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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 /MK << /DA (/Helv 0 Tf 0 g) << /JS (AFDate_KeystrokeEx\("mm/dd/yyyy"\);) /FT /Btn /Rect [68.76 574.2 144.72 588.84] BT /Rect [48.6 71.88 101.76 87.24] /T (H-2) /T (MLPFS Account03_2) /T (Signature of Notary Public_5) >> >> /TU (Signature of Notary Public) /P 129 0 R endobj endobj /StructParent 577 (4) Tj /CM11 << /Subtype /Widget Separate powers allow trustees to appoint nominees (s16 TA 2000) and custodians (s17 TA 2000). << /Filter /FlateDecode endobj /FormType 1 1 1 10.48 10.72 re /DA (/Helv 10 Tf 0 g) /MK << /Subtype /Form endobj >> /Subtype /Widget << /Subtype /Widget /LastModified /CA (4) /Parent 7 0 R /Ff 29360128 >> >> /Rect [48.6 71.88 101.76 87.24] /Rect [145.68 605.28 345.6 619.92] /Length 112 >> endobj >> /Filter /FlateDecode /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/Wealth-Management-Logo-white.png. /P 135 0 R /Subtype /Widget /ProcSet [/PDF] /Type /Annot /Encoding << /Rect [159.12 687.6 267.12 702.24] q /TU (Notary Acknowledgement: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. << >> 2.4362 3.3161 Td /StructParent 461 >> >> endobj /Type /Annot /Font << >> /Subtype /Widget << W /AP << >> endstream 186 0 obj >> /Ff 8388608 stream The jurisdiction whose law governs the administration of any trust may be the same as the situs of such trust. /CS0 [/ICCBased 377 0 R] /Font << /MK << /N 168 0 R /LastModified /Length 36 /Type /Annot Webdelegation of authority is expressly authorized by the Trust. /MaxLen 5 /Ff 8388608 >> 311 0 obj /Filter /FlateDecode 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. /Ff 8388608 >> /P 129 0 R /Length 112 /PageUIDList << /S /JavaScript << >> /P 135 0 R 345 0 obj /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde n /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /Type /Annot /T (MLPFS Account_3) endobj A, Bryan, OH 43506 News Announcements Opinion Obituaries Sports Classifieds Advertise e-Editions Special Sections Subscribe NSCC trustees elect officers By Times staff 7 min ago 0 /DA (/Helv 10 Tf 0 g) /Subtype /Form /F 4 /TU (by: Insert Signer's Name, NOT Notary's Name) endobj endobj /JS (SyncCheckboxes\(event.target\);) /Subtype /Form /On 343 0 R /Subtype /Widget >> >> /DR << 60-175.17. /StructParent 515 /Parent 71 0 R /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 0 0 12.48 12.72 re /BBox [0.0 0.0 12.48 12.72] /Length 88 /AP << >> /Subtype /Widget /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endobj /F 4 /MaxLen 5 /Type /Annot >> /AA << /Type /Annot /CropBox [0.0 0.0 612.0 792.0] /MaxLen 5 /ProcSet [/PDF] >> /P 136 0 R /MK << >> /StructParent 666 q /T (MLPFS Account03_3) >> /Resources << /ArtBox [0.0 0.0 612.0 792.0] /DA (/Helv 10 Tf 0 g) /Subtype /Widget /T (B) << ET << , with such compensation approved by the Funds Board of Trustees Edgar Database, EX-99. /DA (/Helv 10 Tf 0 g) /StartIndent 19.5 /DR << >> /DA (/Helv 10 Tf 0 g) /Type /Outlines /FT /Sig /0 203 >> /F 4 /ArtBox [0.0 0.0 612.0 792.0] /MK << /AP << /Type /Metadata << /Subtype /Widget /FT /Tx 1 1 10.48 10.72 re 10 0 obj /Rect [64.92 678.72 388.32 694.2] /Rect [178.8 106.92 280.8 123.6] /Parent 50 0 R /JS (SyncCheckboxes\(event.target\);) W endobj /FT /Tx /SpaceAfter 22.875 /BBox [0.0 0.0 12.48 12.72] /FormType 1 >> endobj /DA (/Helv 10 Tf 0 g) stream WebDelegation of functions by trustee LawServer. /Subtype /Widget 8.6597 TL /T (MLPFS Account_2_1) /P 133 0 R /BBox [0.0 0.0 9.36 9.48] >> /N 14 0 R /Parent 7 0 R >> ET /AP << /Ff 8388608 8.6597 TL /FT /Tx 0 0 12.48 12.72 re /P 137 0 R /Length 112 /DA (/Helv 10 Tf 0 g) << 3 0 obj /FT /Tx /AP << >> /Subtype /Form /Type /Annot stream /T (2B2 - Date of Birth_1) /Parent 71 0 R /T (Signature of Notary Public_4) 1 1 10.48 10.72 re /T1_0 382 0 R /Ff 8388608 Q /FormType 1 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. Margin transactions 1 including short sales: All current trustees must initial those that apply in spaces provided:) /Ff 29360128 >> << /ZaDb 13 0 R >> /ArtBox [0.0 0.0 612.0 