<< /MK << /AA << /F 4 /Parent 70 0 R /MK << /MaxLen 4 /Ff 29360128 /Ff 8388608 /Encoding << /FT /Tx >> >> /StructParent 611 /ProcSet [/PDF] >> /FT /Tx /Encoding << 3. /Lang (en-US) kb_`")"P1QiVB*TPj"F bQ{I8$Xvu0N#a09Fk #)e /Subtype /Widget 113 0 obj /Length 36 /StructParent 606 218 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 >> /Rect [48.6 68.88 101.76 84.24] /FormType 1 stream /FT /Tx /FT /Tx /P 135 0 R >> /F 4 /OriginalDocumentID 292 0 obj /StructParent 447 All or any part of the rights and powers conferred on the Designated Representative pursuant to the provisions of this subsection may be relinquished at any time or from time to time by the Designated Representative by notice in writing delivered to the Trustee of the trust to which such release relates. /FT /Tx << 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. 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Pursuant to the provisions of a certain Trust Agreement dated July 1, 2007 (the Trust Agreement), by and between John Doe, as Settlor, and Jane Doe and James Smith, as Co-Trustees, the John Doe Delta Trust (the Delta Trust) was created. /Resources << /Helv 152 0 R /Type /XObject << >> /Subtype /Widget /MK << /Off 286 0 R /BBox [0.0 0.0 12.48 12.72] /1 [2433.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /JS (SyncCheckboxes\(event.target\);) >> /MK << /Resources << /MaxLen 4 endobj /StructParent 741 >> endobj /On 292 0 R /Subtype /Widget /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft /Type /Annot >> 24 0 obj 210 0 obj /StructParent 725 WebDelegation by Trustee. << /F 4 /DA (/Helv 10 Tf 0 g) /Matrix [1 0 0 1 0 0] 69 0 obj 64 0 obj %PDF-1.7 /Font << /DA (/Helv 10 Tf 0 g) /Encoding << 26 0 obj 358 0 obj /Length 36 /Type /Annot /FT /Tx /P 136 0 R /AA << /AS /Off >> /Subtype /Widget /F 4 /FT /Tx /Matrix [1 0 0 1 0 0] /DA (/Helv 10 Tf 0 g) /Rect [450.702 699.109 558.702 713.869] /F 4 /P 136 0 R /Matrix [1 0 0 1 0 0] /P 137 0 R /Subtype /Form /N 14 0 R >> >> /0 612.0 /FormType 1 /Rect [47.64 598.32 100.8 613.68] /0 [1.0 0.0 0.0 1.0 0.0 0.0] /Subtype /Widget /T ( day of) W /StructParent 599 endobj /F 546 0 R /0 203 /FT /Tx 183 0 obj /P 137 0 R /FormType 1 /AS /Off The Trustees agree that any notice sent to one Trustee will constitute as a notice to all Trustees. /MK << << /P 133 0 R /Subtype /Widget 57 0 obj /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) endobj >> WebDelegation of functions by trustee LawServer. /MK << /P 134 0 R >> /BBox [0.0 0.0 9.36 9.48001] endstream endobj /Type /Annot /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /FT /Tx /P 134 0 R /MK << >> /FT /Tx /DA (/Helv 10 Tf 0 g) /Subtype /Form /ZaDb 5.6414 Tf endobj /Type /Annot /P 136 0 R stream /P 129 0 R endobj >> << /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) >> >> /0 [5943.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /ZaDb 553 0 R >> endobj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /ZaDb 13 0 R /StructParent 700 /Subtype /Widget /JS (SyncCheckboxes\(event.target\);) /Subtype /Widget /FormType 1 /Type /Annot /T ( Agreed and Certified to this_3) /Ff 29360128 /Matrix [1 0 0 1 0 0] /S /JavaScript /MK << /S /JavaScript /Kids [193 0 R 194 0 R 195 0 R 196 0 R 197 0 R 198 0 R 199 0 R 200 0 R 201 0 R 202 0 R /Filter /FlateDecode endobj /FT /Tx /JS (SyncCheckboxes\(event.target\);) >> >> >> /Helv 152 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. /T ( State of) H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w << /Fm1 394 0 R /Subtype /Form /Font << stream /StructParent 420 8.6597 TL /TU (Signature of Notary Public) /TU (Signature of Notary Public) /F 4 /DA (/Helv 10 Tf 0 g) /XObject << >> << /Marked true /P 131 0 R >> /F 4 /AP << /T (MLPFS Account_2) /DA (/Helv 10 Tf 0 g) << /Font << /MK << /F 4 /ParentTree 142 0 R /Bl 360 0 R endobj /A 309 0 R /DocumentID 85 0 obj >> 118 0 obj endobj /MK << /JS (SyncCheckboxes\(event.target\);) q 60-175.16. 