/NumberOfPageItemsInPage 2 /Rect [155.687 241.771 168.167 254.491] /Ff 8388608 /AS /Off >> /StructParent 675 /P 134 0 R /StructParent 533 >> /MK << 64 0 obj /Pages 7 0 R /Fm0 385 0 R >> /FormType 1 12 0 obj /StructParent 700 /Subtype /Widget /T ( personally appeared) /FT /Tx Unless otherwise restricted by the Board, the President, in turn, may delegate certain authority to the officers and employees of the university. /Subtype /Form 8.6597 TL /Subtype /Widget endobj All rights reserved. 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 f n /Resources << /FormType 1 /Matrix [1 0 0 1 0 0] /Rect [229.92 71.88 283.08 87.24] /Outlines 6 0 R /Subtype /Form /Encoding << >> Trusts & Estates editors have not edited these sample provisions either for content or for style and do not vouchsafe their efficacy. endobj /BaseFont /Courier /AS /Off /FT /Btn endobj /Font << >> The work of trustees would be extremely difficult if it were not possible for them to involve other people in administrative and management tasks or to allow for matters to be dealt with during their absence. << >> /0 612.0 /StructParent 512 /ProcSet [/PDF /Text] /P 133 0 R >> /Type /Annot /Parent 70 0 R /MK << /F 4 /Rect [322.8 574.2 342.84 588.84] >> 172 0 obj endstream stream >> /S /JavaScript >> /Type /XObject >> /JS (SyncCheckboxes\(event.target\);) /Font << /Type /Annot /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /Rect [295.44 386.4 453.12 404.16] /Length 112 /PageUIDList << endobj /BBox [0.0 0.0 12.48 12.72] /MK << /BBox [0.0 0.0 9.36 9.48001] /Length 12 /T (Irrevocable) 1 1 10.4801 10.72 re >> /Kids [187 0 R 188 0 R 189 0 R 190 0 R] << /Length 1125 /T ( year of) /FT /Tx endobj /Type /XObject /DA (/Helv 10 Tf 0 g) /T ( 20_2) >> /StructParent 484 endobj /P 134 0 R /FT /Tx /StartIndent 311.125 8.6597 TL << /F 4 endobj The drafter could consider language similar to the following with respect to employment of agents: (n) to employ persons, including, but not limited to, attorneys, accountants, investment advisors, or agents, even if they are the Trustee, an affiliate of the Trustee, or otherwise associated with the Trustee, to advise or assist the Trustee in the exercise of any of the Trustees powers and to pay reasonable compensation and costs incurred in connection with such employment from the assets of the trust; to act without independent investigation on their recommendations; and, instead of acting personally, to employ one or more agents to perform any act of administration, whether or not discretionary; and to do all of the foregoing without notice to the qualified beneficiaries of such trust. /Parent 70 0 R Sec. >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /N 155 0 R Chair of the Board of Trustees. 258 0 obj endobj >> /T ( year of_2) /MK << >> /Encoding << Collective delegation is where trustees delegate certain functions, as a collective body, to agents. /DA (/Helv 10 Tf 0 g) >> endobj /LineHeight 13.5 /Type /Annot /Subtype /Widget endobj >> << << /T ( day of_1) endobj /Resources << 109 0 R 127 0 R 266 0 R 267 0 R 116 0 R 119 0 R 117 0 R 120 0 R 118 0 R 121 0 R] /T ( day of_2) << /Length 112 /Subtype /Widget EMC 339 0 obj /BBox [0.0 0.0 9.36 9.48001] /F 4 /Fields [15 0 R 16 0 R 17 0 R 18 0 R 19 0 R 20 0 R 21 0 R 22 0 R 23 0 R 24 0 R f /Type /Annot /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute >> /DR << /Helv 146 0 R /Contents 402 0 R /D << /Ff 29360128 /StructParent 481 /Subtype /Widget endobj /Type /XObject The Johns Hopkins University hiring Sr. Architect in Baltimore /MK << /F 4 /First 387 0 R /Ff 29360128 /T (Type of identification03) << >> >> /Font << /ProcSet [/PDF] /Rotate 0 /FT /Tx /TU (B\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) >> << /MK << /MaxLen 3 /Type /Metadata The Trustee may provide the accountings and notices, if