EFTA01147199.pdf PDF
THE TRUST AGREEMENT Dated: Wel3I4TWADIVVOW0ILD0K1269:ML0001 EFTA01147199 TABLE OF CONTENTS ARTICLE PAGE …
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EFTA01145985.pdf PDF
…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
…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
…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
…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
…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…
EFTA00601828.pdf PDF
…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…
EFTA02672985.pdf PDF
…L) Senior'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…
EFTA01127970.pdf PDF
…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…
EFTA00616777.pdf PDF
…Beneficiary shall have the absolute right, from time to time, to direct the Trustees to pay to the Primary Beneficiary out of the Trust Fund an aggregate amount not exceeding the amount (the "Annual Amount"), if any, by which (i)…
EFTA01451630.pdf PDF
…of investors listed in the First Addendum (the 'Addendum") to the Securities Law, ("Sophisticated Investors"), namely joint investment funds or mutual trust funds. provident funds, insurance companies, banking corporations (purchasing Interests for themselves or for clients who are Sophisticated Investors)…
EFTA00312918.pdf PDF
…not productive at the time of investment, interests in trusts, investment trusts, whether of the open and/or dosed fund types, and participation in common, collective or pooled trust funds of the Trustee, insurance contracts on the life of any…
EFTA00616851.pdf PDF
…Beneficiary shall have the absolute right, from time to time, to direct the Trustees to pay to the Primary Beneficiary out of the Trust Fund an aggregate amount not exceeding the amount (the "Annual Amount"), if any, by which (i)…
EFTA01452031.pdf PDF
…of investors listed in the First Addendum (the 'Addendum") to the Securities Law, ("Sophisticated Investors"), namely joint investment funds or mutual trust funds. provident funds, insurance companies, banking corporations (purchasing Interests for themselves or for clients who are Sophisticated Investors)…
EFTA00313201.pdf PDF
…not productive at the time of investment, interests in trusts, investment trusts whether of the open and/or dosed fund types, and participation in common, collective or pooled trust funds of the Trustee, insurance contracts on the life of any…
EFTA01384722.pdf PDF
…policyholders whose premiums are used to fund the account principally to Restricted Persons, or, if a general account, the insurance company does not limit its policyholders principally to Restricted Persons. 4. a corporation, par…
EFTA01193891.pdf PDF
…respect to, and trade in stocks (common or preferred), bonds, notes, obligations (secured or unsecured), securities of open-end and closed-end investment companies and common trust funds, other securities (issued or to be issued), commodities, futures, options, executory contracts…
EFTA01295536.pdf PDF
…transactions with respect to, and.trade in stocks (common or preferred), bonds, notts,.:obligations (secured or unsecured), securities of open-end and closed-end investment companies and common trust funds, other securities (issued or to be issued), commodi0es, futures, options…
EFTA01255683.pdf PDF
…transactions with respect to,.and.trade in stocks (common or preferred), bonds, notes,
EFTA00082368.pdf PDF
…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 (1) sign checks, drafts or orders for the payment or withdrawal of funds…
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