2) 1 1 10.48 10.72 re /T (Grantor Name_2) 132 0 obj << /PDFDocEncoding 151 0 R /CM2 << /Subtype /Widget n >> >> Among other things, the President is responsible for: /Type /Annot >> /Type /Page 1.0 4.21616 370.08] << >> /StructParent 451 >> It's your decision: charity trustees and decision making /StructParent 603 >> /ProcSet [/PDF /Text] >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endobj /BBox [0 0 421.2 17.76] /Subtype /Widget /MK << /StructParent 462 >> stream /Ff 8388608 >> >> 293 0 obj /Length 36 >> /K 542 0 R /AA << q /S /JavaScript endstream /GS1 380 0 R /Ff 8388608 /DA (/Helv 10 Tf 0 g) /PDFDocEncoding 151 0 R endobj /MK << /MK << /MaxLen 5 >> endobj /F 4 196 0 obj /Font << Limitation of Powers The Trust is constituted solely for the purpose of making the investment in the Equipment Notes, and, except as set forth herein, the Trustee shall not be authorized or empowered to acquire any other investments or engage in any other activities and, in particular, the Trustee shall not be authorized or empowered to do anything that would cause such Trust to fail to qualify as a "grantor trust" for federal income tax purposes (including as subject to this restriction, acquiring any Aircraft (as defined in the respective Indentures) by bidding such Equipment Notes or otherwise, or taking any action with respect to any such Aircraft once acquired). BT /Subtype /Widget /StructParent 613 /Ff 8388608 363 0 obj endobj << 48 0 obj /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) stream /P 135 0 R /DA (/Helv 0 Tf 0 g ) /PDFDocEncoding 162 0 R /Ff 8388608 0.749023 g /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /Type /XObject >> >> /MK << /Parent 71 0 R stream /MK << endstream << delegation of authority is expressly authorized by the Trust. /Resources << /P 133 0 R /T ( 20_2) /CA (4) endobj /Tabs /S /GS3 381 0 R << >> /P 137 0 R /StructParent 723 187 0 obj /TU (3. /P 135 0 R >> >> /PDFDocEncoding 151 0 R endobj /Filter /FlateDecode >> endstream /StructParent 671 /Length 1125 endobj /F 4 9 0 obj /MaxLen 2 /D << << /DA (/Helv 10 Tf 0 g) << /Rect [45.96 334.56 566.04 359.76] /Rect [64.92 678.72 388.32 694.2] Privacy notice | Disclaimer | Terms of use. 11 0 obj /CM4 << << << /StructParent 718 134 0 obj /O /Layout /LastModified /FT /Tx 147 0 obj /Rect [155.64 209.28 168.12 222.0] 238 0 obj 367 0 obj /Rect [401.76 522.6 558.84 538.08] >> /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron << >> endobj /MK << /JS (SyncCheckboxes\(event.target\);) >> /Filter /FlateDecode >> /FT /Sig /Type /XObject >> << << >> /AP << /MaxLen 4 >> /Rect [409.92 71.88 463.08 87.24] /TU (20: \(Enter the last 2-Digits of Year\)) /Resources << /Font << /F 546 0 R /FormType 1 /Rect [292.56 621.64 420.6 634.96] endobj 251 0 obj 8.6597 TL << endobj /Off 331 0 R /1 [2433.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /T (Signature of Trustee_2) /GS0 378 0 R Q /StructParent 521 >> /Rect [328.92 591.48 556.92 604.8] /On 323 0 R /Filter /FlateDecode /T (MLPFS Account_3_3) /P 131 0 R /PDFDocEncoding 151 0 R /T ( year of_1) /Parent 70 0 R /Kids [236 0 R 237 0 R 238 0 R 239 0 R 240 0 R 241 0 R 242 0 R 243 0 R 244 0 R 245 0 R /DA (/Helv 10 Tf 0 g) /Parent 50 0 R >> >> >> /ZaDb 552 0 R /MK << /FT /Sig >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endobj >> /Type /XObject >> /PDFDocEncoding 151 0 R endstream /T (Signature of Notary Public_7) /StructParent 724 << /MK << /Subtype /Widget << /Type /Annot >> /Encoding << << >> Would you like to make a difference to the lives of people in /F 4 endobj endobj /Type /Annot /On 342 0 R 8.6597 TL /On 337 0 R /Subtype /Widget /AP << /T ( day of_5) 0.749023 g /StructParent 615 /BaseFont /Helvetica << /Rect [59.28 148.68 161.28 165.36] /Type /Annot /Length 0 /StartIndent 334 << >> /Type /Annot /DA (/Helv 10 Tf 0 g) /T ( the person whose name is subscribed to) /TU (On: Enter date including 2-Digit Month/2-Digit Day/4-Digit Year) /Length 12 << /Subtype /Form >> /FT /Tx /BBox [0.0 0.0 12.48 12.72] /PDFDocEncoding 145 0 R endobj /MaxLen 3 /InDesign << << >> BT >> endobj /FT /Tx /Subtype /Widget /T ( Agreed and Certified to this_4) >> /BBox [0 0 424.08 18.12] >> /GS0 378 0 R /CM11 << >> % The following Private Client practice note provides comprehensive and up to date legal information on Charities and delegation of asset management << >> /AP << /Length 83 endobj /DR << >> /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 /Ff 29360128 Wealth Management is part of the Informa Connect Division of Informa PLC. /Tx BMC /Rect [408.96 598.32 462.12 613.68] >> /TrimBox [0.0 0.0 612.0 792.0] /StructParent 450 /ZaDb 554 0 R 357 0 obj /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior 1.0 4.21616 370.08] /T ( 20) WebDelegation of Trustee Responsibilities. >> << endobj f endobj 186 0 obj /Pages 7 0 R /F 4 >> /0 6599 /MK << /BaseFont /Helvetica /F 4 /F 4 /Type /Font endobj /Name /Helv /FT /Tx /AA << /P 136 0 R 1.0 4.21616 370.08] /Rect [54.0 245.4 331.32 261.6] /Subtype /Form /FT /Tx /Type /Annot stream /Type /XObject /N 527 0 R endobj /Type /Annot /Length 116 q Registered number: 2632423. /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Rect [83.8073 319.651 291.767 334.411] /FormType 1 /P 135 0 R endstream /StructParent 612 /TU (by: Insert Signer's Name, NOT Notary's Name) /BBox [0.0 0.0 100.0 100.0] endobj /Rotate 0 Trustee delegation | STEP /D << /T (H-1) /ArtBox [0.0 0.0 612.0 792.0] 259 0 obj endobj /BBox [0.0 0.0 12.48 12.72] /Rect [450.6 687.6 558.6 702.24] /Type /Annot f 305 0 obj /AA << /Subtype /Widget /ZaDb 518 0 R /F 4 /T ( Print Name of Notary Public) 325 0 obj W BT endstream >> >> /Font << /Ff 29360128 /P 134 0 R 150 0 obj In contrast to collective delegation, an individual trustee may delegate the execution and exercise of all the trusts, powers and discretions vested in him as trustee by statute or by the trust instrument, under s25 Trustee Act 1925 (TA 1925), except for the power of delegation under s25 itself. /GS2 379 0 R >> /Subtype /Widget /NumberofPages 1 /DR << 2.9 Legal Action. /F 4 /Cour 11 0 R /Ff 8388608 /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde endobj /Parent 71 0 R /P 131 0 R /F 4 /P 137 0 R /Type /Annot /CA (4) /BBox [0.0 0.0 9.36 9.48001] >> /F 541 0 R << /Subtype /Widget >> /F 4 /T (F-1) /Rect [409.92 68.88 463.08 84.24] /T ( year of) /P 131 0 R BT /Parent 70 0 R >> 64 0 obj f << endobj /DR << /P 133 0 R /DA (/Helv 10 Tf 0 g) >> /N 165 0 R Appointment of Portfolio Manager The Trust hereby retains Portfolio Manager to provide the investment services set forth herein and Portfolio Manager agrees to accept such appointment. /FT /Tx RCW 11.98.071: Trustee's delegation of duties. - Washington /Helv 163 0 R /Resources << f /T (Irrevocable) >> /F 4 /AS /Off /Off 184 0 R /Annots [226 0 R 231 0 R 199 0 R 19 0 R 200 0 R 201 0 R 202 0 R 206 0 R 203 0 R 204 0 R /ZaDb 550 0 R >> (C) Non-Fiduciary Duty of Designated Representative. 