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advice Trusts & Estates magazine and should not be treated as such. /FT /Tx (4) Tj /PageWidthList << /PieceInfo << << /S /JavaScript /StructParent 525 >> /Ff 8388608 /ZaDb 13 0 R /P 133 0 R >> /EndIndent 299.5 /Type /Annot /T (MLPFS Account01_1) /TU (20: \(Enter the last 2-Digits of Year\)) /Ff 8388608 /F 4 /Encoding << << /On 303 0 R /T (Type of identification02) /Type /Annot /FT /Tx endstream /StructParent 684 /O /Layout >> /Names [(SyncCheckboxes) 368 0 R] << /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /StructParent 534 234 0 obj << /BBox [0.0 0.0 12.48 12.72] /DA (/Helv 10 Tf 0 g) << << /BaseFont /Helvetica /Subtype /Widget >> /F 4 163 0 obj 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). /Subtype /Widget /A 364 0 R /Type /Annot >> /T ( State of Florida County of) /DA (/Helv 10 Tf 0 g) >> 312 0 obj /Subtype /Widget /MK << /A 314 0 R /FT /Tx /TU (9B. /MediaBox [0.0 0.0 612.0 792.0] /NumberOfPageItemsInPage 2 /P 129 0 R /JS (SyncCheckboxes\(event.target\);) >> /DA (/Helv 10 Tf 0 g) /P 137 0 R /Fm1 394 0 R /MaxLen 4 >> /F 4 /MK << << 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. << /Type /Annot /Rect [135.96 603.12 560.04 621.24] >> H,=@DSfG+;E#X/L1y+TJjj/($_g \_o;f#}FlCiawW a0 /JS (SyncCheckboxes\(event.target\);) /StructParent 419 >> >> << /BBox [0.0 0.0 9.36 9.48001] >> /FT /Tx endstream /Tabs /S >> /ZaDb 554 0 R /FT /Tx /P 133 0 R /Length 112 /Rect [409.92 68.88 463.08 84.24] /Subtype /Widget /Subtype /Form /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /SpaceAfter 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/Resources << W << >> /Type /Annot >> /Subtype /Form /Font << /TU (9B. /AS /Off /StructParent 561 /D << q >> /StructParent 513 >> endobj /T ( 20_1) /OriginalDocumentID The trust is currently \(please check as applicable\): Irrevocable) /Font << /TU (20: \(Enter the last 2-Digits of Year\)) /F 4 >> /Rect [292.56 687.6 420.6 702.24] >> >> /Type /XObject /P 137 0 R >> /FormType 1 /T (Country of residency_02) 413 0 R 414 0 R] /MaxLen 5 /Rect [405.84 577.32 509.76 590.64] 304 0 obj /StructParent 672 /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /Subtype /Widget /Type /Annot /K 549 0 R q /ProcSet [/PDF] endstream Such delegation of authority shall be documented in writing. /InDesign << /BBox [0.0 0.0 12.48 12.72] 1.0 301.32 371.88] >> /F 4 endobj endobj >> /Subtype /Widget >> /Rect [178.8 148.68 280.8 165.36] 0 0 12.48 12.72 re /Type /XObject /Filter /FlateDecode 231 0 obj /Type /Annot << /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave 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Edwards in her regular column for STEP England and Wales Diploma students. >> /FT /Tx /P 135 0 R /Off 301 0 R << /Type /Annot /Encoding << >> /Encoding << /T (Signature of Trustee_12) (ii) Waiver of Duty to Determine Appropriate Place of