/Parent 70 0 R >> /Subtype /Widget /F 4 /P 135 0 R /P 136 0 R /StructParent 453 /Length 83 /P 136 0 R /P 134 0 R /DA (/Helv 10 Tf 0 g) /StructParent 485 stream 336 0 obj /Rect [159.12 386.4 267.12 401.04] 166 0 obj q /Subtype /Widget /P 135 0 R /BBox [0.0 0.0 9.36 9.48001] f >> /NumberofPages 1 /D << >> ET /0 612.0 /TU (1. This acknowledgement may not be used by California Notaries. >> << /XObject << /Subtype /Widget /On 288 0 R /Ff 8388608 Decisions /Parent 71 0 R 0 0 12.48 12.72 re >> /Rect [136.92 366.36 558.12 384.12] endobj 361 0 obj /Contents 395 0 R 2.4362 3.3161 Td /StructParent 531 /DA (/Helv 10 Tf 0 g) /GS3 381 0 R >> stream /DA (/Helv 10 Tf 0 g) >> endstream >> /BaseFont /Helvetica >> /BBox [0.0 0.0 12.48 12.72] 15.23 Duty to Inform and Account. >> /Type /StructTreeRoot /DA (/Helv 10 Tf 0 g) >> >> WebAll delegations of authority must be in writing and delegators should use this form (insert link to form here) to make a proper delegation according to the policy. 0 0 12.48 12.72 re /AP << 209 0 obj /StructParent 460 << >> /DA (/Helv 10 Tf 0 g) /Subtype /Widget /StructParents 427 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> endobj /Font << /TU (On: Enter date including 2-Digit Month/2-Digit Day/4-Digit Year) /F 4 /Type /Annot /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /Subtype /Widget /FT /Tx /F 4 /Type /Catalog endobj /BleedBox [0.0 0.0 612.0 792.0] >> endobj /T (MLPFS Account_1_4) /DA (/Helv 10 Tf 0 g) /BBox [0 0 424.08 14.76] 311 0 obj /DA (/Helv 0 Tf 0 g) /FT /Tx /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /Type /Annot /DA (/Helv 10 Tf 0 g) /MK << /PageUIDList << /Subtype /Form /ProcSet [/PDF] /Length 12 /Type /Annot /F 4 /Resources << >> /TU (Enter type of identification) 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 /Tx BMC >> /Subtype /Widget The undersigned certifies and declares as follows: 1. /Subtype /Widget /FormType 1 126 0 obj /TU (Please check one of the following \(REQUIRED\): Personally known or) /AS /Off /SpaceAfter 32 >> Can trustees delegate their authority >> /T ( this) 125 0 obj /TU (5B. endobj /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /MaxLen 3 >> endobj 41 0 obj /StructParent 456 /T1_3 396 0 R /1 [5024.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /F 4 >> /Ff 29360128 /T ( State of Florida County of) (4) Tj 142 0 obj 326 0 obj >> /TrimBox [0.0 0.0 612.0 792.0] A, Bryan, OH 43506 News Announcements Opinion Obituaries Sports Classifieds Advertise e-Editions Special Sections Subscribe NSCC trustees elect officers By Times staff 7 min ago 0 /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. endobj >> /T (For trusts with more than one trustee only02) /Ff 29360128 /MK << /N 144 0 R /AP << /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft endobj << /Rect [387.96 285.6 400.44 298.32] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /S /JavaScript /Rect [341.4 515.64 557.4 530.28] /TrimBox [0.0 0.0 612.0 792.0] /FT /Tx /Parent 71 0 R /PageUIDList << >> endobj /FormType 1 << /TU (On: Enter date including 2-Digit Month/2-Digit Day/4-Digit Year) 20 0 obj /P 135 0 R /TU (Signature of Notary Public) >> /Rect [155.64 504.6 168.12 517.32] /Length 112 endobj >> /F 4 /Subtype /Widget These are the sample trust form provisions referenced in the February 2008 article Drafting Florida Trusts by Powell and Klooster. << /FT /Tx /Length 12 /Rect [229.92 71.88 283.08 87.24] endobj 221 0 R 233 0 R 222 0 R 223 0 R 104 0 R 105 0 R 126 0 R 224 0 R 225 0 R 271 0 R /O /Layout >> >> /Type /XObject endobj /JS (SyncCheckboxes\(event.target\);) /ZaDb 518 0 R /Tx BMC Any appointment of a new trustee hereof shall as soon as practicable thereafter be notified by the Trustee to the Principal Paying Agent and the other Agents and to the Noteholders. /AP << endstream >> >> /JS (SyncCheckboxes\(event.target\);) /T ( before me) /Type /Annot /S /JavaScript BT q /PageUIDList << /Subtype /Widget /F 191 0 R endstream /JS (SyncCheckboxes\(event.target\);) (b) Construction. /Type /Annot >> << >> stream /Type /XObject /On 318 0 R BT stream endobj /Ff 29360128 >> /PageUIDList << /FT /Tx /Rect [54 173.76 306 188.4] /Annots [26 0 R 94 0 R 27 0 R 95 0 R 228 0 R 214 0 R 232 0 R 215 0 R 216 0 R 217 0 R /T ( year of) /TextAlign /Center Q >> /Length 36 /StructParent 421 /P 131 0 R /F 4 >> /DR << /MK << /O /Layout endobj W >> << /S /JavaScript /Type /Page >> endobj /P 135 0 R /F 4 /BBox [0.0 0.0 12.48 12.72] 70 0 obj /TU (Signature of Trustee) /Type /XObject /Rect [480.96 687.12 553.08 704.88] /CM30 << /Type /Annot /Ff 8388608 /ProcSet [/PDF /Text] /Bl 355 0 R /GS2 380 0 R >> << /Length 34 /Type /Page /Subtype /Widget >> /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron /TU (2B - If the trust was created by a trust agreement: 2\) The name\(s\) of the grantor\(s\) of the trust is/are: Grantor Name 1) /FT /Btn /EndIndent 309.875 164 0 obj /StructParent 451 /Subtype /Form /P 131 0 R /Rect [312.48 174.24 556.56 187.56] >> >> >> /Type /XObject /Resources << /MaxLen 2 << 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 /FT /Tx 79 0 obj /T (H-1) trustees endobj 102 0 obj The authors offer these form provisions merely as fodder for practitioners consideration. /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) endobj >> << 0 0 9.36 9.48 re /P 136 0 R /StructParent 419 /FormType 1 >> /Type /Annot Self-Dealing by Trustee. /Helv 167 0 R /MaxLen 3 8.6597 TL Would you like to make a difference to the lives of people in /AS /Off /BBox [0.0 0.0 12.4801 12.72] /Rect [294.0 71.88 385.2 87.24] /0 612.0 n /P 134 0 R 362 0 obj /Rect [54.0 498.92 306.0 513.56] endstream /F 4 Delegation of Authority Form - Fill Out and Sign Printable PDF >> /T ( year of_4) /TU (Signature of Trustee) /F 4 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /FT /Tx /BaseFont /Helvetica /D << >> /O /Layout /Rect [398.28 678.72 560.4 694.2] /MaxLen 3 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /D << (4) Tj /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /Ff 8388608 /MK << /Resources << /ExtGState << If there are more than one current beneficiary, distributions may be made to all or any one or more of them in such equal or unequal proportions and amounts as the Trustee, its discretion may determine, including distributing all or nothing to any one or more of the beneficiaries, and there shall be no adjustment among the beneficiaries by reason of any distribution. /Rect [159.12 687.6 267.12 702.24] /Rect [474.0 71.88 565.2 87.24] >> /Ff 29360128 >> /FT /Tx /FT /Tx /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron endobj /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 /Subtype /Widget /AP << /MaxLen 5 /T ( State of_1) >> /Length 112 /F 4 345 0 obj >> /FormType 1 stream >> /T ( Agreed and Certified to this_1) /MediaBox [0.0 0.0 612.0 792.0] >> /AP << << 198 0 R 194 0 R 193 0 R 238 0 R 236 0 R 237 0 R 74 0 R 75 0 R 76 0 R 77 0 R /Rect [450.414 541.884 558.414 555.204] /StructParent 738 >> endobj << EMC /FT /Tx /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) >> Nothing herein shall prevent the incumbent Disinterested Trustees from soliciting the views or the involvement of others in such selection or nomination as long as the final decision on any such selection and nomination is approved by a majority of the incumbent Disinterested Trustees. /Type /Annot /Type /Annot >> /Helv 152 0 R /Subtype /Widget /F 4 /Rect [522.48 577.32 542.4 590.64] /T (A-2) /T (Name) 11. 172 0 obj /ZaDb 8.9925 Tf /Ff 8388608 /TU (C\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /StructParent 705 /DR << 2.4362 3.3161 Td 81 0 obj /Kids [129 0 R 131 0 R 132 0 R 133 0 R 134 0 R 135 0 R 136 0 R 137 0 R 138 0 R] endobj /Type /Annot endstream << /Length 34 << /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /Font << /StructParent 457 /Rect [228.96 598.32 282.12 613.68] /P 137 0 R /ArtBox [0.0 0.0 612.0 792.0] /StructParent 681 /DA (/Helv 0 Tf 0 g) /Helv 157 0 R << endobj stream >> /AcroForm 2 0 R /Type /XObject /F 4 60-175.15. /Helv 152 0 R /FormType 1 << << /P 133 0 R >> /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /Rect [322.8 272.88 342.84 287.52] 272 0 obj /ZaDb 556 0 R /Font << >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /PageWidthList << 2.4362 3.3161 Td /Length 112 >> /T ( My commission expires) /Encoding 10 0 R /ZaDb 8.9925 Tf /FT /Tx /MK << All rights reserved. /Subtype /Widget /Subtype /Widget /Type /XObject /Encoding << /Filter /FlateDecode endobj endstream H, /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endobj stream it needs to decide which other matters it will make decisions about and which it can and will delegate. /P 136 0 R /Filter /FlateDecode /Helv 152 0 R /DA (/Helv 0 Tf 0 g) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /P 136 0 R 199 0 obj << /F 4 /FT /Tx /TU (by: Insert Signer's Name, NOT Notary's Name) /T ( day of_4) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /O /Layout /Encoding << /Type /Annot << << /FormType 1 /MK << /MK << endobj /ZaDb 13 0 R Delegation of Authority /P 134 0 R << /CA (4) /Subtype /Form /ProcSet [/PDF] /Resources << /MaxLen 3 endstream endobj /DA (/Helv 10 Tf 0 g) /Type /Annot /T ( year of_1) << /Encoding << /MK << /F 4 /TU (Signature of Trustees \(All current trustees must sign and, for trusts governed by US law \(50 states/District of Columbia\), all trustee signatures must be notarized.\) Acknowledgement - Notary Page for use in all jurisdictions EXCEPT California, Colorado, Florida, Iowa, Idaho, Michigan, Minnesota, Mississippi, Nebraska, Nevada, South Dakota, Tennessee and Vermont: B\) Agreed and Certified to this: Enter Month) /T ( personally appeared) (c) Single Signatory. endobj /FormType 1 endobj /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /FT /Tx n /Rect [312.48 498.92 556.56 513.68] /FT /Tx /MK << >> /GS2 379 0 R /F 4 /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /FT /Tx /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 /T (Signature of Trustee_12) /BaseFont /Helvetica >> << /Subtype /Widget 112 0 obj 225 0 obj stream >> /F 4 /Parent 71 0 R /T ( Names of all current trustees02) There are two quite distinct forms of delegation by trustees: collective delegation and individual delegation. 