/Rotate 0 /Rect [88.68 161.28 378.24 178.92] /Rect [450.356 399.025 558.356 413.785] 189 0 obj endstream endobj /Type /XObject /DA (/Helv 10 Tf 0 g) << /ZaDb 558 0 R /F 4 /Rect [159.12 687.6 267.12 702.24] /Subtype /Widget /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde /T (G-1) /TU (Signature of Trustee) /Type /Annot >> /Subtype /Widget /Name /Cour stream /AA << 156 0 obj /P 134 0 R /JS (SyncCheckboxes\(event.target\);) /FT /Tx >> /Subtype /Widget Download Authenticated PDF (A) A trustee may delegate duties and powers that a prudent trustee having comparable skills could properly delegate under the circumstances. /P 131 0 R 5 0 obj 368 0 obj 2.2937 2.8304 Td 186 0 obj /StructParents 502 /Type /XObject delegation of authority is expressly authorized by the Trust. /PieceInfo << Any designation may be made, or plan established, by an instrument in writing signed by the holder of the power and delivered to the then acting individual Trustee and to each party in a prior position on the list contained in subsection 15.24(b)(iv) of this Article, and if there is no then acting individual Trustee, to the current beneficiary of the trust for which a successor Designated Representative is being designated or to which the plan relates, or by the valid Will of the holder admitted to probate in any jurisdiction. /BaseFont /ZapfDingbats 337 0 obj endobj /O /Layout /T ( day of) If the Trustees elect to follow the course specified in clause (b), the Trustees, upon the written request of such applicants, accompanied by a tender of the material to be transmitted and of the reasonable expenses of transmittal, shall, with reasonable promptness, transmit such material to all Shareholders of record at their addresses as recorded on the books of the Trust (or at the telephone or facsimile number or e-mail or other electronic address most recently furnished to the Trust (or its agent) by the Shareholder), unless within five business days after such tender the Trustees shall transmit to such applicants and file with the Commission, together with a copy of the material proposed to be transmitted, a written statement signed by at least a majority of the Trustees to the effect that in their opinion either such material contains untrue statements of fact or omits to state facts necessary to make the statements contained therein not misleading, or would be in violation of applicable law, and specifying the basis of such opinion. /Ff 8388608 endobj /Subtype /Form /Rect [522.48 282.12 542.4 295.44] /Rect [88.68 462 378.24 479.64] WebDelegation by trustee. /Font << /MaxLen 3 /Rect [159.222 699.109 267.222 713.869] 0 0 12.48 12.72 re /Subtype /Widget /FormType 1 >> This form should be completed if the statutory trustee of a trust account established and maintained pursuant to Business and 13 0 obj endobj /Type /XObject % (4) Tj f 365 0 obj /N 14 0 R /MaxLen 4 >> /Rect [54.24 504.6 66.72 517.32] TIAA Brokerage /Subtype /Widget /Ff 8388608 endobj >> /Type /Annot /T (MLPFS Account_2_2) /BBox [0 0 421.2 17.76] /On 357 0 R f /DR << /MK << >> >> /Type /XObject >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /StructParent 602 /T ( Print Name of Notary Public) The determination of the amount of net income or principal of a trust to be distributed to or for the benefit of a beneficiary is in the sole discretion of the Trustee. /FT /Tx /TextIndent -13.5 endobj 224 0 obj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /BaseFont /Helvetica /P 137 0 R /StructParent 463 /StructParent 418 /TextAlign /Center /Font << /P 135 0 R endobj /FT /Tx /FT /Tx /CA (4) /Rect [178.8 148.68 280.8 165.36] /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /0 [5943.