/T (C-1) /StructParent 740 >> The following Private Client practice note provides comprehensive and up to date legal information on Charities and delegation of asset management >> /Resources << Collective delegation is where trustees delegate certain functions, as a collective body, to agents. /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis 366 0 obj endobj /StructParent 420 /StructParent 534 /P 137 0 R endobj /Cour 11 0 R q /StructParent 531 /MK << /BBox [0.0 0.0 9.36 9.48001] /StructParent 718 /Rect [135.96 655.68 560.04 669] /FT /Tx q /MK << >> /P 135 0 R /Subtype /Widget 168 0 obj /T (MLPFS Account_2_2) /FT /Tx 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 /Type /Page %PDF-1.7 /Type /Annot /MK << /LineHeight 15.5 >> /Helv 152 0 R /F 4 stream 193 0 obj /F 4 44 0 obj endobj kb_`")"P1QiVB*TPj"F bQ{I8$Xvu0N#a09Fk #)e /NumberOfPageItemsInPage 2 Title to trust property shall be taken as follows: Jane Doe and James Smith, not individually but solely as Co-Trustees of the John Doe Delta Trust U/A/D 7/1/07. /Parent 71 0 R 190 0 obj /AS /Off /N << /TU (Signed and sworn to \(or affirmed\) before me this: \(Enter Month\)) /Matrix [1 0 0 1 0 0] /F 4 /MK << /Subtype /Form /Ff 8388608 << endobj /PageTransformationMatrixList << stream endobj 0 0 Td /BleedBox [0.0 0.0 612.0 792.0] /0 [1.0 0.0 0.0 1.0 0.0 0.0] H,=@DSfG+;E#X/2DIUoKgA7`wVi-`hb!U /Names 4 0 R << /Subtype /Type1 >> >> stream /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] With respect to each trust created under this trust instrument, the Trustee may renounce any interest or expectancy of the trust in any one (1) or more business opportunities presented to the Trustee and the Trustee is not prohibited from participating in these business opportunities as a result of such renunciation. 4. >> Note that this form is for an irrevocable trust. /StructParent 593 /Parent 50 0 R endobj /JS (SyncCheckboxes\(event.target\);) /T1_0 382 0 R /MediaBox [0.0 0.0 612.0 792.0] >> >> endobj /Type /Annot 28 0 obj >> 56 0 obj (e) upon reasonable request, provide a qualified beneficiary with relevant information about the assets and liabilities of the trust and the particulars relating to administration; provided, however, while a trust is revocable, the Trustees duties pursuant to this Section extend only to the Settlor., (iii) to compromise and adjust claims arising out of any the policy or contract, upon terms and conditions as the Trustee, in the Trustees sole discretion, may deem best, and the decisions of the Trustee shall be binding and conclusive upon all persons beneficially interested in the trust;, Not a Fiduciary. 235 0 obj endstream /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /F 4 /TU (A\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) /Rect [292.254 541.884 420.294 555.204] /Off 178 0 R /Tx BMC /Subtype /Widget /SpaceAfter 12.25 /TU (Grantor Name 2: Date of Birth including 2-Digit Month/2-Digit Day/4-Digit Year) /DA (/Helv 10 Tf 0 g) >> /ProcSet [/PDF] >> /BBox [0.0 0.0 12.48 12.72] >> 1 1 10.48 10.72 re /StructParent 588 99 0 obj /DA (/Helv 0 Tf 0 g) /JS (AFDate_FormatEx\("mm/dd/yyyy"\);) << >> BT /Rect [387.96 285.6 400.44 298.32] /Ff 8388608 /MK << /Type /Font /Subtype /Widget /ProcSet [/PDF /Text] /MK << >> /Ff 8388608 132 0 obj >> >> /T (MLPFS Account_1_2) >> /F 532 0 R /O /Layout >> endobj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /AP << endobj /TU (Print Name of Notary Public) /PDFDocEncoding 151 0 R /Type /Annot /Length 90 /MK << /Length 88 Webdelegation of authority is expressly authorized by the Trust. /Resources << /Rect [409.92 71.88 463.08 87.24] 4 0 obj /Type /XObject /DA (/Helv 10 Tf 0 g) /JS (AFDate_KeystrokeEx\("mm/dd/yyyy"\);) 1.0 301.32 371.88] >> /O /Layout >> /Kids [187 0 R 188 0 R 189 0 R 190 0 R] /Subtype /Widget /FT /Btn /Length 38 /Type /XObject /DA (/Helv 10 Tf 0 g) /CropBox [0.0 0.0 612.0 792.0] endobj >> endobj HlVn7W"Y\ %AX@B{ Zli8W\9@,XwWA}OoyF]. /Helv 163 0 R Decisions /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 /Bl 365 0 R /T ( day of) /A 299 0 R /P 131 0 R /Subtype /Widget n /F 4 /FormType 1 /DA (/Helv 10 Tf 0 g) /ProcSet [/PDF] H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w /Subtype /Widget /Ff 8388608 /Font << /Parent 71 0 R endobj /Resources << /F 4 /Resources << /FT /Tx /AP << Delegation 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 power for the purpose of executing any documents contemplated in Section 2.7(a), including any registration statement or amendment thereto filed with the Commission, or making any other governmental filing; and. /Length 12 /TrimBox [0.0 0.0 612.0 792.0] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Ff 8388608 /Filter /FlateDecode 356 0 obj /T (MLPFS Account03_1) /F 4 /Filter /FlateDecode /CropBox [0.0 0.0 612.0 792.0] >> /StructParent 644 stream /FT /Tx >> /Title (Trustee Certifcation Form) >> /Type /Annot /DA (/Helv 0 Tf 0 g) /FT /Tx Language similar to the following could be considered to prohibit double fees: Compensation and Expenses. /Helv 157 0 R << /BBox [0.0 0.0 12.48 12.72] /O /Layout /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /Type /XObject /NumberofPages 1 /ZaDb 552 0 R >> /EndIndent 5.375 Delegation of functions by trustee. endobj >> >> /Subtype /Widget >> 38 0 obj /MK << /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron endobj /TU (Signature of Trustee #3) >> >> /F 4 >> >> >> >> /MK << 0 0 12.48 12.72 re W /Rect [159.12 386.4 270.12 404.16] /Ff 8388608 /Type /Annot /N 158 0 R /FT /Tx /ProcSet [/PDF] << The trust is currently \(please check as applicable\): Revocable and amendable) >> /F 4 /Length 36 /T ( Print Name of Notary Public_1) /FormType 1 /TU (The foregoing instrument was acknowledged before me, a Notary Public, by means of \(check one\): physical presence) /Ff 29360128 /F 4 /FT /Sig /S /JavaScript /PDFDocEncoding 151 0 R /DocumentID EMC 265 0 obj /Rotate 0 /Type /XObject >> endobj f >> << /D << >> << /FT /Tx /AA << /0 [1.0 0.0 0.0 1.0 0.0 0.0] /StartIndent 86.625 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /StructParent 442 /S /JavaScript /F 4 /StructParents 569 H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w /GS0 378 0 R /T (Grantor Name_1) >> (4) Tj << /MK << /P 134 0 R >> /Ff 29360128 endobj /DA (/Helv 10 Tf 0 g) H,=@DSfG+;E#X/L1y+TJjj/($_g \_o;f#}FlCiawW a0 >> /T (Type of identification05) /TU (Please check one of the following \(REQUIRED\): Personally known or) /O /Layout >> 341 0 obj /Rect [83.76 296.16 291.72 309.48] /S /JavaScript /TU (Enter type of identification) /DR << /MaxLen 2 /Font << 217 0 obj /P 135 0 R endobj /Type /Annot (4) Tj /CM31 << /MK << /DocumentID /P 133 0 R /FT /Tx /T1_0 382 0 R /MK << /K 547 0 R /Rect [316.44 577.32 380.4 590.64] /T1_3 396 0 R /FormType 1 >> /F 4 /FormType 1 >> (4) Tj /FormType 1 << BT /DA (/Helv 10 Tf 0 g) << endstream Notwithstanding any provision of this trust instrument to the contrary, with respect to each trust created under this trust instrument, the Trustee may provide the accountings and notices to be given by the Trustee pursuant to the provisions of Section 15.23 of this Article to the holder of a power of appointment of trust principal, whether a limited power of appointment or a general power of appointment, and the holder of the power of appointment shall represent and bind persons whose interests, as permissible appointees, takers in default, or otherwise, are subject to the power. /Type /Annot /TU (C\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) >> /P 131 0 R /Parent 7 0 R << 320 0 obj >> /FT /Btn Only /MaxLen 2 /StructParent 457 /PDFDocEncoding 10 0 R /Font << endobj endobj /Resources << /MK << /JS (SyncCheckboxes\(event.target\);) /Subtype /Widget 1.0 4.21616 370.08] /StructParent 701 stream /ProcSet [/PDF] /PageUIDList << >> /MK << /Encoding 10 0 R /Subtype /Form /P 136 0 R /PageItemUIDToLocationDataMap << >> >> /Ff 8388608 >> /LineHeight 15.5 /StructParent 535 /LastModified (D:20211212090914-05'00') /StructParent 612 A determination of whether the insurance contract was procured or effected in compliance with s. 627.404; 2. >> /FT /Tx /Ff 29360128 /Type /Annot /BBox [0.0 0.0 12.48 12.72] /BBox [0.0 0.0 9.36 9.48] /Type /Annot Language similar to the following could be considered to authorize double fees: Compensation and Expenses. endobj stream /XObject << 0.749023 g b.The trustee shall exercise reasonable care, skill, and caution in: (1)selecting an agent; >> /F 4 >> /0 [1.0 0.0 0.0 1.0 0.0 0.0] /GS2 380 0 R /FT /Tx /Encoding << >> /Parent 70 0 R /StructParent 443 >> << 8.6597 TL ET >> /1 [2433.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /P 135 0 R 363 0 obj /ProcSet [/PDF /Text] << /MK << 121 0 obj /DA (/Helv 10 Tf 0 g) 234 0 obj /Ff 29360128 n /On 180 0 R 369 0 obj /StructParents 427 /MK << 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. /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] This trust instrument shall be construed in accordance with the laws of the State of Florida, as a sufficient nexus to the State of Florida within the meaning of Florida Statutes 736.0107(1) exists as of the date this trust is created. /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior /S /JavaScript >> /DA (/Helv 10 Tf 0 g) Web(3) An individual trustee, with a co-trustee's consent, may, by a signed, written instrument, delegate any power, duty, or authority as trustee to that co-trustee. /Length 12 >> /Length 12 226 0 obj /N 164 0 R /FormType 1 /Subtype /Widget /MK << /Subtype /Widget >> /JS (SyncCheckboxes\(event.target\);) << /Type /XObject /Helv 152 0 R endobj /O /Layout /Filter /FlateDecode /Font << /FT /Sig >> Amanda Edwards TEP is an Associate in the Private Client and Tax department at Boodle Hatfield LLP. Self-Dealing by Trustee. /Type /Annot /StructParent 720 /F 4 Trusts & Estates editors have not edited these sample provisions either for content or for style and do not vouchsafe their efficacy. /F 4 /Bl 360 0 R /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply /FT /Tx /Subtype /Widget /NumberofPages 1 /F 4 /N 144 0 R /TU (5C. /TU (D\) Agreed and Certified to this: Enter Month) >> /Type /Page >> /Filter /FlateDecode /PageWidthList << /Rect [54 201.84 306 216.48] /P 135 0 R >> Sub-delegations of authority must be documented in writing, on the FIU approved form, and provided to the Office of the General Counsel for recording in the Universitys records. >> 2.4362 3.3161 Td /PageUIDList << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] (a) Validity. /F 4 /FormType 1 /Resources << /BBox [0.0 0.0 12.48 12.72] f /Parent 71 0 R /0 612.0 /AP << NSCC trustees elect officers | Local News | bryantimes.com 42 419-636-1111 | news@bryantimes.com | 211 W. High St., Ste. Q endobj /D << /AS /Off >> /FT /Tx /T1_2 384 0 R << /MK << /Type /Annot /Parent 70 0 R >> endobj /Type /Annot >> /MK << >> The Delegation Of Authority Form form is 1 page long and contains: 3 signatures 12 check-boxes 32 other fields Country of origin: US File type: PDF U.S.A. forms for Great Falls College Montana State University BROWSE GREAT FALLS COLLEGE MONTANA STATE UNIVERSITY FORMS Related forms PPM Instructions (Great Falls /Type /Annot /T ( Names of all current trustees02) /Subtype /Widget /AS /Off >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> >> Lines and paragraphs break automatically. /ProcSet [/PDF /Text] endobj /Rect [450.6 386.4 558.6 401.04] >> << /Tabs /S /ColorSpace << >> >> /Tx BMC 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 2) << /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis stream endobj /Subtype /Widget WebThe trustee shall exercise reasonable care, skill, and caution in: 1. /Subtype /Widget /K 542 0 R /CM38 << /MaxLen 4 endobj << endobj /Resources << /ZaDb 518 0 R /BBox [0.0 0.0 9.36 9.48001] << /Subtype /Widget /Type /Annot >> << >> /P 134 0 R /StructParent 509 2.2937 2.8304 Td /P 135 0 R /DA (/Helv 10 Tf 0 g) << << /0 [1.0 0.0 0.0 1.0 0.0 0.0] /T ( day of) /Fm1 394 0 R TIAA Brokerage /StructParent 693 /P 137 0 R /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /MK << 166 0 obj 239 0 obj /P 137 0 R /PieceInfo << /Font << /DA (/Helv 10 Tf 0 g) /Type /Annot >> >> /F 4 >> /Type /XObject /Parent 70 0 R /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply /N 534 0 R Professional Postgraduate Diploma in Private Wealth Advising, Russia-Ukraine conflict & associated sanctions, STEP Standard Provisions (England, Wales and Northern Ireland), STEP Employer Partnership Programme resources, Making a Complaint: Our Disciplinary Process, Urgent Applications in the Court of Protection, Last Orders: The Essential Guide to your Letter of Wishes. >> /PageTransformationMatrixList << << BT /BBox [0 0 252 14.64] /Rect [409.92 68.88 463.08 84.24] /Subtype /Form 1.0 4.21616 370.08] /ZaDb 558 0 R /Subtype /Widget /Rect [59.28 106.92 161.28 123.6] /TU (Grantor Name 2: Country of Residency \(if other than USA\)) /MK << /AP << /StructParent 567 /T ( year of) >> << /Subtype /Widget /FT /Tx /Encoding << << >> /ProcSet [/PDF /Text] /DA (/Helv 10 Tf 0 g) /BBox [0.0 0.0 12.48 12.72] endobj /P 137 0 R /Font << >> /InDesign << /Rect [54.0 245.4 331.32 261.6] /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) >> endstream /MK << >> /StructParent 584 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 1) << /Font << /FormType 1 /TextAlign /Justify /JS (SyncCheckboxes\(event.target\);) endobj >> Removal of Trustees No natural person shall serve as Trustee after the holders of record of not less than two-thirds of the outstanding Shares have declared that such Trustee be removed from that office either by declaration in writing filed with the Trust's custodian or by votes cast in person or by proxy at a meeting called for the purpose. endobj 82 0 obj /StructParent 606 /Matrix [1 0 0 1 0 0] WebSuccessful Delegation Page 1 March 2016 Course Objectives: 1) Identify: a. /Fm0 385 0 R /Type /XObject 299 0 obj << 19 0 obj >> endobj /Subtype /Type1 >> 91 0 obj endobj << /Encoding << /P 135 0 R (D)(3) 4 d320217dex99d3.htm FORM OF DELEGATION AGREEMENT, Viewed December 13, 2021, View Source on SEC. << << /CropBox [0.0 0.0 612.0 792.0] 59 0 obj 203 0 obj endstream /MK << /Helv 167 0 R /Length 112 n /CM35 << /PDFDocEncoding 162 0 R /Font << /F 4 W /Type /Annot n /DA (/Helv 10 Tf 0 g) 221 0 obj /Parent 71 0 R >> /Subtype /Widget 9 0 obj /PageWidthList << >> /Kids [281 0 R 282 0 R 283 0 R] /Resources << /P 135 0 R 25 0 obj /Font << >> Indiana Code 30-4-3.5-9. /CS0 [/ICCBased 377 0 R] /F 4 ET 137 0 obj /JS (SyncCheckboxes\(event.target\);) /Type /Pages >> /Resources << >> /JS (SyncCheckboxes\(event.target\);) /ZaDb 8.9925 Tf /DR << f /Parent 71 0 R >> /Subtype /Widget /P 131 0 R 144 0 obj /MediaBox [0.0 0.0 612.0 792.0] /Rect [356.52 574.2 496.56 587.28] /DA (/Helv 10 Tf 0 g) /JS (SyncCheckboxes\(event.target\);) /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron /T (MLPFS Account01) /T (Revocable and amendable) /ProcSet [/PDF /Text] Q /BleedBox [0.0 0.0 612.0 792.0] /TU (C\) Agreed and Certified to this year of: Enter 4-Digit Year) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /MK << /Type /Annot /T ( County of) /Rect [341.4 214.44 557.4 229.08] Read more, 2023 STEP (The Society of Trust and Estate Practitioners) is a company limited by guarantee incorporated in England and Wales. /Matrix [1 0 0 1 0 0] /Helv 167 0 R WebSome of the basic details that must be included in a signature authorization letter include: The date the letter was written Name, address and contact details Basic information about the recipient of the authorization letter A great subject line that gives an overview of the transaction