/Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Type /Font >> >> 225 0 obj /TU (day of: \(Enter 2-Digit Day\)) /Parent 71 0 R /ProcSet [/PDF /Text] endobj (4) Tj /FormType 1 101 0 obj /StructParent 583 307 0 obj >> (4) Tj /AA << << /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /Rect [59.28 387.36 161.28 404.04] /T ( Agreed and Certified to this) /Rect [480.96 687.12 553.08 704.88] n /Subtype /Form >> /StructParent 420 >> 91 0 R 124 0 R 212 0 R 213 0 R 269 0 R 247 0 R 276 0 R 249 0 R 125 0 R 250 0 R >> /Type /XObject >> delegate endobj /CM34 << endstream /Off 316 0 R 246 0 R 247 0 R 248 0 R 249 0 R 250 0 R 251 0 R 252 0 R 253 0 R 254 0 R 255 0 R /LineHeight 10.75 266 0 obj W /Ff 29360128 ET /Bl 295 0 R /TrimBox [0.0 0.0 612.0 792.0] /InDesign << /CM35 << (4) Tj >> /T ( the person whose name is subscribed to) Appointment of Portfolio Manager The Trust hereby retains Portfolio Manager to provide the investment services set forth herein and Portfolio Manager agrees to accept such appointment. /Subtype /Widget >> >> endobj /Subtype /Form Webwhen the Executive Vice President and Chief Operating Officer is unavailable. /CropBox [0.0 0.0 612.0 792.0] << 85 0 obj 0.749023 g /StructParent 485 >> /Length 83 /SpaceAfter 16 /Rect [322.32 601.774 462.36 616.414] /Font << >> /T (Country of residency_01) >> /MK << >> Trust Account Users Delegation >> /StructParent 533 /Subtype /Widget endobj << /Rect [356.52 574.2 496.56 587.28] 297 0 obj /Resources << /AA << /FormType 1 >> >> /PageTransformationMatrixList << /F 4 /P 136 0 R >> << endobj >> Margin transactions 3 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) /StructParent 689 ET >> /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /Subtype /Widget /CM22 << /T ( by_1) /P 134 0 R << /FormType 1 It will also mention where further details of the delegations are found. BT /P 136 0 R /T (MLPFS Account_2_3) /Filter /FlateDecode 213 0 R 214 0 R 215 0 R 216 0 R 217 0 R 218 0 R 219 0 R 220 0 R 221 0 R 222 0 R >> << q >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /ArtBox [0.0 0.0 612.0 792.0] /MK << /T1_2 383 0 R /ProcSet [/PDF] /S /JavaScript /Ff 8388608 /Resources << << /Matrix [1 0 0 1 0 0] endobj /Length 12 321 0 obj Without notice to the qualified beneficiaries, a Trustee authorized to make distributions to or for the benefit of a beneficiary may, by an instrument in writing, signed and acknowledged by the Trustee and filed with the records of the trust, instead exercise the power by appointing all or part of the principal of the trust subject to the power in favor of a Trustee of another trust for the benefit of one (1) or more of the beneficiaries under the same trust instrument or under a different trust instrument, provided the exercise otherwise complies with the provisions of F.S. /StructParent 595 >> << 350 0 obj /D << /Subtype /Widget stream /AA << >> << /O /Layout /DR << /PieceInfo << /AS /Off /0 5387 >> /F 4 /F 4 /P 135 0 R endobj >> 45 0 obj /A 334 0 R /FT /Sig /Type /Annot /Subtype /Widget /F 4 /T (Signature of Trustee_9) /T (Signature of Notary Public_6) /EndIndent 20.75 /ProcSet [/PDF /Text] /ZaDb 551 0 R W /FT /Tx 78 0 R 79 0 R] /Type /Annot (a) Validity. /CA (4) /Matrix [1 0 0 1 0 0] /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) /A 354 0 R /FT /Tx /CM31 << << /StructParent 505 endstream << /Rotate 0 /ZaDb 557 0 R /DA (/Helv 10 Tf 0 g) << << /Type /Annot /Rect [170.16 272.88 310.2 287.52] /T (F-2) >> << /FT /Tx q /FormType 1 This power also extends to personal representatives. endobj 4. /CA (4) >> /O /Layout /StructParent 675 /Parent 50 0 R /Subtype /Widget >> (4) Tj >> /DA (/Helv 0 Tf 0 g) /DR << << /MaxLen 2 /Bl 325 0 R /FormType 1 11. >> /FT /Tx /FT /Tx /T ( Agreed and Certified to this_4) /AP << /Rect [155.64 211.68 168.12 224.4] /DA (/Helv 10 Tf 0 g) 72 0 obj /AS /Off /T (Signature of Trustee_2) /StartIndent 86.625 >> /Ff 29360128 /ProcSet [/PDF /Text] /DA (/Helv 10 Tf 0 g) /P 135 0 R /Length 112 /DA (/Helv 10 Tf 0 g) /Rect [155.64 512.88 168.12 525.6] Such investments or engagements may be made without notice to the qualified beneficiaries of such trust and without application and approval by court order. /On 179 0 R /T (Address) >> >> /StructParent 723 /TU (Print Name of Notary Public) << /T (MLPFS Account01_3) /Type /XObject /Rect [135.96 442.8 560.04 460.92] Margin transactions 4 including short sales: All current trustees must initial those that apply in spaces provided:) /GS2 379 0 R /Rect [341.4 507.36 557.4 520.68] 23 0 obj 219 0 obj >> >> 8.6597 TL /BaseFont /Helvetica /LastModified /TU (Please check one of the following \(REQUIRED\): Personally known or) endobj /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) 2.4362 3.3161 Td >> BT >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) /Type /Annot >> /Ff 8388608 /Ff 8388608 /Font << /P 137 0 R << >> 348 0 obj /T (MLPFS Account02_2) /ZaDb 13 0 R /Off 178 0 R /T (Special or Supplemental Needs Trust) << /FT /Tx 2 0 obj >> >> /Contents 398 0 R >> /Font << endobj endobj /DA (/Helv 10 Tf 0 g) endstream /T ( 20) 2.2937 2.8304 Td 207 0 obj /N << /DA (/Helv 10 Tf 0 g) /Annots [15 0 R 16 0 R 278 0 R 279 0 R 280 0 R 17 0 R 281 0 R 282 0 R 283 0 R 18 0 R /FormType 1 endobj /Fm0 385 0 R >> /Subtype /Widget /PieceInfo << /N 164 0 R >> /MK << 28 0 obj /A 284 0 R endobj >> endobj /CM20 << >> /F 4 << 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. /MK << /FT /Btn << Q /0 219 310 0 obj /TU (Notary Acknowledgement: County of \(Enter County\)) /Type /StructTreeRoot /Parent 70 0 R /StructParent 421 >> /FormType 1 /ZaDb 551 0 R >> /MK << /P 133 0 R /Resources << /PageLayout /SinglePage /Ff 8388608 /T (A-1) /Subtype /Form 278 0 obj Language similar to the following could be considered to prohibit double fees: Compensation and Expenses. /F 521 0 R /DA (/Helv 10 Tf 0 g) /FT /Tx 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. /StructParents 502 /Rect [47.64 598.32 100.8 613.68] /FT /Tx /Fm1 390 0 R f endobj 267 0 obj /P 129 0 R /F 541 0 R /Subtype /Widget 63 0 obj /N << /A 329 0 R 164 0 obj /MK << 269 0 obj Q /AP << endobj /T ( Print Name of Notary Public) /Type /XObject >> endobj /Resources << /Matrix [1 0 0 1 0 0] f /ProcSet [/PDF /Text] /PDFDocEncoding 151 0 R stream endobj /Subtype /Form /MK << Web(1) A trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. /TU (Signed and sworn to \(or affirmed\) before me this: \(Enter Month\)) 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. /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:) /Type /Annot /AP << /Ff 8388608 >> /BBox [0.0 0.0 12.48 12.72] << /DA (/Helv 10 Tf 0 g) /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) >> >> endobj /StructParent 708 /T ( day of_3) /JS (SyncCheckboxes\(event.target\);) >> /Ff 29360128 /Tx BMC /Rect [450.6 687.6 558.6 702.24] 59 0 obj >> 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 /F 4 /N << /Parent 71 0 R /MK << << /O /Layout << >> 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. /Length 34 /Ff 8388608 /Subtype /Widget /P 136 0 R /Subtype /Widget >> /T (MLPFS Account_2_5) /FT /Tx stream /Type /XObject /ProcSet [/PDF] /Name /Helv /GS1 380 0 R /StructParent 536 /Parent 73 0 R >> /AP << >> Pursuant to the provisions of Section 736.1017(6) of the Florida Trust Code, a person who acts in reliance on a certification of trust without knowledge that the representations contained in the certification are incorrect is not liable to any person for so acting and may assume without inquiry the existence of the facts contained in the certification. /A 304 0 R 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. /GS2 379 0 R /StructParent 719 /P 131 0 R /DR << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] CLE (2007) (Conetta, Settlor, May I?). >> /Metadata 3 0 R /MediaBox [0.0 0.0 612.0 792.0] q >> /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft /Subtype /Form /Length 36 /N << >> /FT /Tx /MK << /Ff 8388608 /Ff 8388608 /Subtype /Widget /MK << endobj /Rect [398.28 626.16 560.4 640.92] /DA (/Helv 10 Tf 0 g) << /T1_0 382 0 R << /Filter /FlateDecode >> /T (H-1) >> /T1_4 400 0 R /Type /Annot /Resources << /F 4 << >> >> >> /TU (A\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) /Ff 8388608 stream endobj endstream /F 4 /StructParent 570 /Ff 8388608 /MK << 302 0 obj /FormType 1 /Encoding << << /GS1 380 0 R 70 0 obj /LineHeight 9.625 /P 134 0 R /Rect [45.96 334.56 566.04 359.76] /NumberOfPageItemsInPage 2 /DA (/Helv 0 Tf 0 g) << >> /StructParent 599 /Parent 7 0 R /StructParent 525 << /StructParent 711 << /0 221 /F 4 /Subtype /Widget << /Type /Annot /BBox [0.0 0.0 12.48 12.72] /StructParents 669 >> >> >> /AP << /Subtype /Widget /Length 12 /Ff 29360128 /0 [1.0 0.0 0.0 1.0 0.0 0.0] 167 0 obj endobj /FT /Tx /Subtype /Widget /P 131 0 R >> /Subtype /Widget /StructParent 687 /FormType 1 << /F 4 /F 4 /StructParent 728 15.23 Duty to Inform and Account. /FT /Sig >> << /P 136 0 R /Ff 8388608 /Rect [159.12 621.64 267.12 634.96] /T (Name) >> /T ( Names of all current trustees01) /Ff 8388608 /DR << /Parent 71 0 R endobj /TU (Enter type of identification) 161 0 obj /Rect [145.68 605.28 345.6 619.92] Nothing herein shall prevent the incumbent Disinterested Trustees from soliciting the views or the involvement of others in such selection or nomination as long as the final decision on any such selection and nomination is approved by a majority of the incumbent Disinterested Trustees. /F 4 >> Decisions cant be made at meetings unless a quorum is present, that is two trustees or the number nearest to one-third of the total number of trustees - whichever is the greatest. endobj n endobj 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. >> /Type /Annot /StructParent 693 WebSection 1 of the Trustee Delegation Act 1999 permits a co-owner with a legal and beneficial interest in the land to delegate their functions as trustee of the land under an ordinary power of attorney or a lasting power of attorney. /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) /TU (by: Insert Signer's Name, NOT Notary's Name) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endobj /OriginalDocumentID 168 0 obj /AP << /Tx BMC /Tx BMC >> /Off 296 0 R /Type /Annot /Type /Annot /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Subtype /Widget /Matrix [1 0 0 1 0 0] /NumberofPages 1 >> /Type /XObject /Parent 70 0 R /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] 8.6597 TL /Type /XObject endstream 2.4362 3.3161 Td /F 4 /TU 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/MaxLen 2 /Resources << >> /Font << >> /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) /On 337 0 R >> /StructParent 446 >> /Resources << >> /0 [1.0 0.0 0.0 1.0 0.0 0.0] to this delegation to the Board of Trustees or its Executive Committee on or before the next regularly scheduled meeting. >> << /FormType 1 /Encoding << Q A sample form for a company's authorized signatories to use when adding, changing, or revoking a delegation of authority under a signature authorization and delegation of authority policy. << endstream >> endobj 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. /T1_0 382 0 R /FT /Tx /StructParent 443 /Subtype /Widget /TU (by: Insert Signer's Name, NOT Notary's Name) /F 4 /AP << /N 160 0 R << /ArtBox [0.0 0.0 612.0 792.0] /F 4 /ProcSet [/PDF /Text] /Parent 70 0 R /DA (/Helv 10 Tf 0 g) >> /MaxLen 2 /F 4 /StructParent 419 /S /JavaScript /ProcSet [/PDF /Text] endobj /Subtype /Widget /T (MLPFS Account_1_3) /TU (Signature of Notary Public) /DA (/Helv 10 Tf 0 g) Pursuant to the provisions of Section 736.1017(4) of the Florida Trust Code, a certification of trust need not contain the dispositive terms of a trust. /TU (Enter type of identification) /T (C-1) (Drafting Trustee Powers Considering the Duties of Loyalty, Impartiality, & Statutory Authorization for Self-Dealing), 2.4 2.7, Drafting Trusts Under the New Florida Trust Code, Fla. Bar. /K 529 0 R /TU (Please check one of the following \(REQUIRED\): Personally known or) /Rotate 0 >> << /Subtype /Form /Subtype /Widget /P 135 0 R /Matrix [1 0 0 1 0 0] >> /TU (B\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) 346 0 obj W ET endobj endobj >> /F 4 /Subtype /Widget /Font << W /GS3 381 0 R >> /TU (9B. /Off 311 0 R >> /MK << /Ff 8388608 stream /FormType 1 Delegation of Powers among Trustees Sample Clauses << endobj >> /StructParent 668 Code of Virginia /Type /Annot >> /StructParent 707 /FT /Tx endobj /TextAlign /Justify >> /MaxLen 5 endobj /Encoding << /OriginalDocumentID /MK << >> /Subtype /Widget stream /0 612.0 /P 134 0 R endobj >> >> >> >> /FT /Tx /Subtype /Widget /F 4 /F 4 /FT /Tx stream WebThe trustee(s) has (have) the power to (state, synopsize, or describe relevant powers): (If the trustee(s) will be using a power of attorney, please attach a copy of the excerpts from the trust instrument that specifically allows the trustee(s) to assign or delegate the trustees discretionary powers to a third party.) /Font << << /P 131 0 R /StructParent 584 /CM14 << /JS (SyncCheckboxes\(event.target\);) 58 0 obj /FormType 1 endobj /P 137 0 R 339 0 obj >> >> /NumberOfPageItemsInPage 2 >> /DocumentID << >> /Encoding << /Parent 71 0 R endobj q /JS (SyncCheckboxes\(event.target\);) /JS (SyncCheckboxes\(event.target\);) /PieceInfo << 6. 145 0 obj /Parent 71 0 R endobj >> >> /F 4 /Encoding << >> /Length 116 /LastModified BT /FT /Tx /ZaDb 8.9925 Tf /Matrix [1 0 0 1 0 0] /CM12 << /T1_3 383 0 R endstream /AP << /P 135 0 R endobj ET q 88 0 R 81 0 R 82 0 R 83 0 R 89 0 R 84 0 R 122 0 R 85 0 R 195 0 R 196 0 R >> /DR << /StartIndent 311.125 /ProcSet [/PDF /Text] /MK << >> /BaseFont /Courier /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /MK << << The of Trusts DELEGATION BY INDIVIDUAL TRUSTEES /Subtype /Form >> 248 0 obj /InDesign << /FT /Tx >> /Rect [405.84 282.12 509.76 295.44] << /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) endobj 114 0 obj /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. ET Note that this form is for an irrevocable trust. /P 135 0 R 84 0 obj /Encoding << /Subtype /Widget /T (Type of identification) ET WebTrustee selling to self as trustee of another trust. endstream Collective delegation is where trustees delegate certain functions, as a collective body, to agents. << 2023 Informa USA, Inc., All rights reserved, RIA Roundup: Lazard Asset Management Acquires Truvvo Partners to Create $8B Family Office, Eight Must Reads for CRE Investors Today (March 3, 2023), Charitable Giving With Non-Charitable Trusts, Watercoolers Become RTO Measure as Remote-Work Debate Rages, Blackstone Defaults on 531 Million Nordic Property CMBS, The 12 Best Business Books of 2022 for Advisors, The Most-Revealing Onboarding Questions Advisors Ask, (B) a person who has attained thirty (30) years of age with respect to any Discretionary Trust of which said person is the beneficiary and each trust created therefrom; then. /FT /Sig /MK << /Subtype /Form >> /ZaDb 557 0 R >> /ProcSet [/PDF] /Subtype /Widget Delegation of Authority Form - Fill Out and Sign Printable PDF endobj /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /FT /Btn /Type /XObject /Subtype /Widget Notwithstanding the provisions of F.S. /P 137 0 R /Length 114 >> << /StructParent 591 /Parent 71 0 R << /AP << /DA (/Helv 10 Tf 0 g) /T (MLPFS Account_1_5) /BBox [0.0 0.0 12.48 12.72] /Rect [136.8 471.8 540.84 486.44] >> /F 4 /DR << /Helv 152 0 R /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) endobj /Annots [26 0 R 94 0 R 27 0 R 95 0 R 228 0 R 214 0 R 232 0 R 215 0 R 216 0 R 217 0 R /FT /Tx 125 0 R 126 0 R 127 0 R] n /Bl 300 0 R /ExtGState << /BBox [0.0 0.0 12.4801 12.72] 82 0 obj endstream /Font << /DA (/Helv 10 Tf 0 g) 276 0 R 277 0 R] /StructParent 449 endstream /FT /Tx 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. 