736.0802(5). /Ff 8388608 /MK << /ColorSpace << /D << >> >> /AP << endobj /Title (Trustee Certification Form) /Subtype /Widget /SpaceAfter -6.37498 >> /StructParent 737 /FT /Tx Note that the following form is for a Revocable Trust: 15.24 Special Representation Provisions. stream 1.0 4.21616 370.08] >> endobj /Type /Annot >> /LineHeight 9.625 91 0 R 124 0 R 212 0 R 213 0 R 269 0 R 247 0 R 276 0 R 249 0 R 125 0 R 250 0 R 155 0 obj << << /MK << /P 135 0 R /T (Margin transactions including short sales uncovered putcall options spreads straddles and combinations whether index or equity03) Q /ProcSet [/PDF /Text] Number 8860726. 115 0 R 116 0 R 117 0 R 118 0 R 119 0 R 120 0 R 121 0 R 122 0 R 123 0 R 124 0 R /TU (6\) Trustee 1 initials: If applicable, all current trustees must initial in spaces provided) /Rotate 0 q /Rect [136.8 449.88 536.76 464.52] /T1_0 382 0 R /StructParent 463 /On 180 0 R /F 4 /Font << /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis >> /StyleSpan /Span /F 4 /A 319 0 R /Helv 152 0 R /Subtype /Form /AP << 135 0 obj /CA (4) % DSBlank /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 << << /MaxLen 3 /FT /Tx /Font << /FormType 1 >> >> 0.749023 g >> /MK << /Type /XObject /O /Layout 308 0 obj /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] >> Web - Delegate any and all authority or powers of the trustee under the trust, whether discretionary or otherwise, and to appoint attorneys, auditors, financial advisers and other << stream /FT /Btn /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) 45 0 R 46 0 R 47 0 R 48 0 R 49 0 R 50 0 R 51 0 R 52 0 R 53 0 R 54 0 R >> With respect to each trust created under this trust instrument, the Trustee is authorized, in the sole discretion of the Trustee, at any time and from time to time, to distribute an amount equal to the tax on trust net income and/or principal of the trust which is payable by the Settlor from the net income and/or principal of the trust to the Settlor or directly to the taxing authorities.. /XObject << /T ( Agreed and Certified to this_3) /DA (/Helv 10 Tf 0 g) /T (Signature of Trustee_7) /Parent 7 0 R /P 129 0 R /StructParent 681 /Rect [59.28 148.68 161.28 165.36] << /CS0 [/ICCBased 377 0 R] >> /AS /Off The following provisions apply to each irrevocable trust created under this trust instrument. << /ColorSpace << /Font << /F 4 /Rect [68.76 272.88 144.72 287.52] 42 0 R 43 0 R 44 0 R 45 0 R 46 0 R 47 0 R 48 0 R 49 0 R] A determination of whether the insurance contract was procured or effected in compliance with s. 627.404; 2. /ZaDb 518 0 R /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] 2023 Informa USA, Inc., All rights reserved, RIA Roundup: Lazard Asset Management Acquires Truvvo Partners to Create $8B Family Office, Eight Must Reads for CRE Investors Today (March 3, 2023), Charitable Giving With Non-Charitable Trusts, Watercoolers Become RTO Measure as Remote-Work Debate Rages, Blackstone Defaults on 531 Million Nordic Property CMBS, The 12 Best Business Books of 2022 for Advisors, The Most-Revealing Onboarding Questions Advisors Ask, (B) a person who has attained thirty (30) years of age with respect to any Discretionary Trust of which said person is the beneficiary and each trust created therefrom; then. >> /Rect [54.24 512.88 66.72 525.6] /StructParent 612 >> /TU (Country of residency for Trustee Name 2) endstream 65 0 R 66 0 R 67 0 R 68 0 R 69 0 R 70 0 R 71 0 R 72 0 R 73 0 R 74 0 R << /T ( year of_1) /F 4 /MK << endobj Here are some suggestions. /N 159 