Pima Arizona 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: Pima
• 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 Lima Arizona Trust Agreement is a legally binding document that establishes the terms and conditions between Dean Witter Reynolds, Inc. and The Bank of New York regarding the Select Equity Trust. This trust agreement outlines the roles and responsibilities of both parties involved in managing the trust. The Lima Arizona Trust Agreement serves as a reference document that governs the operations, management, and administration of the Select Equity Trust. It provides a comprehensive framework for the investment and distribution of assets held by the trust. The primary objective of the trust agreement is to ensure that the assets within the Select Equity Trust are properly managed and protected. It outlines the investment guidelines, investment strategies, and risk management principles that must be followed by the trustees. Under the Lima Arizona Trust Agreement, there are different types of trust agreements that may be established between Dean Witter Reynolds, Inc. and The Bank of New York regarding the Select Equity Trust. These include: 1. Revocable Trust Agreement: This type of trust agreement allows the granter (Dean Witter Reynolds, Inc.) to retain control and make changes to the trust provisions during their lifetime. It offers flexibility in managing and distributing the trust assets. 2. Irrevocable Trust Agreement: Unlike a revocable trust, an irrevocable trust agreement cannot be altered or revoked once it is established. It provides greater asset protection and helps in minimizing estate taxes. 3. Testamentary Trust Agreement: A testamentary trust agreement is created through a will and only takes effect upon the granter's death. It allows for the distribution of assets according to the granter's specified instructions. 4. Living Trust Agreement: Also known as an inter vivos trust, a living trust agreement is established during the granter's lifetime. It allows for the seamless transfer of assets and avoids probate. The Lima Arizona Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding the Select Equity Trust is a crucial legal document that ensures the proper management, protection, and distribution of assets within the trust. It serves as a reference point for both parties involved and provides clarity on their respective roles and responsibilities.

The Lima Arizona Trust Agreement is a legally binding document that establishes the terms and conditions between Dean Witter Reynolds, Inc. and The Bank of New York regarding the Select Equity Trust. This trust agreement outlines the roles and responsibilities of both parties involved in managing the trust. The Lima Arizona Trust Agreement serves as a reference document that governs the operations, management, and administration of the Select Equity Trust. It provides a comprehensive framework for the investment and distribution of assets held by the trust. The primary objective of the trust agreement is to ensure that the assets within the Select Equity Trust are properly managed and protected. It outlines the investment guidelines, investment strategies, and risk management principles that must be followed by the trustees. Under the Lima Arizona Trust Agreement, there are different types of trust agreements that may be established between Dean Witter Reynolds, Inc. and The Bank of New York regarding the Select Equity Trust. These include: 1. Revocable Trust Agreement: This type of trust agreement allows the granter (Dean Witter Reynolds, Inc.) to retain control and make changes to the trust provisions during their lifetime. It offers flexibility in managing and distributing the trust assets. 2. Irrevocable Trust Agreement: Unlike a revocable trust, an irrevocable trust agreement cannot be altered or revoked once it is established. It provides greater asset protection and helps in minimizing estate taxes. 3. Testamentary Trust Agreement: A testamentary trust agreement is created through a will and only takes effect upon the granter's death. It allows for the distribution of assets according to the granter's specified instructions. 4. Living Trust Agreement: Also known as an inter vivos trust, a living trust agreement is established during the granter's lifetime. It allows for the seamless transfer of assets and avoids probate. The Lima Arizona Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding the Select Equity Trust is a crucial legal document that ensures the proper management, protection, and distribution of assets within the trust. It serves as a reference point for both parties involved and provides clarity on their respective roles and responsibilities.