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endobj /P 129 0 R /Subtype /Widget >> >> 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 /Parent 70 0 R /Subtype /Widget Q >> /Resources << /P 134 0 R f /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] /Subtype /Widget << /Encoding 10 0 R /On 347 0 R /Helv 167 0 R >> stream 346 0 obj /Parent 71 0 R /ZaDb 13 0 R /MaxLen 4 << /Length 112 /Ff 29360128 >> /On 333 0 R /FormType 1 This Standard Document has integrated notes with important explanations and drafting tips. /T1_2 384 0 R /FT /Tx /ZaDb 13 0 R /S /JavaScript >> >> These are the sample trust form provisions referenced in the February 2008 article Drafting Florida Trusts by Powell and Klooster. /Type /Annot /F 4 /Subtype /Form /Subtype /Form endobj /F 541 0 R The functions can only be delegated for a maximum of 12 months. 0 0 12.48 12.72 re << /O /Layout >> stream 25 0 obj /P 133 0 R /TU (C\) Agreed and Certified to this: Enter Month) >> >> /FT /Tx /CM5 << /Subtype /Widget 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) /ProcSet [/PDF /Text] (4) Tj /F 4 >> /LineHeight 15.5 >> 324 0 obj endobj << 307 0 obj 296 0 obj /Font << /Helv 146 0 R >> >> /BBox [0.0 0.0 100.0 100.0] Check if a Special or Supplemental Needs Trust) /ProcSet [/PDF] /MediaBox [0.0 0.0 612.0 792.0] /Resources << >> /Subtype /Widget /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 214 0 obj /FT /Tx /Ff 29360128 /Type /Annot /MK << /P 133 0 R /PieceInfo << /GS0 378 0 R /Names 4 0 R endstream /N 159 0 R >> 2.4362 3.3161 Td /PDFDocEncoding 10 0 R >> /DA (/Helv 10 Tf 0 g) /FT /Tx Any appointment of a new trustee hereof shall as soon as practicable thereafter be notified by the Trustee to the Principal Paying Agent and the other Agents and to the Noteholders. /MK << /FormType 1 /TU (On: Enter date including 2-Digit Month/2-Digit Day/4-Digit Year) /BBox [0.0 0.0 12.48 12.72] /CA (4) /Type /Annot /Subtype /Widget >> >> /LineHeight 15.5 endobj /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron >> >> Delegation of Authority Form | Practical Law - Westlaw /Font << /Filter /FlateDecode /Tx BMC endstream /F 4 333 0 obj /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /FT /Tx /MaxLen 2 /Subtype /Form endobj /Rect [135.96 655.68 560.04 669] /ProcSet [/PDF] 223 0 R 224 0 R 225 0 R 226 0 R 227 0 R 228 0 R 229 0 R 230 0 R 231 0 R 232 0 R /On 308 0 R /MaxLen 5 /TU (by: Insert Signer's Name, NOT Notary's Name) /T (MLPFS Account_3) /MK << /Ff 8388608 >> WebUnless otherwise noted, delegation of authority may be given to subordinates (within the guidelines attached as Exhibit B) by the delegating employee whether they have received their authority by virtue of this policy or by a properly approved Delegation of /DA (/Helv 10 Tf 0 g) endstream << /AP << /CM13 << /P 136 0 R /T (C) /StructParent 532 /Rect [229.92 68.88 283.08 84.24] /Resources << /FT /Tx /MK << << << /BaseFont /Helvetica /Subtype /Widget Among other things, the President is responsible for: /T (Country of residency_04) WebDelegation by Trustee. endobj /Length 116 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /0 [255.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply >> Q /D << endobj /Resources << /D << /StructParent 724 0.749023 g /Rect [54 563.28 182.04 576.48] /Type /XObject /F 4 >> /Parent 7 0 R /MK << /Ff 8388608 /BBox [0.0 0.0 12.48 12.72] /StructParent 461 62 0 obj /Rect [159.065 399.025 267.065 413.785] endobj << /Ff 8388608 /T ( Print Name of Notary Public_1) /StructParent 538 /Ff 8388608 /F 4 2.4362 3.3161 Td >> /DA (/Helv 0 Tf 0 g) >> /F 4 /Font << q /Type /Annot >> /Rect [83.76 296.16 291.72 309.48] stream W /ProcSet [/PDF] >> << /T (B) Benefits of effective delegation b. >> /Rect [83.76 591.48 291.72 604.68] B. /T (F-2) 133 0 obj endobj /F 4 /InDesign << /Off 321 0 R >> >> >> >> 89 0 obj 369 0 obj /Ff 8388608 /Subtype /Widget /Filter /FlateDecode /Type /Annot >> /FT /Tx If