trustee delegation of authority form

/FT /Tx >> /Parent 7 0 R /StructParent 630 /F 4 /T1_0 382 0 R endstream >> /Resources << << /T ( by Trustee) /BBox [0 0 252 14.64] /T ( Print Name of Notary Public_1) /FT /Tx /Length 36 /Resources << >> /MK << /T1_0 382 0 R 1 1 10.48 10.72 re /On 179 0 R /Type /Annot /TU (Signature of Trustee) WebA scheme of delegation is a reference document showing what authority the board has delegated to committees, other volunteers, or to its staff under the powers of its governing document. Delegation of Powers Subject to any limitations set forth in the Act, the member(s) may delegate any of its powers to officers of the Company or to committees consisting of persons who may or may not be member(s). >> f /F 4 endobj /Subtype /Widget /P 135 0 R /N << /Type /Annot /FT /Tx >> /Subtype /Form >> << /MK << /ProcSet [/PDF] /Helv 152 0 R /MK << << /Resources << /Parent 71 0 R /FormType 1 /F 4 >> << /TrimBox [0.0 0.0 612.0 792.0] /ProcSet [/PDF /Text] /Type /Annot << /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior >> >> /CM5 << >> >> 329 0 obj 302 0 obj /TU (B\) Agreed and Certified to this year of: Enter 4-Digit Year) >> >> 113 0 obj /MK << /Parent 70 0 R endobj /Subtype /Type1 /AP << /MK << /MaxLen 3 /Subtype /Widget 204 0 obj /Tx BMC /AA << /Type /Annot /MaxLen 5 In accordance with this division, a trustee shall exercise reasonable care, skill, and caution in doing all of the following: /Font << /FT /Tx /T (MLPFS Account_3_2) /Thumb 392 0 R /Rect [54.0 245.4 331.32 261.6] /PageTransformationMatrixList << /PageUIDList << /K 192 0 R 331 0 obj /StructParent 421 /FT /Tx /Type /XObject /TU (6\) Trustee 2 initials: If applicable, all current trustees must initial in spaces provided) /Matrix [1 0 0 1 0 0] Discretionary Termination by Trustee. << /ArtBox [0.0 0.0 612.0 792.0] /FormType 1 With respect to each trust created under this trust instrument, it is the Settlors desire that the Trustee exercise its discretionary powers to benefit the current beneficiary of the trust, rather than any remaindermen, even to the extent of terminating the trust by distributing the entire trust estate to the beneficiary at any point in time following the creation of the trust and thereby eliminating the contingent interest of any remaindermen. /MaxLen 3 /Type /XObject /Parent 71 0 R 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. /Type /Annot /Rect [417.84 106.92 519.84 123.6] /Off 296 0 R /ProcSet [/PDF] 333 0 obj /Resources << >> /P 133 0 R WebThe Trustees certify that either (1) the Trust explicitly authorizes each of the Trustees to act individually without the consent of the other Trustees; or (2) the Trustees have consented to each Trustee acting individually and without the consent of the other Trustees and that such . /Subtype /Widget >> /AS /Off >> /AP << >> /MK << /MK << /T ( Agreed and Certified to this_3) 101 0 obj /Rect [54.0 128.76 63.36 138.24] 2.2937 2.8304 Td /P 135 0 R 309 0 obj /StructParent 509 /DR << WebDelegation of functions by trustee LawServer. 233 0 obj /T ( On) /NumberofPages 1 endobj /Type /Annot >> 353 0 obj /BleedBox [0.0 0.0 612.0 792.0] BT 0 0 Td /AP << >> 6. /MK << /T (Signature of Trustee_10) /DA (/Helv 10 Tf 0 g) /DA (/Helv 10 Tf 0 g) /Rect [312.48 174.24 556.56 187.56] Except as may be otherwise provided to the contrary in this subsection, the power to designate successor Designated Representatives and to create a plan of successor Designated Representatives includes the power to leave a vacancy in the position of Designated Representative unfilled. /MediaBox [0.0 0.0 612.0 792.0] << 200 0 obj >> /F 4 >> /Subtype /Form /Type /Annot /Ff 8388608 348 0 obj >> /TU (The foregoing instrument was acknowledged before me, a Notary Public, by means of \(check one\): physical presence) /MK << /Rect [112.56 71.88 203.88 87.24] /Matrix [1 0 0 1 0 0] /Subtype /Widget /JS (SyncCheckboxes\(event.target\);) /Rect [48.6 71.88 101.76 87.24] Q 4. W /TU (Signature of Trustee) /AA << 495 0 R 496 0 R 497 0 R 498 0 R 499 0 R 500 0 R] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Rect [409.92 71.88 463.08 87.24] /SpaceAfter 9 << /StructParent 446 >> stream endstream /F 4 >> /Subtype /Widget /P 135 0 R >> >> << /Ff 8388608 /ZaDb 8.9925 Tf /T ( before me) The trustee shall exercise reasonable endobj /Type /XObject /TU (Signature of Trustees requiring Notarization: \(All current trustees must sign. /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior >> 110 0 obj >> /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply /Subtype /Form /TU (Signature of Notary Public) /Resources << /Font << /On 318 0 R /Ff 8388608 /Font << endstream /PDFDocEncoding 151 0 R /Type /Annot >> /MaxLen 4 /FT /Tx /MK << 0.749023 g >> endobj /FT /Tx /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /F 541 0 R /FT /Tx >> /CropBox [0.0 0.0 612.0 792.0] /ArtBox [0.0 0.0 612.0 792.0] /Length 34 /Type /Annot /T (MLPFS Account01_5) /0 [1.0 0.0 0.0 1.0 0.0 0.0] /MK << << /AP << /T ( 20_2) endobj /StructParent 588 >> /Filter /FlateDecode /Filter /FlateDecode << >> /T1_1 384 0 R (i) Provisions While Designated Representative is Acting. << 208 0 obj << >> /T ( year of_2) 149 0 obj /Type /XObject << >> >> /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /PDFDocEncoding 151 0 R /Pages 7 0 R >> << /MaxLen 5 << << 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. >> WebDemonstrated ability to lead teams of which there is no formal authority. endobj /0 221 82 0 obj /ZaDb 518 0 R /Resources << /Ff 29360128 endobj 301 0 obj /ArtBox [0.0 0.0 612.0 792.0] /Type /Annot (4) Tj 51 0 obj stream /F 4 /DA (/Helv 10 Tf 0 g) /F 4 /Type /XObject /Subtype /Form << /Ff 8388608 /DA (/Helv 0 Tf 0 g) /DA (/Helv 0 Tf 0 g) endobj /S /JavaScript /Parent 70 0 R /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /ZaDb 555 0 R /Font << /PDFDocEncoding 151 0 R /0 [5943.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /F 4 /Rect [54.24 209.28 66.72 222.0] 122 0 obj >> /N << /Type /XObject /T ( day of_5) /Tabs /S /ProcSet [/PDF] m L5\;+y3_P~3^]lyf_jU]~zKejcv:k0@R)O? /TU (Notary Acknowledgement: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. /FT /Tx /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Resources << /StructParent 684 >> /Type /Annot >> << /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron n /Parent 7 0 R /Parent 70 0 R endobj q << /MK << >> /0 612.0 /Parent 71 0 R 1 1 10.48 10.72 re /T ( State of Florida County of) >> >> /Subtype /Widget /S /JavaScript /StructParent 598 8.6597 TL stream Q 233 0 R 234 0 R 235 0 R] endobj 164 0 obj /BBox [0 0 424.08 14.76] /MK << /Resources << /Tx BMC 8.6597 TL /MaxLen 2 /T ( Signature of Notary Public) << /D << /PDFDocEncoding 10 0 R /MaxLen 3 endstream /OriginalDocumentID /MK << /DR << /Type /XObject /Subtype /Widget /FT /Tx /Subtype /Widget /DA (/Helv 10 Tf 0 g) Amanda Edwards in her regular column for STEP England and Wales Diploma students. >> >> >> /ProcSet [/PDF] /Subtype /XML WebThe trustees agree that Merrill Lynch may rely upon this Trustee Certifcation Form (and any copies thereof) until Merrill Lynch and any investment advisors or other agents >> Q /JS (AFDate_FormatEx\("mm/dd/yyyy"\);) /Parent 70 0 R << << /Font << /Encoding << /TU (5B. /AP << /Rect [178.8 148.68 