<< 253 0 obj >> >> /Font << /MK << endobj /Resources << endobj endobj /DA (/Helv 10 Tf 0 g) /Type /Annot << /StructParent 707 q /TU (Enter type of identification) endobj /Font << /FT /Sig endobj /Subtype /Widget 335 0 obj /DA (/Helv 10 Tf 0 g) /MaxLen 2 /Parent 70 0 R >> /LineHeight 15.5 /BBox [0 0 252 14.64] /N 534 0 R /Type /XObject /PDFDocEncoding 145 0 R >> /Rect [159.12 386.4 267.12 401.04] /FT /Sig /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /MK << /TU (Signature of Trustee) >> /Encoding << /P 135 0 R >> /Parent 71 0 R /Resources << >> /Encoding << 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. /ColorSpace << /Rect [155.64 504.6 168.12 517.32] << (e) upon reasonable request, provide a qualified beneficiary with relevant information about the assets and liabilities of the trust and the particulars relating to administration; provided, however, while a trust is revocable, the Trustees duties pursuant to this Section extend only to the Settlor., (iii) to compromise and adjust claims arising out of any the policy or contract, upon terms and conditions as the Trustee, in the Trustees sole discretion, may deem best, and the decisions of the Trustee shall be binding and conclusive upon all persons beneficially interested in the trust;, Not a Fiduciary. /StructParent 736 /Helv 152 0 R /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron /Rect [47.64 598.32 100.8 613.68] << /FT /Sig 112 0 obj /P 131 0 R >> /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply /LastModified (D:20211212090914-05'00') /ZaDb 8.9925 Tf >> << endobj /TU (9A. /P 133 0 R /F 4 /TU (9A. << /BBox [0.0 0.0 9.36 9.48] /Rect [322.8 272.88 342.84 287.52] /F 4 /N 14 0 R Any revocation, amendment or cancellation is to be made in the same manner as is provided above for making a designation or establishing a plan; provided, however, that no revocation, amendment or cancellation is effective to remove any then acting Designated Representative. /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash WebDelegation by trustee. 88 0 obj endobj endobj /FT /Tx /BBox [0.0 0.0 12.48 12.72] /Type /Annot /N 538 0 R >> endstream /T (A) /Off 184 0 R /Type /Annot /Contents 393 0 R Chair of the Board of Trustees. /Type /Annot This acknowledgement may not be used by California Notaries. /Subtype /Widget 338 0 obj /Subtype /Widget /StructParent 675 /ZaDb 558 0 R >> >> /P 133 0 R >> /Length 83 0 0 12.48 12.72 re 413 0 R 414 0 R] /Subtype /Form 179 0 obj The Trustees agree that any notice sent to one Trustee will constitute as a notice to all Trustees. >> >> >> 196 0 obj /Parent 70 0 R /MaxLen 5 46 0 obj endobj endobj /On 303 0 R /TU (Country of residency for Trustee Name 2) /Font << >> /MK << >> /FT /Tx /Type /Annot /On 333 0 R >> /Rotate 0 /Count 9 /ProcSet [/PDF /Text] 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 W << endobj /PageItemUIDToLocationDataMap << 2.4362 3.3161 Td >> /Font << /Tabs /S /Subtype /Widget /Font << >> >> endstream /P 137 0 R 148 0 obj /StructParent 677 /JS (AFSpecial_Keystroke\(2\);) >> /CM36 << /StructParent 421 endobj /PDFDocEncoding 166 0 R /BBox [0.0 0.0 12.48 12.72] >> << n /StructParent 740 >> /P 136 0 R /Helv 163 0 R /T (MLPFS Account_2_4) q /P 135 0 R /ProcSet [/PDF /Text] /T (Signature of Trustee_11) /D << /T1_0 382 0 R /D << /Subtype /Widget /Ff 29360128 >> /CA (4) /S /JavaScript >> /StructParent 460 >> >> /TU (Signature of Trustee) << endobj /FT /Tx /Ff 29360128 Trustees may delegate tasks (in other words, they may execute decisions already taken by the board of trustees), but they are still required to make decisions and exercise discretionary powers personally and independently, without the >> /P 137 0 R /Type /Annot >> 206 0 obj The authorities and respo nsibilities listed /Font << /StructParent 444 /Ff 8388608 /Subtype /Widget 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. /Type /Annot /MK << /MK << /AP << /Length 112 << /T ( County of) /Helv 146 0 R >> /Resources << /Tx BMC >> W NSCC trustees elect officers | Local News | bryantimes.com 42 419-636-1111 | news@bryantimes.com | 211 W. High St., Ste. << /Subtype /Widget >> >> /T ( My commission expires) /P 131 0 R 248 0 obj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /ZaDb 557 0 R /MediaBox [0.0 0.0 612.0 792.0] >> endobj A trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. /T ( day of_1)