where the letter will be used authorized /Helv 152 0 R /T ( 20_2) endobj /JS (SyncCheckboxes\(event.target\);) /Type /Annot /Fm1 394 0 R /MK << ET f >> (4) Tj /StructParent 616 >> The Settlor appreciates that, do to changing circumstances, it may at some point in the future be desirable from the perspective of a beneficiary to seek the amendment of this trust instrument. /On 302 0 R /T ( before me) 1.0 301.32 371.88] 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 231 0 obj /MK << /BBox [0.0 0.0 12.48 12.72] /Type /Annot << /Type /XObject >> >> /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /K 531 0 R >> >> << /T (C) /Type /Annot /PDFDocEncoding 156 0 R /BBox [0.0 0.0 12.48 12.72] /T (Signature of Trustee_6) endstream /StructParent 519 /Type /Annot /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] f endobj Q >> << >> /AP << /Rect [220.92 601.774 297.0 616.534] /T ( Names of all current trustees01) /Subtype /Form /Type /XObject /Type /Annot /Subtype /Widget /AcroForm 2 0 R EMC Q /Rect [409.92 71.88 463.08 87.24] /Subtype /Form << /MK << 251 0 R 277 0 R 252 0 R 253 0 R 92 0 R 93 0 R 254 0 R 255 0 R] /Rect [136.8 471.8 540.84 486.44] 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. endobj 17 0 obj 198 0 obj 148 0 obj >> 8.6597 TL /LineHeight 9.625 /Parent 72 0 R /FormType 1 << >> /Subtype /Widget /JS (SyncCheckboxes\(event.target\);) << << /T (Country of residency_02) /EndIndent 324.875 endobj /Parent 70 0 R /FT /Tx /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /T (MLPFS Account_2_3) 305 0 obj /Ff 8388608 /F 4 /K 533 0 R /Subtype /Widget /PDFDocEncoding 151 0 R 1 1 10.48 10.72 re >> /Ff 8388608 endobj /JS (SyncCheckboxes\(event.target\);) /Subtype /Widget endobj >> << /Type /Annot /PieceInfo << 313 0 obj /P 136 0 R /PageUIDList << 229 0 obj << /Parent 70 0 R /Subtype /Widget /Length 112 q /StructParent 614 /StructParents 502 /Type /Annot /Tx BMC /StructParent 702 /JS (SyncCheckboxes\(event.target\);) /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft /ExtGState << /StartIndent 13.5 /N << /StructParent 583 /T (MLPFS Account03_4) 130 0 obj /D [129 0 R /Fit] /P 131 0 R /P 137 0 R /F 4 endobj 361 0 obj endobj /MK << 8.6597 TL /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) Without limiting the foregoing, the Trustees may adopt By-Laws not inconsistent with this Declaration of Trust providing for the conduct of the business and affairs of the Trust and may amend and repeal them to the extent that such By-Laws do not reserve that right to the Shareholders; they may as they consider appropriate elect and remove officers and appoint and terminate agents and consultants and hire and terminate employees, any one or more of the foregoing of whom may be a Trustee, and may provide for the compensation of all of the foregoing; they may appoint from their own number, and terminate, any one or more committees consisting of two or more Trustees, including without implied limitation an executive committee, which may, when the Trustees are not in session and subject to the 1940 Act, exercise some or all of the power and authority of the Trustees as the Trustees may determine; in accordance with Section 3.3 they may employ one or more advisers, administrators, depositories and custodians and may authorize any depository or custodian to employ subcustodians or agents and to deposit all or any part of such assets in a system or systems for the central handling of securities and debt instruments, retain transfer, dividend, accounting or Shareholder servicing agents or any of the foregoing, provide for the distribution of Shares by the Trust through one or more distributors, principal underwriters or otherwise, set record dates or times for the determination of Shareholders or certain of them with respect to various matters; they may compensate or provide for the compensation of the Trustees, officers, advisers, administrators, custodians, other