/DA (/Helv 10 Tf 0 g) h[ks7+I7j*UJ$XH I um*f Any one (1) Trustee may sign checks, agreements or other documents on behalf of the trust and such signature shall bind the trust in the same manner as though the check, agreement or other document had been signed by all then acting Trustees, and no person dealing with the signing Trustee is obligated to inquire as to the acquiescence of the other Trustees to an action by the signing Trustee.. << /Resources << << endobj b.The trustee shall exercise reasonable care, skill, and caution in: (1)selecting an agent; endobj >> /F 4 /GS2 379 0 R f >> /MK << /Parent 70 0 R 2 0 obj /F 4 /DocumentID endstream The Settlor hereby acknowledges the applicability of these provisions.. /Rect [54.0 451.56 557.28 467.76] /PieceInfo << /Type /XObject /D << W << << Such investments or engagements may be made without notice to the qualified beneficiaries of such trust and without application and approval by court order. /T ( year of) /MK << >> /Matrix [1 0 0 1 0 0] /AA << W /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde /Subtype /Widget >> /StructParent 538 /FT /Tx >> >> 103 0 obj << >> /PageTransformationMatrixList << /StructParent 581 /Ff 29360128 stream >> /F 4 /StructParent 583 /Parent 70 0 R California Notaries are to use the attached acknowledgement or the Notarial Acknowledgement available on the California Secretary of State website: State of \(Enter State\)) >> >> /AA << /PDFDocEncoding 151 0 R /S /JavaScript /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /S /JavaScript << Margin transactions 2 including short sales: All current trustees must initial those that apply in spaces provided:) /Ff 8388608 endobj /StructParent 608 /DA (/Helv 10 Tf 0 g) /FT /Tx /Font << /Rotate 0 /T (Revocable and amendable) /Parent 70 0 R >> /Length 112 This delegation is https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/Wealth-Management-Logo-white.png. /Resources << /Parent 71 0 R n /Type /Annot /TU (20: Enter the last 2-Digits of Year) endobj 13 0 obj Notarization is required for trusts governed by certain US States\) Use this page when the Notary is in ANY Jurisdiction EXCEPT: \(If Notary is in Colorado, Idaho, Iowa, Michigan, Minnesota, Mississippi, Nebraska, Nevada, South Dakota, Tennessee or Vermont, use page 6\) \(If the Notary is in California, use page 7\) \(If the Notary is in Florida, use page 8\): A\) Agreed and Certified to this: Enter Month) /ColorSpace << /P 135 0 R /Fm0 385 0 R endobj EMC /Rect [450.6 674.64 558.6 687.96] /MaxLen 3 >> >> /T1_1 383 0 R >> endobj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /StructParent 577 /Type /Annot /ZaDb 8.9925 Tf /DR << /Font << /Subtype /Widget /FT /Tx << /OriginalDocumentID /F 4 /TU (by: Insert Signer's Name, NOT Notary's Name) /Encoding << endobj /Resources << /Ff 8388608 endobj endobj /PDFDocEncoding 166 0 R /Ff 8388608 << EMC >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endstream /Type /Annot 141 0 obj Web(a) A trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. endobj /F 4 186 0 obj /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron /AP << /Rect [387.96 285.6 400.44 298.32] endobj /MaxLen 2 /FT /Tx f Collective delegation is where trustees delegate certain functions, as a collective body, to agents. /Rect [409.92 71.88 463.08 87.24] q /TU (Notary Page for California Acknowledgement: A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document: State of California, County of \(Enter County\)) /DA (/Helv 10 Tf 0 g) 0 0 9.36 9.48 re /ProcSet [/PDF /Text] /DA (/Helv 10 Tf 0 g) << 260 0 obj /Length 12 /TU (9B. /Subtype /Widget /MaxLen 2 /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:) >> /N 160 0 R /FT /Tx /Parent 70 0 R /DA (/Helv 10 Tf 0 g) /Fm1 394 0 R /Type /XObject /Ff 29360128 stream /F 4 /Font << >> /Rect [316.44 577.32 380.4 590.64] 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. 