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 >> endobj endobj /EndIndent 20.75 << /MK << 8.6597 TL /Helv 152 0 R q The jurisdiction whose law governs the administration of any trust may be the same as the situs of such trust. With respect to the authority of Co-Trustees to sign and whether all or less than all Co-Trustees are required in order to exercise powers of the Trustee, Section 15.16 of Article XV of the Trust Agreement provides as follows: (a) Majority Vote to Govern. << /FT /Sig /ZaDb 550 0 R /JS (AFSpecial_Keystroke\(2\);) Note that this form is for an irrevocable trust. f /TU (The foregoing instrument was acknowledged before me, a Notary Public, by means of \(check one\): physical presence) /Type /Annot /T ( 20_1) Without notice to the qualified beneficiaries, . /StructParent 511 /Font << /DA (/Helv 0 Tf 0 g) << endobj /Type /Annot /T ( before me) 132 0 obj ET /MaxLen 2 Q /On 328 0 R /FormType 1 /MaxLen 3 /Encoding << /TU (Signature of Trustee #2) /F 4 /FormType 1 /S /JavaScript << /MK << 188 0 obj 177 0 obj /TU <322E20506C6561736520636F6D706C65746520656974686572203241206F7220324220284F6E6C79206F6E652073656374696F6E2073686F756C6420626520636F6D706C65746564293A2032412E2049662074686520747275737420776173206372656174656420627920612077696C6C2C20746865206465636564656E749073206E616D652069733A> 230 0 obj /Tx BMC /TU (Country of residency for Trustee Name 2) 2.4362 3.3161 Td /Resources << << /N << endobj /FT /Tx /Subtype /Form /DA (/Helv 10 Tf 0 g) >> /Rect [298.32 148.68 400.32 165.36] 248 0 obj >> With respect to each trust created under this trust instrument, notwithstanding the provisions of F.S. endobj /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior /MK << /T1_1 384 0 R /CM1 << /Ff 29360128 WebTrustee: A person or institution holding and administering property in trust. /Subtype /Form /PDFDocEncoding 166 0 R >> >> /TU (C\) Agreed and Certified to this year of: Enter 4-Digit Year) The same person may be both nominee and custodian. q q /F 532 0 R endobj /T ( day of_5) Collective delegation is where trustees delegate certain functions, as a collective body, to agents. /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) /T ( My commission expires_2) stream /StructParent 727 >> 214 0 obj /P 137 0 R /Ff 8388608 endobj << endobj /Resources << >> /Subtype /Widget WebSuccessful Delegation Page 1 March 2016 Course Objectives: 1) Identify: a. /ColorSpace << /T (2B2 - Country of residency_1) /TU (day of: \(Enter 2-Digit Day\)) Chair of the Board of Trustees. >> >> << /TU (Signature of Trustee) /Type /XObject >> /Font << /F 4 /F 172 0 R /Subtype /Widget << >> /Type /Annot /F 4 /Type /Annot 265 0 obj /SpaceAfter 32 /FT /Tx /PageTransformationMatrixList << >> /T ( 20) /TU (Signature of Trustee) >> >> endstream /JS (SyncCheckboxes\(event.target\);) /F 4 /FT /Tx /LastModified Q /Type /Annot /Rect [170.16 272.88 310.2 287.52] /P 134 0 R /MK << >> /CropBox [0.0 0.0 612.0 792.0] >> /JS (AFDate_KeystrokeEx\("mm/dd/yyyy"\);) >> 1 1 10.48 10.72 re /FT /Tx /P 135 0 R endobj /MaxLen 5 /TU (day of: \(Enter 2-Digit Day\)) /FT /Tx /O /Layout /Subtype /Widget endobj 0.749023 g /Subtype /Widget /Rect [474.0 71.88 565.2 87.24] /DR << 8.6597 TL endobj /MediaBox [0.0 0.0 612.0 792.0] /F 4 /PDFDocEncoding 162 0 R /Rect [64.92 678.72 388.32 694.2] /Ff 29360128 /T (Margin transactions including short sales02) /DA (/Helv 10 Tf 0 g) /FT /Tx Whenever ten or more Shareholders of record who have been such for at least six months preceding the date of application, and who hold in the aggregate Shares having a net asset value of at least 1 per centum of the outstanding Shares, shall apply to the Trustees in writing, stating that they wish to communicate with other Shareholders with a view to obtaining signatures to a request for a meeting pursuant to this Section and accompanied by a form of communication and request which they wish to transmit, the Trustees shall within five business days after receipt of such application either (a) afford to such applicants access to a list of the names and addresses of all Shareholders as recorded on the books of the Trust; or (b) inform