319 0 obj /T1_1 384 0 R << /FT /Tx /Font << >> /F 4 8.6597 TL /XObject << /Type /Annot /Type /Annot /TU (Signed and sworn to \(or affirmed\) before me this: \(Enter Month\)) /PageTransformationMatrixList << 274 0 obj Q >> >> /D << /Type /XObject /F 4 334 0 obj << /AP << /S /JavaScript f /FT /Tx /Length 12 endobj /StructParent 735 228 0 obj /PDFDocEncoding 166 0 R /MK << /CM1 << This acknowledgement may not be used by California Notaries. /Type /Annot With respect to each trust created under this trust instrument, the Settlor, by specific reference to F.S. >> /JS (SyncCheckboxes\(event.target\);) /FormType 1 /MaxLen 5 /Rect [136.8 471.8 540.84 486.44] >> /StructParent 712 /FT /Tx /Type /Annot Form acknowledging and authorizing power granted by decanting statute: Discretionary Distributions. >> /PDFDocEncoding 151 0 R /FT /Tx endstream BT >> Q /FT /Tx /T (D-2) /T ( day of_7) /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde /T (MLPFS Account03_1) /TrimBox [0.0 0.0 612.0 792.0] /Type /Annot /On 293 0 R endobj /TU (The foregoing instrument was acknowledged before me, a Notary Public, this: \(Enter Month\)) /Subtype /Form /Rect [54 563.28 182.04 576.48] /P 129 0 R The form of the power must be as set out in s25 (6) TA 1925 and must be expressed to be made under s25 (5) TA 1925. /Bl 350 0 R << /BBox [0.0 0.0 9.36 9.48001] This includes: following any specific requirements in the governing endobj /Rect [474.0 71.88 565.2 87.24] /PieceInfo << /Subtype /Type1 /0 [1.0 0.0 0.0 1.0 0.0 0.0] /Subtype /Widget /MK << endobj /O /Layout /ProcSet [/PDF] /P 135 0 R 82 0 obj /DocumentID /F 4 /StructParent 507 /MK << /StructTreeRoot 8 0 R /Subtype /Widget /Subtype /Widget /Resources << >> 78 0 R 79 0 R] endstream /Parent 70 0 R /Ff 8388608 The removal of any trustee shall not become effective unless the Borrower has given its prior written consent thereto and there remains a trustee hereof (being a trust corporation) in office after such removal. endobj endobj >> >> endobj /S /JavaScript endobj /O /Layout /Resources << >> << /StructParent 609 /F 4 /F 4 stream >> /DR << /Type /Annot /Parent 71 0 R /Ff 8388608 /StructParent 590 WebThe board makes sure that its decision-making processes are informed, rigorous and timely, and that effective delegation, control and risk-assessment, and management systems are set up and monitored. /Ff 29360128 3 0 obj /MK << endobj /JS (AFDate_FormatEx\("mm/dd/yyyy"\);) endobj /Type /XObject /Length 34 /ProcSet [/PDF] >> W /CM14 << /AS /Off /GS0 378 0 R /O /Layout >> /StructParent 480 /On 302 0 R /Subtype /Widget /F 4 WebThe Trustees certify that either (1) the Trust explicitly authorizes each of the Trustees to act individually without the consent of the other Trustees; or (2) the Trustees have consented to each Trustee acting individually and without the consent of the other Trustees and that such . /TrimBox [0.0 0.0 612.0 792.0] >> /DR << /ProcSet [/PDF /Text] /T (Signature of Notary Public_4) 214 0 obj /Subtype /Widget Separate powers allow trustees to appoint nominees (s16 TA 2000) and custodians (s17 TA 2000). >> /MaxLen 3 /Type /Page /Font << endobj /Helv 152 0 R /Filter /FlateDecode >> endobj >> endobj >> endobj >> /S /JavaScript /Rect [450.6 386.4 558.6 401.04] /Type /XObject 72 0 obj /AS /Off /CropBox [0.0 0.0 612.0 792.0] >> /F 176 0 R /ProcSet [/PDF /Text] << /D << /MaxLen 2 /Matrix [1 0 0 1 0 0] /TU (On: Enter date including 2-Digit Month/2-Digit Day/4-Digit Year) /DA (/Helv 10 Tf 0 