Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / trustee-succession-certificate.docx
trustee-succession-certificate.docx
Parties
M. Briarwood Irrevocable
Harkness LLP
M. Briarwood
Caldwell Fiduciary Services Inc
Briarwood Family Office LLC
Waverly Place Owners Corp
Capital Partners Fund III LP
CO-TRUSTEE Caldwell Fiduciary Services Inc
Dates
January 22, 2024
March 3, 2008
December 31, 2015
December 3, 2023
December 31, 2023
March 12, 2024
Amounts
$41,500,000
Obligations
2 of the Trust Agreement provides that the individual trustee shall be deemed to have ceased serving as trustee upon a determination of permanent incapacity, as certified in writing by the trustee's attending physician
3 of the Trust Agreement provides that, upon the cessation of service of the individual trustee due to incapacity, death, resignation, or removal, the first successor individual trustee shall be Margot S
3, though notice of such appointment is required to be provided in accordance with the Trust Agreement and applicable New York law, as further addressed in Section 6 of this Certificate
Briarwood shall act as individual trustee of the Trust in all respects as though she had been originally named as individual trustee therein, and she shall have full authority to act on behalf of the Trust in that capacity
as institutional co-trustee of the Trust and agrees to cooperate with Caldwell Fiduciary Services Inc
2 The foregoing enumeration of powers shall not be deemed to limit or restrict any power otherwise granted to the individual trustee under the Trust Agreement or under applicable law