any, to be given by the Trustee pursuant to the provisions of Section 15.23 of this Article, to the Designated Representative of the trust and the Designated Representative shall represent and bind the qualified beneficiaries of the trust. /BleedBox [0.0 0.0 612.0 792.0] /FT /Tx /DA (/Helv 10 Tf 0 g) << /Rect [356.52 272.88 496.56 285.6] >> /Type /XObject 319 0 obj /AA << 250 0 obj /BBox [0 0 424.08 18.12] /Subtype /Form /Subtype /Widget << /MaxLen 2 endobj /Subtype /Widget << /StructParent 598 TIAA Brokerage Trustee Certification of /StructParent 480 /Off 361 0 R >> /O /Layout Ordinary powers of attorney toolkit /Resources << /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /Length 12 /TU (Print Name of Notary Public) Lines and paragraphs break automatically. The form of the power must be as set out in s25(6) TA 1925 and must be expressed to be made under s25(5) TA 1925. /LineHeight 9.625 >> endobj /FT /Tx >> Q /ParagraphSpan /Span /StructParent 639 >> endobj /DA (/Helv 10 Tf 0 g) endstream << /GS1 380 0 R >> /K 531 0 R /Type /Annot << stream endobj /FormType 1 >> /LastModified >> /T ( State of California County of) /TU (9B. /Parent 71 0 R /DA (/Helv 10 Tf 0 g) /O /Layout >> /Subtype /Form ET /StructParent 733 /FormType 1 << 11. /F 4 H, /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) << /Matrix [1 0 0 1 0 0] endobj /Parent 71 0 R /ZaDb 8.9925 Tf /Matrix [1 0 0 1 0 0] /StructParent 570 endobj endobj /CA (4) /DA (/Helv 10 Tf 0 g) /F 4 /Subtype /Widget /Resources << /DA (/Helv 10 Tf 0 g) 221 0 obj /Parent 70 0 R /LastModified /Length 90 /P 129 0 R >> /LastModified (D:20211209094527-05'00') endobj /On 292 0 R (a) Representation by Holder of Power of Appointment. /Rect [47.64 598.32 100.8 613.68] (4) Tj /ProcSet [/PDF /Text] /Resources << /Encoding << << >> /StructParent 589 /Subtype /Widget /Font << /F 191 0 R /T ( year of_3) /MaxLen 5 >> /FT /Tx /Type /Annot /FT /Tx /Ff 8388608 /T (MLPFS Account02_1) /D << /Type /Annot /TrimBox [0.0 0.0 612.0 792.0] /F 4 << 233 0 obj >> /Rect [294.0 68.88 385.2 84.24] >> >> 235 0 obj >> /Resources << /P 137 0 R /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /A 339 0 R /BaseFont /Helvetica /Off 356 0 R /Type /Annot 123 0 obj 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. /BBox [0.0 0.0 12.48 12.72] << << /Type /Annot ET Please complete either 2A or 2B \(Only one section should be completed\): 2B - If the trust was created by a trust agreement: 1\) The trust agreement is dated: \(enter date including 2-Digit Month/2-Digit Day/4-Digit Year) /DR << /PageWidthList << >> /F 4 /T (Signature of Notary Public_2) /Subtype /Widget Approval and Signature Authority General Delegation for Routine Contracts Contracts for which approval is not limited to the Board of Trustees under Section 4409.3 and that are not /TU (Notary Page for California Acknowledgement: A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document: State of California, County of \(Enter County\)) 93 0 obj >> /DA (/Helv 10 Tf 0 g) endstream /On 307 0 R >> /Annots [15 0 R 16 0 R 278 0 R 279 0 R 280 0 R 17 0 R 281 0 R 282 0 R 283 0 R 18 0 R /Ff 8388608 Q /StructParent 591 /F 4 >> /Name /Cour >> /Type /Annot /Ff 8388608 /T ( Agreed and Certified to this_4) /P 129 0 R /Type /Annot >> /Rect [292.662 699.109 420.702 713.869] /MaxLen 2 >> >> endobj /AP << /LastModified /FT /Btn << /N << 2.9 Legal Action. /JS (AFDate_FormatEx\("mm/dd/yyyy"\);) /Type /Font /FT /Tx /Font << endobj /FormType 1 /T ( If the trust was created by a will the decedents name is) /N 14 0 R /FT /Tx /Matrix [1 0 0 1 0 0] /P 136 0 R /DR << WebA delegation agreement is a written document that outlines the responsibilities and rights of both parties involved in the contract. /P 136 0 R /Rect [294.0 71.88 385.2 87.24] >> /T1_0 382 0 R 0.749023 g >> << /F 4 << /MK << /FT /Tx /FT /Tx /F 4 /CM32 << << /FormType 1 /Rect [328.92 591.48 556.92 604.8] << /FT /Tx << >> /DA (/Helv 10 Tf 0 g) endobj /T (5) /A 294 0 R 14 0 obj /MK << n /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 /T1_0 382 0 R /FT /Tx /Resources << << /Type /XObject /TU (Signature of Trustees requiring Notarization: \(All current trustees must sign. endobj /FT /Tx >> /TU (day of: \(Enter 2-Digit Day\)) >> /ZaDb 550 0 R /T ( the person whose name is subscribed to) /TU (personally appeared \(Insert name of Trustee\)) << /MK << /MaxLen 2 /TU (9B. /P 133 0 R endstream 298 0 obj BT /FT /Tx /TU (Please check one of the following \(REQUIRED\): Personally known or) /BBox [0 0 421.2 17.76] % >> /N 543 0 R endobj /Length 12 117 0 obj /Subtype /Widget Situational Leadership /DA (/Helv 10 Tf 0 g) /TU (Signature of Trustee) << /Type /Annot endstream << /Subtype /Widget /BBox [0.0 0.0 12.48 12.72] /MaxLen 5 /T ( Agreed and Certified to this_3) 61 0 obj >> /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) >> /TU (9A. /F 4 3. /DR << >> /MK << /Font << /F 4 << << >> /MK << /AS /Off /CA (4) /FT /Tx /P 134 0 R /Resources << /ProcSet [/PDF /Text] endobj /T ( day of_6) /P 136 0 R >> /Type /XObject >> 105 0 R 106 0 R 107 0 R 108 0 R 109 0 R 110 0 R 111 0 R 112 0 R 113 0 R 114 0 R /Bl 305 0 R /Resources << endobj /Rect [450.84 381.72 558.84 399.96] << WebDelegation by trustee. >> /Length 83 /F 172 0 R /Ff 8388608 /DA (/Helv 10 Tf 0 g) /F 4 With respect to each Discretionary Trust, subject to any plan of successor Designated Representatives created pursuant to the provisions of subsections 15.24(b)(iv)(A) or 15.24(b)(iv)(B) of this Article, but notwithstanding any other provision in this trust instrument to the contrary, on the date on which the beneficiary of the trust has attained thirty (30) years of age, or upon creation of the trust, if subsequent thereto, the Designated Representative of the trust shall be such one (1) or more persons or a Business Entity, or any combination thereof, as shall be designated by name by the beneficiary by an instrument in writing signed by the beneficiary and delivered to the person(s) and/or entity so designated. >> /DA (/Helv 10 Tf 0 g) /Fm1 394 0 R /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 >> endstream /DR << /Subtype /Widget /DA (/Helv 10 Tf 0 g) >> 2. /T (MLPFS Account02_2) 8.6597 TL /MK << Among other things, the President is responsible for: /F 541 0 R >> /GS1 380 0 R endstream /StructParent 581 /F 4 /DA (/Helv 10 Tf 0 g) /P 134 0 R /MK << << /T ( year of) /Fm1 394 0 R /FT /Tx 1 1 10.48 10.72 re endobj /Rect [136.8 149.16 536.76 162.48] Nothing herein shall prevent the incumbent Disinterested Trustees from soliciting the views or the involvement of others in such selection or nomination as long as the final decision on any such selection and nomination is approved by a majority of the incumbent Disinterested Trustees. /P 135 0 R /FormType 1 >> Q H,=@DSfG+;E#X/L1y+TJjj/($_g \_o;f#}FlCiawW a0 /Parent 70 0 R /ViewerPreferences << << /Resources << /Rect [312.48 498.92 556.56 513.68] /On 297 0 R endobj >> /O /Layout /TU (Grantor Name 2: Country of Residency \(if other than USA\)) << 361 0 obj This includes: following any specific requirements in the governing /F 4 /F 4 249 0 obj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /AA << /N 160 0 R /Font << >> /ZaDb 554 0 R >> >> /F 4 /Resources << /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /JS (SyncCheckboxes\(event.target\);) 271 0 obj As used in this subsection, the term affiliate shall have the meaning ascribed to such term in F.S. CERTIFICATION OF TRUST /MK << /P 133 0 R BT ET /MaxLen 5 /ZaDb 557 0 R /Type /Annot >> stream /Ff 8388608 << >> << /Type /Annot /ZaDb 8.9925 Tf /T (MLPFS Account03_4) /BBox [0.0 0.0 12.48 12.72] /T (Type of