/N 14 0 R << << 197 0 obj << /MK << endobj >> /PDFDocEncoding 151 0 R >> /AP << /P 134 0 R /Ff 8388608 q /StructParent 691 /DA (/Helv 0 Tf 0 g) << endobj EMC /DA (/Helv 10 Tf 0 g) endobj >> /Type /Annot /MK << /MK << /Font << << << /Annots [32 0 R 33 0 R 34 0 R 35 0 R 36 0 R 37 0 R 38 0 R 171 0 R 40 0 R 41 0 R >> >> /DA (/Helv 10 Tf 0 g) >> >> /T (G-2) /F 4 /Resources << /BBox [0.0 0.0 12.48 12.72] endobj >> Amanda Edwards TEP is an Associate in the Private Client and Tax department at Boodle Hatfield LLP. >> /Rect [65.88 282.6 231.12 300.36] /MK << /Type /Font /Rect [159.065 399.025 267.065 413.785] /CM10 << /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis The President of the University, in consultation with the Chair, shall act for the Board of Trustees regarding all legal action necessary or appropriate to protect the interests of the University. /Off 346 0 R n /Type /Annot /T ( If the trust was created by a will the decedents name is) /Filter /FlateDecode The Trustees shall promptly call a meeting of Shareholders for the purpose of voting upon the question of removal of any Trustee when requested in writing so to do by the record holders of not less than 10 per centum of the outstanding Shares. /CS0 [/ICCBased 377 0 R] /EndIndent 15 << /P 133 0 R >> /Helv 152 0 R >> /Rect [112.56 71.88 203.88 87.24] /T (Signature of Trustee_4) >> >> /MK << Broadly, these restrictions prevent trustees from handing over to agents decisions that affect the entitlement of beneficiaries to the trust fund and from delegating their own powers of delegation. (4) Tj >> /Fm0 385 0 R If there is 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, in 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. >> /Parent 70 0 R >> >> >> /Ff 8388608 endobj << endobj /Encoding << endstream >> /On 327 0 R endobj /Parent 71 0 R >> 330 0 obj California Notaries are to use the attached acknowledgement or the Notarial Acknowledgement available on the California Secretary of State website: State of \(Enter State\)) 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 WebStep 1: You can choose the orange "Get Form Now" button at the top of the following website page. The trust is governed by the law of: \(Enter US State/Commonwealth or other jurisdiction\)) << /DA (/Helv 10 Tf 0 g) 270 0 obj /F 4 /Subtype /Widget << /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) >> /P 136 0 R endobj /ProcSet [/PDF /Text] << /Rect [59.28 148.68 161.28 165.36] Trustee purchasing stock, bond or securities of self, affiliate, etc. /ProcSet [/PDF /Text] /PDFDocEncoding 151 0 R 2.4362 3.3161 Td 87 0 obj BT /MK << /Font << >> 98 0 obj A true and correct copy of Article XV of the Trust Agreement, which contains the powers, rights and duties of the Co-Trustees of the Delta Trust, is attached. << << >> >> /FormType 1 /CM35 << /FormType 1 /Ff 8388608 /TU (by: Insert Signer's Name, NOT Notary's Name) n (vi) Release of Powers to Appoint Successor Designated Representatives. 