280.8 165.36] q /Ff 8388608 << /Type /Annot /Resources << /P 136 0 R W << << /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /StructParent 688 38 0 obj /FT /Tx /Type /Font >> >> /BleedBox [0.0 0.0 612.0 792.0] /Type /Annot /MaxLen 5 /TU (D\) Agreed and Certified to this year of: Enter 4-Digit Year) /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply endobj >> BT /Rect [294.0 71.88 385.2 87.24] /MK << 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. /Subtype /Widget /MK << /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde >> /D << /F 4 >> /Parent 70 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. endobj stream /T (2B2 - Country of residency) /ZaDb 8.9925 Tf /BaseFont /ZapfDingbats The content displayed here is subject to our disclaimer. << /Type /Annot >> 193 0 obj << 327 0 obj 77 0 obj endobj /Subtype /Type1 q Pursuant to the provisions of Section 736.1017(2) of the Florida Trust Code, a certification of trust may be signed by any Trustee. /Type /Annot 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 /Length 12 0 0 Td /P 135 0 R /Rect [135.96 522.96 560.04 541.08] /F 4 /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 198 0 obj 180 0 obj /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /Subtype /Form /T (MLPFS Account_1_3) >> endobj /BBox [0.0 0.0 12.48 12.72] /Resources << /Rect [154.92 601.92 557.4 619.68] /P 131 0 R 1E}+'d+XFT7'&3NXX\W>}`wnxrkdA2^ k /TU (Please check one of the following \(REQUIRED\): Personally known or) 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 \(Enter County\)) /Type /Annot /FT /Sig << /CropBox [0.0 0.0 612.0 792.0] >> >> /Type /Annot >> /Title (Trustee Certification Form) << endobj /F 4 /FT /Tx EMC Chair of the Board of Trustees. /Rect [450.6 379.44 558.6 392.76] 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 >> >> 2.4362 3.3161 Td /Subtype /Widget /MK << /Rect [45.96 334.56 566.04 359.76] >> /P 137 0 R 209 0 obj >> /F 4 /Type /XObject << /DA (/Helv 10 Tf 0 g) /DA (/Helv 0 Tf 0 g) /T (2B2 - Date of Birth) endobj endobj << >> >> /Rect [64.0072 288.571 203.927 303.331] 145 0 obj RCW 11.98.016: Exercise of powers by co-trustees. - Washington /DA (/Helv 10 Tf 0 g) /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /S /JavaScript California Notaries are to use the attached acknowledgement or the Notarial Acknowledgement available on the California Secretary of State website: State of \(Enter State\)) /DA (/Helv 0 Tf 0 g) /JS (SyncCheckboxes\(event.target\);) << >> /Ff 8388608 /F 4 >> /F 4 /Type /Encoding /AS /Off /P 135 0 R >> >> /Rect [341.447 244.651 557.447 259.411] /F 4 /A 359 0 R /T (MLPFS Account_2_4) /CropBox [0.0 0.0 612.0 792.0] /AP << /ProcSet [/PDF] >> n /Subtype /Form endstream /StructParent 730 /TU (The foregoing instrument was acknowledged before me, a Notary Public, by means of \(check one\): physical presence) endobj /Type /Annot >> /F 172 0 R /Type /Annot << /Rect [398.28 652.8 560.4 666.84] 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 /Subtype /Form 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. /Ff 8388608 /Subtype /Widget /Tx BMC /StructParent 449 >> >> /Ff 29360128 /F 4 /Type /XObject /FormType 1 /FormType 1 >> /Type /Annot 325 0 obj /EndIndent 309.875 /N 536 0 R /Filter /FlateDecode /StructParent 590 /MarkInfo << /O /Layout /Subtype /Widget /Subtype /Form The same person may be both nominee and custodian. 