Administration. /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /Encoding << /Tx BMC /Parent 71 0 R /P 131 0 R /T (Margin transactions including short sales uncovered putcall options spreads straddles and combinations whether index or equity03) /Subtype /Form stream stream /Resources << /FT /Tx /Type /Font (a) Representation by Holder of Power of Appointment. /Ff 8388608 endobj 45 0 obj /Subtype /Type1 >> /P 134 0 R 8.6597 TL /Font << /Type /Annot /Subtype /Widget /MK << /Type /Annot /Type /Annot /Subtype /Widget >> /PageUIDList << /Font << 368 0 obj endobj endobj Drafting Florida trusts now that the new Florida Trust Code is in effect. /ProcSet [/PDF /Text] /Type /Outlines 2.4362 3.3161 Td /JS 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and is exercisable whether or not an actual vacancy in the position of Designated Representative exists at the time of the exercise. /DA (/Helv 0 Tf 0 g) /Parent 70 0 R /Subtype /Widget << /S /JavaScript >> /Subtype /Form 8.6597 TL /T (Margin transactions including short sales uncovered putcall options spreads straddles and combinations whether index or equity04) endobj /FT /Tx 227 0 obj /Font << Q /BBox [0.0 0.0 12.48 12.72] 1 1 7.36 7.48 re /MK << << 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. /P 129 0 R WebTrustee selling to self as trustee of another trust. /Ff 8388608 Notarization is required for trusts governed by certain US States\) Use this page when the Notary is in ANY Jurisdiction EXCEPT: \(If Notary is in Colorado, Idaho, Iowa, Michigan, Minnesota, Mississippi, Nebraska, Nevada, South Dakota, Tennessee or Vermont, use page 6\) \(If the Notary is in California, use page 7\) \(If the Notary is in Florida, use page 8\): A\) Agreed and Certified to this: Enter Month) >> /StructParent 618 H,=@DSfG+;E#X/2DIUoKgA7`wVi-`hb!U /Tabs /S /Ff 8388608 /F 4 282 0 obj 0.749023 g /Matrix [1 0 0 1 0 0] endstream 193 0 obj W /Ff 8388608 /FormType 1 >> /P 136 0 R << /PDFDocEncoding 151 0 R >> /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /A 319 0 R /Subtype /Widget << /TU (day of: \(Enter 2-Digit Day\)) endobj >> 68 0 obj 304 0 obj <>stream The functions can only be delegated for a maximum of 12 months. >> endobj Powers of trustee attached to office. /Subtype /Widget /ZaDb 8.9925 Tf /Subtype /Widget /Helv 152 0 R /MK << /PageTransformationMatrixList << /MaxLen 3 /Subtype /Widget /NumberofPages 1 endobj /AS /Off << /StructParent 616 >> /StructParent 675 endobj << >> /First 130 0 R /AA << 198 0 R 194 0 R 193 0 R 238 0 R 236 0 R 237 0 R 74 0 R 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Trustee) /AP << >> /K 531 0 R /Subtype /Widget /Helv 167 0 R In accordance with the provisions of F.S. /Ff 8388608 /F 4 ET /StructParent 667 q /Length 12 /BBox [0.0 0.0 12.48 12.72] endobj endobj /FormType 1 /DA (/Helv 10 Tf 0 g) /NumberOfPageItemsInPage 2 /Matrix [1 0 0 1 0 0] /DA (/Helv 0 Tf 0 g) >> /Type /Annot 30 0 obj /ProcSet [/PDF /Text] << >> /StartIndent 334 /Rect [136.92 366.36 558.12 384.12] >> Trusts & Estates editors have not edited these sample provisions either for content or for style and do not vouchsafe their efficacy. /BBox [0.0 0.0 12.48 12.72] /FT /Tx /Tabs /S Purpose of Trust and Intent of Settlor Regarding Trust Modification. << /Type /Annot /Rect [135.96 522.96 560.04 541.08] /Type /Annot >> q >> >> /T (For trusts with more than one trustee only02) Q /AA << /Name /Helv /NumberOfPageItemsInPage 2 /TU (MLPF&S Account #3: \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) Webdelegation of authority is expressly authorized by 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/T (US State/Commonwealth or other jurisdiction) /F 4 /Subtype /Widget /T ( personally appeared) /Type /Annot /T ( day of) /ExtGState << 243 0 obj /MaxLen 2 /Rect [292.2 461.76 420.24 480.0] /BBox [0.0 0.0 12.48 12.72] /ClassMap 139 0 R /TU (Signature of Trustees requiring Notarization: Use this page when the Notary is in Florida \(Please note that all fields, including the boxes below, must be completed by the Notary Public or the document will be returned\): B\) Agreed and Certified to this: Enter Month) /GS1 380 0 R /FT /Tx /F 4 /Subtype /Widget /MaxLen 3 /FT /Sig 1 1 10.48 10.72 re /Tx BMC >> >> /Ff 29360128 endstream endobj /Font << /Font << This power also extends to personal representatives. endobj /FT /Tx /StructParent 646 /FT /Btn /Bl 290 0 R /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash >> << /Ff 8388608 q << /CA (4) >> /P 135 0 R >> >> << >> In carrying out its responsibilities under this Agreement, the Portfolio Manager shall at all times act in accordance with the investment objectives, policies and restrictions applicable to the Portfolio as set forth in the then current Registration Statement of the Trust delivered by the Trust to the Portfolio Manager, applicable provisions of the Investment Company Act and the rules and regulations promulgated under the Investment Company Act and other applicable federal securities laws. /Ff 8388608 /Parent 70 0 R 100 0 obj /Font << /P 136 0 R /StructParent 453 /P 134 0 R /Rect [322.8 574.2 342.84 588.84] endstream 197 0 R 20 0 R 240 0 R 241 0 R 242 0 R 248 0 R 243 0 R 244 0 R 21 0 R 80 0 R f /BBox [0.0 0.0 12.48 12.72] >> /StructParent 484 736.0103(2) and the term investment instrument shall have the meaning ascribed such term in FS 660.25. 6. WebDelegation of Power (a) Any Administrative Trustee may, by power of attorney consistent with applicable law, delegate to any other natural person over the age of 21 his or her /N << endobj /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash 246 0 obj 1.0 4.21616 370.08] /MaxLen 2 /Helv 163 0 R /Type /XObject CLE (2007). /F 4 /T (MLPFS Account03) /P 131 0 R /T (Country of residency_04) /T1_1 384 0 R /MK << >> /FT /Tx 34 0 obj /MK << /Off 336 0 R << /FormType 1 /DR << /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde /On 297 0 R /DA (/Helv 0 Tf 0 g) /DA (/Helv 10 Tf 0 g) /TU (Country of residency for Trustee Name 3) /F 4 /F 4 /Encoding << /FT /Sig /Ff 8388608 /Type /Annot Cotrustees - Powers and liabilities. /LastModified /Ff 8388608 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Type /Annot endobj /BBox [0.0 0.0 12.48 12.72] /ZaDb 551 0 R /Type /XObject /MK << >> /Rect [450.36 461.76 558.36 480.0] endobj stream /Type /Annot << Web(a) A trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. q /MediaBox [0.0 0.0 612.0 792.0] 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. >> /Length 112 /K 547 0 R >> /T ( year of_1) /Parent 70 0 R /Type /Annot /Type /XObject There are, however, restrictions on such delegation covering non-delegable functions, which are broadly: functions relating to the distribution of assets; decisions as to whether fees should be paid out of income or out of capital; powers to appoint trustees; and powers of delegation under any other statute. >> >> >> /BBox [0 0 421.2 17.76] /F 4 endstream >> /FT /Sig /ProcSet [/PDF /Text] 29 0 obj f >> /Subtype /Widget /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) >> H,=@DSfG+;E#X/L1y+TJjj/($_g \_o;f#}FlCiawW a0 /Type /Annot << /Rect [54 173.76 306 188.4] >> /StructParent 605 /P 129 0 R /PDFDocEncoding 166 0 R /StructParent 739 >> Q H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w /Subtype /Widget /Ff 8388608 stream 278 0 obj >> /Subtype /Widget /TU (9A. /JS (SyncCheckboxes\(event.target\);) q endobj /Parent 7 0 R /ProcSet [/PDF /Text] >> 129 0 obj /InDesign << 318 0 obj /TU (Signature of Trustee) >> /DA (/Helv 10 Tf 0 g) Pyg*eB5![Zh#' NDb0y9LaLSKaeS /AA << /Helv 152 0 R /PageTransformationMatrixList << /Type /Annot /Type /XObject >> /ProcSet [/PDF] /MaxLen 3 /LastModified 0 0 Td << /StructParent 586 /F 4 endobj 167 0 obj >> >> endobj WebDelegation by trustee. /ProcSet [/PDF /Text] << 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 The trustee shall exercise reasonable care, skill, and caution in: /Type /Annot endobj endobj It can be customized to fit the needs of a specific company. /F 4 << /StructParent 463 /Font << /T (A-1) /StartIndent 15.25 /CM12 << endobj 74 0 obj /Ff 29360128 /Subtype /Form /TU (20: Enter the last 2-Digits of Year) 356 0 obj /FT /Tx 0 0 12.48 12.72 re endobj /P 135 0 R >> /P 133 0 R 8.6597 TL Note that the following form is for a Revocable Trust: 15.24 Special Representation Provisions. >> >> /DA (/Helv 10 Tf 0 g) 327 0 obj /Rect [312.48 174.24 556.56 187.56] /Length 34 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> >> 351 0 obj >> >> /Subtype /Widget >> >> >> /MK << /O /Layout /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /MK << /Title (Trustee Certifcation Form) /T (Signature of Trustee_4) /PDFDocEncoding 151 0 R >> /ZaDb 8.9925 Tf /0 [255.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 endobj 349 0 obj /BBox [0.0 0.0 12.48 12.72] /Bl 350 0 R /P 131 0 R endobj /Parent 70 0 R >> /Contents 395 0 R /On 352 0 R /MaxLen 2 /Subtype /Form /F 4 EMC >> 139 0 obj 445 0 R 446 0 R 447 0 R 448 0 R 449 0 R 450 0 R 451 0 R 452 0 R 453 0 R 454 0 R /Type /Metadata /MaxLen 5 66 0 obj /DA (/Helv 0 Tf 0 g) >> /K 529 0 R /Rect [295.44 687.12 453.12 704.88] << 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. endobj /O /Layout /AP << /MK << The trustee remains liable for the acts and defaults of the donee as if they were the acts or defaults of the donor. << /Length 12 /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply /FT /Tx /FT /Tx 224 0 obj /StructParent 518 endobj >> /T (5) /Helv 157 0 R /Ff 8388608 /0 612.0 18 0 obj /CropBox [0.0 0.0 612.0 792.0] >> /ProcSet [/PDF /Text] /PageWidthList << endstream >> /Ff 8388608 stream /DA (/Helv 0 Tf 0 g) /Rect [64.92 626.16 388.32 641.64] >> /Rect [178.8 387.36 280.8 404.04] /TU (Signature of Trustee) endobj /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply /PageItemUIDToLocationDataMap << /Annots [22 0 R 23 0 R 24 0 R 25 0 R 96 0 R 97 0 R 98 0 R 99 0 R 100 0 R 101 0 R /P 135 0 R << /Type /XObject >> /Encoding << /ExtGState << >> /Off 361 0 R /TU (2. /F 4 << /Rect [135.96 383.64 560.04 398.4] /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) /FT /Sig >> endobj << Who /Subtype /Widget /ProcSet [/PDF] endobj /Ff 29360128 Additional filters are available in search. << /MK << << /Type /Annot /Type /XObject
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