12.Pursuant to the provisions of Section 736.1017(7) of the Florida Trust Code, a person who in good faith enters into a transaction in reliance on a certification of trust may enforce the transaction against the trust property as if the representations contained in the certification were correct. endobj /Subtype /Widget >> /Subtype /Widget /ProcSet [/PDF] 15.23 Duty to Inform and Account. endobj /StructParent 448 /GS1 380 0 R /Annots [28 0 R 29 0 R 30 0 R 31 0 R 229 0 R 234 0 R 219 0 R 220 0 R 102 0 R 103 0 R /CM37 << /MaxLen 3 /DA (/Helv 10 Tf 0 g) /A 319 0 R /Parent 71 0 R /XObject << (a) Representation by Holder of Power of Appointment. /Names 4 0 R >> /P 129 0 R The work of trustees would be extremely difficult if it were not possible for them to involve other people in administrative and management tasks or to allow for matters to be dealt with during their absence. Purpose of Trust and Intent of Settlor Regarding Trust Modification. /Length 83 1E}+'d+XFT7'&3NXX\W>}`wnxrkdA2^ k /Rect [341.4 515.64 557.4 530.28] Delegation of Authority Policy /Type /Annot /Matrix [1 0 0 1 0 0] /Type /Annot f /StructParent 733 endstream /PDFDocEncoding 151 0 R /F 4 /OriginalDocumentID /F 4 /Subtype /Widget >> >> /BBox [0.0 0.0 12.48 12.72] 124 0 obj >> /F 4 >> /Font << /StructParent 447 0.749023 g /FormType 1 << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] << /Resources << /TU (Grantor Name 1: Country of Residency \(if other than USA\)) /ProcSet [/PDF] endobj >> >> /MK << << 62 0 obj /FT /Tx 365 0 obj endobj 74 0 obj /P 134 0 R /GS3 381 0 R 250 0 obj /Subtype /Widget << /GS0 378 0 R >> >> /Parent 72 0 R /FormType 1 >> /O /Layout /ProcSet [/PDF] /PageUIDList << q /TU (B\) Agreed and Certified to this year of: Enter 4-Digit Year) /StructParent 481 324 0 obj /CA (4) /StructParent 578 endobj /F 4 /FT /Btn /K 533 0 R /DA (/Helv 10 Tf 0 g) /NumberofPages 1 endobj q /FT /Tx << 48 0 obj /FormType 1 /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /FT /Sig 146 0 obj >> /F 174 0 R /Ff 8388608 /TU (D\) Agreed and Certified to this: Enter Month) /Parent 71 0 R /AP << /Type /Annot /BBox [0.0 0.0 12.48 12.72] >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /ProcSet [/PDF /Text] /Subtype /Widget /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /JS (SyncCheckboxes\(event.target\);) /FormType 1 /DA (/Helv 10 Tf 0 g) >> << << /Rect [450.6 379.44 558.6 392.76] /Rect [123.48 254.4 557.4 272.16] 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. Such investments or engagements may be made without notice to the qualified beneficiaries of such trust and without application and approval by court order. /ProcSet [/PDF] /DA (/Helv 0 Tf 0 g) /DA (/Helv 10 Tf 0 g) /P 134 0 R /F 4 /On 348 0 R W /T (Signature of Notary Public_3) /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) >> /Parent 70 0 R /F 4 >> >> /F 4 /FT /Tx /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /Fm0 385 0 R BT /AP << endobj /PageUIDList << 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. >> /T (US State/Commonwealth or other jurisdiction) /F 4 >> 1 1 10.4801 10.72 re /Type /Annot /TU (Please check one of the following \(REQUIRED\): Personally known or) /Helv 152 0 R 465 0 R 466 0 R 467 0 R 468 0 R 469 0 R 470 0 R 471 0 R 472 0 R 473 0 R 474 0 R /NumberOfPageItemsInPage 2 << 301 0 obj /DA (/Helv 10 Tf 0 g) f /ZaDb 558 0 R /Rect [158.88 461.76 266.88 480.0] /T (A-1) /MK << /JS (AFDate_KeystrokeEx\("mm/dd/yyyy"\);) << endobj /ProcSet [/PDF] /PageUIDList << /ProcSet [/PDF /Text] 366 0 obj >> /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis (D)(3) 4 d320217dex99d3.htm FORM OF DELEGATION AGREEMENT, Viewed December 13, 2021, View Source on SEC. /F 4 /F 4 endobj /ProcSet [/PDF /Text] /Parent 71 0 R /N 154 0 R /Type /XObject >> Q /Tx BMC /Type /XObject >> >> /Type /XObject /F 4 /TU (Notary Jurat and Affidavit Form: County of \(Enter County\)) /F 4 endobj /T ( Print Name of Notary Public) %PDF-1.7 << Trust Account Users Delegation /BBox [0.0 0.0 12.48 12.72] endstream /LineHeight 15.5 /S /JavaScript It can be customized to fit the needs of a specific company. stream /N 158 0 R >> /StructParent 692 >> /Subtype /Type1 If the Commission shall enter an order refusing to sustain any of the objections specified in the written statement so filed, or if, after the entry of an order sustaining one or more of such objections, the Commission shall find, after notice and opportunity for hearing, that all objections so sustained have been met, and shall enter an order so declaring, the Trustees shall transmit copies of such material to all Shareholders with reasonable promptness after the entry of such order and the renewal of such tender. /F 4 /T (MLPFS Account01_2) /Type /Metadata H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w Sec. >> /Type /Annot /AP << /Subtype /Type1 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] 100 0 obj 2.4362 3.3161 Td endobj endobj 35 0 obj /FT /Btn /MK << WebNo individual Trustee is empowered to make decisions on behalf of the Trust outside of any specific authority set out in this scheme of delegation. endobj /P 135 0 R /Name /ZaDb << /Rect [342.72 209.28 434.28 225.48] /ZaDb 550 0 R >> /P 133 0 R >> /Ff 8388608 /Encoding << /BBox [0.0 0.0 12.48 12.72] >> endstream endobj >> 245 0 obj /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] /MaxLen 5 >> /StructParent 535 /MK << /T (D-2) /JS (SyncCheckboxes\(event.target\);) >> /MK << >> /Type /Annot W endobj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] 55 0 obj /Subtype /Widget . /P 134 0 R /Subtype /Form /DocumentID /Ff 8388608 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] Ideally, of course, such powers would be contained in the trust instrument. BT << /Subtype /Widget /FT /Tx q /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /BBox [0.0 0.0 12.48 12.72] /Font << /Off 356 0 R /Font << /TU (Print Name of Notary Public) endobj Q /0 [255.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /Type /Encoding /StructParent 618 /K 542 0 R endstream /Parent 70 0 R >> >> endstream /AA << >> /0 [5001.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 Notwithstanding this possibility, it is the Settlors intent and belief that the best interests of the trust beneficiaries are served by the current provisions of this trust instrument and it is therefore the Settlors hope and desire that those provisions remain in effect notwithstanding the contrary views of the trust beneficiaries. >> This includes: following any specific requirements in the governing BT /Tx BMC /Helv 152 0 R /StructParent 639 1.0 4.21616 370.08] /N 150 0 R >> /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) >> /D << endobj /N << /DA (/Helv 10 Tf 0 g) /N << endobj it needs to decide which other matters it will make decisions about and which it can and will delegate. >> >> /JS (SyncCheckboxes\(event.target\);) >> /P 134 0 R endobj >> /Length 0 /Subtype /Widget /ProcSet [/PDF] /Type /Annot /Type /Annot /0 612.0 If a fiduciary participates in the decision to invest in any investment instrument (as defined in FS 660.25) owned or controlled by the fiduciary or an affiliate of the fiduciary or to engage any affiliate of the fiduciary to render services to the trust, the fiduciary shall credit against the compensation the fiduciary may otherwise be entitled pursuant to the provisions of this Section the amount of all fees, compensation or commissions paid from the trust estate to the fiduciary or an affiliate of the fiduciary for investing in those investment instruments or for rendering those services. 