The trustee may be an individual or a corporation. ... The grantor, trustee, and
beneficiary may be the same person, but as far as the trust is concerned, they are
... assets, and 2) Trust Under Agreement (U/A) meaning the grantor and the
trustee are different ... irrevocable trust is one that the grantor may not rescind or
Jun 28, 2016 ... The term "UAD" is most commonly used when referring to a living trust. ... It
stands for “under agreement dated” and it appears in trust instruments ... A
revocable trust is one that can be changed at any time by the grantor – the ...
Someone else, either an individual or a financial institution, serves as tru...
www.gfmlaw.com/sites/default/files/pdfs/IMO the Thomas Lawrence Reeves Irrevocable Trust Under Agreement Dated February 26, 1997 C.A. No. 8071-ML (April 29, 2015).pdf
Apr 29, 2015 ... order to the effect that all of the individual trustees‟ claims are barred by laches
... William H. Reeves, IV (“Bill”) and Grafton D. Reeves (“Grafton” and together ...
and Senior Portfolio Manager of Putnam Industries who resides in .... that an
investment officer would be in touch with them shortly to discuss what.
During your active lifetime, placing assets in a trust allows you. Upon your death,
a ... An estate planning attorney may recommend creating an irrevocable. 2.
During the life of the trust, income earned is distributed to the grantor, and only
after ... A revocable trust is a trust whereby provisions can be altered or canceled
dependent on ... Depending on the trust's directions, the trustee, or holder of the
assets, ... Because the tax rates for trusts are much higher than for individuals...