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/CM38 << /ZaDb 8.9925 Tf << 319 0 obj /Type /Annot >> /Parent 71 0 R << /Subtype /Widget 269 0 obj 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. /FormType 1 /PageWidthList << /Helv 163 0 R /Resources << >> /F 4 /MaxLen 5 115 0 R 116 0 R 117 0 R 118 0 R 119 0 R 120 0 R 121 0 R 122 0 R 123 0 R 124 0 R /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] n /Type /Annot endstream /MK << /Parent 70 0 R /Rect [417.84 106.92 519.84 123.6] << >> << /Rect [450.36 461.76 558.36 480.0] /CM30 << https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/Wealth-Management-Logo-white.png. >> endobj /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) >> /Type /Annot >> 139 0 obj /DA (/Helv 10 Tf 0 g) << /GS1 380 0 R >> >> endobj /StructParent 453 93 0 obj /Font << /FormType 1 endobj /Ff 8388608 >> endobj Q 201 0 obj /Subtype /Widget >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /StructParent 449 /Subtype /Widget /P 133 0 R endobj endobj /MK << stream
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/DA (/Helv 10 Tf 0 g) /Type /XObject /Length 88 /AP << /Length 90 f /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. /Subtype /Widget /BBox [0 0 424.08 14.64] /GS1 380 0 R /S /JavaScript >> /Ff 8388608 256 0 R 257 0 R 258 0 R 259 0 R 260 0 R 261 0 R 262 0 R 263 0 R 264 0 R 265 0 R /Type /Annot EMC /BBox [0.0 0.0 100.0 100.0] 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 /Subtype /Widget /Subtype /Widget Q /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /T ( 20) >> 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. 0 0 12.48 12.72 re /AA << >> endobj 220 0 obj /LastModified /Type /Annot /MaxLen 3 /P 134 0 R >> >> /BBox [0.0 0.0 12.48 12.72] /F 4 /PieceInfo << (4) Tj /S /JavaScript Lines and paragraphs break automatically. /ExtGState << >> /AA << 5.4326 TL /StructParent 671 /F 4 stream
/Subtype /Widget /Type /Annot /FT /Tx /On 297 0 R /F 4 >> /Resources << >> /Ff 8388608 /CM26 << /DA (/Helv 10 Tf 0 g) /P 137 0 R /P 134 0 R 56 0 obj >> /TU (A\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) /Type /XObject /JS (AFDate_FormatEx\("mm/dd/yyyy"\);) /Subtype /Widget /Type /Annot /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /0 612.0 /MK << endobj (4) Tj >> /P 134 0 R endobj /LineHeight 10.75 /Font << /Rect [312.48 173.76 556.56 188.4] /FormType 1 /On 287 0 R /N << << /Tx BMC 283 0 obj 111 0 R 112 0 R 113 0 R 114 0 R] /Helv 152 0 R << /Font << /MK << /P 136 0 R >> endobj /P 137 0 R /Parent 70 0 R /PDFDocEncoding 151 0 R /FormType 1 >> /N << /ProcSet [/PDF] Language similar to the following could be considered to authorize such investments: Corporate Trustees and Affiliated Services. /Parent 71 0 R 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. << /Subtype /Widget /Ff 8388608 /0 5387 endobj /T (A-1) 26 0 obj >> /F 4 endobj << >> /S /JavaScript /Type /Annot endobj q /FT /Tx /DA (/Helv 10 Tf 0 g) >> endobj >> /StructParent 304 /Ff 29360128 >> /Subtype /Widget /S /JavaScript >> /Subtype /Widget (ii) Provisions While No Designated Representative is Acting. /Font << /FT /Tx /Subtype /Widget W /ZaDb 8.9925 Tf 1.0 4.21616 370.08] /FormType 1 128 0 obj 158 0 obj /F 4 q /GS0 378 0 R endobj /Tabs /S /AP << >> /F 4 endobj 6 0 obj /ProcSet [/PDF /Text] >> /MaxLen 5 /StructParent 673 /Type /Annot /Rect [450.356 399.025 558.356 413.785] /DR << /TextIndent -13.5 /Ff 8388608 >> 2.4362 3.3161 Td /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] 84 0 obj endobj 1 1 7.36 7.48 re << /FormType 1 /Parent 71 0 R /Subtype /Widget /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /Subtype /Widget /Type /Annot /Parent 70 0 R /Type /Annot /Fm0 385 0 R /TU (6\) Trustee 4 initials: If applicable, all current trustees must initial in spaces provided) /Rect [229.92 68.88 283.08 84.24] 236 0 obj /Parent 7 0 R /ProcSet [/PDF /Text] /D << /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /Ff 8388608 /AA << f >> /CM11 << /DA (/Helv 10 Tf 0 g) 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 /PDFDocEncoding 151 0 R /ProcSet [/PDF] 119 0 obj 142 0 obj /T ( Print Name of Notary Public) /MK << >> The Delta Trust is in existence as of the date of this certification. q /MK << >> /StructParent 639 9 0 obj 171 0 obj stream
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q 10. /FT /Tx /Rect [135.96 442.8 560.04 460.92] 307 0 obj >> /ProcSet [/PDF /Text] 6. /ProcSet [/PDF /Text] endobj endobj /Parent 71 0 R /FormType 1 endobj /Helv 152 0 R >> >> /Marked true /Parent 73 0 R it needs to decide which other matters it will make decisions about and which it can and will delegate. /Subtype /Widget /FT /Tx /Rect [450.6 621.64 558.6 634.96] >> q /MaxLen 3 /PageWidthList << /Font << endobj /JS (SyncCheckboxes\(event.target\);) << /Type /Annot
/Rect [111.6 598.32 202.8 613.68] /Length 34 The form of the power must be as set out in s25 (6) TA 1925 and must be expressed to be made under s25 (5) TA 1925. /StructParent 525 << /CropBox [0.0 0.0 612.0 792.0] /Subtype /Widget /AP << endobj 8.6597 TL /Rect [135.96 383.64 560.04 398.4] /StructParent 692 /JS (SyncCheckboxes\(event.target\);) /Helv 167 0 R Pursuant to the provisions of Section 736.1017(2) of the Florida Trust Code, a certification of trust may be signed by any Trustee. << << 261 0 obj << >>
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>> /P 131 0 R endobj /Type /Annot /Ff 8388608 << 353 0 obj /LineHeight 12 << >> /T (Country of residency_02) /MK << /F 4 /MaxLen 2 In the event of the death, resignation, refusal, failure or inability of any person to act as Designated Representative of any trust, the successor Designated Representative shall be such one (1) or more persons or a Business Entity, or any combination thereof, designated by name or appointed in accordance with a plan of successor Designated Representatives established by the following persons, in the order named: provided, however, that any such designation or plan shall be effective only to supplement and not to contravene any previous designation or plan which has not been revoked or cancelled pursuant to the provisions of this subsection, or any subsequent plan established by a person in a prior position on the above list. Self-Dealing by Trustee. /FT /Tx << /T ( day of_6) /StructParent 419 /Resources << /Rect [272.211 282.6 556.99 300.36] /Parent 70 0 R Q /Font << /F 4 /S /Document /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 /Type /Annot /ColorSpace << /P 137 0 R 8.6597 TL /Parent 7 0 R /0 [1.0 0.0 0.0 1.0 0.0 0.0] /TextIndent -8.87498 endstream /MK << /Ff 29360128 >> /P 137 0 R 162 0 obj /P 131 0 R Q /P 131 0 R /P 134 0 R 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 /T (Signature of Trustee_10) /P 134 0 R >> /K 545 0 R /Ff 8388608 /T (Signature of Trustee_9) The Settlors spouse may designate one (1) or more persons or a Business Entity to act as the initial Designated Representative of each trust created under this trust instrument which is irrevocable. 0 0 Td endstream /MK << /BBox [0 0 424.08 18.12] >> /Type /Annot /Subtype /Form >> 9. >> /AA << >> /StructParent 585 246 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 /P 137 0 R /DA (/Helv 10 Tf 0 g) /BBox [0.0 0.0 12.4801 12.72] >> /O /Layout endobj 214 0 obj >> /StartIndent 8.875 stream
