FR EA

Extract to table

Pull the structured facts out of a document: parties, dates, amounts, obligations.

Extract to table / dynasty-trust-institutional-trustee-acceptance.docx
dynasty-trust-institutional-trustee-acceptance.docx · 1034-00004

Parties

Meridian Crest Partners LLC
Harkness LLP
M. Hartfield
Stonecrest Realty Holdings LLC
Caldwell Ridgeline Capital LP
Havensbrook Wealth Advisors LLC
Strathmore Corp
Greaves LLP

Dates

April 1, 2023

Amounts

$100,000
$5,000,000
$60,000,000
$80,000,000
$38,000,000
$178,000,000
$25,000
$2,500
$7,500
$3,500

Obligations

The Trust Protector shall not be deemed a fiduciary of the Trust and shall not be subject to fiduciary duties or liabilities in connection with the exercise or non-exercise of her powers
Future-born or after-adopted issue of the Grantor's children shall automatically become beneficiaries of the Trust upon their birth or adoption, in accordance with the Trust Agreement
Northgate shall administer the Trust in an efficient and cost-effective manner, shall take reasonable steps to preserve and protect the trust property, and shall act prudently in all matters relating to the Trust's administration, investment, and distribution activities
01 — Custody and Safekeeping of Trust Assets Northgate shall hold, safeguard, and administer all trust assets in accordance with the Trust Agreement, this Acceptance, and applicable Delaware law
Northgate shall take all reasonable steps to ensure the orderly receipt, transfer, and re-registration of such assets into the Trust's custodial accounts
02 — Investment Responsibilities Northgate shall invest and reinvest trust assets in accordance with the following: (a) Investment Policy Statement