Title: Understanding the Georgia Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust Introduction: The Georgia Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust is a legal contract that outlines the terms and conditions of a trust arrangement. This agreement plays a crucial role in confirming the roles and responsibilities of the two parties involved in the trust. Let's take a more in-depth look at the various types of Georgia Trust Agreement Reference Trust Agreements. 1. Establishing the Select Equity Trust: The Georgia Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York serves to establish the Select Equity Trust. This trust enables investors to pool their money and invest in a diverse portfolio of equity-based securities. 2. Trustee's Role: In the Georgia Trust Agreement Reference Trust Agreement, The Bank of New York acts as the trustee. The trustee is responsible for managing the assets held within the trust, making investment decisions, and ensuring compliance with legal and regulatory requirements. 3. Granter's Role: Dean Witter Reynolds, Inc. acts as the granter, the party that establishes the trust and contributes assets to it. The granter may also have the authority to make investment decisions or provide guidelines for the trustee's investments, as outlined in the trust agreement. 4. Beneficiaries: The beneficiaries of the Georgia Trust Agreement Reference Trust Agreement are the individuals or organizations who will receive the benefits generated by the trust. The agreement specifies the criteria for distributing income, capital gains, or other assets from the Select Equity Trust to the beneficiaries. 5. Key Provisions: The Georgia Trust Agreement Reference Trust Agreement includes essential provisions such as: a) Investment objectives: Outlining the goals and objectives of the Trust, which typically include capital growth and income generation. b) Management and administration: Defining the responsibilities and powers of the trustee. c) Asset allocation: Describing the strategy and guidelines for selecting and rebalancing the trust's investment portfolio. d) Distributions: Detailing the rules and schedule for distributing income and principal to beneficiaries. e) Termination: Outlining the conditions and procedures for terminating the trust. Conclusion: The Georgia Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust is a comprehensive legal document that establishes and governs the terms and conditions of this specific trust. Understanding the various components, roles, and provisions within the agreement helps ensure transparency and clarity in the management and distribution of assets within the Select Equity Trust.
Georgia Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust
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