Contra Costa California 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
• County: Contra Costa
• 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 Contra Costa California Trust Agreement is a legally binding contract between Dean Witter Reynolds, Inc. and The Bank of New York, specifically pertaining to the Select Equity Trust. This agreement outlines the terms and conditions regarding the management and operation of the trust, ensuring that it is handled in accordance with the applicable laws and regulations. The Trust Agreement serves as a reference point for all parties involved, providing a comprehensive framework for the trust's administration, investment, and distribution processes. It establishes the roles and responsibilities of each party, including any limitations or restrictions on their actions. Within the realm of Contra Costa California Trust Agreements, there may be various types that are specific to the Select Equity Trust. These may include: 1. Revocable Trust Agreement: This type of trust agreement allows the granter to make changes or revoke the trust during their lifetime. It offers flexibility and potential tax advantages. 2. Irrevocable Trust Agreement: In contrast to a revocable trust, an irrevocable trust agreement cannot be altered or revoked once finalized. It usually minimizes estate taxes and protects assets from creditors. 3. Living Trust Agreement: A living trust agreement takes effect during the granter's lifetime and typically helps with asset management, creating a seamless transition of assets upon the granter's incapacity or death. 4. Testamentary Trust Agreement: This type of trust agreement is established within a will and only becomes effective upon the granter's death. It allows for the distribution of assets based on specific instructions outlined in the will. The Contra Costa California Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding the Select Equity Trust is a pivotal document ensuring the proper administration of the trust and the adherence to the agreed-upon terms and conditions. It provides guidance and security for the beneficiaries, granters, and trustees involved, aiming to optimize the management and distribution of assets while safeguarding everyone's interests.

The Contra Costa California Trust Agreement is a legally binding contract between Dean Witter Reynolds, Inc. and The Bank of New York, specifically pertaining to the Select Equity Trust. This agreement outlines the terms and conditions regarding the management and operation of the trust, ensuring that it is handled in accordance with the applicable laws and regulations. The Trust Agreement serves as a reference point for all parties involved, providing a comprehensive framework for the trust's administration, investment, and distribution processes. It establishes the roles and responsibilities of each party, including any limitations or restrictions on their actions. Within the realm of Contra Costa California Trust Agreements, there may be various types that are specific to the Select Equity Trust. These may include: 1. Revocable Trust Agreement: This type of trust agreement allows the granter to make changes or revoke the trust during their lifetime. It offers flexibility and potential tax advantages. 2. Irrevocable Trust Agreement: In contrast to a revocable trust, an irrevocable trust agreement cannot be altered or revoked once finalized. It usually minimizes estate taxes and protects assets from creditors. 3. Living Trust Agreement: A living trust agreement takes effect during the granter's lifetime and typically helps with asset management, creating a seamless transition of assets upon the granter's incapacity or death. 4. Testamentary Trust Agreement: This type of trust agreement is established within a will and only becomes effective upon the granter's death. It allows for the distribution of assets based on specific instructions outlined in the will. The Contra Costa California Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding the Select Equity Trust is a pivotal document ensuring the proper administration of the trust and the adherence to the agreed-upon terms and conditions. It provides guidance and security for the beneficiaries, granters, and trustees involved, aiming to optimize the management and distribution of assets while safeguarding everyone's interests.