0 R /TU (day of: \(Enter 2-Digit Day\)) /Off 326 0 R /Font << /Matrix [1 0 0 1 0 0] /Filter /FlateDecode /MK << /DA (/Helv 10 Tf 0 g) /DR << to this delegation to the Board of Trustees or its Executive Committee on or before the next regularly scheduled meeting. California Notaries are to use the attached acknowledgement or the Notarial Acknowledgement available on the California Secretary or State website: State of Florida, County of \(Enter County\)) Web(1) delegation of the entire trust administration, (2) delegation to a cotrustee, (3) power to cooperate with others, (4) use of expert advice, and (5) delegation by a corporate /FT /Tx /BBox [0 0 424.08 18.12] << 53 0 obj >> /ProcSet [/PDF] Note that this form is for an irrevocable trust. >> /FT /Tx 0 0 9.36 9.48 re /Resources << /Tx BMC /Encoding << /AS /Off /Parent 70 0 R << /Ff 8388608 (4) Tj /Helv 152 0 R << >> /ExtGState << >> >> >> stream /Type /Annot /Length 116 /T (F-2) endobj endobj >> endobj << /Parent 7 0 R >> stream /F 4 /F 4 >> << ET /FT /Btn /Subtype /Widget /T ( Agreed and Certified to this) /MK << /T (Irrevocable) /ProcSet [/PDF /Text] >> /Length 112 /Font << endstream /StructParent 741 If at any time any trust created under this trust instrument is, in the sole judgment of the Trustee, of the aggregate principal value of One Hundred Thousand Dollars ($100,000.00) or less, or if the Trustees compensation for services rendered exceeds fifty percent (50%) of the net income of the trust, the Trustee (other than a Restricted Trustee) may, but need not, terminate the trust and distribute the trust estate to the beneficiary or beneficiaries then receiving or entitled to receive the net income from the trust, in proportionate shares. /StructParent 696 endstream /T (A) /EndIndent 299.5 >> /Font << /MaxLen 2 The undersigned certifies and declares as follows: 1. /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /TU (Signature of Trustees requiring Notarization: Use this page when the Notary is in California \(Please note that all fields must be completed by the Notary Public or the document will be returned\): B\) Agreed and Certified to this: Enter Month) >> /F 4 >> /DA (/Helv 10 Tf 0 g) 0 0 12.4801 12.72 re 91 0 obj /P 136 0 R /P 137 0 R /TrimBox [0.0 0.0 612.0 792.0] Q 298 0 obj /Type /Annot >> /Parent 70 0 R /Pages 7 0 R /Ff 8388608 >> /P 135 0 R /DA (/Helv 10 Tf 0 g) /StructParent 711 /JS (SyncCheckboxes\(event.target\);) stream 26 0 obj endobj n /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /BBox [0 0 421.2 17.76] /TU (9A. >> endstream /TU (Grantor Name 2: Date of Birth including 2-Digit Month/2-Digit Day/4-Digit Year) << /MaxLen 2 << /FT /Tx /FT /Tx /ColorSpace << /Ff 8388608 /BBox [0.0 0.0 9.36 9.48001] >> /AP << /PageWidthList << endobj /FT /Tx Pursuant to the provisions of Section 736.1017(2) of the Florida Trust Code, a certification of trust may be signed by any Trustee. >> Privacy notice | Disclaimer | Terms of use. /InDesign << >> /Type /Annot /Contents 389 0 R 1 1 10.48 10.72 re /Type /Annot /ZaDb 8.9925 Tf >> << >> >> endobj /Subtype /Widget /StructParent 694 >> 56 0 obj endstream >> /ZaDb 5.6414 Tf /DA (/Helv 0 Tf 0 g) >> /F 4 >> 14 0 obj << >> endobj /Ff 8388608 endobj /FT /Tx /P 133 0 R endobj /AA << stream /MK << WebA scheme of delegation is a reference document showing what authority the board has delegated to committees, other volunteers, or to its staff under the powers of its governing document. /Subtype /Widget /ZaDb 555 0 R >> /ProcSet [/PDF /Text] /MK << /T ( day of_3) /Subtype /Form 225 0 obj << /Type /XObject /StructParent 642 /Rect [341.4 515.64 557.4 530.28] >> /T (B-1) >> /FT /Btn /Font << /Font << /Resources << /P 135 0 R /Annots [226 0 R 231 0 R 199 0 R 19 0 R 200 0 R 201 0 R 202 0 R 206 0 R 203 0 R 204 0 R /MK << Lines and paragraphs break automatically. /CM11 << /Type /Annot /Subtype /Form /Subtype /Widget /Subtype /Widget The President of the University, in consultation with the Chair, shall act for the Board of Trustees regarding all legal action necessary or appropriate to protect the interests of the University. /Parent 70 0 R /StructParent 611 /StructParent 609 >> /Resources << /F 4 >> /FT /Tx /Parent 70 0 R /LastModified /StructParent 720 2.4362 3.3161 Td /MaxLen 4 endobj Registered Office: Artillery House, 11-19 Artillery Row, London SW1P 1RT, United Kingdom. /Ff 8388608 /ZaDb 8.9925 Tf >> n endobj Delegation of Authority Form - Fill Out and Sign Printable PDF /Font << endobj endstream << stream /AP << /TU (B\) Agreed and Certified to this year of: Enter 4-Digit Year) >> /Rect [292.662 699.109 420.702 713.869] >> /O /Layout /Kids [403 0 R 404 0 R 405 0 R 406 0 R 407 0 R 408 0 R 409 0 R 410 0 R 411 0 R 412 0 R /Type /XObject /OriginalDocumentID 68 0 obj >> /On 182 0 R /AS /Off /XObject << /F 4 >> /F 4 /Type /Annot /P 135 0 R /Font << /T ( day of) 233 0 R 234 0 R 235 0 R] /Type /Annot >> W << /Subtype /Widget >> Q /Type /Annot << /MK << EMC /S /GoTo << /FormType 1 /DR << /F 4 /F 172 0 R >> >> /Type /Annot >> /P 137 0 R /T ( day of_4) 70 0 obj 58 0 obj /P 129 0 R >> endstream /Type /Annot /FT /Tx /FT /Tx /FT /Tx /DR << /Rect [292.44 379.44 420.48 392.76] << /Matrix [1 0 0 1 0 0] /Length 112 /Type /Annot /GS1 380 0 R /MK << /Subtype /Widget /Bl 330 0 R Otherwise, trustees are obliged to take advice and then give instructions to a broker for each sale or purchase of an investment. 1.0 301.32 371.88] /Helv 157 0 R stream H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w /Helv 152 0 R /Type /Annot /Subtype /Form >> /MediaBox [0.0 0.0 612.0 792.0] >> /BBox [0.0 0.0 9.36 9.48] /F 4 181 0 obj /DA (/Helv 10 Tf 0 g) stream >> /FormType 1 endobj << /Lang (en-US) >> Step 2: As soon as you enter the delegation of authority template word editing page, you will see all the actions it is possible to << /Type /Annot /Type /XObject >> /BBox [0.0 0.0 12.48 12.72] << /DA (/Helv 10 Tf 0 g) /FT /Tx 105 0 obj /MaxLen 3 endobj endobj /P 131 0 R WebDelegation of Trustee Responsibilities. /StructParent 591 W /N << /Subtype /Widget endobj endobj /A 339 0 R q /P 137 0 R 111 0 R 112 0 R 113 0 R 114 0 R] /JS (AFSpecial_Format\(2\);) >> /F 4 /MaxLen 4 /Type /Annot /P 134 0 R 136 0 obj /F 4 /ProcSet [/PDF /Text] >> << q BT /Rect [135.96 603.12 560.04 621.24] /Resources << /Resources << /BBox [0.0 0.0 9.36 9.48] /Subtype /Widget /Rect [178.8 387.36 280.8 404.04] WebA delegation agreement is a written document that outlines the responsibilities and rights of both parties involved in the contract. >> /Ff 8388608 /Ff 8388608 /Subtype /Widget /Type /Annot << /ZaDb 8.9925 Tf >> /Fm0 385 0 R /P 129 0 R /InDesign << >> /Parent 7 0 R /FT /Tx /Subtype /Widget endobj /Type /XObject /DR << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Length 36 /F 4 EMC /NumberOfPageItemsInPage 2 /DA (/Helv 10 Tf 0 g) << /DR << >> /Resources << >> /Subtype /Widget /Tx BMC endobj endstream /P 137 0 R /P 136 0 R /ProcSet [/PDF /Text] /DA (/Helv 10 Tf 0 g) /S /JavaScript /FT /Tx /DA (/Helv 10 Tf 0 g) /S /JavaScript >> /TU (Please print the