Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / ilit-trustee-acceptance.docx
ilit-trustee-acceptance.docx
Parties
Strathmore Corp
Greaves LLP
Harkness LLP
Glenmore Insurance Brokerage LLC
Havensbrook Wealth Advisors LLC
Dates
March 15, 2023
Amounts
$15,000,000
$187,500
$5,000
$10.00
$17,000
$51,000
$136,500
$7,500
$37,500
$475
Obligations
Northgate shall serve as Trustee in accordance with the terms of the Trust Agreement and all applicable laws, regulations, and judicial decisions, and shall at all times act in good faith and in the best interests of the Trust beneficiaries
In administering the Trust, Northgate shall consider the purposes of the Trust, the terms and distributional requirements of the Trust Agreement, and the interests of the Trust beneficiaries
Northgate shall act as a reasonably prudent institutional trustee would act in administering a trust of similar purpose and character
All such records shall be maintained at Northgate's principal offices in Wilmington, Delaware, and shall be made available for inspection by the Grantor (during his lifetime) and by the Trust beneficiaries upon reasonable request and at reasonable times
Annual accountings shall be delivered no later than ninety (90) days following the close of each calendar year during the term of the Trust
To the extent that the Trust Agreement creates multiple classes of beneficiaries or establishes successive interests, Northgate shall administer the Trust with due regard for the respective interests of all beneficiaries and shall not favor one beneficiary or class of beneficiaries over another except as expressly directed by the terms of the Trust Agreement