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

State:
Multi-State
Control #:
US-EG-9142
Format:
Word; 
Rich Text
Instant download

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 The Oregon Trust Agreement between Van Kampen Foods, Inc., American Portfolio Evaluation Services, Van Kampen Investment Advisory Corp., and The Bank of New York is a legally binding document that outlines the various terms, conditions, and responsibilities of the parties involved in managing and administering trusts in the state of Oregon. This agreement serves as a comprehensive guide and establishes a framework for the proper handling of trust assets and investments. One type of Oregon Trust Agreement between these entities is the Revocable Living Trust. This trust allows the granter, in this case, Van Kampen Foods, Inc., to retain control over their assets during their lifetime while specifying how these assets should be managed and distributed upon their death. The American Portfolio Evaluation Services may be responsible for evaluating the performance and value of the assets held by the trust, with Van Kampen Investment Advisory Corp. providing advice on investment strategies and portfolio management. Another type of Oregon Trust Agreement could be an Irrevocable Trust. Unlike a revocable trust, this agreement cannot be modified or terminated without the consent of all parties involved, including The Bank of New York. This type of trust may be used for asset protection, estate planning, or tax planning purposes. The Oregon Trust Agreement typically includes provisions regarding the appointment of a trustee, which might be The Bank of New York. The trustee is entrusted with the fiduciary duty of managing the trust assets in accordance with the terms outlined in the agreement. The trustee may also have the authority to make investment decisions, distribute income or principal, and handle administrative tasks related to the trust. American Portfolio Evaluation Services and Van Kampen Investment Advisory Corp. may have roles in assisting with investment evaluations and providing advice to the trustee. Additionally, the Oregon Trust Agreement may define the beneficiaries of the trust, which can include individuals, organizations, or even charitable entities. The agreement establishes how and when the trust assets will be distributed to the beneficiaries, whether it be through lump sum payments, staggered distributions, or income-generating arrangements. The Bank of New York may play a crucial role in ensuring these distributions are executed properly and in compliance with the trust's provisions. Overall, the Oregon Trust Agreement between Van Kampen Foods, Inc., American Portfolio Evaluation Services, Van Kampen Investment Advisory Corp., and The Bank of New York is a crucial legal arrangement that governs the management, administration, and distribution of trust assets in the state of Oregon. With the expertise and involvement of the various parties, this agreement ensures the proper handling of assets and the fulfillment of the intentions and wishes of the trust's granter and beneficiaries.

The Oregon Trust Agreement between Van Kampen Foods, Inc., American Portfolio Evaluation Services, Van Kampen Investment Advisory Corp., and The Bank of New York is a legally binding document that outlines the various terms, conditions, and responsibilities of the parties involved in managing and administering trusts in the state of Oregon. This agreement serves as a comprehensive guide and establishes a framework for the proper handling of trust assets and investments. One type of Oregon Trust Agreement between these entities is the Revocable Living Trust. This trust allows the granter, in this case, Van Kampen Foods, Inc., to retain control over their assets during their lifetime while specifying how these assets should be managed and distributed upon their death. The American Portfolio Evaluation Services may be responsible for evaluating the performance and value of the assets held by the trust, with Van Kampen Investment Advisory Corp. providing advice on investment strategies and portfolio management. Another type of Oregon Trust Agreement could be an Irrevocable Trust. Unlike a revocable trust, this agreement cannot be modified or terminated without the consent of all parties involved, including The Bank of New York. This type of trust may be used for asset protection, estate planning, or tax planning purposes. The Oregon Trust Agreement typically includes provisions regarding the appointment of a trustee, which might be The Bank of New York. The trustee is entrusted with the fiduciary duty of managing the trust assets in accordance with the terms outlined in the agreement. The trustee may also have the authority to make investment decisions, distribute income or principal, and handle administrative tasks related to the trust. American Portfolio Evaluation Services and Van Kampen Investment Advisory Corp. may have roles in assisting with investment evaluations and providing advice to the trustee. Additionally, the Oregon Trust Agreement may define the beneficiaries of the trust, which can include individuals, organizations, or even charitable entities. The agreement establishes how and when the trust assets will be distributed to the beneficiaries, whether it be through lump sum payments, staggered distributions, or income-generating arrangements. The Bank of New York may play a crucial role in ensuring these distributions are executed properly and in compliance with the trust's provisions. Overall, the Oregon Trust Agreement between Van Kampen Foods, Inc., American Portfolio Evaluation Services, Van Kampen Investment Advisory Corp., and The Bank of New York is a crucial legal arrangement that governs the management, administration, and distribution of trust assets in the state of Oregon. With the expertise and involvement of the various parties, this agreement ensures the proper handling of assets and the fulfillment of the intentions and wishes of the trust's granter and beneficiaries.

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