/Type /Annot >> /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) /TU (Signature of Notary Public) 112 0 obj stream /StartIndent 334 /Rect [409.92 71.88 463.08 87.24] /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft /Resources << >> /Type /Annot /O /Layout /Length 83 /Font << /FT /Tx /F 4 >> /T (Margin transactions including short sales uncovered putcall options spreads straddles and combinations whether index or equity03) endstream Only /P 134 0 R /Parent 71 0 R /Type /Annot /P 135 0 R ET /DA (/Helv 0 Tf 0 g) /Subtype /Widget /ProcSet [/PDF /Text] /Type /Annot >> >> /ProcSet [/PDF /Text] >> /Rect [178.8 387.36 280.8 404.04] This Standard Document has integrated notes with important explanations and drafting tips. 1.0 301.32 371.88] /AP << /MK << 1.0 301.32 371.88] endobj /StructParent 598 /N 147 0 R 260 0 obj >> /BBox [0 0 252 14.64] /Off 331 0 R 4. /BBox [0.0 0.0 12.48 12.72] /Encoding << << /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde endobj /FT /Tx /EndIndent 299.5 /P 135 0 R >> endobj /F 4 /MaxLen 3 >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] << /FT /Sig /Type /Annot << endobj /JS (SyncCheckboxes\(event.target\);) /Subtype /Widget Written notice must be given within seven days of delegation to each of the other trustees. 0 0 Td /Font << /FT /Tx /S /JavaScript /T (Signature of Trustee_8) /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] >> /StructParent 710 /Type /Annot >> /FT /Tx >> 184 0 obj /Resources << /Parent 70 0 R endobj /P 133 0 R /Subtype /Widget >> /Font << stream 236 0 obj /Rect [298.32 148.68 400.32 165.36] Q 153 0 obj 248 0 obj /MK << /On 318 0 R >> (4) Tj /P 135 0 R /Matrix [1 0 0 1 0 0] /PieceInfo << The Settlor hereby acknowledges the applicability of these provisions.. /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] 124 0 obj The names of all current trustees are: \(If trustee is an entity, documentation indicating authorized individuals of entity, such as Corporate Resolution or Certificate of Incumbency, will be required\): Trustee Name 2) endobj /Parent 70 0 R /MaxLen 5 /TU (The foregoing instrument was acknowledged before me, a Notary Public, by means of \(check one\): physical presence) /Resources << >> /Subtype /Widget /BaseFont /ZapfDingbats endobj >> >> /Subtype /Widget /T (MLPFS Account03_4) /P 135 0 R >> endstream /Subtype /Widget /CropBox [0.0 0.0 612.0 792.0] /Subtype /Widget /Length 12 /Parent 71 0 R /TextIndent -15.25 /StructParent 730 The of Trusts DELEGATION BY INDIVIDUAL TRUSTEES >> >> >> >> /Length 12 /StructParent 726 1 1 7.36 7.48 re >> endobj /Font << endobj /TU (Signature of Trustees requiring Notarization: Use this page when the Notary is in Florida \(Please note that all fields, including the boxes below, must be completed by the Notary Public or the document will be returned\): A\) Agreed and Certified to this: Enter Month) /Last 388 0 R >> /SigFlags 1 /Ff 8388608 /Ff 8388608 >> /P 137 0 R /Rect [159.12 621.64 267.12 634.96] endobj endobj /Length 34 /S /JavaScript << /Type /Annot /Resources << /FT /Tx >> /T1_2 383 0 R /Tx BMC /Subtype /Widget /ZaDb 13 0 R W >> /StructParent 418 >> /CropBox [0.0 0.0 612.0 792.0] Title to trust property shall be taken as follows: Jane Doe and James Smith, not individually but solely as Co-Trustees of the John Doe Delta Trust U/A/D 7/1/07. 143 0 obj BT >> /T1_1 384 0 R /PageUIDList << Trustee's Power to Delegate: A Comparative View - University /Parent 71 0 R /Rect [135.96 383.64 560.04 398.4] /Encoding << /MK << /Rect [474.0 71.88 565.2 87.24] endobj 137 0 obj Would you like to make a difference to the lives of people in /FT /Tx >> >> /MaxLen 5 /Font << >> /Font << /Annots [226 0 R 231 0 R 199 0 R 19 0 R 200 0 R 201 0 R 202 0 R 206 0 R 203 0 R 204 0 R Pyg*eB5![Zh#' NDb0y9LaLSKaeS /DA (/Helv 0 Tf 0 g) endobj /DA (/Helv 10 Tf 0 g) /S /JavaScript /Subtype /Form /Resources << 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. /P 134 0 R /DR << /DA (/Helv 10 Tf 0 g) /P 136 0 R /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) >> /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /Subtype /Widget << /Fm0 385 0 R /Subtype /Form /CA (4) /Subtype /Widget /FT /Tx /T (G-2) /Rect [54 563.28 182.04 576.48] endobj /Parent 70 0 R stream /Resources << 736.0802(5). 