identification05) << Enter to open, tab to navigate, enter to select, Practical Law Standard Document w-001-8732, https://content.next.westlaw.com/practical-law/document/Ia3d88ac5fce711e598dc8b09b4f043e0/Delegation-of-Authority-Form?viewType=FullText&transitionType=Default&contextData=(sc.Default). /Ff 8388608 << endobj endobj 99 0 obj /FT /Tx /Ff 8388608 /F 4 >> /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) << /P 137 0 R /F 4 /FT /Btn endobj /TU (D\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /T (MLPFS Account02) 234 0 obj endobj /Rect [474.0 71.88 565.2 87.24] << /StructParent 671 /Subtype /Widget /Parent 7 0 R endobj /StructParent 704 /AA << In the exercise of the power to designate successor Designated Representatives of the trusts held pursuant to this trust instrument, different successor Designated Representatives may be designated or appointed for each or any trust. /FormType 1 endobj >> /FT /Tx /Subtype /Widget /D << (D)(3) 4 d320217dex99d3.htm FORM OF DELEGATION AGREEMENT, Viewed December 13, 2021, View Source on SEC. /Resources << Amanda Edwards TEP is an Associate in the Private Client and Tax department at Boodle Hatfield LLP. /Type /Annot /N << /FT /Sig /ProcSet [/PDF] << /S /JavaScript 305 0 obj /F 4 W /Subtype /Form /BBox [0.0 0.0 12.48 12.72] /T ( day of_5) /MK << /Type /Annot /T (Grantor Name_2) /F 4 /Subtype /Widget 311 0 obj >> /Helv 167 0 R /Subtype /Widget /P 129 0 R /P 131 0 R /AP << endobj << /T ( County of) /Fm0 385 0 R << /FT /Tx /0 7743 /FT /Sig endobj >> /Type /Annot /T ( year of_1) Notwithstanding the provisions of Florida Statutes 736.0108(6), the Trustee is not required to notify the qualified beneficiaries of the trust in exercising the power granted to the Trustee by this subsection. 1. /Filter /FlateDecode /Parent 71 0 R /Subtype /Widget endobj Self-Dealing by Trustee. There are two quite distinct forms of delegation by trustees: collective delegation and individual delegation. 190 0 obj /MK << /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron The powers granted to the Designated Representative in this subsection are granted to the Designated Representative individually, not in a fiduciary capacity, and the Designated Representative shall not be liable to the beneficiary whose interests are represented, or to anyone claiming through that beneficiary, for any actions or omissions to act made in good faith. /StructParent 419 /TU (20: Enter the last 2-Digits of Year) EMC q /F 4 /Rect [63.6145 586.56 203.535 601.32] /Length 116 /O /Layout >> << /LineHeight 10.75 /ProcSet [/PDF /Text] /P 135 0 R 1.0 301.32 371.88] /StructParent 454 /T ( My commission expires) >> /0 [1.0 0.0 0.0 1.0 0.0 0.0] /F 176 0 R W /MK << b.The trustee shall exercise reasonable care, skill, and caution in: (1)selecting an agent; /FormType 1 f /S /JavaScript /DA (/Helv 10 Tf 0 g) >> /ZaDb 552 0 R /Ff 8388608 << /Encoding << 736.0802(2)(a), the Settlor directs that, notwithstanding these conflicts the Trustee may: (a) participate in the exercise of any and all rights and powers granted the Trustee with respect to the trust estate; (b) the exercise any and all rights and powers with the respect to the retention, continuation, termination or disposition of any business entity in which the trust holds an interest regardless of the fact that the Trustee is a fiduciary or owns interests in the same business entity; and, (c) make loans to, receive loans from, sell, purchase or exchange assets in a transaction with (i) the Personal Representative of the Settlors estate and any trust settled by the Settlor, (ii) any one (1) or more persons related to the Settlor, and/or (iii) the Trustee as fiduciary of any other trust or estate. 