792.0] H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w stream >> endobj /DA (/Helv 10 Tf 0 g) << /ZaDb 8.9925 Tf /DA (/Helv 10 Tf 0 g) /DA (/Helv 10 Tf 0 g) /0 [1.0 0.0 0.0 1.0 0.0 0.0] /Matrix [1 0 0 1 0 0] /S /JavaScript /P 131 0 R /BaseFont /Helvetica /OriginalDocumentID >> /PieceInfo << /Helv 152 0 R >> >> >> /FormType 1 >> /Rect [167.76 283.68 557.28 299.88] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 >> >> /ZaDb 558 0 R /DA (/Helv 10 Tf 0 g) /Direction /L2R 165 0 obj 0.749023 g /On 302 0 R /0 [1.0 0.0 0.0 1.0 0.0 0.0] /DA (/Helv 10 Tf 0 g) /CropBox [0.0 0.0 612.0 792.0] 8.6597 TL >> /Subtype /Widget 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 << /Encoding << /T ( day of_2) endobj (a) A trustee may delegate investment and management functions that a prudent trustee of comparable skills could properly delegate under the circumstances. /TU (before me, \(Insert name and title of officer\)) >> endobj /Type /XObject << endobj /T (MLPFS Account02_2) /AP << /Fields [15 0 R 16 0 R 17 0 R 18 0 R 19 0 R 20 0 R 21 0 R 22 0 R 23 0 R 24 0 R /DA (/Helv 10 Tf 0 g) /T ( day of) /Rect [159.222 699.109 267.222 713.869] /FT /Tx (4) Tj /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /P 137 0 R /Subtype /Widget /AS /Off /Rect [135.96 668.64 560.04 683.28] /AP << /Subtype /Widget /T (Signature of Notary Public_2) 72 0 obj /StructParent 507 /Bl 360 0 R 203 0 obj /TU (Please check one of the following \(REQUIRED\): Personally known or) /T (Signature of Trustee_5) /Parent 73 0 R 166 0 obj /FT /Tx /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 `W << /MediaBox [0.0 0.0 612.0 792.0] /BBox [0.0 0.0 12.48 12.72] /DA (/Helv 10 Tf 0 g) /T ( day of) /LineHeight 9.625 /StructParent 644 /LineHeight 9.625 /DA (/Helv 10 Tf 0 g) /LastModified >> << insert form merger provisions.. /DA (/Helv 10 Tf 0 g) /MK << /Subtype /Widget /Off 178 0 R /MaxLen 2 endobj endobj >> endobj /Length 12 /MK << /PDFDocEncoding 151 0 R (4) Tj /F 4 /N 148 0 R /Font << /PieceInfo << endobj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w /TU (personally appeared \(Insert name of Trustee\)) /Resources << /Ff 29360128 15.23 Duty to Inform and Account. /Ff 29360128 /ProcSet [/PDF /Text] >> /ProcSet [/PDF] >> endobj /PDFDocEncoding 151 0 R >> /Encoding << >> /Subtype /Widget >> /Name /Helv >> 2.4362 3.3161 Td /DA (/Helv 10 Tf 0 g) /AP << /DA (/Helv 10 Tf 0 g) 267 0 obj /Rect [218.64 95.76 228.0 105.24] /F 4 >> WebA 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 << /FT /Tx >> 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 /Subtype /Widget /Bl 330 0 R >> >> n 352 0 obj /Subtype /Widget /AP << >> These form provisions do not constitute tax advice Trusts & Estates magazine and should not be treated as such. This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. 0 0 9.36 9.48 re /StructParent 453 /T ( 20) /Font << /MK << Trustee purchasing stock, bond or securities of self, affiliate, etc. << 80 0 obj BT /ProcSet [/PDF /Text] endobj 126 0 obj /T (Signature of Trustee) >> /JS (SyncCheckboxes\(event.target\);) /StructParent 676 /Type /Page >> stream /FT /Sig /Ff 8388608 W /StructParent 739 >> /Ff 8388608 /MK << (4) Tj endstream /AA << /ExtGState << >> /Resources << >> (4) Tj >> 0.749023 g /DA (/Helv 10 Tf 0 g) 1.0 301.32 371.88] /T (MLPFS Account02_1) 266 0 R 267 0 R 268 0 R 269 0 R 270 0 R 271 0 R 272 0 R 273 0 R 274 0 R 275 0 R stream /Ff 8388608 >> /StructParent 732 /MK << >> /TU (D\) Agreed and Certified to this: Enter Month) WebPart 2. 736.04117. /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /P 135 0 R /StructParent 712 /MK << f >> endobj /DA (/Helv 10 Tf 0 g) /StartIndent 8.875 /GS0 378 0 R /Subtype /Widget /Parent 70 0 R /FT /Tx >> /Subtype /Widget << /Bl 310 0 R /A 284 0 R >> >> >> /ProcSet [/PDF /Text] /T1_0 382 0 R /MaxLen 5 70 0 obj 2.9 Legal Action. /LineHeight 10.5 /PDFDocEncoding 151 0 R endobj << /MK << q /BBox [0.0 0.0 12.48 12.72] /DR << /Subtype /Widget >> /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /T ( day of_6) /BBox [0.0 0.0 12.48 12.72] /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply >> << /DA (/Helv 10 Tf 0 g) Q >> /CM18 << /T (Type of identification05) 200 0 obj >> << /Type /Annot /Rect [295.44 687.12 453.12 704.88] /DA (/Helv 10 Tf 0 g) /PDFDocEncoding 162 0 R << /T ( Names of all current trustees02) /AP << /Ff 8388608 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /0 612.0 /1 [5024.