required by applicable law, and subject to the provisions of Section 15.24 of this Article with respect to the appointment of representatives, the Trustee shall: (a) within sixty (60) days after acceptance of the trust, give notice to the qualified beneficiaries of the acceptance of the trust and the full name and address of the Trustee; (b) within sixty (60) days after the date the Trustee acquires knowledge of the creation of an irrevocable trust, or the date the Trustee acquires knowledge that a formerly revocable trust has become irrevocable, whether by death of the Settlor or otherwise, give notice to the qualified beneficiaries of the trusts existence, the identity of the Settlor, the right to request a copy of the trust instrument, and the right to accountings; (c) upon reasonable request, provide a qualified beneficiary with a complete copy of the trust instrument; (d) in the case of an irrevocable trust, provide a trust accounting, as set forth in F.S. /T (Type of identification01) /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /TU (2. >> /Rect [83.8073 319.651 291.767 334.411] /DA (/Helv 10 Tf 0 g) /O /Layout /F 4 /AP << >> The content displayed here is subject to our disclaimer. /Rect [65.88 583.32 231.12 601.08] /Type /Font /MK << /Parent 71 0 R >> /P 133 0 R /Rect [356.52 574.2 496.56 587.28] /T (Address) << /Font << /T1_0 382 0 R >> /DR << 0 0 12.48 12.72 re endobj /F 4 stream 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. /StructParent 418 /Rect [272.211 282.6 556.99 300.36] /T1_0 382 0 R There are also requirements for the trustees to keep the policy statement and compliance with it under review and to monitor the investment managers performance. /Parent 70 0 R /BBox [0.0 0.0 12.48 12.72] /PDFDocEncoding 145 0 R /ProcSet [/PDF /Text] /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 \(Enter County\)) /Subtype /Form /Encoding << 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) /Type /Annot 38 0 obj /Ff 8388608 /P 131 0 R /StructParent 452 >> /Rect [154.92 301.2 557.4 318.96] >> . /GS0 378 0 R /On 185 0 R /DA (/Helv 0 Tf 0 g) endobj >> /FT /Sig /Ff 29360128 187 0 obj /S /JavaScript /AA << >> (a) Validity. endstream /DA (/Helv 10 Tf 0 g) /AA << /SpaceAfter -15.5 /Rect [341.4 212.04 557.4 225.36] /Length 0 >> 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. endobj /Font << /BBox [0.0 0.0 12.48 12.72] 2.9 Legal Action. >> /StructParent 446 /Type /Annot /Resources << W Q /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) >> /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /Type /Annot /FormType 1 304 0 obj <>stream /TU (Notary Jurat and Affidavit Form: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) 1.0 301.32 371.88] /P 131 0 R /Length 36 /T ( the person whose name is subscribed to) Powers of trustee attached to office. /MK << endobj /Subtype /Widget Q /FormType 1 >> /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron (iii) Designation of Initial Designated Representative. /FT /Tx /Parent 71 0 R 0 0 Td /S /JavaScript /BBox [0.0 0.0 12.48 12.72] << /Helv 146 0 R /CM27 << /F 4 /Subtype /Form /T1_2 399 0 R << stream /TU (Country of residency for Trustee Name 3) /TU (Signature of Notary Public) /F 4 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior EMC /MK << delegation /T ( State of_1) /ProcSet [/PDF] /Type /XObject endobj California Notaries are to use the attached acknowledgement or the Notarial Acknowledgement available on the California Secretary of State website: State of \(Enter State\)) >> /F 4 /TU (by: Insert Signer's Name, NOT Notary's Name) << /Rect [135.96 362.64 560.04 380.88] >> n >> endobj /StructParent 698 /MaxLen 5 << 27 0 obj endobj /DA (/Helv 10 Tf 0 g) /Subtype /Widget >> >> stream /StructParent 598 358 0 obj /MK << >> Delegation Agreement /Rect [312.48 498.92 556.56 513.68] /A 294 0 R /N 169 0 R /Subtype /Widget 49 0 obj >> /FT /Tx /BBox [0.0 0.0 12.48 12.72] /Type /XObject The same person may be both nominee and custodian. 