132 0 obj /F 4 0 0 Td << The Signatory /TU (Signature of Trustee) f /StructParent 701 /D << /StructParent 614 /Ff 8388608 /T (Signature of Trustee_8) /GS1 380 0 R f /Subtype /Widget /T1_2 384 0 R << /StructParent 577 /JS (SyncCheckboxes\(event.target\);) /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /CM5 << /Type /Annot endobj /MK << /StructParents 427 endobj /S /JavaScript /Rect [155.64 209.28 168.12 222.0] /Filter /FlateDecode >> /On 308 0 R /StructParent 696 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. /Subtype /Widget /Resources << >> >> /S /JavaScript /CA (4) >> /TU (D\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /F 4 17 0 obj /MK << /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /DA (/Helv 10 Tf 0 g) /StructParent 582 /Ff 8388608 /Rect [294.0 71.88 385.2 87.24] endobj /Type /Annot /F 4 /TU (before me, \(Insert name and title of officer\)) /Helv 152 0 R 3. /NumberOfPageItemsInPage 2 /T (MLPFS Account_3_4) /Resources << /P 131 0 R /MK << /DA (/Helv 10 Tf 0 g) 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. /FT /Tx /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron /ProcSet [/PDF /Text] /FormType 1 This form should be completed if the statutory trustee of a trust account established and maintained pursuant to Business and /Font << /NumberofPages 1 /Subtype /Form /Parent 70 0 R /T ( Print Name of Notary Public) 73 0 obj /Resources << /F 4 /Ff 8388608 /ProcSet [/PDF /Text] /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /DA (/Helv 10 Tf 0 g) >> 1 1 10.48 10.72 re /FT /Btn 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. 246 0 obj /Type /XObject /MaxLen 3 /Ff 8388608 >> 34 0 obj endobj /DocumentID The validity of each trust created under this trust instrument shall be determined in accordance with the laws of the State of Florida, as the Settlor is a domiciliary of the State of Florida as of the date this trust is created. endobj /SpaceAfter 22.875 endobj TIAA Brokerage Trustee Certification of 1.0 4.21616 370.08] q >> /XObject << /P 131 0 R >> >> 2.4362 3.3161 Td /MK << /Ff 8388608 << /0 612.0 /ProcSet [/PDF /Text] /TU (Enter type of identification) W 1 1 10.48 10.72 re /Kids [236 0 R 237 0 R 238 0 R 239 0 R 240 0 R 241 0 R 242 0 R 243 0 R 244 0 R 245 0 R (4) Tj Q /MediaBox [0.0 0.0 612.0 792.0] WebAs the chief executive officer of the University, the President has general direction, control, and supervision over the operations of the University. /T (Signature of Notary Public_8) /Type /Annot /Font << >> /Subtype /Type1 /Parent 70 0 R /Resources << /Subtype /Form 358 0 obj endobj >> 736.0802(5)(e)(2), authorizes any Corporate Trustee to invest in any investment instrument owned or controlled by such Corporate Trustee or its affiliate and to engage any affiliate to render services to such trust, provided such Corporate Trustee, subject to the other provisions of this trust instrument (including Section 15.9 of Article XV hereof relating to waiver of the prudent investor rule), otherwise complies with the provisions of F.S. 60-175.17. Number 8860726. In accordance with this division, a trustee shall exercise reasonable care, skill, and caution in doing all of the following: /PageItemUIDToLocationDataMap << q /Type /Annot >> /N 150 0 R /Encoding << /Ff 29360128 1.0 4.21616 370.08] /Subtype /Widget /BBox [0.0 0.0 12.48 12.72] /Subtype /Form /F 4 /Parent 71 0 R /T ( Signed and sworn to or affirmed before me this) /Parent 70 0 R /Rect [229.92 71.88 283.08 87.24] 1 1 10.4801 10.72 re /Type /XObject /P 135 0 R m L5\;+y3_P~3^]lyf_jU]~zKejcv:k0@R)O? /Parent 7 0 R >> /DocumentID Q /AA << /Ff 29360128 /Rect [322.8 272.88 342.84 287.52] endobj >> /Length 36 /Subtype /Form /Parent 39 0 R 120 0 obj /P 134 0 R >> /T ( The foregoing instrument was acknowledged before me a Notary Public this) The Settlor hereby acknowledges the applicability of these provisions.. /ZaDb 8.9925 Tf f One of the most significant changes brought in by the TA 2000 permits trustees to delegate discretions relating to asset management, which is particularly useful in allowing them to take advantage of modern investment discretionary management services. /DA (/Helv 10 Tf 0 g) /Ff 8388608 /MK << /FT /Tx /Rect [170.16 574.2 310.2 588.84] /Rotate 0 /PDFDocEncoding 151 0 R /TU (Please check one of the following \(REQUIRED\): Personally known or) /BBox [0.0 0.0 12.48 12.72] << << /AS /Off /SpaceAfter 32 /StructParent 615 /Helv 146 0 R >> >> << /T1_1 384 0 R 347 0 obj /F 4 /F 4 >> 218 0 obj /P 136 0 R >> >> /MK << /ProcSet [/PDF /Text] /MK << >> Trustee purchasing stock, bond or securities of self, affiliate, etc. WebDelegation by Trustee. endobj /FT /Tx /T (F-1) /ProcSet [/PDF] 234 0 obj 262 0 obj /N 149 0 R /FT /Tx >> A. endobj >> /P 136 0 R >> /P 135 0 R /Length 12 /TextIndent -15.25 /Rect [387.96 587.28 400.44 600.0] /Font << /GS0 378 0 R << >> /BBox [0.0 0.0 12.48 12.72] >> /Subtype /Form /F 4 /F 4 /Type /Annot /AS /Off /DocumentID >> /T (D) BT endobj /N 537 0 R /Helv 152 0 R << /Rotate 0 /Ff 29360128 /Ff 29360128 /TU (Signature of Notary Public) /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] 146 0 obj /Rect [154.92 601.92 557.4 619.68] /FT /Tx /Type /XObject /EndIndent 48.875 Notwithstanding the provisions of Florida Statutes 736.0108(6), the Trustee is not required to notify the qualified beneficiaries of the trust in exercising the power granted to the Trustee by this subsection. 1. /F 4 /JS (SyncCheckboxes\(event.target\);) /BleedBox [0.0 0.0 612.0 792.0] 123 0 obj >> /MaxLen 3 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Encoding << << /MK << 257 0 obj /ProcSet [/PDF] /F 4 /FT /Tx endobj stream /MK << /JS (SyncCheckboxes\(event.target\);) /TU (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 0.0 736.0802(2)(a), the Settlor directs that, notwithstanding these conflicts the Trustee may: (a) participate in the exercise of any and all rights and powers granted the Trustee with respect to the trust estate; (b) the exercise any and all rights and powers with the respect to the retention, continuation, termination or disposition of any business entity in which the trust holds an interest regardless of the fact that the Trustee is a fiduciary or owns interests in the same business entity; and, (c) make loans to, receive loans from, sell, purchase or exchange assets in a transaction with (i) the Personal Representative of the Settlors estate and any trust settled by the Settlor, (ii) any one (1) or more persons related to the Settlor, and/or (iii) the Trustee as fiduciary of any other trust or estate. 2, Transactions With the Trustees Relatives and Affiliates. >> /F 4 /PageItemUIDToLocationDataMap << /Type /Page /ProcSet [/PDF /Text] endobj /AA << The drafter could consider language similar to the following with respect to employment of agents: (n) to employ persons, including, but not limited to, attorneys, accountants, investment advisors, or agents, even if they are the Trustee, an affiliate of the Trustee, or otherwise associated with the Trustee, to advise or assist the Trustee in the exercise of any of the Trustees powers and to pay reasonable compensation and costs incurred in connection with such employment from the assets of the trust; to act without independent investigation on their recommendations; and, instead of acting personally, to employ one or more agents to perform any act of administration, whether or not discretionary; and to do all of the foregoing without notice to the qualified beneficiaries of such trust. endobj /StructParent 532 /Ff 29360128 /T ( Agreed and Certified to this_4)
Sky Sudberry, Allan Kournikova, Articles T