Vermont Trust Agreement is a legal document that outlines the terms and conditions of a trust established by Nike Securities, L.P., The Chase Manhattan Bank, BASIS Fund Services Ohio, Inc., and First Trust Advisors, L.P. This agreement sets forth the duties and responsibilities of the trustees, beneficiaries, and other involved parties. Nike Securities, L.P. is a well-known investment management firm that offers a wide range of investment options to its clients. With an extensive portfolio of securities and expertise in financial markets, Nike Securities helps investors achieve their financial goals. The Chase Manhattan Bank, a subsidiary of JPMorgan Chase, is one of the largest financial institutions in the United States. It provides various banking services, including trust and investment management services, making it a valuable trustee in the Vermont Trust Agreement. BASIS Fund Services Ohio, Inc., a leading provider of outsourced investment management solutions, offers administrative and operational support for mutual funds and other investment vehicles. Acting as a service provider within the Vermont Trust Agreement, BASIS Fund Services ensures smooth and efficient operations. First Trust Advisors, L.P. is an investment management firm specializing in exchange-traded funds (ETFs) and other investment products. With a focus on innovation and client-centric solutions, First Trust Advisors plays a crucial role in managing the assets within the Vermont Trust Agreement. The Vermont Trust Agreement may have different types depending on the purpose or nature of the trust established. Some possible types include: 1. Revocable Living Trust: This type of trust allows the granter to make changes or revoke the trust during their lifetime. It is commonly used for estate planning purposes, ensuring a smooth and efficient transfer of assets to beneficiaries. 2. Irrevocable Trust: In contrast to a revocable trust, an irrevocable trust cannot be modified or revoked once established, providing enhanced asset protection and potential tax benefits. 3. Charitable Trust: A charitable trust is created with the intention of benefiting charitable organizations or causes. It allows individuals to leave a lasting impact on society and support causes they are passionate about. 4. Special Needs Trust: This type of trust is designed to financially support individuals with disabilities without affecting their eligibility for government assistance programs. 5. Testamentary Trust: A testamentary trust is established through a person's last will and testament, and it goes into effect upon their death. This allows the granter to have control over the distribution of assets even after they have passed away. These are just a few examples, and there may be other types of trusts established within the Vermont Trust Agreement, depending on the specific needs and goals of the trust's creators and beneficiaries.
Vermont Trust Agreement Nike Securities, L.P., The Chase Manhattan Bank, BISYS Fund Services Ohio, Inc. and First Trust Advisors, L.P.
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