0 0 Td /0 [1.0 0.0 0.0 1.0 0.0 0.0] /Rect [112.56 71.88 203.88 87.24] >> endobj /FT /Btn /Length 12 n /Rect [54 267.96 182.04 281.28] >> >> The functions can only be delegated for a maximum of 12 months. endstream /Ff 8388608 /FT /Tx /Subtype /Widget << /Subtype /Form /OpenAction 5 0 R /ColorSpace << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Subtype /Widget /BleedBox [0.0 0.0 612.0 792.0] /MK << /Count 4 >> /Parent 71 0 R >> /Type /Annot endobj << endobj 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 3) /Font << 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.. >> 0 0 Td /ArtBox [0.0 0.0 612.0 792.0] /CM14 << 0.749023 g /Subtype /Form /FormType 1 /Rect [112.56 71.88 203.88 87.24] /Rotate 0 /FT /Tx endobj q /ZaDb 519 0 R >> << endstream << /Rect [292.44 386.4 420.48 401.04] 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 << /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /Rect [312.48 173.76 556.56 188.4] /BBox [0.0 0.0 12.48 12.72] /F 4 >> The following Private Client practice note provides comprehensive and up to date legal information on Charities and delegation of asset management /Type /Annot 53 0 obj /ProcSet [/PDF /Text] /CM18 << endobj /Type /Annot /DA (/Helv 10 Tf 0 g) /P 134 0 R endobj /Ff 8388608 /Ff 8388608 A trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. /FT /Tx 8 0 obj /Subtype /Widget >> /MK << 0.749023 g /StructParent 733 /T (MLPFS Account01_4) >> /ArtBox [0.0 0.0 612.0 792.0] /1 [2433.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /CM10 << /F 4 >> endobj /Ff 8388608 /JS (AFDate_KeystrokeEx\("mm/dd/yyyy"\);) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> Ohio 152 0 obj /NumberOfPageItemsInPage 2 /Type /Annot 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 /T ( State of Florida County of) /MK << /Parent 71 0 R endobj /CM3 << << /Rect [112.56 71.88 203.88 87.24] /FT /Tx << /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /MaxLen 2 /AP << /ProcSet [/PDF] >> /MaxLen 5 /Type /XObject /Length 112 /StructParent 446 /T (MLPFS Account_2_5) /PDFDocEncoding 156 0 R /Type /Annot /StructParent 539 >> >> /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /F 4 >> >> /Font << /Resources << /MK << /T (B-2) Download Authenticated PDF (A) A trustee may delegate duties and powers that a prudent trustee having comparable skills could properly delegate under the circumstances. /GS1 380 0 R endobj >> /Type /Annot endobj >> /AP << /F 4 Q /StructParent 534 242 0 obj >> /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute >> /Rect [123.48 254.4 557.4 272.16] Registered number: 2632423. /F 4 << /Rect [83.76 296.16 291.72 309.48] >> (iv) Appointment of Successor Designated Representatives. >> endobj /MaxLen 5 >> /AP << /TU (Print Name of Notary Public) /Type /XObject >> endobj Powers and Duties of Trustees Section 3.1 General 6 Section 3.2 Investments 6 Section 3.3 Legal Title 7 Section 3.4 Issuance and Repurchase of Shares 7 Section 3.5 Borrow Money or Utilize Leverage 7 Section 3.6 Delegation; Committees 7 Section 3.7 Collection and Payment 8 Section 3.8 Expenses 8 Section 3.9 By-Laws 8 Section 3.10 Miscellaneous Powers 8 Section 3.11 Further Powers 8 ARTICLE IV Advisory, Management and Distribution Arrangements Section 4.1 