2, Transactions With the Trustees Relatives and Affiliates. /Subtype /Widget /Subtype /Widget 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 /TrimBox [0.0 0.0 612.0 792.0] /T ( State of) /Parent 70 0 R /Ff 8388608 /F 4 /PageLayout /SinglePage /Resources << endobj >> /Type /Annot /Parent 6 0 R /InDesign << /Rect [405.84 282.12 509.76 295.44] >> q /TU (Print Name of Notary Public) /N << /StructParent 446 /AcroForm 2 0 R /Rect [409.92 71.88 463.08 87.24] 8.6597 TL /StructParent 450 endobj stream /P 131 0 R /BBox [0.0 0.0 100.0 100.0] 240 0 obj /N 153 0 R /Type /XObject 44 0 obj /LineHeight 19 >> Trustee's Power to Delegate: A Comparative View - University << >> /StructParent 603 << /ZaDb 8.9925 Tf >> << /DA (/Helv 10 Tf 0 g) /FT /Tx /AA << << /MaxLen 2 /Subtype /Form /CM15 << >> /Subtype /Form /D << /Subtype /Widget >> /FT /Tx /Type /XObject /ProcSet [/PDF] endobj /AP << /Rect [272.211 282.6 556.99 300.36] /T (2B2 - Date of Birth_1) /Parent 50 0 R >> /StructParent 725 /StructParent 523 /Type /Annot Delegation of Power (a) Any Administrative Trustee may, by power of attorney consistent with applicable law, delegate to any other natural person over the age of 21 his or her power for the purpose of executing any documents contemplated in Section 2.7(a), including any registration statement or amendment thereto filed with the Commission, or making any other governmental filing; and. >> >> /O /Layout /0 203 /TextIndent -9.12498 /T1_0 382 0 R >> /TU (Signature of Notary Public) /T1_3 383 0 R /DR << >> /Font << /AP << << endobj /Matrix [1 0 0 1 0 0] >> endobj /FormType 1 (ix) Successor Designated Representatives. /S /JavaScript Signature date and notary date must be the same: State of \(Enter State\)) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /StructParent 453 >> >> << /N 148 0 R /FT /Tx >> << 134 0 obj >> /PDFDocEncoding 151 0 R /Length 83 /TU (Notary Jurat and Affidavit Form: County of \(Enter County\)) 21 0 obj (b) Construction. There are certain conditions (set out in s15 TA 2000) to such delegation to an investment manager: a) the terms must be in writing or evidenced in writing; b) the trustees must provide a written policy statement: and c) the investment manager must confirm that he will comply with the policy statement. >> >> /StartIndent 8.875 /D << /StructParent 509 >> /Resources << /StructParent 729 << 0.749023 g /Parent 71 0 R /MaxLen 3 /T (Margin transactions including short sales uncovered putcall options spreads straddles and combinations whether index or equity04) endobj /MK << /AP << >> /MK << << /BBox [0 0 252 14.64] 358 0 obj /P 135 0 R >> /MK << /P 131 0 R /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /TU (3. >> /Type /Annot 362 0 obj >> >> /BaseFont /Helvetica stream /Parent 71 0 R stream /StructParent 686 Amanda Edwards in her regular column for STEP England and Wales Diploma students. /MaxLen 5 >> /Subtype /Widget /P 134 0 R 332 0 obj /MaxLen 3 endobj << /BBox [0.0 0.0 12.48 12.72] /ProcSet [/PDF] /Rect [59.28 148.68 161.28 165.36] /Rect [145.68 605.28 345.6 619.92] << endobj >> /TU (B\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) /DocumentID H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w Webharman legacy mark iii coal stove mckeesport obituaries kfc near mr >> << /StructParent 689 /DR << >> /F 4 /LastModified (D:20211212090914-05'00') /P 135 0 R >> 60-175.14. << /N << /Type /Annot << /Tx BMC /Parent 71 0 R /P 136 0 R 161 0 obj /EndIndent 309.875 /Parent 71 0 R /Ff 8388608 /StructParent 595 << /BBox [0 0 424.08 14.76] /StructParent 482 >> BT /PieceInfo << >> endobj /FT /Tx /S /JavaScript >> /ZaDb 8.9925 Tf /TU (Signature of Trustees requiring Notarization: Use this page when a Notary is in Colorado, Idaho, Iowa, Michigan, Minnesota, Mississippi, Nevada, South Dakota, Tennessee or Vermont: A\) Agreed and Certified to this: Enter Month)
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