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PLAN AND DECLARATION OF TRUST OF

PLAN AND DECLARATION OF TRUST OF 2025

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The document outlines the Plan and Declaration of Trust for the Principal LifeTime Hybrid Collective Investment Funds, established by Principal Global Investors Trust Company. It details the establishment, purpose, definitions, and operational guidelines for collective investment funds aimed at managing employee benefit trusts. The document includes provisions on fund management, participation eligibility, trustee powers, investment policies, unit valuation, admissions and withdrawals, and compliance with applicable laws. Additionally, it specifies various share classes with associated fees and restrictions on trading activities to ensure long-term investment strategies.

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What is the agreement and declaration of trust?

This document is suitable when the Trustee has not yet purchased the trust asset, but intends that they will purchase the asset and will at all times hold the asset on trust for the Beneficiary. This agreement declares that the true (beneficial) owner is the Beneficiary.

What is a declaration of a trust?

What Is a Declaration Of Trust? A declaration of trust under U.S. law is a document or an oral statement appointing a trustee to oversee assets being held for the benefit of one or more other individuals. These assets are held in a trust.

What is the purpose of a trust agreement?

A declaration of trust serves to protect everyones interests in a property. It ensures each individual gets their entitlement regarding their initial investment when the property is sold or a share is sold. Without a declaration in place, the job of figuring out who should be repaid and how much is harder.

Whats the difference between a trust agreement and a declaration of trust?

Personal trusts are further divided into either 1) Under Declaration of Trust (U/D/T) meaning the grantor and the trustee are the same person and the grantor controls the trust assets, and 2) Trust Under Agreement (U/A) meaning the grantor and the trustee are different persons and the trustee controls the trust assets.

What is the difference between a certificate of trust and a declaration of trust?

A certification of trust is a type of declaration of trust. The difference is that it excludes the details of what property is held in the given trust and the identity of beneficiaries.

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.

What does it mean to declare a trust?

An intention to declare a trust arises in circumstances in which there is a division in the ownership of property between the legal title and equitable interest.

PLAN AND DECLARATION OF TRUST OF 2025

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