The Settlor hereby acknowledges the applicability of these provisions.. << 369 0 obj /FT /Sig /Type /Annot /XObject <<
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A trust corporation may be appointed sole trustee hereof but subject thereto there shall be at least two trustees hereof one at least of which shall be a trust corporation. /StructParent 448 >> /Subtype /Form >> /DR << /CM10 << /Rect [312.48 201.84 556.56 216.6] /DA (/Helv 10 Tf 0 g) /Matrix [1 0 0 1 0 0] >> /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) >> 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 /D << /N 170 0 R /Subtype /Widget /Length 83 /MK << 0 0 Td >> /CM3 << /P 133 0 R /P 131 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. Accordingly, with respect to each trust created under this trust instrument, the Trustee may disregard the interests of the remaindermen in making discretionary distributions to a current beneficiary. endobj >> /On 332 0 R >> /TU (by: Insert Signer's Name, NOT Notary's Name) >> /MK << 244 0 obj /FT /Tx /Rect [292.44 386.4 420.48 401.04] >> endobj >> /Ff 8388608 endobj >> 259 0 obj >> /Font <<
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>> >> /S /JavaScript /ExtGState << /DA (/Helv 10 Tf 0 g) 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 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /Rect [322.8 574.2 342.84 588.84] /Parent 71 0 R /StructParent 734 >> 1.0 301.32 371.88] /Ff 8388608 /Font << >> >> endobj >> /Type /Annot >> /Subtype /Widget /Type /Annot endobj /TU (9A. /DA (/Helv 0 Tf 0 g) 1.0 301.32 371.88] /FT /Sig /AA << Q Delegation of functions by trustee /On 322 0 R /Rect [65.88 583.32 231.12 601.08] >> endobj /EndIndent 5.375 /MaxLen 2 stream
/TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) >> /DA (/Helv 10 Tf 0 g) /Subtype /Widget << /FT /Tx /ProcSet [/PDF /Text] /MK << >> /DA (/Helv 10 Tf 0 g) /Type /Annot /Length 90 >> 85 0 obj >> /P 137 0 R >> 8 0 obj /FormType 1 308 0 obj >> /FT /Tx /P 131 0 R /InDesign << 65 0 R 66 0 R 67 0 R 68 0 R 69 0 R 70 0 R 71 0 R 72 0 R 73 0 R 74 0 R >> /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /T ( County of_1) /ProcSet [/PDF] /Subtype /Widget /Subtype /Widget /MK << WebThere are two levels of authorization you can give your representative on your trust accounts: Allow access to information only (level 1) Allow access to information and to make certain account changes (level 2) For more information about trust accounts, go to T4013, T3 Trust Guide. /Type /Annot /TU (Signed and sworn to \(or affirmed\) before me this: \(Enter Month\)) >> /Parent 70 0 R endobj /F 4 /MK << /Type /Annot /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /FT /Tx >> >> 365 0 obj /DA (/Helv 10 Tf 0 g) endobj /Tx BMC >> /FT /Tx >> /T ( Names of all current trustees04) /StructParent 585 114 0 obj /FT /Tx /DA (/Helv 10 Tf 0 g) /ZaDb 8.9925 Tf /Font << /Subtype /Widget >> /MK << /BBox [0.0 0.0 12.48 12.72] (4) Tj /FT /Btn /DA (/Helv 10 Tf 0 g) /StructParent 602 With respect to each trust created under this trust instrument, the Settlors selection of the Trustee was made with full knowledge that the selection may create a conflict of interest between a Trustees fiduciary duties to a beneficiary and the Trustees individual account with respect to the sale, encumbrance or other transactions involving the investment or management of trust property. /Type /Annot n /StructParent 600 Q >> /MK << >> << /Subtype /Widget /TU (The foregoing instrument was acknowledged before me, a Notary Public, by means of \(check one\): physical presence)