1E}+'d+XFT7'&3NXX\W>}`wnxrkdA2^ k << << /T (MLPFS Account01_5) /F 4 << /DR << /Type /XObject /Resources << /T ( day of_3) /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute Q >> /O /Layout /StructParent 611 /PDFDocEncoding 166 0 R f >> >> << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] << /Resources << >> 99 0 obj /MK << /Type /Annot 280 0 obj /D << /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) 159 0 obj << /F 4 /TU (Signature of Trustee) Q >> /Font << 265 0 obj /Subtype /Widget /Parent 70 0 R /TU (by: Insert Signer's Name, NOT Notary's Name) /FT /Tx << /Rect [272.211 282.6 556.99 300.36] 253 0 obj /T ( by Trustee) endobj 295 0 obj /JS (SyncCheckboxes\(event.target\);) /DR << /Type /Page >> EMC >> >> /LastModified (D:20211209093206-05'00') 174 0 obj /P 137 0 R endobj endobj 0.749023 g The trustee shall exercise reasonable care, skill, and caution in: /LastModified (D:20211209094527-05'00') << >> /F 4 << /Subtype /Widget /Rect [295.44 386.4 453.12 404.16] Registered Office: Artillery House, 11-19 Artillery Row, London SW1P 1RT, United Kingdom. /TU (A\) Agreed and Certified to this year of: Enter 4-Digit Year) /F 4 f << /Ff 8388608 /T ( day of_1) /T ( My commission expires_1) 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. /StructParent 539 /AP << /CM29 << /Helv 152 0 R /DR << /Type /Annot /F 4 /T ( before me) /Rect [322.8 574.2 342.84 588.84] /FormType 1 WebThe trustees can delegate decisions to committees, though these committees must have at least two members, one of whom needs to be a trustee. 26 0 obj 125 0 R 126 0 R 127 0 R] /Helv 157 0 R /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) 32 0 obj /Encoding << Each of these two forms of delegation has common law rules, which have been significantly extended by statute, in recognition of the need for trustees to have clear powers to delegate in the interests of the smooth running of their trusts. /FT /Tx endobj /On 183 0 R /P 134 0 R /Bl 345 0 R /DA (/Helv 10 Tf 0 g) /Parent 71 0 R endstream >> /FT /Tx /MK << >> /0 612.0 << /BBox [0.0 0.0 12.48 12.72] /F 530 0 R W endobj /BBox [0 0 252 14.64] /T (MLPFS Account03_2) >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endobj /T ( year of_3) W /DA (/Helv 0 Tf 0 g) /Matrix [1 0 0 1 0 0] /T ( by Trustee) Delegation of Powers among Trustees Sample Clauses /MK << /Subtype /Form /On 308 0 R 7. /Rect [294.0 71.88 385.2 87.24] /Subtype /Widget 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 /BBox [0.0 0.0 9.36 9.48] /Subtype /Form /ProcSet [/PDF /Text] /Type /XObject << 283 0 obj /Helv 152 0 R /On 288 0 R /Parent 71 0 R (b) Construction. endobj /SpaceAfter 55.625 16 0 obj /MaxLen 4 /MaxLen 5 >> >> H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w /TU (C\) Agreed and Certified to this year of: Enter 4-Digit Year) 130 0 obj >> /Ff 29360128 /T (C-1) /ZaDb 520 0 R (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. 85 0 obj endobj /AP << (C) Non-Fiduciary Duty of Designated Representative. /MK << /Ff 8388608 /P 137 0 R >> << >> /AA << >> >> /Subtype /Widget >> endobj endobj /JS (AFDate_FormatEx\("mm/dd/yyyy"\);) /Font << 171 0 obj /DR << /F 4 9. 