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Forms 21- 40 of 235 Available for 'Trusts'

Co-Trustee Appointments  

The following are additional instructions to be applied to the trust agreement established on ____, by _____, naming _____ as beneficiary. Trustee shall have the authority to designate others, the number not in excess of ___, to take on the duties as trustees in the management of this trust. Being so designated, these appointed trustees, or their survivors, shall cooperatively join in the ...

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Multiple Trustee Designation (Type 1)  

The following are additional instructions to be applied to the trust agreement established on ____, by _____, naming _______ as beneficiary: Trustor and _______ (Name), of ______ (Address), shall serve as the trustees of the trust hereby created and, according to the terms herein shall distribute in ...

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Appointment of Corporation As Trustee  

The following are additional instructions to be applied to the trust agreement established on ____, by ___, naming _____ as beneficiary: The Trust company located at ____ (Address) that operates by the name of _____ is hereby designated by ___, (Trustor), as legal trustee of the trust herein defined by this contract and is therefore...

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Who May Be Trustee  

WHO MAY BE TRUSTEE The following are additional instructions to be applied to the trust agreement established on _ (Date) by __, naming ____ as beneficiary: The successive or nominated trustee under this trust may take the form of __ _______ (Specify: a Corporation, a Living Person, a Board of Trustees)

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Managing Trustee Designation  

The following are additional instructions to be applied to the trust agreement established on ___ (Date), by _____, naming _____ as beneficiary: The managing trustee shall be ____ (Name), and as long as __ (he/she) is capable of sustaining the positions, duties, and responsibilities shall occupy this position. If, for whatever reason, __ (Name) becomes ...

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Multiple Trustee Designation  

The following are additional instructions to be applied to the trust agreement established on ___, by _____, naming _______ as beneficiary: The Executor hereby appoints ___ (Name), of _______ and _____ (Name) of ...

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Refusal to Act As Trustee  

I, ______, have been named as trustee in a trust established under conditions set forth in the will of __ of ______ (Address). I hereby respectfully decline to assume the role of trustee of this trust. Please effect a court order in official acceptance of my refusal of trustee status.

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Revocable Trust of Married Couple That Splits into Survivor, Qualified Election and Decedent Trusts on First Death (Community  

Revocable trust of married couple that splits into survivor, qualified election and decedent trusts on first death (community property). (C). On the death of either Trustor, Trustee shall divide the trust estate into separate trusts to be designated as "Survivor's Trust," "Qualified Election Trust" and "Decedent's Trust." 1. Surviving Trustor's separate property and Surviving Trustor's community interest in trust property shall be allocated to Survivor's Trust.

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Land Trust with Transferable Certificates of Beneficial Interest  

The described property and all other property hereafter conveyed to or acquired by the trustee upon the trusts hereof being hereinafter for convenience referred to as the "trust property." ___ trust company, acting either individually or in its capacity as trustee hereunder, in its sole discretion may advance money on, or may purchase, such certificates. Special meetings of the shareholders of this trust may be called for the purposes specified in this trust agreement by the exec

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Trust for Relatives, Business Associates and to Continue Business  

Trust for relatives, business associates and to continue business. One-third of the income from said estate is to be paid to my daughter, ___, during her life. One-third of the income from said estate is to be divided among my business associates as follows: ___[names of business associates and percentage of one-third to each].

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Particular Provisions Where Business of Trust to Be Managed by Trust Managers  

Trust managers shall be composed of ___[e.g., three] persons, who are not required to be certificate holders in this trust. The respective trust managers from time to time may be certificate holders in this trust, and may at all times, in their individual capacities, deal with trust managers or with trustees as fully and freely as if they were not trust managers. The fact that a trust manager or appointee as trust manager is an officer or employee of the corporation acting as trustee ...

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Irrevocable Agreement-General Form  

1. Out of trust income trustee shall first pay all necessary trust costs and expenses as hereinafter defined. 2. The remainder of the trust income [hereinafter called net trust income] shall be distributed to beneficiaries as follows: ___. Trust principal and trust income are for the purposes of this trust defined as follows: ___.

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Revocable Trust of Married Couple That Splits into Survivor and Decedent Trusts on First Death (Community Property)  

Revocable trust of married couple that splits into survivor and decedent trusts on first death (community property). Trustee shall hold, manage, invest and reinvest all property received and distribute income and principal to the designated beneficiaries according to the terms and conditions of the Trust or separate Trusts established by this agreement. 1. Surviving Trustor's separate property and Surviving Trustor's community interest in trust property shall be allocated to Survivor's Trust...

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Revocable Trust with Grantor Trustee-Marital Deduction and Residuary Trusts  

Revocable trust with grantor trustee-Marital deduction and residuary trusts. The Marital Deduction Trust (or if the Trustee shall have exercised the power hereinabove granted to divide the Marital Deduction Trust into two (2) separate Marital Deduction Trusts then each Marital Deduction Trust) shall be held as a separate trust of which the Grantor's spouse shall be the sole beneficiary, and such separate trust (or each such separate trust) shall be administered and distributed as hereinafter...

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Trust Agreement for Judgment Recovery for Minor  

The trustee shall hold trust estate for the beneficiary and the trust shall bear the name of the beneficiary. B. The trust shall terminate when the beneficiary attains the age of twenty-five (25) years, or at the beneficiary's death should the beneficiary die prior to attaining such age. On termination, the trustee shall pay all of the then remaining trust estate including undistributed income of the trust to the beneficiary free of trust or, if the beneficiary is then deceased, to the ...

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Trust of Residuary Estate-In General  

1. The trustee of the residuary trust estate is hereinafter called trustee. 2. Trust income shall be applied first to the payment of administration expenses, taxes and assessments, and other charges chargeable against trust income, and the remaining trust income shall annually be paid to ___. 7. On the termination of this trust, the trust principal [and undistributed trust income] shall be distributed to and vest absolutely, free from any trust, in ___.

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Trusts for Spouse and Two Children with Testamentary Power in Spouse  

I devise [the residue of] my estate in two trusts, designated respectively as the Philip Trust and the Marie Trust, to ___ as trustees, and direct that my wife ___ shall receive $___ annually from the income of the Philip Trust and an equal sum annually from the income of the Marie Trust, and shall receive additional sums in equal amounts from the income or principal of each trust as may be required for her support and maintenance, in the sound discretion of my trustees; and I ...

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Inter Vivos Trust Splitting into Marital, Family and Qualified Terminable Interest Trusts  

Inter vivos trust splitting into marital, family and qualified terminable interest trusts. (5). All of the remaining assets not allocated to the Qualified Terminable Interest Trust and the Marital Trust shall be allocated to the Family Trust. If the Settlor's spouse does not survive the Settlor, the entire trust estate shall be distributed to the Family Trust.

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Revocable Trust of One Spouse Which Provides Marital and Decedent Trust on Death (Community Property)  

Revocable trust of one spouse which provides marital and decedent trust on death (community property). Trustee shall hold, manage, invest and reinvest all property received and distribute income and principal to the designated beneficiaries according to the terms and conditions of the trust or separate trusts established by this agreement. (C). If, on the death of Trustor, Trustor's spouse survives Trustor, Trustee shall divide the trust estate into separate trusts designated as "Marital .

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Directions for Use of Trust Property in Accordance with Community Trust, with Limitations  

Directions for use of trust property in accordance with community trust, with limitations. Under the provisions of this trust agreement I have provided for certain distributions from the trust property and have conferred upon the trustee under this trust agreement and upon the distribution committee of the ___ foundation certain powers, duties and immunities which extend beyond the terms of the resolution. In the management, control, administration and disbursement of the trust ...

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