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endobj /Encoding << f /MK << /DA (/Helv 10 Tf 0 g) /Subtype /Widget endobj /TU (20: Enter the last 2-Digits of Year) /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash 222 0 obj /FormType 1 /ProcSet [/PDF] n /DA (/Helv 10 Tf 0 g) /FT /Btn >> /Subtype /Form Margin transactions 4 including short sales: All current trustees must initial those that apply in spaces provided:) /Ff 8388608 /MK << /StartIndent 15.25 /Type /XObject /AA << >> /Subtype /Widget endobj << /TU (before me, \(Insert name and title of officer\)) 23 0 obj /MK << >> 262 0 obj /T ( Print Name of Notary Public_1) q Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. /D [129 0 R /Fit] >> /P 135 0 R endobj /Ff 8388608 /Helv 152 0 R /O /Layout /MaxLen 5 /BBox [0.0 0.0 12.48 12.72] This acknowledgement may not be used by California Notaries. >> /PageTransformationMatrixList << /P 134 0 R /Helv 167 0 R /A 289 0 R /CM28 << /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) 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 4 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. 147 0 obj >> << 353 0 obj /MediaBox [0.0 0.0 612.0 792.0] /S /JavaScript << >> f /F 4 25 0 obj /Subtype /Widget /Subtype /Widget 8.6597 TL endobj /DA (/Helv 10 Tf 0 g) >> /Type /Annot >> /TU (before me, \(Insert name and title of officer\)) << /MaxLen 2 /DA (/Helv 0 Tf 0 g) /StructParent 713 << >> /Type /XObject /F 4 /Type /XObject /Type /Annot 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. endobj >> /CS0 [/ICCBased 377 0 R] /Type /Annot >> /TU (Signature of Trustee) 337 0 obj /T (MLPFS Account_3_4) stream
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/Subtype /Widget endstream endobj /DA (/Helv 10 Tf 0 g) /FT /Tx 2.4362 3.3161 Td (4) Tj 1.0 4.21616 370.08] /F 4 309 0 obj >> /On 348 0 R >> /T (Signature of Trustee_11) >> /Rect [409.92 68.88 463.08 84.24] /Rect [522.48 577.32 542.4 590.64] /P 134 0 R /T ( day of_3) /Parent 7 0 R << /JS (SyncCheckboxes\(event.target\);) /TextAlign /Justify << /Ff 8388608 endobj /Length 36 /Subtype /Widget /Type /Annot /StructParent 591 >> >> /MK << 77 0 obj /DA (/Helv 10 Tf 0 g) Download Authenticated PDF (A) A trustee may delegate duties and powers that a prudent trustee having comparable skills could properly delegate under the circumstances. /Rotate 0 736.04117 to the contrary, a Trustee who is authorized to make distributions to or for the benefit of a beneficiary, shall not 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. /Ff 8388608 ET /MaxLen 5 Web(1) delegation of the entire trust administration, (2) delegation to a cotrustee, (3) power to cooperate with others, (4) use of expert advice, and (5) delegation by a corporate /Font << >> 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 /Subtype /Widget /FormType 1 /PageUIDList << /Type /Annot /Ff 8388608 124 0 obj 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. << /F 4 >> /MK << /Font << /ArtBox [0.0 0.0 612.0 792.0] /TU (personally appeared \(Insert name of Trustee\)) Q /F 4 /Type /XObject >> 359 0 obj /TU (Please check one of the following \(REQUIRED\): Personally known or) >> 128 0 obj /Type /Annot endobj /A 334 0 R /StructParent 737 >> >> /P 137 0 R >> /TU (Please print the telephone number, including \(3-Digit Area Code\) of an individual that Merrill Lynch may contact in the event a trustee resigns, becomes incapacitated or dies:) /PieceInfo << >> /BBox [0.0 0.0 12.48 12.72] /StructParents 662 /StructParent 709 endobj /Ff 29360128 /MK << /MK << << >> endobj /LineHeight 15.5 /Resources << /FormType 1 >> /P 134 0 R 8.6597 TL /Parent 71 0 R >> /FT /Sig stream