65 0 obj /T (Margin transactions including short sales03) Trustee Certifcation Form - Merrill >> /Type /Page /Ff 8388608 /LineHeight 15.5 /P 131 0 R /BBox [0 0 252 14.64] /Ff 29360128 Oklahoma Trust Act - eForms << endobj endobj /DA (/Helv 10 Tf 0 g) /F 4 /GS3 381 0 R /FT /Tx /DA (/Helv 10 Tf 0 g) /A 349 0 R /CA (4) 82 0 obj >> Sec. /ZaDb 558 0 R >> /FT /Tx /Rect [155.64 504.6 168.12 517.32] /TU (20: \(Enter the last 2-Digits of Year\)) Webdelegation of authority is expressly authorized by the Trust. /Ff 8388608 << The authority granted to the Trustee by this Section may be exercised without notice to the qualified beneficiaries of the trust., Merger of Trusts. stream /ZaDb 557 0 R 64 0 obj /Resources << endobj /DA (/Helv 0 Tf 0 g) /MK << >> >> f >> /Ff 29360128 << >> /Helv 152 0 R /P 134 0 R /T (Margin transactions including short sales01) /P 136 0 R /F 4 /P 134 0 R /Parent 70 0 R >> /Direction /L2R endstream >> /P 133 0 R /LineHeight 15.5 340 0 obj /0 [5943.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /MK << /Rect [68.76 272.88 144.72 287.52] /Subtype /Form /Ff 8388608 /Rect [474.0 71.88 565.2 87.24] m L5\;+y3_P~3^]lyf_jU]~zKejcv:k0@R)O? >> /FT /Tx The Trustee, without court approval, may amend this subsection in order to change the jurisdiction whose law governs the administration of any trust created under this trust instrument and may amend any other provision of this trust instrument for the purpose of qualifying any trust under this trust instrument to be governed by the law of another jurisdiction. >> In accordance with this division, a trustee shall exercise reasonable care, skill, and caution in doing all of the following: /Rect [522.48 282.12 542.4 295.44] /Type /Annot >> /T ( Agreed and Certified to this_3) /Subtype /Widget >> /0 [1.0 0.0 0.0 1.0 0.0 0.0] /StructParents 427 /FT /Tx << /PDFDocEncoding 151 0 R /P 136 0 R /TU (personally appeared \(Insert name of Trustee\)) n /Subtype /Form /MaxLen 4 endobj 273 0 obj << >> /MK << /FT /Tx BT 1.0 4.21616 370.08] >> /Type /StructTreeRoot The Trustees shall promptly call a meeting of Shareholders for the purpose of voting upon the question of removal of any Trustee when requested in writing so to do by the record holders of not less than 10 per centum of the outstanding Shares. 2 Tami F. Conetta, Settlor, May I? /On 343 0 R /Type /XObject /GS1 379 0 R The Johns Hopkins University hiring Sr. Architect in Baltimore /StructParent 518 /Rect [123.48 254.4 557.4 272.16] stream /MaxLen 2 /ProcSet [/PDF] q /DA (/Helv 10 Tf 0 g) << /Font << /BBox [0.0 0.0 12.48 12.72] >> >> >> 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) Delegation of Authority Form | Practical Law - Westlaw /FT /Tx /DA (/Helv 10 Tf 0 g) /O /Layout /S /JavaScript << /TU (Enter type of identification) /FormType 1 >> Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. >> >> /F 4 363 0 obj EMC >> endobj endobj /Type /XObject /TU (day of: \(Enter 2-Digit Day\)) Note that the following form is for a Revocable Trust: 15.24 Special Representation Provisions. 21 0 obj 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. 85 0 R 86 0 R 87 0 R 88 0 R 89 0 R 90 0 R 91 0 R 92 0 R 93 0 R 94 0 R >> /Resources << /P 137 0 R /Subtype /Widget endobj endstream << /StartIndent 15.25 /DA (/Helv 10 Tf 0 g) /Rect [444.6 245.4 557.28 261.6] Delegation /FT /Tx >> >> /P 137 0 R /Rect [356.52 574.2 496.56 587.28] /StructParent 512 endobj /Type /Annot /Count 4 /CropBox [0.0 0.0 612.0 792.0] /AP << /Subtype /Widget The power to establish a plan of successor Designated Representatives includes the authority to designate another person or persons with the power to name successor Designated Representatives or to create additional plans of successor Designated Representatives, and is exercisable whether or not an actual vacancy in the position of Designated Representative exists at the time of the exercise. >> /Subtype /Widget /FT /Tx /Rect [159.12 687.12 270.12 704.88] /MK << /BBox [0.0 0.0 12.48 12.72] /Tx BMC /P 135 0 R /Subtype /Widget >> /BBox [0.0 0.0 12.48 12.72] >> >> f /Names [(SyncCheckboxes) 368 0 R] << /P 137 0 R >> /FT /Tx /F 4 /Subtype /Form /FormType 1 >> /DR << 1 1 10.48 10.72 re endobj /StructParent 433 /Rect [83.76 591.48 291.72 604.68] 361 0 obj 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 271 0 obj /Rect [178.8 148.68 280.8 165.36] endobj /FT /Tx /StructParents 678 /StructParent 481 /NumberOfPageItemsInPage 