EFTA01147199.pdf PDF
THE TRUST AGREEMENT Dated: Wel3I4TWADIVVOW0ILD0K1269:ML0001 EFTA01147199 TABLE OF CONTENTS ARTICLE PAGE …
THE TRUST AGREEMENT Dated: Wel3I4TWADIVVOW0ILD0K1269:ML0001 EFTA01147199 TABLE OF CONTENTS ARTICLE PAGE …
…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…
…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…
…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…
…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…
…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…
…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…
…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…
…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…
…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…
…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…
…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…
…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…
…transactions with respect to,.and.trade in stocks (common or preferred), bonds, notes,
…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…
…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, …
…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…
…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…
…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…
…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…