/BBox [0.0 0.0 12.48 12.72] << /Type /Annot /DR << >> 260 0 obj /Type /Annot 130 0 obj 139 0 obj /StructParent 453 /F 4 endobj /F 4 /P 136 0 R /Font << /FT /Btn /Rect [272.211 282.6 556.99 300.36] /Subtype /Widget /Parent 70 0 R /ProcSet [/PDF] /FT /Tx /Subtype /Type1 358 0 obj >> Q /FormType 1 /F 4 /MK << 7 0 obj endobj >> << >> /Type /Annot endobj /Type /XObject /ColorSpace << Upon any revocation, amendment or cancellation, the holder of the power to designate successor Designated Representatives of the trusts held pursuant to this trust instrument have the same powers with respect to designating successor Designated Representatives by name or establishing a plan in the manner provided above, as if such power had never been exercised. >> /StructParent 722 /Ff 8388608 /DA (/Helv 10 Tf 0 g) /DA (/Helv 10 Tf 0 g) /AP << >> /Font << /DocumentID /GS3 381 0 R << /Type /Annot /Length 112 With respect to each trust created under this trust instrument, the Trustee may make loans to, receive loans from, sell, purchase or exchange any portion of the trust estate with (a) any one (1) or more persons who may be related to the Trustee, (b) an officer, director, employee, agent or attorney of the Trustee, and/or (c) a corporation, partnership, limited liability company or other business entity in which the Trustee has a financial interest. 3, Trust Opportunities. /Parent 70 0 R >> /StructParent 607 A. /F 4 /StructParent 731 /Ff 8388608 53 0 obj /T ( day of_3)
171 0 obj /Font << /Subtype /Widget 1 1 10.48 10.72 re /AS /Off 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. >> >> >> /MK << endobj endobj endobj << /P 135 0 R /Type /Annot stream
/DR << >> /Helv 152 0 R /PDFDocEncoding 151 0 R /Bl 325 0 R 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 endstream >> /StructParent 728 >> /F 4 /Ff 8388608 511 0 R 512 0 R 513 0 R 514 0 R 515 0 R 516 0 R 517 0 R] /Ff 8388608 It can be customized to fit the needs of a specific company. >> >> /T (Phone) EMC /Bl 315 0 R /Ff 8388608 /Length 12 /A 309 0 R /Type /Annot << ET /Rect [88.68 161.28 378.24 178.92] 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. Although trustees may authorise any person (other than a beneficiary) to be their agent, they must comply with the duty of care under TA 2000 Sch 1. para 3, or they may be liable for any act or default of the agent. << /XObject << /Resources << /FT /Tx /Font << >> /Contents 401 0 R This acknowledgement may not be used by California Notaries. >> >> /TU (Print Name of Notary Public) >> 0 0 Td << /MK << 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. >> /O /Layout /F 4 >> >> /N 523 0 R /Rect [68.76 272.88 144.72 287.52] /PageTransformationMatrixList << << >> /PDFDocEncoding 151 0 R n /Type /Page /Resources << << >> endobj >> /P 135 0 R /StructParent 706 endstream << /GS0 378 0 R /ZaDb 8.9925 Tf /Ff 8388608 /FormType 1 (b) Construction. /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /F 4 << Enter to open, tab to navigate, enter to select, Practical Law Standard Document w-001-8732, https://content.next.westlaw.com/practical-law/document/Ia3d88ac5fce711e598dc8b09b4f043e0/Delegation-of-Authority-Form?viewType=FullText&transitionType=Default&contextData=(sc.Default). /ZaDb 8.9925 Tf >> << 0 0 12.48 12.72 re >> << /On 183 0 R /Ff 8388608 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. << /FT /Tx H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w
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