g) /T (Special or Supplemental Needs Trust) >> /Parent 71 0 R >> /F 4 /MK << /JS (AFDate_FormatEx\("mm/dd/yyyy"\);) /PDFDocEncoding 151 0 R /PageWidthList << /Ff 29360128 endobj >> >> << >> << /AP << Q >> 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. endobj endobj >> /Resources << Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. /Length 83 /MK << With respect to each trust created under this trust instrument, the Trustee may make loans to, receive loans from, sell, purchase or exchange any portion of the trust estate with (a) any one (1) or more persons who may be related to the Trustee, (b) an officer, director, employee, agent or attorney of the Trustee, and/or (c) a corporation, partnership, limited liability company or other business entity in which the Trustee has a financial interest. 3, Trust Opportunities. California Notaries are to use the attached acknowledgement or the Notarial Acknowledgement available on the California Secretary of State website: State of \(Enter State\)) /Type /XObject /Type /Annot >> 0.749023 g ET /F 4 /Length 90 >> q /T1_1 384 0 R /MediaBox [0.0 0.0 612.0 792.0] /P 129 0 R /FT /Tx /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /StructParent 454 /DA (/Helv 10 Tf 0 g) stream /T1_2 399 0 R /MaxLen 2 /Type /XObject /PageItemUIDToLocationDataMap << << >> /MK << https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/Wealth-Management-Logo-white.png. /0 [5943.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /StartIndent 311.125 256 0 obj Delegation Agreement >> /FT /Tx << /FT /Tx Delegation of Power to Other Trustees Subject to the provisions of the 1940 Act, any Trustee may, by power of attorney, delegate his power for a period not exceeding six (6) months at any one time to any other Trustee or Trustees; provided that in no case shall less than two (2) Trustees personally exercise the powers granted to the Trustees under the Declaration except as herein otherwise expressly provided. /Type /Annot /FT /Tx /0 612.0 /Parent 71 0 R /TU (6\) Trustee 2 initials: If applicable, all current trustees must initial in spaces provided) stream endstream /Type /Page /Ff 8388608 /LineHeight 12 endstream endobj /FT /Tx /Rect [229.92 68.88 283.08 84.24] /LastModified /StructParent 591 Decision making, risk and control /Parent 7 0 R >> endobj endobj /F 4 /T ( County of) >> /Ff 8388608 /Length 12 /T (5) /Type /XObject /A 359 0 R /T (Signature of Trustee_4) /MaxLen 3 /P 131 0 R /FT /Tx /T (MLPFS Account_3_1) /Encoding << /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /Rect [48.6 71.88 101.76 87.24] /Type /XObject /F 4 /F 4 /Type /XObject /Title (Trustee Certifcation Form) /Type /Annot Q 22 0 obj /Type /Encoding /Font << >> 297 0 obj endobj endobj 344 0 obj /Subtype /Widget /Kids [171 0 R] >> /F 4 >> /EndIndent 48.875 /P 135 0 R /Type /Pages endobj >> W /F 530 0 R /F 4 endobj /FormType 1 /FT /Tx /Rect [450.84 381.72 558.84 399.96] /ZaDb 551 0 R /Type /XObject >> >> 0 0 12.48 12.72 re >> >> 127 0 obj /Type /Annot /CM33 << /On 307 0 R /T ( Agreed and Certified to this_3) 79 0 obj 206 0 obj 257 0 obj /XObject << The main aim of these statutory powers to delegate is to strike a balance between administrative convenience and security for the trust property. /Subtype /Widget /GS0 378 0 R /TU (Signature of Trustee) /Parent 7 0 R Pursuant to the provisions of Section 736.1017(2) of the Florida Trust Code, a certification of trust may be signed by any Trustee. /TU (Print