Found 1,000+ results for “trust fund” in 212ms

EFTA01145985.pdf PDF

DataSet-9 EFTA01145985 46 pg

…pay the Annuity Payments. (E) Adjustment. If the initial fair market value of the Trust Fund of a Trust is incorrectly determined by the Trustees, then within a reasonable period after the value is finally determined for federal tax purposes…

EFTA01146128.pdf PDF

DataSet-9 EFTA01146128 59 pg

…following the death of the survivor of the Settlor and the Senior's spouse, and before actual distribution of the Trust Fund in accordance with subsection (1), the Trustees shall have the power to make loans to and to purchase…

EFTA01127605.pdf PDF

DataSet-9 EFTA01127605 60 pg

…shall have the absolute power to appoint any part or all of the Trust Fund to or for the benefit of such one or more of the Settlor's issue (other than the Primary Beneficiary and other than those whose…

EFTA01088208.pdf PDF

DataSet-9 EFTA01088208 58 pg

…shall have the absolute power to appoint any part or all of the Trust Fund to or for the benefit of such one or more of the Settlor's issue (other than the Primary Beneficiary and other than those whose…

EFTA01127688.pdf PDF

DataSet-9 EFTA01127688 55 pg

…pay the Annuity Payments. (E) Adjustment. If the initial fair market value of the Trust Fund of a Trust is incorrectly determined by the Trustees, then within a reasonable period after the value is finally determined for federal tax purposes…

EFTA00237720.pdf PDF

DataSet-9 EFTA00237720 15 pg

…commingled trust funds, corporations, and other institutional investors, and serving as investment managers, administrators, distributors and/or placement agents for a number of funds. The UBS AG subsidiaries registered as investment advisers in the United States include the entities below…

EFTA00237111.pdf PDF

DataSet-9 EFTA00237111 15 pg

…commingled trust funds, corporations, and other institutional investors, and serving as investment managers, administrators, distributors and/or placement agents for a number of funds. The UBS AG subsidiaries registered as investment advisers in the United States include the entities below…

EFTA00601828.pdf PDF

DataSet-9 EFTA00601828 56 pg

…Similarly, any trust established for either JUDY or JON pursuant to the authority granted to the Trustees under paragraphs (B) or (C) of this Clause FOURTH shall not be funded with an amount in excess of the sum of Ten…

EFTA01127970.pdf PDF

DataSet-9 EFTA01127970 1 pg

…L) Sailor's Power to Reacquire Trust Assets. The Senior at any time or from time to time may acquire or reacquire any portion of the Trust Fund of the Trust under Article II by substituting therefor other property of…

EFTA01087894.pdf PDF

DataSet-9 EFTA01087894 53 pg

…shall have the power to appoint any part or all of the Trust Fund to or for the benefit of such one or more of the Senior's issue (other than the Primary Beneficiary and other than those whose deaths…

EFTA01110701.pdf PDF

DataSet-9 EFTA01110701 4 pg

…After death of the survivor of Leon and Debra, trust fund ($6.7 million). paid to Leon's children then living, in separate lifetime Apollo Credit Opp. ($152 million). Apollo Credit Opportunity trusts for each of them. After age 35…

EFTA01088370.pdf PDF

DataSet-9 EFTA01088370 45 pg

…or funds), whether or not such investment is of the nature prescribed by - 27 - EFTA01088398 1 law as a legal investment for fiduciaries or is speculative in nature, and without regard to the percentage of the assets of such trust

EFTA00099303.pdf PDF

DataSet-9 EFTA00099303 32 pg

…this Agreement, then the Trustees shall pay the bequests in the order in which they are listed in this Trust. To the extent the Trust funds are insufficient to satisfy all of the bequests listed in Article II, Section 2…

EFTA01197222.pdf PDF

DataSet-9 EFTA01197222 27 pg

…interests in the fund principally to trust accounts of persons listed in Item C.1(b) below (i.e., Restricted Persons); (ii) An insurance company's general, separate or investment account, …

EFTA00971215.pdf PDF

DataSet-9 EFTA00971215 6 pg

…Oct 27, 2017 at 4:56 PM Subject: Fwd: trust To: Noam Chomsk Cc: ' Gene Landy Dear Noam, You are waiting for me to provide guidance as to how you can regain control of the trust funds. My plan is…

EFTA00298542.pdf PDF

DataSet-9 EFTA00298542 27 pg

…of such trust, without obtaining judicial authorization or approval; B. To delegate, in whole or in part, to any person or persons the authority and power to (I) sign checks, drafts or orders for the payment or withdrawal of funds…

EFTA00585626.pdf PDF

DataSet-9 EFTA00585626 21 pg

…and to charge the same against principal or income or partly against the principal and partly against the income of the whole or any part of all or any of the trusts, parts, funds or shares created by this Agreement…

EFTA00866096.pdf PDF

DataSet-9 EFTA00866096 2 pg

…However, he has mixed feelings about putting the trust funds in a venture capital investment because of the risk factor (understanding of course, that the investment could do very very well). The bottom line of Barry's call is that…

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