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Trust agreement template 2025

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The document is a Trust Agreement dated December 30, 1999, involving Nike Securities L.P. as the Depositor, The Chase Manhattan Bank as Trustee, BISYS Fund Services Ohio, Inc. as Shareholder Servicing Agent, and First Trust Advisors L.P. as Evaluator and Portfolio Supervisor. It outlines the terms and conditions of various trust portfolios including special provisions for the DART 5 Trust, DART 10 Trust, European Target 20 Trust, NASDAQ Target 15 Trust, and S&P Target 10 Trust. Key aspects include compensation structures for services provided by the Trustee and Evaluator, distribution protocols for unit holders, and operational guidelines for managing the trust's assets.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What are the three types of trust?

Trusts can be broadly categorized into four main types: Living Trusts, Testamentary Trusts, Revocable Trusts, and Irrevocable Trusts. There are many different types of trusts you can choose from, and understanding how they are different can help you pick the right one for your needs.

What is a trust arrangement?

A trust is a legal arrangement for managing assets. There are different types of trusts and they are taxed differently.

Should my parents put their assets in a trust?

Trust is preferable over a Will because the assets that are in the Trust are non-public assets. Example: If you take your house and you transfer it into the Trust and your parents passed away, then you dont have to open an estate to transfer the asset, and it remains confidential.

What is the downfall of having a trust?

Lack of Court Supervision Bypassing probate is a key advantage of trusts, but it comes with the downside of limited court supervision. In probate, the court ensures that assets are distributed ing to the will, providing oversight. With a trust, there is no automatic judicial review.

What is the biggest mistake parents make when setting up a trust fund?

Selecting the wrong trustee is easily the biggest blunder parents can make when setting up a trust fund. As estate planning attorneys, weve seen first-hand how this critical error undermines so many parents good intentions.

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What are the risks of a trust fund?

Disadvantages of Trust Funds Costs: Setting up and maintaining a trust can be expensive. Loss of Control: Some trusts mean giving up control over your assets. Time and Compliance: Maintaining a trust requires time and adhering to legal requirements. Tax Implications: Trusts can sometimes face higher income tax rates.

What is a trust agreement?

A trust agreement is a legal document containing, terms, conditions and provisions that allows the trustor to transfer the ownership of assets to the trustee to be held for the trustors beneficiaries.