Extract to table

To the extent that coordination among these entities is appropriate (for example, in connection with overall family wealth planning or the avoidance of undue concentration across related family vehicles), such coordination shall be addressed outside the scope of this IPS

In the event of any conflict or inconsistency between any provision of this IPS and any provision of the Trust Agreement, the Trust Agreement shall control in all respects

The co-trustees and the investment advisor shall interpret and apply this IPS in a manner consistent with the terms of the Trust Agreement

Future generations of beneficiaries, who will benefit from the Trust over the coming decades and centuries, must also be considered in the formulation of the investment strategy

Investments, transactions, and administrative actions undertaken by the co-trustees and the investment advisor must not jeopardize the Trust's inclusion ratio or its status as a GST-exempt trust

In particular, transactions that could be construed as additions to the Trust from non-exempt sources, or that could otherwise alter the inclusion ratio, must be avoided