8. /DA (/Helv 10 Tf 0 g) /Type /Page 47 0 obj Authority to Delegate. endobj /FormType 1 /T1_3 396 0 R stream /FormType 1 << /Type /Annot /T (MLPFS Account02_1) /StructParent 726 Powers of Trustees Subject to the provisions of this Declaration of Trust, the business of the Trust shall be managed by the Trustees, and they shall have all powers necessary or convenient to carry out that responsibility and the purpose of the Trust. f /InDesign << << endobj /Subtype /Widget /MK << /Helv 152 0 R /Ff 8388608 << These are the sample trust form provisions referenced in the February 2008 article Drafting Florida Trusts by Powell and Klooster. /Name /Helv endobj /P 135 0 R /DA (/Helv 0 Tf 0 g) /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron /JS (SyncCheckboxes\(event.target\);) << /T (Irrevocable) >> /Subtype /Widget /BBox [0 0 252 14.64] /PDFDocEncoding 151 0 R /T1_3 396 0 R /BBox [0.0 0.0 12.48 12.72] 354 0 obj >> 2.4362 3.3161 Td >> /Resources << /T ( year of) >> /DA (/Helv 10 Tf 0 g) /Resources << /CA (4) /Ff 8388608 /Rect [170.16 574.2 310.2 588.84] 99 0 obj endobj /Subtype /Widget /StructParent 526 /StructParent 693 /Name /Helv endobj endobj /P 136 0 R << /Type /Annot << << /ProcSet [/PDF /Text] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> These form provisions do not constitute tax advice Trusts & Estates magazine and should not be treated as such. 90 0 obj /AP << 67 0 obj /Ff 8388608 /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron /Font << endstream /MK << /Rect [136.8 174.72 540.84 189.36] /Type /Outlines /MaxLen 5 /StructParent 458 /DA (/Helv 10 Tf 0 g) endobj endobj >> endobj /F 4 endobj endstream /Rect [328.92 616.64 544.92 631.4] /Encoding << >> /MediaBox [0.0 0.0 612.0 792.0] 20 0 obj >> /Type /XObject /Subtype /Widget /FT /Tx /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) << /MK << /P 129 0 R CLE (2007) (Conetta, Settlor, May I?). /T ( year of_4) /T (MLPFS Account_1_5) /T ( personally appeared) /F 4 /DA (/Helv 10 Tf 0 g) /F 4 /Rotate 0 >> /T ( 20_2) 60-175.16. /Type /StructTreeRoot 299 0 obj NSCC trustees elect officers | Local News | bryantimes.com 42 419-636-1111 | news@bryantimes.com | 211 W. High St., Ste. >> /MediaBox [0.0 0.0 612.0 792.0] << stream /Subtype /Widget /F 4 /DA (/Helv 10 Tf 0 g) /StructParent 666 /BBox [0.0 0.0 12.48 12.72] >> 9. 0 0 12.48 12.72 re /DA (/Helv 10 Tf 0 g) /Parent 70 0 R >> << /Rect [312.48 469.56 556.56 482.88] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Parent 71 0 R /FT /Tx << /StructParent 701 /Rect [450.6 621.64 558.6 634.96] /DA (/Helv 10 Tf 0 g) /T (MLPFS Account02_5) /Font << /Subtype /Form >> /MaxLen 4 /Filter /FlateDecode /StructParent 454 /Rect [178.8 387.36 280.8 404.04] /DR << /F 4 /Length 112 /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) The names of all current trustees are: \(If trustee is an entity, documentation indicating authorized individuals of entity, such as Corporate Resolution or Certificate of Incumbency, will be required\): Trustee Name 3) /T1_0 382 0 R /NumberOfPageItemsInPage 2 Delegation /Resources << /Rect [322.32 601.774 462.36 616.414] 223 0 obj << >> /Type /Font /MK << /Ff 8388608 >> /ZaDb 13 0 R /O /Layout >> endobj >> >> /Type /Annot >> /T ( day of_4) /Resources << /Length 83 endobj >> /Rect [159.12 386.4 267.12 401.04] /ProcSet [/PDF] endstream /F 4 endstream /FT /Sig /FT /Sig /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /FormType 1 /DA (/Helv 10 Tf 0 g) endobj >> /Rect [155.687 241.771 168.167 254.491] >> >> stream /K 177 0 R /ZaDb 13 0 R >> /CS0 [/ICCBased 377 0 R] /F 4 /Encoding << /Matrix [1 0 0 1 0 0] /ZaDb 13 0 R >> /Subtype /Widget (iii) Transfer of Principal Place of Administration. /P 137 0 R /Rect [450.356 399.025 558.356 413.785] /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /DocumentID /DA (/Helv 10 Tf 0 g) 177 0 obj /PageItemUIDToLocationDataMap << Trustee delegation | STEP >> >> /MK << >> /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /StructParent 574 /Type /Annot << 142 0 obj /Ff 8388608 >> stream /On 307 0 R /FT /Tx >> >> Trustee voting corporate stock. /FT /Tx /Type /XObject << /StructParent 734 /F 4 /P 134 0 R >> /DA (/Helv 10 Tf 0 g) q 180 0 obj >> /F 4 /F 4 /Last 130 0 R >> /ProcSet [/PDF /Text] /StructParent 719 /Parent 70 0 R A determination of whether any insurance contract is or remains a proper investment; 3. /P 135 0 R 4. /DA (/Helv 10 Tf 0 g) /JS (SyncCheckboxes\(event.target\);) >> >> << /Parent 7 0 R /Ff 8388608 /LineHeight 12 f /MaxLen 3 /T (G-1) 217 0 obj << 0 0 12.48 12.72 re 286 0 obj /FT /Tx /AP << /FT /Tx endobj endobj /FT /Sig Every officer or committee shall, in the exercise of the power so delegated, comply with any restrictions that may be imposed on them by the member(s). << /ExtGState << << /F 4 >> ET /StructParent 716 /F 4 >> Accordingly, with respect to each trust created under this trust instrument, the Trustee may disregard the interests of the remaindermen in making discretionary distributions to a current beneficiary. endobj endstream 8.6597 TL << (4) Tj >> /DA (/Helv 10 Tf 0 g) /MK << /StructParent 592 /Subtype /Form /Ff 29360128 endobj /Last 388 0 R >> /DA (/Helv 10 Tf 0 g) stream /S /JavaScript << /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron /Off 326 0 R /P 134 0 R << endobj /AA << << /Subtype /Widget /T (Signature of Notary Public_2) endobj >> /Subtype /Form /Length 112 /StructParent 583 >> >> /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) /XObject << /S /Document << stream /GS0 378 0 R /Subtype /Widget endobj /BleedBox [0.0 0.0 612.0 792.0] /Subtype /Widget /P 135 0 R << /Fm1 394 0 R /S /GoTo >> Delegation of Powers Subject to any limitations set forth in the Act, the member(s) may delegate any of its powers to officers of the Company or to committees consisting of persons who may or may not be member(s). endstream >> With respect to each trust created under this trust instrument, notwithstanding the provisions of F.S. /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /Rect [54 474.96 306 489.6] /FT /Tx /On 323 0 R endobj /MK << endobj /D << /Type /Annot /A 329 0 R >> >> >> /StructParent 421 ET /T (2B2 - Date of Birth_1) /F 4 /TU (Signature of Notary Public) /T (MLPFS Account03_3) q 293 0 obj EMC >> >> /Type /Annot /AS /Off >> >> /DA (/Helv 0 Tf 0 g ) /K [415 0 R 416 0 R 417 0 R 418 0 R 419 0 R 420 0 R 421 0 R 422 0 R 423 0 R 424 0 R /ExtGState << /PDFDocEncoding 162 0 R }7YNn9Mf|YST?TJW|nn nHbYw4Wf~6klgryV?yFG..{gbJi}[U&w|q1_?O;]\O:CPXY_&A|\M# upJ}bm2A`U:h. >> endstream /Type /Annot >> >> /T (Signature of Trustee_5) /S /JavaScript
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