such applicants as to the approximate number of Shareholders of record, and the approximate cost of transmitting to them the proposed communication and form of request. H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w >> /FT /Tx /T1_2 383 0 R 319 0 obj /T1_3 383 0 R /FT /Tx >> /P 137 0 R >> >> >> endstream >> >> /DA (/Helv 10 Tf 0 g) Wealth Management is part of the Informa Connect Division of Informa PLC. /ZaDb 557 0 R /F 4 /Rect [159.12 386.4 270.12 404.16] << /MaxLen 2 /JS (SyncCheckboxes\(event.target\);) 333 0 obj endobj 355 0 obj /MaxLen 2 /Length 36 >> 205 0 obj /TU (B\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) /F 4 /Rect [356.52 574.2 496.56 587.28] /BleedBox [0.0 0.0 612.0 792.0] ET /Length 116 /Type /Annot H, /Rect [292.862 399.025 420.902 413.785] endobj Trustee purchasing stock, bond or securities of self, affiliate, etc. << endobj endobj >> /Tx BMC /Type /Annot /D << 366 0 obj << 349 0 obj 46 0 obj >> endobj endobj >> /PageUIDList << >> 87 0 obj /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /Subtype /Widget /Subtype /Widget /F 4 /On 298 0 R Q /AA << /Rect [83.76 296.16 291.72 309.48] /Subtype /Type1 122 0 obj m L5\;+y3_P~3^]lyf_jU]~zKejcv:k0@R)O? The authors offer these form provisions merely as fodder for practitioners consideration. /MK << >> 107 0 obj /ColorSpace << The power to appoint successor Designated Representatives granted pursuant to the provisions of this subsection may be completely and irrevocably released at any time with respect to any one (1) or more trusts by an instrument in writing signed by the holder of the power and delivered to the then acting individual Trustee and to each party on the list contained in subsection 15.24(b)(iv) of this Article, and if there is no acting individual Trustee, to the beneficiary of the trust with respect to which the release relates. /MK << /Off 326 0 R 30 0 obj Webplan in such a form as determined by the Trustees; 4.4.2 suspend or remove any or all of the matters delegated to the LGB; 4.4.3 suspend or remove any or all of the Governors of the relevant LGB; 4.5 The Trustees may require a governance action where: 4.5.1 the School has a deficit budget (both revenue and capital); /Type /Annot /T ( year of_1) /Off 356 0 R /DR << stream 151 0 obj >> 736.0802(5), a Corporate Trustee is hereby prohibited from investing in any investment instrument owned or controlled by such Corporate Trustee or its affiliate and from engaging any affiliate to render services to such trust. /Resources << /StructParent 583 /T1_2 383 0 R /Fm1 394 0 R /StructParent 666 /FormType 1 /F 4 /P 135 0 R 192 0 obj /MediaBox [0.0 0.0 612.0 792.0] /MK << /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 \(Enter County\)) /ProcSet [/PDF /Text] stream endobj A determination of whether any insurance contract is or remains a proper investment; 3. endobj stream /MK << >> >> >> >> /Type /Annot /Rect [450.36 461.76 558.36 480.0] /T (MLPFS Account_2_3) << H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w /Ff 8388608 /Ff 29360128 /T ( On) >> /JS (SyncCheckboxes\(event.target\);) >> /MK << Nominees simply have their name on the legal title to trust assets whereas custodians look after the trust assets, typically the documents or other evidence of the trustees title. /NumberOfPageItemsInPage 2 /P 134 0 R /TextAlign /Justify << >> /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron >> /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron (4) Tj /MaxLen 3 /BBox [0.0 0.0 9.36 9.48] /Resources << endobj /Rect [54.24 512.88 66.72 525.6] >> << f /ProcSet [/PDF /Text] A trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. >> 1 Christopher W. Boyett, Oh, the Places Id Go (Choice of Law, Governing Law, & the Principal Place of Administration Under the Florida Trust Code), Drafting Trusts Under the New Florida Trust Code, Fla. Bar.
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