North Dakota Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust

• Category: Corporations - Public - Agreements - Trusts
• State: Multi-State
• Control #: US-EG-9280
• Format: Word; Rich Text

Description

Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust - Select Global 30 Portfolio 2000-1 dated January 5, 2000. 6 pages. The North Dakota Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust is a legal document that outlines the terms and conditions of the trust relationship between the two parties. The Trust Agreement serves as a contractual agreement, creating a fiduciary relationship where Dean Witter Reynolds, Inc. acts as the trustee, and The Bank of New York acts as the beneficiary for the Select Equity Trust. Under this Trust Agreement, Dean Witter Reynolds, Inc. assumes the responsibility of managing and administering the Select Equity Trust's assets. These assets may include stocks, bonds, mutual funds, or other investment products, relevant to the financial industry. The Trust Agreement provides a detailed description of the rights, duties, and obligations of both parties involved. It outlines the investment objectives, distribution policies, and applicable fees associated with the management of the Select Equity Trust. The agreement will also specify any restrictions or limitations that the trustee needs to adhere to when making investment decisions on behalf of the beneficiary. It is important to note that different types of North Dakota Trust Agreement Reference Trust Agreements may exist, depending on the specific requirements or objectives of the trust itself. Some potential variations or additions to the agreement may include: 1. Revocable Trust Agreement: This trust agreement allows for modifications or revocation of the trust terms by the granter during their lifetime. 2. Irrevocable Trust Agreement: In contrast to the revocable trust, an irrevocable trust agreement cannot be modified or revoked once established, offering greater asset protection and potential tax benefits. 3. Special Needs Trust Agreement: This trust agreement is designed to provide financial support and assistance to individuals with disabilities, ensuring their quality of life without affecting their eligibility for government aid. 4. Charitable Trust Agreement: This type of trust agreement is established for philanthropic purposes, with the goal of benefiting charitable organizations or causes. 5. Testamentary Trust Agreement: This agreement is created within a will, taking effect upon the testator's death, distributing assets to designated beneficiaries following the outlined terms and conditions. Each of these types of trust agreements may have additional requirements, provisions, or restrictions tailored to the specific nature of the trust's purpose or the intentions of the granter.

The North Dakota Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust is a legal document that outlines the terms and conditions of the trust relationship between the two parties. The Trust Agreement serves as a contractual agreement, creating a fiduciary relationship where Dean Witter Reynolds, Inc. acts as the trustee, and The Bank of New York acts as the beneficiary for the Select Equity Trust. Under this Trust Agreement, Dean Witter Reynolds, Inc. assumes the responsibility of managing and administering the Select Equity Trust's assets. These assets may include stocks, bonds, mutual funds, or other investment products, relevant to the financial industry. The Trust Agreement provides a detailed description of the rights, duties, and obligations of both parties involved. It outlines the investment objectives, distribution policies, and applicable fees associated with the management of the Select Equity Trust. The agreement will also specify any restrictions or limitations that the trustee needs to adhere to when making investment decisions on behalf of the beneficiary. It is important to note that different types of North Dakota Trust Agreement Reference Trust Agreements may exist, depending on the specific requirements or objectives of the trust itself. Some potential variations or additions to the agreement may include: 1. Revocable Trust Agreement: This trust agreement allows for modifications or revocation of the trust terms by the granter during their lifetime. 2. Irrevocable Trust Agreement: In contrast to the revocable trust, an irrevocable trust agreement cannot be modified or revoked once established, offering greater asset protection and potential tax benefits. 3. Special Needs Trust Agreement: This trust agreement is designed to provide financial support and assistance to individuals with disabilities, ensuring their quality of life without affecting their eligibility for government aid. 4. Charitable Trust Agreement: This type of trust agreement is established for philanthropic purposes, with the goal of benefiting charitable organizations or causes. 5. Testamentary Trust Agreement: This agreement is created within a will, taking effect upon the testator's death, distributing assets to designated beneficiaries following the outlined terms and conditions. Each of these types of trust agreements may have additional requirements, provisions, or restrictions tailored to the specific nature of the trust's purpose or the intentions of the granter.