Wisconsin 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
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Word; 
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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 Wisconsin Trust Agreement is a legally binding document that outlines the terms and conditions of the trust established between Van Kampen Foods, Inc., American Portfolio Evaluation Services, Van Kampen Investment Advisory Corp., and The Bank of New York. This agreement serves as a framework for managing and safeguarding assets and investments for the parties involved. The Wisconsin Trust Agreement serves as a crucial tool for Van Kampen Foods, Inc., American Portfolio Evaluation Services, Van Kampen Investment Advisory Corp., and The Bank of New York to collaborate and effectively administer assets in accordance with the applicable laws and regulations. This agreement establishes the roles and responsibilities of each party involved. Van Kampen Foods, Inc. entrusts a portion of its assets to The Bank of New York for safekeeping and investment management. The Bank of New York, as the trustee, assumes the fiduciary duty to manage the assets in the best interest of Van Kampen Foods, Inc., under the guidance of American Portfolio Evaluation Services and Van Kampen Investment Advisory Corp. The Wisconsin Trust Agreement outlines the rights and obligations of the parties with regard to asset management and document retention. It specifies the investment objectives, risk tolerance, and desired returns for the trust assets. This agreement also includes provisions for the distribution and reinvestment of income, as well as any capital gains generated by the trust. In addition to the general Wisconsin Trust Agreement, there may be specific types of trusts established between these entities. Some examples include: 1. Revocable Living Trust: This type of trust allows Van Kampen Foods, Inc. to retain control over the trust assets during their lifetime. It can be modified or revoked based on the changing needs or circumstances of the Granter (Van Kampen Foods, Inc.). 2. Irrevocable Trust: In contrast to the revocable living trust, an irrevocable trust cannot be easily modified or revoked once it is established. This trust provides a higher level of asset protection and may have tax advantages. 3. Charitable Trust: This type of trust allows Van Kampen Foods, Inc. to designate a portion of its assets for charitable purposes, such as donations or philanthropic endeavors. This trust can provide tax benefits while enabling Van Kampen Foods, Inc. to support causes that align with its values. 4. Special Needs Trust: A special needs trust is created to provide financial support and protection for individuals with disabilities or special needs. Van Kampen Foods, Inc. may establish this trust to ensure the long-term care and well-being of a loved one. These are just a few examples of the various types of Wisconsin Trust Agreements that could be established between Van Kampen Foods, Inc., American Portfolio Evaluation Services, Van Kampen Investment Advisory Corp., and The Bank of New York. The specific terms and provisions of each trust will vary based on the unique objectives and circumstances of Van Kampen Foods, Inc. and the other parties involved.

The Wisconsin Trust Agreement is a legally binding document that outlines the terms and conditions of the trust established between Van Kampen Foods, Inc., American Portfolio Evaluation Services, Van Kampen Investment Advisory Corp., and The Bank of New York. This agreement serves as a framework for managing and safeguarding assets and investments for the parties involved. The Wisconsin Trust Agreement serves as a crucial tool for Van Kampen Foods, Inc., American Portfolio Evaluation Services, Van Kampen Investment Advisory Corp., and The Bank of New York to collaborate and effectively administer assets in accordance with the applicable laws and regulations. This agreement establishes the roles and responsibilities of each party involved. Van Kampen Foods, Inc. entrusts a portion of its assets to The Bank of New York for safekeeping and investment management. The Bank of New York, as the trustee, assumes the fiduciary duty to manage the assets in the best interest of Van Kampen Foods, Inc., under the guidance of American Portfolio Evaluation Services and Van Kampen Investment Advisory Corp. The Wisconsin Trust Agreement outlines the rights and obligations of the parties with regard to asset management and document retention. It specifies the investment objectives, risk tolerance, and desired returns for the trust assets. This agreement also includes provisions for the distribution and reinvestment of income, as well as any capital gains generated by the trust. In addition to the general Wisconsin Trust Agreement, there may be specific types of trusts established between these entities. Some examples include: 1. Revocable Living Trust: This type of trust allows Van Kampen Foods, Inc. to retain control over the trust assets during their lifetime. It can be modified or revoked based on the changing needs or circumstances of the Granter (Van Kampen Foods, Inc.). 2. Irrevocable Trust: In contrast to the revocable living trust, an irrevocable trust cannot be easily modified or revoked once it is established. This trust provides a higher level of asset protection and may have tax advantages. 3. Charitable Trust: This type of trust allows Van Kampen Foods, Inc. to designate a portion of its assets for charitable purposes, such as donations or philanthropic endeavors. This trust can provide tax benefits while enabling Van Kampen Foods, Inc. to support causes that align with its values. 4. Special Needs Trust: A special needs trust is created to provide financial support and protection for individuals with disabilities or special needs. Van Kampen Foods, Inc. may establish this trust to ensure the long-term care and well-being of a loved one. These are just a few examples of the various types of Wisconsin Trust Agreements that could be established between Van Kampen Foods, Inc., American Portfolio Evaluation Services, Van Kampen Investment Advisory Corp., and The Bank of New York. The specific terms and provisions of each trust will vary based on the unique objectives and circumstances of Van Kampen Foods, Inc. and the other parties involved.

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