192 0 obj 197 0 obj << /AS /Off >> >> >> /AA << << /Ff 8388608 /DA (/Helv 0 Tf 0 g) /Type /Annot endobj >> >> /Type /Annot endobj /P 136 0 R /DR << /TU (Signature of Trustee) /Font << Sample Trust Forms | Wealth Management /Ff 29360128 /FT /Tx Webharman legacy mark iii coal stove mckeesport obituaries kfc near mr 177 0 obj /DA (/Helv 10 Tf 0 g) Form prohibiting use of the power granted by decanting statute: Discretionary Distributions. /Subtype /Form /Helv 163 0 R << >> /StructParent 587 /P 137 0 R << /TU (Enter type of identification) /F 4 /T (MLPFS Account02_5) Any party who is acting in a fiduciary capacity pursuant to any trust created under this trust instrument is entitled to a fair and just compensation for services rendered in that capacity, and the party shall also be entitled to reimbursement from the trust estate for all reasonable expenses incurred in the management and distribution of the trust, all without reduction for any other compensation paid to the fiduciary, an affiliate of the fiduciary or any other person or entity. Q /T (For trusts with more than one trustee only04) >> /T (D-2) Delegation 332 0 obj >> << << /DR << /Type /Annot << /S /JavaScript /FT /Tx >> >> 251 0 obj /Type /Annot endobj /MK << /T ( On) endobj << /P 129 0 R CLE (2007) (Conetta, Settlor, May I?). /MK << f /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) >> /Ff 8388608 endobj /P 129 0 R /Subtype /Widget RCW 11.98.016: Exercise of powers by co-trustees. - Washington /F 4 /T (Signature of Trustee_8) /Rotate 0 /Parent 71 0 R /MK << >> << >> H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w endobj /ProcSet [/PDF] /PDFDocEncoding 162 0 R /T (G-1) >> /T (Signature of Notary Public_7) /Ff 8388608 endobj 365 0 obj /StructParent 618 /DA (/Helv 10 Tf 0 g) /T ( Agreed and Certified to this_4) /F 4 endstream Delegation Of Authority Form q >> /1 [2433.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /Rect [398.28 706.08 560.4 721.56] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Type /Annot >> /Rect [409.92 71.88 463.08 87.24] /ProcSet [/PDF /Text] >> /N << >> /0 219 /DA (/Helv 0 Tf 0 g) >> 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. /Type /XObject endstream /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:) /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 2) There are certain conditions set out in s 25 TA 2000: In addition, s1 Trustee Delegation Act 1999 allows an individual trustee who also has a beneficial interest in the land to delegate his trustee powers to the other trustee(s) of the land. 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 /Type /Annot /Length 83 /MaxLen 3 /Length 38 WebDelegation by trustee. 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. /DA (/Helv 10 Tf 0 g) /Rect [480.96 386.4 553.08 404.16] /StructParent 705 Margin transactions 1 including short sales: All current trustees must initial those that apply in spaces provided:) /A 324 0 R /Type /XObject /Matrix [1 0 0 1 0 0] /Tx BMC >> 2 Tami F. Conetta, Settlor, May I? /DA (/Helv 10 Tf 0 g) /Type /Annot Oklahoma Trust Act - eForms endstream /DA (/Helv 10 Tf 0 g) >> /StartIndent 311.125 /OpenAction 5 0 R /A 344 0 R /TU (Print Name of Notary Public) 171 0 obj /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /ClassMap 139 0 R Establishing the scope and terms of the delegation, consistent with the purposes and terms of the trust; and 3. /MK << /T ( day of_3) >> /AA << >> 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. /FT /Tx >> 1.0 301.32 371.88] >> >> /FT /Tx endobj << /FT /Btn /On 363 0 R q /Rect [54.0 209.28 331.32 225.48] /Helv 152 0 R /PageUIDList << /TU (Signature of Trustees requiring Notarization: Use this page when a Notary is in Colorado, Idaho, Iowa, Michigan, Minnesota, Mississippi, Nevada, South Dakota, Tennessee or Vermont: A\) Agreed and Certified to this: Enter