name of an individual that Merrill Lynch may contact in the event a trustee resigns, becomes incapacitated or dies:) endstream >> /NumberOfPageItemsInPage 2 /Subtype /Form /FormType 1 >> >> 8.6597 TL /Parent 73 0 R /BBox [0.0 0.0 9.36 9.48001] H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w >> /F 4 /FormType 1 /DA (/Helv 0 Tf 0 g) >> endobj 23 0 obj /N << /Length 36 /MaxLen 5 >> H, /MaxLen 5 endobj >> 259 0 obj /ParentTree 142 0 R << >> >> << /Ff 29360128 endobj >> endobj 280 0 obj >> 0.749023 g >> /MaxLen 3 /P 135 0 R << /TU (before me, \(Insert name and title of officer\)) /MK << /P 135 0 R /P 134 0 R /Type /XObject /P 137 0 R << Drafting Florida trusts now that the new Florida Trust Code is in effect. 291 0 obj endobj /LastModified << << /Ff 8388608 WebDemonstrated ability to lead teams of which there is no formal authority. >> /Subtype /Form ET >> /Filter /FlateDecode stream >> 0 0 12.48 12.72 re /F 4 endobj /F 4 >> 0.749023 g 302 0 obj /Contents 398 0 R /FT /Tx q /Names [(SyncCheckboxes) 368 0 R] /TextIndent -8.74998 /Rect [292.44 386.4 420.48 401.04] /TU (Grantor Name 2: Country of Residency \(if other than USA\)) 222 0 obj endobj /DA (/Helv 10 Tf 0 g) >> >> /Off 291 0 R /Resources << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /StructParent 520 /Type /Annot /Subtype /Widget f /T ( On) /Resources << /FormType 1 The trustee shall exercise reasonable care, skill, and caution in: (1) Selecting an agent; (2) Establishing the scope and terms of the delegation, consistent with the purposes and terms of the trust; and /P 135 0 R /DA (/Helv 10 Tf 0 g) /Parent 71 0 R endobj /Type /Annot /O /Layout >> /ProcSet [/PDF /Text] >> Such investments or engagements may be made without notice to the qualified beneficiaries of such trust and without application and approval by court order. /Bl 367 0 R /Parent 70 0 R << /Length 83 /FT /Tx Q /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] 89 0 obj >> /Ff 8388608 5.4326 TL endobj /P 134 0 R /Subtype /Widget >> /TU (Please check one of the following \(REQUIRED\): Personally known or) << Except as provided to the contrary in this subsection or by a plan of successor Designated Representatives created pursuant to the provisions of this subsection, upon the termination and final distribution of any trust under this trust instrument (a Terminating Trust), the initial Designated Representative(s) of each new and separate trust created from such Terminating Trust (herein referred to as a New Trust) shall be those person(s) and/or entity(ies) who were serving as Designated Representative(s) of the Terminating Trust on the date of the termination and final distribution of the Terminating Trust and who are living or in existence (as the case may be) upon creation of each New Trust., Form VII-A Reimbursement for Income Tax Liability. /StructParent 714 /Parent 7 0 R /Resources << /F 4 /S /JavaScript /P 135 0 R 0 0 12.48 12.72 re /TU (B\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) /AA << BT f /ZaDb 551 0 R >> /P 134 0 R endobj With respect to each trust created under this trust instrument, the Settlors selection of the Trustee was made with full knowledge that the selection may create a conflict of interest between a Trustees fiduciary duties to a beneficiary and the Trustees individual account with respect to the sale, encumbrance or other transactions involving the investment or management of trust property. 185 0 obj /Length 12 /A 359 0 R /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number)