16 PAGE TRUST ESTABLISHMENT TEMPLATE
ARTICLE 1: TRUST FORMATION & PROTECTION
ARTICLE 2: LEGAL STATUS & VALIDITY
SECTION 2.1 ORGANIZATION AND GOVERNANCE
SECTION 2.2 PURPOSE AND POWERS
ARTICLE 3: OPERATION & MISSION
ARTICLE 4: OUTSIDE HELP & ADVICE
ARTICLE 5: LAW SUITS
ARTICLE 6: MANAGEMENT & INVESTMENTS
ARTICLE 7: ESTABLISHMENT OF FINANCIAL ACCOUNTS
ARTICLE 8: RIGHTS OF OWNERSHIP
ARTICLE 9: PURCHASE OR EXCHANGE, SALE, PLEDGE OF ASSETS, & HELD
SECURITIES ARTICLE 10: REAL OR PERSONAL PROPERTY IN POSSESSION
ARTICLE 11: DONORS &
SELLERS ARTICLE 12: TAXES
ARTICLE 13: POUR-OVER AUTHORITY
ARTICLE 14: TRUSTEE(S) POWERS, RIGHTS &
OBLIGATIONS ARTICLE 15: ADMINISTRATION OF TRUST
ARTICLE 16: NOTICE GIVEN UNDER THIS TRUST
ARTICLE 17: IRREVOCABLE TERM OF TRUST
ALSO HEREIN:
CERTIFICATE (S) OF ACKNOWLEDGMENT OF NOTARY PUBLIC
SCHEDULE A: “TRUST ASSETS”
MEMORANDUM OF TRUST
CERTIFICATE OF TRUST