Advisory and Management Arrangements 9 Section 4.2 Distribution Arrangements 9 Section 4.3 Parties to Contract 9 ARTICLE V. Selection and Nomination of Trustees While this Plan is in effect, the selection and nomination of persons to be Trustees of the Fund who are not "interested persons" of the Fund ("Disinterested Trustees") shall be committed to the discretion of the incumbent Disinterested Trustees. endobj << https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/Wealth-Management-Logo-white.png. /BleedBox [0.0 0.0 612.0 792.0] /F 4 /P 135 0 R /T1_0 382 0 R /CM29 << /FT /Tx >> 73 0 obj /JS (SyncCheckboxes\(event.target\);) /Helv 163 0 R /Rect [292.254 541.884 420.294 555.204] /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 Q << /Subtype /Widget /On 358 0 R /MK << /Subtype /Widget /0 [5943.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 << >> /Rect [417.84 148.68 519.84 165.36] endobj /Parent 70 0 R /IDTree 140 0 R /DA (/Helv 10 Tf 0 g) /N 539 0 R /F 4 /ProcSet [/PDF /Text] /FormType 1 /MK << (vii) Designated Representatives of Discretionary Trusts. /JS (SyncCheckboxes\(event.target\);) >> /Subtype /Form /ProcSet [/PDF] endobj /Subtype /Type1 /FT /Tx >> /N << /Parent 71 0 R /FormType 1 /P 135 0 R >> >> /BBox [0.0 0.0 100.0 100.0] Delegation /P 135 0 R stream /GS2 379 0 R /T ( Agreed and Certified to this_2) >> Trustee Certifcation Form - Merrill /Type /Annot << /Rect [59.28 387.36 161.28 404.04] /Subtype /Widget endobj /Type /Encoding >> /P 135 0 R >> /T (D-2) /Resources << /DR << 0.749023 g /MediaBox [0.0 0.0 612.0 792.0] /P 136 0 R /MK << >> /F 4 >> /StructParent 521 109 0 obj endobj /F 4 /Subtype /Widget /Font << << /Type /Annot /ProcSet [/PDF] /FT /Tx /DA (/Helv 0 Tf 0 g) /FT /Tx /ParagraphSpan /Span /StructParent 708 /P 129 0 R /T (MLPFS Account_3_4) >> /DR << /First 387 0 R >> >> /ZaDb 520 0 R /TU (A\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) /Parent 71 0 R /TU (personally appeared \(Insert name of Trustee\)) /F 4 /TU (Signed and sworn to \(or affirmed\) before me this: \(Enter Month\)) << endstream (C) the then acting non-Corporate Designated Representative of such trust, or a majority of the then acting non-Corporate Designated Representatives; Allowed HTML tags:

. >> /P 133 0 R << endobj /Fm1 394 0 R /MaxLen 4 /TextIndent -13.5 /StructParent 573 >> endobj /Type /XObject /AA << /DA (/Helv 10 Tf 0 g) /DR << >> /StructParent 711 >> >> >> >> 133 0 obj /PageWidthList << /F 4 h[ks7+I7j*UJ$XH I um*f /PageTransformationMatrixList << >> /ExtGState << /MK << /AP << /Ff 8388608 /MaxLen 4 /Type /Annot /ProcSet [/PDF] << /Helv 163 0 R /S /JavaScript /Type /Annot >> /StructParent 740 /T (C-1) /FT /Tx /On 332 0 R 7 0 obj /Rect [229.92 68.88 283.08 84.24] /TU (Signature of Notary Public) >> 0 0 Td endobj /FormType 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. /Resources << /TU (Grantor Name 2: Date of Birth including 2-Digit Month/2-Digit Day/4-Digit Year) endobj /P 134 0 R /StructParent 646 /MaxLen 2 /BBox [0.0 0.0 12.48 12.72] /BBox [0.0 0.0 12.48 12.72] /Encoding << endobj /Subtype /Widget 204 0 obj WebAs the chief executive officer of the University, the President has general direction, control, and supervision over the operations of the University. >> /Ff 8388608 BT 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
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