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. /Resources << /PageItemUIDToLocationDataMap << /FormType 1 /StructParent 538 280 0 obj /Subtype /Widget /Subtype /Widget endobj /Subtype /Widget /DA (/Helv 10 Tf 0 g) >> /TU <322E20506C6561736520636F6D706C65746520656974686572203241206F7220324220284F6E6C79206F6E652073656374696F6E2073686F756C6420626520636F6D706C65746564293A2032412E2049662074686520747275737420776173206372656174656420627920612077696C6C2C20746865206465636564656E749073206E616D652069733A> /FT /Tx /P 133 0 R /StructParent 641 56 0 obj 2.2937 2.8304 Td /MK << /DA (/Helv 0 Tf 0 g) /T (MLPFS Account02_2) /ProcSet [/PDF] endobj /BBox [0.0 0.0 12.48 12.72] 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. >> n trustees /Subtype /Form /InDesign << >> /Rect [48.6 71.88 101.76 87.24] /N 160 0 R /Parent 70 0 R /P 137 0 R >> endobj >> /DA (/Helv 0 Tf 0 g) /P 137 0 R endstream >> 137 0 obj /F 4 /StartIndent 15.25 /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) >> Trustee voting corporate stock. /Resources << >> >> /StructParent 448 stream >> 175 0 obj /FormType 1 8.6597 TL /Ff 8388608 288 0 obj >> /Type /Annot 45 0 R 46 0 R 47 0 R 48 0 R 49 0 R 50 0 R 51 0 R 52 0 R 53 0 R 54 0 R /S /JavaScript >> 0 0 12.48 12.72 re /Subtype /Widget /DA (/Helv 10 Tf 0 g) /DA (/Helv 10 Tf 0 g) /MK << /FormType 1 >> /On 288 0 R /Parent 71 0 R /Rect [83.76 296.16 291.72 309.48] /Helv 163 0 R >> /Resources << /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) << /Subtype /Widget endobj >> /F 4 /Ff 8388608 >> /ProcSet [/PDF /Text] endobj >> /P 129 0 R /ZaDb 13 0 R /LastModified (D:20211212090914-05'00') /Rect [53.8945 539.76 66.3746 552.48] /DA (/Helv 10 Tf 0 g) q /BBox [0.0 0.0 12.48 12.72] W 74 0 obj /DA (/Helv 10 Tf 0 g) << stream /StructParent 603 /Rect [328.92 296.16 556.92 309.48] /P 131 0 R >> >> /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron /DA (/Helv 10 Tf 0 g) /F 4 511 0 R 512 0 R 513 0 R 514 0 R 515 0 R 516 0 R 517 0 R] >> endobj 247 0 obj Language similar to the following could be considered to authorize double fees: Compensation and Expenses. /TextAlign /Justify /Helv 152 0 R /ZaDb 553 0 R << /P 135 0 R /T ( year of_1) n >> /D << >> Q /0 [5943.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 >> /Rect [328.967 319.651 544.967 334.411] >> /Rect [135.96 603.12 560.04 621.24] >> 297 0 obj /P 134 0 R >> /Length 83 >> stream /AP << /PageUIDList << >> 106 0 obj endobj stream /Subtype /Widget >> /Names [(SyncCheckboxes) 368 0 R] /JS 559 0 R /FT /Sig >> 65 0 obj endobj /ProcSet [/PDF /Text] /Subtype /Widget /AA << /Type /Annot /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) >> /MK << << /Type /Annot /F 4 endobj Mandatory State Law Provisions. >> /Type /Annot /T (Name) /MK << /Type /Annot 2.4362 3.3161 Td /Subtype /Form /Helv 152 0 R >> /ProcSet [/PDF] /Type /XObject >> endobj >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /TU (6\) Trustee 1 initials: If applicable, all current trustees must initial in spaces provided) /F 4 /Parent 70 0 R >> >> /FT /Tx >> /O /Layout /MaxLen 5 >> /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 >> 125 0 R 126 0 R 127 0 R] /DR << >> /TU (Signature of Trustee #4) /O /Layout endobj /SigFlags 1 /Subtype /Form /PageItemUIDToLocationDataMap << >> In the exercise of the power to designate successor Designated Representatives of the trusts held pursuant to this trust instrument, different successor Designated Representatives may be designated or appointed for each or any trust. /InDesign << >> 243 0 obj /FT /Btn /P 137 0 R endobj /AP << /F 4 >> 177 0 obj Form acknowledging and authorizing power granted by decanting statute: Discretionary Distributions. /T (F-2) /Subtype /Widget /F 4 /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /Ff 8388608 /F 4 endobj /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron /Helv 167 0 R /F 4 /Subtype /Widget << Ordinary powers of attorney toolkit /AP << f /FT /Tx /S /JavaScript /Matrix [1 0 0 1 0 0] /ColorSpace << >> endobj /On 186 0 R /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /P 133 0 R f /Type /Annot /DA (/Helv 10 Tf 0 g) /FT /Tx >> /Type /XObject endobj endobj >> << /FT /Tx << >> << << BT /Off 291 0 R stream >> 93 0 obj 2.4362 3.3161 Td /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde endobj endstream /BBox [0.0 0.0 12.48 12.72] 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 endobj 12.Pursuant to the provisions of Section 736.1017(7) of the Florida Trust Code, a person who in good faith enters into a transaction in reliance on a certification of trust may enforce the transaction against the trust property as if the representations contained in the certification were correct. >> /P 136 0 R /Type /Annot /Type /Annot n >> /FormType 1 /BBox [0.0 0.0 12.48 12.72] /P 129 0 R /Subtype /Form /TU (9B. /O /Layout Delegation of Authority Form | Practical Law - Westlaw >> /LastModified (D:20211209094527-05'00') >> /P 135 0 R /DA (/Helv 0 Tf 0 g) /FormType 1 /MK << /CM38 << /Subtype /Widget /CM1 << /Bl 305 0 R /On 293 0 R /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron /ProcSet [/PDF] /P 131 0 R endobj endobj /F 4 >> /MaxLen 2 /Subtype /Form /MaxLen 2 endobj /P 134 0 R endobj /Subtype /Widget /LastModified (D:20211212090914-05'00') 275 0 obj 0.749023 g 338 0 obj /N << /Type /Annot /Subtype /Form /MK << endobj /F 4 /XObject << >> /OriginalDocumentID /MK << 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. << /DA (/Helv 10 Tf 0 g) /Name /Helv n /Kids [501 0 R 502 0 R 503 0 R 504 0 R 505 0 R 506 0 R 507 0 R 508 0 R 509 0 R 510 0 R /CA (4) endobj /SpaceAfter 12.25 /TU (6\) Trustee 4 initials: If applicable, all current trustees must initial in spaces provided) >> delegate 465 0 R 466 0 R 467 0 R 468 0 R 469 0 R 470 0 R 471 0 R 472 0 R 473 0 R 474 0 R /MaxLen 5 /FT /Tx /T1_3 383 0 R >> /PieceInfo << 7 0 obj /Subtype /Form >> 1 1 10.48 10.72 re >> >> /StructParent 731 >> >> /Type /Annot /T (Signature of Trustee_9) >> Delegation /AP << >> 289 0 obj /LineHeight 10.75 W This power also extends to personal representatives. endobj /F 546 0 R /P 137 0 R /BBox [0.0 0.0 12.48 12.72] /StartIndent 13.5 /CropBox [0.0 0.0 612.0 792.0] >> ET /LastModified 60-175.13. /O /Layout /AP << /DA (/Helv 0 Tf 0 g) /Length 112 311 0 obj /CropBox [0.0 0.0 612.0 792.0] /T (A-1) endstream >> endobj /Subtype /Widget /CM17 << 29 0 obj q /P 131 0 R /P 137 0 R /FT /Tx /Type /Annot /Rect [409.92 68.88 463.08 84.24] >> /T ( My commission expires_1) /F 4 >> /S /JavaScript /O /Layout /NumberOfPageItemsInPage 2 << /MK << >> /Ff 8388608 /AP << >> /T ( personally appeared) TmtpY"TN!+L"b-a]524@\P -*5WQ /StructParent 442 CLE (2007). In accordance with the provisions of F.S. /FT /Tx /ArtBox [0.0 0.0 612.0 792.0] The President of the University, in consultation with the Chair, shall act for the Board of Trustees regarding all legal action necessary or appropriate to protect the interests of the University. /FT /Tx /Type /XObject /CM21 << >> endobj 11 0 obj (b) To exercise any authority or carry out any responsibilities specifically listing the Chancellor under the Delegation or SubDelegation headings of the Board of Trustees - Delegated Authority Table attached hereto as Exhibit C . /Rect [401.76 522.6 558.84 538.08] /MK << /StructParent 700 /Fm0 385 0 R << /MK << /MK << /P 131 0 R /Type /XObject /Type /Annot /T (2B1 - The trust agreement is dated) /StructParent 513 /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 The following Private Client practice note provides comprehensive