165 0 obj /Subtype /Widget >> /PageItemUIDToLocationDataMap << /K 522 0 R /Rect [474.0 71.88 565.2 87.24] << /Font << /AP << >> >> /P 133 0 R << /Ff 8388608 /D << /FormType 1 /Length 112 /T ( Print Name of Notary Public_1) << /Subtype /Widget /TU (D\) Agreed and Certified to this: Enter Month) /DocumentID 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. >> endobj endobj /MK << /Subtype /Widget /Font << /CA (4) /FormType 1 f /T (Margin transactions including short sales02) /MaxLen 3 /BBox [0 0 424.08 13.32] >> /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /ProcSet [/PDF] endobj /N 540 0 R >> /Subtype /Widget /Font << 1.0 4.21616 370.08] /StructParent 483 /P 137 0 R 363 0 obj /Subtype /Form >> /GS0 378 0 R /ProcSet [/PDF] /Subtype /Widget The /Ff 8388608 /F 4 /Ff 8388608 it needs to decide which other matters it will make decisions about and which it can and will delegate. W f /PDFDocEncoding 166 0 R /Subtype /Form >> /P 133 0 R /Type /XObject /StructParent 665 2.4362 3.3161 Td /Parent 70 0 R /FT /Tx >> endobj /Font << 333 0 obj /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /DR << endobj /FT /Tx /Ff 8388608 /Type /Annot endobj /S /Document /FormType 1 159 0 obj /MaxLen 5 0 0 12.48 12.72 re /LineHeight 15.5 /Type /Font /XObject << >> >> /Rect [294.0 68.88 385.2 84.24] /DA (/Helv 10 Tf 0 g) << /MK << /Subtype /Widget /O /Layout /On 185 0 R Mandatory State Law Provisions. << 262 0 obj >> << >> /Subtype /Form /T (MLPFS Account02_3) /MK << stream /Type /Annot /TextIndent -9.12498 /JS (AFDate_FormatEx\("mm/dd/yyyy"\);) /ProcSet [/PDF /Text] /DocumentID /Subtype /Form << /T (For trusts with more than one trustee only04) /StructParent 578 Q /DA (/Helv 10 Tf 0 g) /StructParent 532 350 0 obj 0 0 12.48 12.72 re /FT /Btn endobj /T (B-1) W /JS (SyncCheckboxes\(event.target\);) /StructParent 388 . << /ProcSet [/PDF] /DA (/Helv 10 Tf 0 g) 7. /FT /Tx /FT /Tx Amanda Edwards in her regular column for STEP England and Wales Diploma students. >> /StructParent 513 << /Type /Annot /T (C) 77 0 obj /Encoding << q /StructParent 732 /StructParent 673 /Subtype /Form >> /P 137 0 R /T ( Print Name of Notary Public) /F 4 >> /Tx BMC With respect to each trust created under this trust instrument, the Settlor, by specific reference to F.S. /DA (/Helv 10 Tf 0 g) /Subtype /Widget /MK << /Parent 7 0 R BT << /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /Ff 8388608 /T ( Names of all current trustees03) 17 0 obj /Length 83 161 0 obj /P 133 0 R 60-175.16. /PieceInfo << 286 0 obj /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) >> 342 0 obj /T1_1 384 0 R /JS (SyncCheckboxes\(event.target\);) /Resources << << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /TU (B\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) /MK << /Rect [88.68 161.28 378.24 178.92] WebThe trustee(s) has (have) the power to (state, synopsize, or describe relevant powers): (If the trustee(s) will be using a power of attorney, please attach a copy of the excerpts from the trust instrument that specifically allows the trustee(s) to assign or delegate the trustees discretionary powers to a third party.) /Contents 402 0 R /TU (4. << /P 134 0 R /O /Layout /JS (SyncCheckboxes\(event.target\);) << endobj /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /CA (4) >> >> 339 0 obj stream /Resources << Q /Resources << /MK << 42 0 R 43 0 R 44 0 R 45 0 R 46 0 R 47 0 R 48 0 R 49 0 R] >> 143 0 obj /Type /Annot >> /FormType 1 /Type /XObject /igrave /iacute /icircumflex 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555.204] 168 0 obj << stream >> /Subtype /Widget /P 135 0 R /T ( year of_3) 110 0 obj /F 4 /Bl 295 0 R 80 0 obj /TU (Signature of Trustees requiring Notarization: Use this page when a Notary is in Colorado, Idaho, Iowa, Michigan, Minnesota, Mississippi, Nevada, South Dakota, Tennessee or Vermont: A\) Agreed and Certified to this: Enter Month) /Name /Helv /Ff 29360128 /F 4 << /Bl 285 0 R >> /On 357 0 R 94 0 obj /Font << /P 135 0 R /FormType 1 /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 /Rect [48.6 71.88 101.76 87.24] /CA (4) /Type /Annot /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) /Ff 8388608 59 0 obj >> /F 4 >> >> >> << /Length 12 << /FormType 1 /MK << /PDFDocEncoding 156 0 R /Ff 8388608 >> << /Last 388 0 R /Fm1 394 0 R stream /Length 112 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> >> /On 288 0 R /Subtype /Widget /Rect [405.84 577.32 509.76 590.64] /Helv 146 0 R W /JS (SyncCheckboxes\(event.target\);) /FT /Tx /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\))