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/Rect [54.24 504.6 66.72 517.32] /P 129 0 R /Type /Annot /BBox [0.0 0.0 12.48 12.72] /Type /Annot 217 0 obj endobj /T ( Agreed and Certified to this) << /Font << /Length 12 /Resources << >> H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w
/Rect [48.6 71.88 101.76 87.24] /FT /Sig /PageTransformationMatrixList << /Ff 8388608 >> /Rect [64.92 706.08 388.32 721.56] 82 0 obj /Resources << endstream 0.749023 g /TU (MLPF&S Account #2: \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) << 1.0 4.21616 370.08] /OpenAction 5 0 R q 100 0 obj /Encoding << /GS3 381 0 R /F 4 /Ff 29360128 /Type /Annot /F 4 endobj /StructParent 539 /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /CA (4) >> >> 199 0 obj /Length 92 << /FormType 1 /A 354 0 R /Parent 71 0 R /Resources << Q endobj endobj 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. /DA (/Helv 10 Tf 0 g) /CM33 << << 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 endobj /P 129 0 R Check if a Special or Supplemental Needs Trust) /P 131 0 R 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 Periodically reviewing the agent's actions in order to monitor the agent's performance and compliance with the terms of the delegation. >> /P 129 0 R /Resources << f /Subtype /Widget 177 0 obj 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. 68 0 obj /TU (2. /P 131 0 R n << /Type /Annot /TU (B\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) /P 137 0 R /Subtype /Widget >> /AA << /Resources << /N << H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w
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/AA << endobj >> >> 736.08135, to each qualified beneficiary annually and on termination of the trust or on change of the Trustee; and. << /Matrix [1 0 0 1 0 0] >> /DA (/Helv 0 Tf 0 g) 218 0 R 270 0 R 256 0 R 273 0 R 257 0 R 258 0 R 259 0 R 260 0 R 110 0 R 115 0 R 324 0 obj /DA (/Helv 10 Tf 0 g) << /Subtype /Form /Encoding << /Rect [135.96 367.32 560.04 381.96] /Subtype /Widget /DA (/Helv 0 Tf 0 g) 277 0 obj /FT /Tx /P 135 0 R /Subtype /Widget /JS (SyncCheckboxes\(event.target\);) >> /Matrix [1 0 0 1 0 0] /StructParent 595 /TextAlign /Center << endobj /ProcSet [/PDF] /On 332 0 R f /Subtype /Form /P 134 0 R 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. /P 135 0 R >> /Subtype /Widget 1 1 10.48 10.72 re 86 0 obj /DA (/Helv 10 Tf 0 g) /ProcSet [/PDF] /TU (Signature of Trustees requiring Notarization: Use this page when the Notary is in California \(Please note that all fields must be completed by the Notary Public or the document will be returned\): B\) Agreed and Certified to this: Enter Month) 1.0 301.32 371.88] /Filter /FlateDecode 289 0 obj /Type /XObject /Parent 71 0 R >> /Type /Encoding Notwithstanding this possibility, it is the Settlors intent and belief that the best interests of the trust beneficiaries are served by the current provisions of this trust instrument and it is therefore the Settlors hope and desire that those provisions remain in effect notwithstanding the contrary views of the trust beneficiaries. /ProcSet [/PDF] 8.6597 TL /Subtype /Widget 166 0 obj /CM4 << /PageUIDList << /Kids [171 0 R] /TU (20: Enter the last 2-Digits of Year) /FT /Tx /DA (/Helv 10 Tf 0 g) /T (MLPFS Account02) << >> 362 0 obj /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) endobj /Type /Annot /Type /Annot 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 /NumberofPages 1 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. Q /Rect [298.32 106.92 400.32 123.6] >> /S /JavaScript /EndIndent 309.875 /StructParent 718 /T ( On)