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /AA << /AP << /FormType 1 /Parent 70 0 R 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. /Subtype /Widget >> /Subtype /Widget /Parent 70 0 R /Rect [474.0 71.88 565.2 87.24] stream /BleedBox [0.0 0.0 612.0 792.0] /PageTransformationMatrixList << /P 137 0 R /DA (/Helv 10 Tf 0 g) 485 0 R 486 0 R 487 0 R 488 0 R 489 0 R 490 0 R 491 0 R 492 0 R 493 0 R 494 0 R (4) Tj /Encoding << 1.0 4.21616 370.08] /F 4 /Subtype /Type1 >> /Font << /O /Layout >> /1 [2433.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 >> Form prohibiting use of the power granted by decanting statute: Discretionary Distributions. /DA (/Helv 10 Tf 0 g) /FT /Tx /Type /XObject >> /Type /Annot /StructParents 669 >> >> /LineHeight 15.5 /StructParent 730 /Subtype /Form /Type /Annot >> /FT /Tx ET /T (Grantor Name_1) /Font << /MK << 27 0 obj 35 0 R 36 0 R 37 0 R 38 0 R 39 0 R 40 0 R 41 0 R 42 0 R 43 0 R 44 0 R stream /P 137 0 R /AP << 227 0 R 205 0 R 235 0 R 207 0 R 208 0 R 209 0 R 210 0 R 230 0 R 211 0 R 90 0 R /P 129 0 R /Ff 29360128 These are the sample trust form provisions referenced in the February 2008 article Drafting Florida Trusts by Powell and Klooster. stream /MaxLen 2 << /Length 36 214 0 obj /DA (/Helv 10 Tf 0 g) /FT /Tx /Parent 39 0 R endobj 173 0 obj 1.0 4.21616 370.08] /BBox [0.0 0.0 12.48 12.72] /Resources << /Subtype /Type1 /Type /Page endobj >> endobj /Subtype /Widget /T (MLPFS Account_3_2) /MK << BT /PDFDocEncoding 166 0 R /F 530 0 R /Rect [398.28 626.16 560.4 640.92] /Rect [356.52 574.2 496.56 587.28] >> /TU (MLPF&S Account #3: \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /Ff 8388608 /NumberOfPageItemsInPage 2 endstream >> /O /Layout 180 0 obj >> /Type /Annot /DA (/Helv 10 Tf 0 g) /D << /Type /Font /TU (Signature of Trustee) << >> /P 131 0 R If at any time any trust created under this trust instrument is, in the sole judgment of the Trustee, of the aggregate principal value of One Hundred Thousand Dollars ($100,000.00) or less, or if the Trustees compensation for services rendered exceeds fifty percent (50%) of the net income of the trust, the Trustee (other than a Restricted Trustee) may, but need not, terminate the trust and distribute the trust estate to the beneficiary or beneficiaries then receiving or entitled to receive the net income from the trust, in proportionate shares. /Resources << /StructParent 516 /StructParent 505 /T (Margin transactions including short sales04) /O /Layout /Subtype /Form /Ff 8388608 >> /Subtype /Widget >> /Subtype /Widget /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /Off 311 0 R /FT /Tx Web(a) A trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. /StructParent 463 1 1 10.48 10.72 re >> /Filter /FlateDecode /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) << endobj /A 324 0 R >> >> /Parent 7 0 R 19 0 obj /Rect [135.96 383.64 560.04 398.4] /Name /Cour >> 0.749023 g >> 160 0 obj /P 137 0 R /FormType 1 << >> /FormType 1 /DA (/Helv 0 Tf 0 g) /FormType 1 >> endobj /FormType 1 /Rect [356.52 272.88 496.56 285.6] /P 137 0 R /Rect [294.0 71.88 385.2 87.24] /T (MLPFS Account_2) << /T (MLPFS Account_3_1) /BBox [0.0 0.0 12.48 12.72] stream The drafter could consider language similar to the following with respect to delegation of authority: (z) at any time and from time to time, and subject to revocation at any time, to delegate the authorities, discretions and powers or any of them conferred upon a fiduciary under this trust instrument to any person or persons and/or entity or entities, without notice to the qualified beneficiaries of the trust; provided, any delegation or revocation of a delegations is to be evidenced by a written instrument, signed and delivered to the person, persons, entity or entities to whom the delegation is made;.