agents, consultants and employees of the Trust or the Trustees on such terms as they deem appropriate; and in general they may delegate to any officer of the Trust, to any committee of the Trustees and to any employee, adviser, administrator, distributor, principal underwriter, depository, custodian, transfer and dividend disbursing agent, or any other agent or consultant of the Trust such authority, powers, functions and duties as they consider desirable or appropriate for the conduct of the business and affairs of the Trust, including without implied limitation the power and authority to act in the name of the Trust and of the Trustees, to sign documents and to act as attorney-in-fact for the Trustees. /Subtype /Form /Matrix [1 0 0 1 0 0] /StructParent 423 endobj /StructParent 521 /Rect [341.4 507.36 557.4 520.68] /TU (Enter type of identification) /Type /Annot >> /Parent 50 0 R q /Type /Annot >> >> >> /Font << >> /Ff 29360128 >> /S /JavaScript endstream /JS (SyncCheckboxes\(event.target\);) /Type /Annot /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endobj /StructParent 731 A. /StructParent 508 2 Tami F. Conetta, Settlor, May I? /F 4 /Ff 8388608 /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /N 170 0 R /S /JavaScript EMC /F 548 0 R 2.4362 3.3161 Td /Subtype /Widget /Parent 70 0 R /BleedBox [0.0 0.0 612.0 792.0] /Rect [450.36 461.76 558.36 480.0] /Type /Annot endobj q >> 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. /BBox [0 0 424.08 18.24] /BBox [0 0 424.08 13.32] /Resources << 163 0 obj >> /Type /Annot /Type /XObject /Resources << /Length 1125 >> /Font << /P 137 0 R >> 64 0 obj /TU <322E20506C6561736520636F6D706C65746520656974686572203241206F7220324220284F6E6C79206F6E652073656374696F6E2073686F756C6420626520636F6D706C65746564293A2032412E2049662074686520747275737420776173206372656174656420627920612077696C6C2C20746865206465636564656E749073206E616D652069733A> /P 137 0 R >> /Rect [54 173.76 306 188.4] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /StartIndent 35.75 /FormType 1 /Length 34 /DA (/Helv 10 Tf 0 g) /AS /Off >> /T (Name) >> /FT /Tx 110 0 obj A simple example of collective delegation is where trustees instruct an estate agent to sell a trust property. /MaxLen 4 << 0 0 Td >> /Rect [312.48 174.24 556.56 187.56] /MK << H, /Type /Annot endstream stream /StructParent 646 >> /ProcSet [/PDF /Text] /JS 559 0 R >> /Parent 71 0 R /F 4 /Rect [54 474.96 306 489.6] 7 0 obj /Tabs /S /DA (/Helv 10 Tf 0 g) /ProcSet [/PDF /Text] endobj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> 134 0 obj >> >> >> >> /Subtype /Widget 169 0 obj >> >> /P 137 0 R /Resources << >> << /LastModified /Tx BMC /T (Signature of Notary Public_8) 100 0 obj /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) /Parent 71 0 R << /F 4 /Rect [158.934 541.884 266.934 555.204] /StructParent 683 122 0 obj /Ff 8388608 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /FT /Tx /Ff 8388608 >> /AP << /Subtype /Widget /MediaBox [0.0 0.0 612.0 792.0] >> /S /JavaScript >> >> >> /ProcSet [/PDF /Text] /MK << /Parent 70 0 R 48 0 obj /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute stream << /Font << >> /StructParent 609 q /Resources << /CM28 << /T ( before me) /Off 301 0 R /Length 12 /TrimBox [0.0 0.0 612.0 792.0] /T ( day of_5) endobj stream /Type /XObject /AP << /D << /Encoding << /Rect [472.92 598.32 564.24 613.68] /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) Subject to the provisions of Articles XVI and XVII, if at any time, there are three (3) or more Co-Trustees acting as Trustee of a trust, any decision made to act or to refrain from acting by a majority of the Co-Trustees who are qualified to vote on such decision shall be deemed to be the decision of all of the Co-Trustees, without the imposition of any liability for such decision on a Co-Trustee who does not agree thereto. /AA << 257 0 obj /Subtype /Form 1.0 301.32 371.88] /Rect [178.8 387.36 280.8 404.04] /InDesign << /P 137 0 R /StructParents 678 This Standard Document has integrated notes with important explanations and drafting tips. /T1_0 382 0 R endobj /On 348 0 R /MK << /Rect [54.0 209.28 331.32 225.48] /T (G-2) endobj W >> /Resources << /Ff 8388608 /PageTransformationMatrixList << /Off 181 0 R /MaxLen 3 /Ff 29360128 endobj >> endobj >> /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 /DA (/Helv 10 Tf 0 g) /Tx BMC BT /EndIndent 15 >> Notwithstanding the provisions of Florida Statutes 736.0108(4), with respect to each trust created under this trust instrument, the Trustee shall have no continuing duty to administer the trust at a place appropriate to its purposes and its administration. /Rect [450.702 699.109 558.702 713.869] endobj >> 3 0 obj /Ff 8388608 Subject to the provisions of Articles XVI and XVII, if at any time the Co-Trustees eligible to vote with respect to any discretionary distribution of income or principal shall be evenly divided concerning whether to make a distribution, such distribution shall not be made and the Co-Trustee or Co-Trustees favoring such distribution shall incur no liability therefrom. /Ff 8388608 /T ( My commission expires_2) /ZaDb 13 0 R /Type /Annot /Tx BMC /Subtype /Widget >> 1.0 4.21616 370.08] /Matrix [1 0 0 1 0 0] << >> /Ff 8388608 1.0 4.21616 370.08] /DA (/Helv 10 Tf 0 g) 2. >> /TU (On: Enter date including 2-Digit Month/2-Digit Day/4-Digit Year) /Subtype /Widget /Type /XObject /P 134 0 R >> /ZaDb 8.9925 Tf endobj /ViewerPreferences << /Type /XObject << /Type /XObject >> /TrimBox [0.0 0.0 612.0 792.0] << 1 1 10.48 10.72 re /MK << /TU (by: Insert Signer's Name, NOT Notary's Name) /Type /Annot /MK << 51 0 obj /Rect [475.007 304.171 495.047 318.931] >> 250 0 obj /BBox [0.0 0.0 9.36 9.48001] /Rect [54.2872 241.771 66.7673 254.491] /NumberOfPageItemsInPage 2 /MarkInfo << >> /GS0 378 0 R /Matrix [1 0 0 1 0 0] 1.0 301.32 371.88] stream >> (vii) Designated Representatives of Discretionary Trusts. /F 4 /BBox [0 0 424.08 18.12] /DA (/Helv 10 Tf 0 g) /Font << endobj >> >> /MediaBox [0.0 0.0 612.0 792.0] >> endobj /Type /Annot /Subtype /Form endobj /P 134 0 R /F 4 >> 289 0 obj /DA (/Helv 10 Tf 0 g) /Ff 8388608 106 0 obj >> /OriginalDocumentID /T (5) endobj /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde /Helv 157 0 R /Type /Annot /Type /Annot /Subtype /Widget WebAs the chief executive officer of the University, the President has general direction, control, and supervision over the operations of the University. >> >> 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. /P 134 0 R /On 308 0 R /Rect [328.92 296.16 556.92 309.48] /Subtype /Widget >> endobj ET /CA (4) /MaxLen 3 354 0 obj /Subtype /Widget >> /N 14 0 R /Length 12 ______ _______________________________ Dated Jane Doe, not individually but solely as Co-Trustee, Firm Word - Adds double underline, Delete strikethrough. /P 136 0 R /Type /Annot 331 0 obj endobj /Tx BMC /T (MLPFS Account_1_1) /Ff 8388608 /Ff 8388608 /F 4 /Rect [159.12 687.6 267.12 702.24] /Length 36 /A 334 0 R /Helv 152 0 R /StructParent 704 /P 135 0 R stream endobj /Subtype /Widget 511 0 R 512 0 R 513 0 R 514 0 R 515 0 R 516 0 R 517 0 R] >> /Ff 8388608 /PageWidthList << it needs to decide which other matters it will make decisions about and which it can and will delegate. /StructParent 579 /Length 112 /Type /Annot /MK << /Parent 70 0 R /Bl 320 0 R /T (G-1) endobj /Ff 8388608 endobj /FT /Tx /P 137 0 R endobj >> /T ( County of_2) /T ( 20_2) >> /Rect [522.48 282.12 542.4 295.44] << stream /Type /Annot 197 0 obj << When delegating in this context, the trustee must exercise reasonable care, skill, and caution in: (1) selecting an agent; (2) establishing the scope and terms of 297 0 obj /FT /Sig /Subtype /Widget /P 137 0 R >> /Type /Metadata /T (C-2) /Ff 8388608
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