Name of Notary Public) /MK << 155 0 obj /P 137 0 R >> /FormType 1 336 0 obj /MK << /GS2 379 0 R /PDFDocEncoding 10 0 R endobj /JS (SyncCheckboxes\(event.target\);) 365 0 obj /Subtype /Widget 332 0 obj >> 67 0 obj /BBox [0.0 0.0 12.48 12.72] /StructParent 579 /Annots [187 0 R 51 0 R 188 0 R 52 0 R 189 0 R 53 0 R 190 0 R 54 0 R 55 0 R 56 0 R endobj /Rect [123.48 555.12 557.4 572.88] /LineHeight 15.5 /A 339 0 R << /Subtype /Widget << /MK << /Subtype /Form /CA (4) /Rect [54.24 504.6 66.72 517.32] /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft /StructParent 688 Delegation of Authority /Ff 29360128 << /StructParent 727 California Notaries are to use the attached acknowledgement or the Notarial Acknowledgement available on the California Secretary of State website: State of \(Enter State\)) /Encoding << A trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. >> >> /F 4 >> /Type /XObject /P 137 0 R << Applicable state law, including, while applicable, Florida Statutes 736.0105(2), may provide certain mandatory and non-waivable provisions that apply to each trust created under this trust instrument. /Subtype /Form /Encoding << << >> /BBox [0 0 424.08 14.76] /F 4 /Encoding << /StructParent 447 70 0 obj /P 137 0 R /T1_2 383 0 R /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /BleedBox [0.0 0.0 612.0 792.0] /Type /Annot /Rect [312.48 474.96 556.56 489.6] /Font << /F 4 /DA (/Helv 10 Tf 0 g) 157 0 obj /Fm1 390 0 R << /Subtype /Widget /Type /Annot /Parent 70 0 R >> >> >> /Rect [135.96 668.64 560.04 683.28] /MK << stream /F 4 >> /Type /Annot /F 544 0 R /Type /Annot /Subtype /Widget /FT /Tx /Resources << >> /Fm0 385 0 R /Ff 29360128 << /PDFDocEncoding 162 0 R /FT /Tx /Subtype /Widget /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /NumberOfPageItemsInPage 2 233 0 obj /LastModified (D:20211209094527-05'00') /S /JavaScript endobj /JS (SyncCheckboxes\(event.target\);) /CA (4) /F 4 endobj /DA (/Helv 10 Tf 0 g) /Bl 315 0 R >> /DA (/Helv 10 Tf 0 g) /K 531 0 R endobj /MediaBox [0.0 0.0 612.0 792.0] 268 0 R 239 0 R 272 0 R 86 0 R 245 0 R 87 0 R 123 0 R 246 0 R] endobj /O /Layout 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. /Type /Annot /N 160 0 R /Type /Annot 273 0 obj /Annots [15 0 R 16 0 R 278 0 R 279 0 R 280 0 R 17 0 R 281 0 R 282 0 R 283 0 R 18 0 R /TU (Signature of Trustees requiring Notarization: Use this page when the Notary is in Florida \(Please note that all fields, including the boxes below, must be completed by the Notary Public or the document will be returned\): A\) Agreed and Certified to this: Enter Month) 341 0 obj >> /MK << /Type /Annot << n /Helv 152 0 R /Subtype /Widget /Rect [450.6 379.44 558.6 392.76] >> As used in this subsection, the term affiliate shall have the meaning ascribed to such term in F.S. endobj /FT /Tx 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. >> /MaxLen 3 Its the Trustees Burden: Can It Be Delegated? - Lexology /FT /Tx >> /MK << 230 0 obj /CropBox [0.0 0.0 612.0 792.0] << /StructParent 463 21 0 obj /StructParent 711 >> /T ( State of California County of) /F 4 369 0 obj >> /DA (/Helv 10 Tf 0 g) /MK << endobj /DA (/Helv 10 Tf 0 g) 0.749023 g /DA (/Helv 10 Tf 0 g) /MaxLen 2 << /Subtype /Form endobj /ArtBox [0.0 0.0 612.0 792.0] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] The trust is governed by the law of: \(Enter US State/Commonwealth or other jurisdiction\)) /Parent 70 0 R 181 0 obj
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