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B - Sample Instrument of Decantingdoc - npepc

B - Sample Instrument of Decantingdoc - npepc 2026

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The document is an Instrument of Decanting executed on December 23, 2014, by the Trustees of the Jones Family 1994 Irrevocable Trust and the Trustees of the Jones 2014 Irrevocable Trust. It outlines the transfer of all assets and liabilities from the Original Trust to the Receiving Trust for the benefit of the Grantor's descendants, as determined by the Transferring Trustees. The document includes provisions regarding discretionary distributions and responsibilities of both sets of trustees.

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Click ‘Get Form’ to open it in the editor.
Begin by reviewing the introductory section, which outlines the parties involved and the purpose of the decanting. Ensure you understand the roles of the Transferring and Receiving Trustees.
Fill in any required fields regarding the date and names of trustees. Make sure to accurately input information for David Charles and Rebecca Stone as indicated.
Proceed to sections detailing trust provisions. Carefully read through each clause, especially those related to discretionary distributions, ensuring clarity on how assets will be managed.
In the execution section, add signatures for both trustees. Utilize our platform’s signature feature for a seamless signing experience.
Finally, review all entries for accuracy before saving or exporting your completed document.

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