Month) /StructParent 583 /Subtype /Form trustees endobj /StructParent 697 /LineHeight 9.625 8.6597 TL /Resources << EMC /Type /XObject /DA (/Helv 10 Tf 0 g) << 0 0 Td >> /StructParent 590 /MaxLen 3 /F 4 /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis endobj >> << /CM29 << >> /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) >> Self-Dealing by Trustee. >> /TU (Signature of Trustee) >> /AP << /ColorSpace << >> /StructParent 521 /MK << /N << 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 >> >> /FT /Sig /Rect [54.24 209.28 66.72 222.0] /S /JavaScript /Ff 8388608 >> /Subtype /Widget Can trustees delegate their authority /Ff 8388608 /T (Signature of Trustee_7) /Encoding << Any one (1) Trustee may sign checks, agreements or other documents on behalf of the trust and such signature shall bind the trust in the same manner as though the check, agreement or other document had been signed by all then acting Trustees, and no person dealing with the signing Trustee is obligated to inquire as to the acquiescence of the other Trustees to an action by the signing Trustee.. stream n /Subtype /Widget /ZaDb 8.9925 Tf /Font << /Subtype /Widget /ProcSet [/PDF /Text] /Subtype /Widget >> << /Type /Annot /DA (/Helv 10 Tf 0 g) /TU (Signature of Trustee #2) /StructParent 729 /SigFlags 1 /CS0 [/ICCBased 377 0 R] endstream /F 544 0 R 301 0 obj /F 4 /Subtype /Type1 q 47 0 obj /T ( My commission expires_1) /0 612.0 /Resources << /ZaDb 519 0 R /S /JavaScript 327 0 obj ET /JS (SyncCheckboxes\(event.target\);) /K 522 0 R n /GS0 378 0 R 8.6597 TL endobj >> /Resources << /Subtype /Form /Type /Annot /Ff 8388608 /F 4 /Resources << /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /Rotate 0 << << /Parent 71 0 R /P 137 0 R /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply /Rect [298.32 387.36 400.32 404.04] /Ff 29360128 /Type /Annot /GS0 378 0 R /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior /Ff 8388608 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] 0.749023 g /Encoding << /O /Layout W /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /Type /Annot /FT /Sig /TU (by: Insert Signer's Name, NOT Notary's Name) /T (For trusts with more than one trustee only03) << >> /T ( 20_1) /Subtype /Form /F 4 /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) >> /NumberofPages 1 EMC /Length 36 /MediaBox [0.0 0.0 612.0 792.0] /AA << Trustee purchasing stock, bond or securities of self, affiliate, etc. /DA (/Helv 10 Tf 0 g) Note that this form is for an irrevocable trust. /Rect [398.28 626.16 560.4 640.92] n /Contents 402 0 R /S /JavaScript 242 0 obj /Type /Annot /Encoding << /Matrix [1 0 0 1 0 0] << >> << >> /Subtype /Form /StartIndent 19.5 << /TextIndent -13.5 << /BaseFont /Helvetica /TU (6\) Trustee 4 initials: If applicable, all current trustees must initial in spaces provided) endstream endobj /N << /PageTransformationMatrixList << /FT /Tx BT /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /MK << >> . /Matrix [1 0 0 1 0 0] /Ff 8388608 >> /Parent 6 0 R << /DA (/Helv 0 Tf 0 g) /AP << 348 0 obj /DA (/Helv 0 Tf 0 g) /D << /Type /StructTreeRoot Web1.4 General statutory authority to delegate was first given to trustees by the Trustee Act 1925. The rules were amended in 1971, following recommendations by the Law >> /DA (/Helv 10 Tf 0 g) 278 0 obj endobj /DR << /Rect [292.8 381.72 420.72 399.96] endobj /DA (/Helv 10 Tf 0 g) /TrimBox [0.0 0.0 612.0 792.0] 0 0 9.36 9.48 re /TU (Signature of Trustee #3) /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /P 137 0 R 268 0 R 239 0 R 272 0 R 86 0 R 245 0 R 87 0 R 123 0 R 246 0 R] /O /Layout << /P 137 0 R /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /FT /Tx << /Resources << /ProcSet [/PDF /Text] /Subtype /Widget California Notaries are to use the attached acknowledgement or the Notarial Acknowledgement available on the California Secretary or State website: State of Florida, County of \(Enter County\))