…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…
…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 Settlor's issue (other than the Primary Beneficiary and other than those whose deaths…
…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…
…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…
…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)…
…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)…
…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…
…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)…
…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)…
…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…
…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…
…an indemnity trust established for future legal claims against the Original Manager as part of the management transition transaction (see Note 5). The Fund does not have any control over the use of such cash by the trust and there…
…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…
…Revocable Trust (continued' Debra Survives Debra Predeceases • Each child selects items (not o Interests in Art Entities (if any after sale of exceeding $300 million in value) art). from art held in Art Entities and …
…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 Settlor's issue (other than the Primary Beneficiary and other than those whose deaths…
…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…
…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…
…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…
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