Montana Trust Agreement between Van Kampen Foods, Inc., American Portfolio Evaluation Services, Van Kampen Investment Advisory Corp., and The Bank of New York

• Category: Corporations - Public - Agreements - Trusts
• State: Multi-State
• Control #: US-EG-9142
• Format: Word; Rich Text

Description

Series 204 Trust Agr. btwn Van Kampen Foods, Inc., American Portfolio Evaluation Serv., Van Kampen Investment Advisory Corp., and The Bank of New York dated Jan. 6, 2000. 5 pages Montana Trust Agreement is a legally binding document that establishes a trust relationship between Van Kampen Foods, Inc., American Portfolio Evaluation Services, Van Kampen Investment Advisory Corp., and The Bank of New York. This agreement outlines the terms and conditions under which the trust assets will be managed and administered. The Montana Trust Agreement serves as a crucial framework for the parties involved to ensure the efficient management of trust assets and protection of interests. It sets out the roles and responsibilities of each party, delineates the objectives and goals of the trust, and specifies the investment strategies to be followed. Keywords: Montana Trust Agreement, Van Kampen Foods, Inc., American Portfolio Evaluation Services, trust assets, Van Kampen Investment Advisory Corp., The Bank of New York, management, administration, trust relationship, terms and conditions, roles and responsibilities, objectives, goals, investment strategies. There may be different types of Montana Trust Agreements between the aforementioned parties, each tailored to specific requirements or circumstances. Some possible variations include: 1. Montana Revocable Trust Agreement: This type of trust agreement allows the granter (Van Kampen Foods, Inc.) to retain the ability to modify or revoke the trust during their lifetime. It provides flexibility and enables potential changes to the trust's provisions. 2. Montana Irrevocable Trust Agreement: In contrast to the revocable trust agreement, the irrevocable trust agreement cannot be modified or revoked without the consent of all relevant parties. This agreement type offers increased asset protection and potential tax benefits. 3. Montana Charitable Trust Agreement: If the trust's purpose is to support charitable causes or organizations, a charitable trust agreement is appropriate. It outlines the provisions for distributing assets to designated charities and ensures compliance with relevant charitable laws and regulations. 4. Montana Special Needs Trust Agreement: When a beneficiary has special needs or disabilities, a special needs trust agreement may be established. This agreement is designed to protect the beneficiary's eligibility for government benefits while providing supplemental support and care. These different types of Montana Trust Agreements cater to specific circumstances and objectives, ensuring the trust agreement remains relevant and effective. The parties involved should carefully consider which type best suits their needs before entering into the agreement.

Montana Trust Agreement is a legally binding document that establishes a trust relationship between Van Kampen Foods, Inc., American Portfolio Evaluation Services, Van Kampen Investment Advisory Corp., and The Bank of New York. This agreement outlines the terms and conditions under which the trust assets will be managed and administered. The Montana Trust Agreement serves as a crucial framework for the parties involved to ensure the efficient management of trust assets and protection of interests. It sets out the roles and responsibilities of each party, delineates the objectives and goals of the trust, and specifies the investment strategies to be followed. Keywords: Montana Trust Agreement, Van Kampen Foods, Inc., American Portfolio Evaluation Services, trust assets, Van Kampen Investment Advisory Corp., The Bank of New York, management, administration, trust relationship, terms and conditions, roles and responsibilities, objectives, goals, investment strategies. There may be different types of Montana Trust Agreements between the aforementioned parties, each tailored to specific requirements or circumstances. Some possible variations include: 1. Montana Revocable Trust Agreement: This type of trust agreement allows the granter (Van Kampen Foods, Inc.) to retain the ability to modify or revoke the trust during their lifetime. It provides flexibility and enables potential changes to the trust's provisions. 2. Montana Irrevocable Trust Agreement: In contrast to the revocable trust agreement, the irrevocable trust agreement cannot be modified or revoked without the consent of all relevant parties. This agreement type offers increased asset protection and potential tax benefits. 3. Montana Charitable Trust Agreement: If the trust's purpose is to support charitable causes or organizations, a charitable trust agreement is appropriate. It outlines the provisions for distributing assets to designated charities and ensures compliance with relevant charitable laws and regulations. 4. Montana Special Needs Trust Agreement: When a beneficiary has special needs or disabilities, a special needs trust agreement may be established. This agreement is designed to protect the beneficiary's eligibility for government benefits while providing supplemental support and care. These different types of Montana Trust Agreements cater to specific circumstances and objectives, ensuring the trust agreement remains relevant and effective. The parties involved should carefully consider which type best suits their needs before entering into the agreement.