2 /Type /Annot >> /Parent 70 0 R 2.4362 3.3161 Td endobj /FT /Btn 60-175.15. /Font << ET /0 1221 /Subtype /Widget /Type /Annot /F 4 EMC stream /Type /Annot >> /Rect [54.0 128.76 63.36 138.24] /BBox [0.0 0.0 12.48 12.72] << /StructParent 582 /FT /Tx /InDesign << /FT /Tx >> >> endstream /Type /Annot /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] 95 0 R 96 0 R 97 0 R 98 0 R 99 0 R 100 0 R 101 0 R 102 0 R 103 0 R 104 0 R /O /Layout /Length 1125 >> /StructParent 536 2.4362 3.3161 Td /F 4 /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /FormType 1 /Rect [312.48 469.56 556.56 482.88] 28 0 obj >> /Subtype /Widget /DA (/Helv 10 Tf 0 g) n /StructParent 573 >> q >> H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w /MK << The following provisions apply to each irrevocable trust created under this trust instrument. endobj /Parent 73 0 R >> /K 529 0 R Delegation of Authority /K 533 0 R Broadly, these restrictions prevent trustees from handing over to agents decisions that affect the entitlement of beneficiaries to the trust fund and from delegating their own powers of delegation. Notwithstanding any provision of this trust instrument to the contrary, with respect to each trust created under this trust instrument, the Trustee may provide the accountings and notices to be given by the Trustee pursuant to the provisions of Section 15.23 of this Article to the holder of a power of appointment of trust principal, whether a limited power of appointment or a general power of appointment, and the holder of the power of appointment shall represent and bind persons whose interests, as permissible appointees, takers in default, or otherwise, are subject to the power. >> /Length 36 >> /PDFDocEncoding 156 0 R /FT /Tx /Rect [292.862 399.025 420.902 413.785] << endobj /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron endobj /PageWidthList << /Ff 8388608 /Type /Annot /FT /Tx >> 181 0 obj 286 0 obj /Type /Annot /T (MLPFS Account_1_3) 274 0 obj 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 /StructParent 457 << /NumberOfPageItemsInPage 2 >> << /T ( Signature of Notary Public) /MK << endobj /P 134 0 R /Rect [474.0 71.88 565.2 87.24] /AP << /Type /Annot /Rect [316.44 282.12 380.4 295.32] /ProcSet [/PDF /Text] Discretionary Termination by Trustee. /S /JavaScript >> endobj /Font << 435 0 R 436 0 R 437 0 R 438 0 R 439 0 R 440 0 R 441 0 R 442 0 R 443 0 R 444 0 R >> /Rect [450.6 687.6 558.6 702.24] 24 0 obj /Subtype /Widget /ZaDb 13 0 R /F 4 /Rect [228.96 598.32 282.12 613.68] /Parent 6 0 R /Type /Font /S /JavaScript /AP << /FT /Tx << 140 0 obj >> 27 0 obj endobj /Type /Annot /ProcSet [/PDF /Text] /T ( day of_1) /AS /Off >> endobj /ProcSet [/PDF] /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /JS (SyncCheckboxes\(event.target\);) /Length 0 /Helv 152 0 R stream /S /Document 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). n . /Rotate 0 << /DA (/Helv 10 Tf 0 g) /Subtype /Form 190 0 obj endobj /StructParent 452 /Ff 8388608 /FormType 1 /TU (Please check one of the following \(REQUIRED\): Personally known or) /MK << >> /Rect [450.84 381.72 558.84 399.96] /MaxLen 2 >> /A 319 0 R endobj endobj /Subtype /Form /StructParent 304 /MK << /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) BT /Type /Annot /On 302 0 R >> /Subtype /Widget /Rect [398.28 706.08 560.4 721.56] >> /Subtype /Widget /Rect [229.92 71.88 283.08 87.24] /StructParent 736 /StructParent 592 >> endstream /CS0 [/ICCBased 377 0 R] /On 293 0 R 213 0 obj /On 357 0 R /Rect [295.44 687.12 453.12 704.88] >> /P 136 0 R /TU (Notary Jurat and Affidavit Form: County of \(Enter County\)) /Resources << /FT /Tx /StructParent 696 /F 4 endobj /AP << /Fm1 394 0 R >> /BBox [0.0 0.0 12.48 12.72] /Bl 365 0 R /F 546 0 R /Helv 152 0 R /BBox [0 0 252 14.64] /StructParent 520 /OriginalDocumentID /Rect [482.88 587.28 495.36 600.0] /InDesign << /F 4 /Fm1 394 0 R
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