Oregon 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 Oregon Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust is a legally binding document that outlines the terms and conditions of the trust relationship between these two parties. This agreement pertains specifically to the Select Equity Trust, a type of investment vehicle that allows investors to pool their funds into a diversified portfolio of equities. The trust agreement serves as a blueprint for how the trust will be managed and administered. It covers various important aspects, including the roles and responsibilities of each party, the investment objectives and strategies, and the distribution of income and capital gains. It also sets forth the rights and obligations of the beneficiaries and trustees, and the procedures for making changes to the trust. The Oregon Trust Agreement Reference Trust Agreement regarding Select Equity Trust governs different types of trusts within the portfolio, such as: 1. Revocable Trust: This type of trust can be modified or terminated by the granter (Dean Witter Reynolds, Inc.) during their lifetime. It provides flexibility and allows for changes as circumstances evolve. 2. Irrevocable Trust: In contrast to a revocable trust, an irrevocable trust cannot be altered or revoked without the consent of the beneficiaries. This provides greater protection and ensures that the trust assets are managed according to the predetermined objectives. 3. Living Trust: A living trust is created during the granter's lifetime and allows for the management of assets both during their lifetime and after their passing. In this context, the Select Equity Trust aims to provide long-term investment growth and income for the beneficiaries. 4. Testamentary Trust: Unlike a living trust, a testamentary trust takes effect upon the granter's death. This trust agreement may include provisions for how the Select Equity Trust assets are to be distributed among the beneficiaries, ensuring the fulfillment of the granter's intentions. The Oregon Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust is an essential legal document that ensures the proper management and administration of the trust assets. It sets the rules and guidelines for various types of trusts within the portfolio, protecting the interests of both granter and beneficiaries while striving to achieve the investment objectives specified in the agreement.

The Oregon Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust is a legally binding document that outlines the terms and conditions of the trust relationship between these two parties. This agreement pertains specifically to the Select Equity Trust, a type of investment vehicle that allows investors to pool their funds into a diversified portfolio of equities. The trust agreement serves as a blueprint for how the trust will be managed and administered. It covers various important aspects, including the roles and responsibilities of each party, the investment objectives and strategies, and the distribution of income and capital gains. It also sets forth the rights and obligations of the beneficiaries and trustees, and the procedures for making changes to the trust. The Oregon Trust Agreement Reference Trust Agreement regarding Select Equity Trust governs different types of trusts within the portfolio, such as: 1. Revocable Trust: This type of trust can be modified or terminated by the granter (Dean Witter Reynolds, Inc.) during their lifetime. It provides flexibility and allows for changes as circumstances evolve. 2. Irrevocable Trust: In contrast to a revocable trust, an irrevocable trust cannot be altered or revoked without the consent of the beneficiaries. This provides greater protection and ensures that the trust assets are managed according to the predetermined objectives. 3. Living Trust: A living trust is created during the granter's lifetime and allows for the management of assets both during their lifetime and after their passing. In this context, the Select Equity Trust aims to provide long-term investment growth and income for the beneficiaries. 4. Testamentary Trust: Unlike a living trust, a testamentary trust takes effect upon the granter's death. This trust agreement may include provisions for how the Select Equity Trust assets are to be distributed among the beneficiaries, ensuring the fulfillment of the granter's intentions. The Oregon Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust is an essential legal document that ensures the proper management and administration of the trust assets. It sets the rules and guidelines for various types of trusts within the portfolio, protecting the interests of both granter and beneficiaries while striving to achieve the investment objectives specified in the agreement.