and up to date legal information on Charities and delegation of asset management /PDFDocEncoding 162 0 R 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 \(Enter County\)) endobj Delegation of Authority /Type /XObject >> /Tx BMC /Subtype /Widget /Fm0 385 0 R /CM10 << 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. /FormType 1 /Subtype /Widget << 0 0 12.48 12.72 re /Tx BMC >> /StructParent 589 /StructParent 703 << >> >> /Subtype /Widget /MK << A simple example of collective delegation is where trustees instruct an estate agent to sell a trust property. /P 134 0 R Selecting an agent; 2. >> /MK << /BBox [0 0 424.08 13.32] /Length 112 /Type /Annot Q /Bl 340 0 R 214 0 obj /Ff 8388608 /Ff 8388608 /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron /Filter /FlateDecode /MK << << >> /P 135 0 R ET /MaxLen 2 endobj /F 4 >> 341 0 obj /Rect [68.76 272.88 144.72 287.52] /T (Signature of Trustee_12) q /MK << /T (Grantor Name_1) /Type /Annot >> << /F 4 << endobj >> 72 0 obj /Type /XObject /P 137 0 R /P 136 0 R /StructParent 716 /PDFDocEncoding 156 0 R endobj /Subtype /Form >> >> Indiana Code 30-4-3.5-9. /DSz 14 0 R /ProcSet [/PDF /Text] /DA (/Helv 10 Tf 0 g) << /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /T ( the person whose name is subscribed to) >> >> /TU (D\) Agreed and Certified to this: Enter Month) << >> a.A trustee may delegate ministerial, administrative and management duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. 330 0 obj >> /DR << /Ff 29360128 /Type /Annot /Length 90 (4) Tj /LastModified (D:20211212090914-05'00') /ProcSet [/PDF /Text] /StartIndent 13.5 >> /0 [1.0 0.0 0.0 1.0 0.0 0.0] stream << /T (Address) /ZaDb 556 0 R << << 32 0 obj << /AP << >> Delegation of functions by trustee. << 365 0 obj 55 0 R 56 0 R 57 0 R 58 0 R 59 0 R 60 0 R 61 0 R 62 0 R 63 0 R 64 0 R endobj Q endobj << /T ( Print Name of Notary Public_2) endobj /CM31 << /DA (/Helv 0 Tf 0 g) /P 131 0 R /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute Self-Dealing by Trustee. /Length 83 /Subtype /Widget >> /DA (/Helv 10 Tf 0 g) 332 0 obj >> /Type /Annot endobj /AP << >> /ProcSet [/PDF /Text] /Type /Annot H, /N 525 0 R /AP << /CM16 << /ZaDb 13 0 R >> 328 0 obj /DR << /CA (4) /Type /Annot BT /Rect [64.92 678.72 388.32 694.2] Language similar to the following could be considered to authorize such investments: Corporate Trustees and Affiliated Services. >> /DA (/Helv 10 Tf 0 g) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] 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. /PageItemUIDToLocationDataMap << /DA (/Helv 10 Tf 0 g) >> << /Length 36 /On 308 0 R /AP << /FT /Tx /PageWidthList << 130 0 obj /Resources << /T (For trusts with more than one trustee only02) /Subtype /Widget /Type /Annot 1.0 301.32 371.88] H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w With respect to each trust created under this trust instrument, it is the Settlors desire that the Trustee exercise its discretionary powers to benefit the current beneficiary of the trust, rather than any remaindermen, even to the extent of terminating the trust by distributing the entire trust estate to the beneficiary at any point in time following the creation of the trust and thereby eliminating the contingent interest of any remaindermen.

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trustee delegation of authority form

trustee delegation of authority form

trustee delegation of authority form

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trustee delegation of authority form

trustee delegation of authority form

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