EFTA01147199.pdf PDF
THE TRUST AGREEMENT Dated: Wel3I4TWADIVVOW0ILD0K1269:ML0001 EFTA01147199 TABLE OF CONTENTS ARTICLE PAGE …
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EFTA01087894.pdf PDF
…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
…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…
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…
EFTA01255683.pdf PDF
…transactions with respect to,.and.trade in stocks (common or preferred), bonds, notes,
EFTA00623259.pdf PDF
…remainder of such trust hereunder that would cause the exercise of such power to be treated as a gift by such Trustee for Federal gift tax purposes, (iii) whose disclaimer, in his or her individual capacity, resulted in the funding…
EFTA02713672.pdf PDF
…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, …
EFTA01197222.pdf PDF
…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, …
EFTA01370580.pdf PDF
…take possession of the assets of such trust and collect the income and profits from such assets, and to invest and reinvest such assets in real, personal, or mixed assets (including the common trust funds of a corporate fiduciary) or…
EFTA00298542.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 (I) sign checks, drafts or orders for the payment or withdrawal of funds…
EFTA01380867.pdf PDF
…transactions with 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…
EFTA01127310.pdf PDF
…received. (E) Power of Appointment. The Settlor shall have the absolute power to appoint any part or all of the Trust Fund remaining at the Settler's death, together with any property distributed or distributable to the Trustees upon the…
EFTA01382500.pdf PDF
…UFCW 5/19/2013 Local 711 Pension Trust Fund to $ 1.7 $ 1.6 $ 1.5 No 3/1/2015 3 2 3/1/2015 98% Centra…
EFTA00587840.pdf PDF
…the trust fund to or for the benefit of your wife Debra and your issue as the independent trustees determine for any reason. 2. After Death ofSurvivor Upon the death of the survivor of you and Debra, the trust will…
EFTA00587834.pdf PDF
…the trust fund to or for the benefit of your wife Debra and your issue as the independent trustees determine for any reason. 2. After Death of Survivor Upon the death of the survivor of you and Debra, the trust…
EFTA01451492.pdf PDF
…the tax year under the Investment Company Act of not exempt from backup withholding for payments made in settlement of payment 1940 card or third party network transactions. I —A common trust fund as defined in section 584(a) Note…
EFTA00589342.pdf PDF
…or charity) of $5 million. Debra has decided to fund the Trust in 2012 with property the value of which is equal the amount of her entire remaining federal gift tax credit.4 We anticipate that, as in past years…
EFTA01112151.pdf PDF
…or charity) of $5 million. Debra has decided to fund the Trust in 2012 with property the value of which is equal the amount of her entire remaining federal gift tax credit.4 We anticipate that, as in past years…
EFTA00082382.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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