EFTA00123001.pdf PDF
Trust Fund/Financial Management STAFF BLANK ROSTER (March 10, 2019 thru June 9, 2019) UNIT STAFF SUN MON TUE WED THU FRI SAT OFF I I I I …
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EFTA00736761.pdf PDF
Trust Funds Disbursed Regular Trust Account 05/15/09 ck#6225 Podhurst & 50,000.00 10/15/09 wire William Riley 50,000.00 12/08/09 ck#6290 Richard Hall 41,902.87 04/08/10 ck#6329 Richard…
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…
EFTA00607892.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 Settlor's issue (other than the Primary Beneficiary and other than those whose deaths…
EFTA01111564.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…
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…
EFTA00237720.pdf PDF
…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
…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
…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…
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…
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)…
EFTA01092079.pdf PDF
…and taxes owing). 1 Assumes the Revocable Trust is not funded during Leon's lifetime. 2 Collectibles are defined as art valued at $10,000 or more, the cane collection and first edition books. EFTA01092079 …
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…
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