信托协议英文样本-Sample Trust Agreement
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THE RALPH A. KRAMDEN III
REVOCABLE TRUST AGREEMENT FOR TESTAMENTARY BEQUESTS
On this _____ day of ________________, 2004, I, Ralph A. Kramden III (as Grantor), hereby transfer, assign
and convey to myself (as Trustee) the sum of One Dollar ($1.00), to be held in trust for the beneficiaries and
upon the uses and purposes hereinafter set forth. This trust shall hereafter be known as THE RALPH A.
KRAMDEN III REVOCABLE TRUST AGREEMENT FOR TESTAMENTARY BEQUESTS.
WITNESSETH:
The Grantor is desirous of creating a trust for the purposes and upon the terms and provisions hereinafter set
forth. Accordingly, the Grantor hereby transfers and delivers unto the Trustee $1.00 and, in the future, such
other assets as the Grantor (or other persons) may choose to convey. The Trustee shall hold and administer
said properties, and all subsequently acquired properties (whether contributed by the Grantor or by another
party), in trust, pursuant to the terms of this agreement as set forth below.
ARTICLE I
DEFINITIONS
1.01 Grantor. Ralph A. Kramden III shall be referred to herein as the "Grantor".
1.02 Successor Trustees. The initial trustee of this trust shall be Ralph A. Kramden III. Upon my death,
Edward R. Norton shall serve as Successor Trustee. Any then acting Trustee shall have the power to add to
this list of successor trustees. The term "Successor Trustee" should be substituted hereinafter, where
applicable, for the term "Trustee." The pronoun "he" may be used generically herein to refer to the Trustee
regardless of the true gender of the Trustee or Successor Trustee actually referred to. ARTICLE II
UPON GRANTOR'S DEATH
Upon the death of Grantor, the Trustee shall establish a separate trust share for each beneficiary and in the
amounts so named in the Last Will and Testament of Grantor. Grantor shall designate the beneficiaries of this
trust and amounts to be held in a separate trust for each said beneficiary by referencing "THE RALPH A.
KRAMDEN III REVOCABLE TRUST AGREEMENT FOR TESTAMENTARY BEQUESTS" in Grantor's
Last Will and Testament. Each separate trust share shall be distributed or retained in Trust as
hereinafter
provided.
ARTICLE III
DISTRIBUTIONS TO BENEFICIARIES DURING TRUST LIFE
The Trustee shall pay so much or all of the principal and income of each separate trust established hereunder
as is reasonably necessary to provide for the medical care, education, support and maintenance of the
beneficiary of each separate trust. The Trustee may only make disbursements to a beneficiary from that
beneficiary's separate trust.
ARTICLE IV
TERMINATION OF EACH SEPARATE TRUST
The Separate Trust of Ralph Kramden, IV. When Ralph Kramden, IV reaches the age of 40 years, the
Trustee shall distribute to Ralph Kramden, IV all of the principal and accrued income of Ralph Kramden, IV's
separate trust then remaining. Should Ralph Kramden, IV die prior to reaching 40 years of age, the Trustee
shall distribute the assets remaining in his or her separate trust as Ralph Kramden, IV shall designate in his or
her Last Will and Testament. If Ralph Kramden, IV shall not leave a valid Last Will and Testament, then the
remaining separate trust assets shall go to the children of the Ralph Kramden, IV in equal shares, per stirpes.
Should Ralph Kramden, IV fail to leave a Last Will and not be survived by lineal descendants, then the
remaining separate trust assets shall be distributed as provided under the laws of the State of Illinois in cases
of intestate succession.
ARTICLE V
TRUSTEE'S POWERS
5.01 In administration of the trust estate, the Trustee shall have all of the powers authorized by Illinois law
(which are incorporated herein by reference) and include the following powers in addition to the above−−
(a) To engage agents, including legal counsel, accountants, investment advisors, custodians, appraisers
and other experts for the proper administration of this trust, and to compensate said persons for their services
out of income or principal comprising the trust estate.
(b) To claim expenses as either income tax deductions or to permit the claiming thereof as estate tax
deductions when an election is permitted by law, without thereafter making any adjustment