Revocable Trust Clause Samples
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Revocable Trust. If the person setting up a written trust is able to revoke the trust or change the beneficiaries, it is a revocable trust. In effect, the assets in the trust still belong to the trustor and its income may be taxable to him or her. Therefore, unless legal counsel instructs the Bank differently, the Bank will use the individual trustor’s TIN for reporting purposes.
Revocable Trust. The grantor/trustor/settlor must sign the Sunrun agreement. In order to validate the nature of the trust and the customer as the grantor/trustor/settlor, customer must send Sunrun the first 5 pages of the Trust document for review.
Revocable Trust. Name: ▇▇▇▇ ▇. ▇▇▇▇▇▇, ▇▇ Title: Trustee ------------------------------------ ▇▇▇▇▇ ▇. ▇▇▇▇▇▇▇▇▇ ------------------------------------ ▇▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇▇ ------------------------------------ ▇▇▇▇ ▇. ▇▇▇▇▇▇ ------------------------------------ ▇▇▇▇ ▇. Max
Revocable Trust. A trust that is revocable by its grantors and each of whose grantors is an accredited investor. (If this category is checked, please also check the additional category or categories under which the grantor qualifies as an accredited investor.) ☐ Irrevocable Trust. A trust (other than an ERISA plan) that (i) is not revocable by its grantors, (ii) has in excess of $5 million of assets, (iii) was not formed for the specific purpose of acquiring Securities, and (iv) is directed by a person who has such knowledge and experience in financial and business matters that such person is capable of evaluating the merits and risks of an investment in the Company.
Revocable Trust. THIS TRUST AGREEMENT, made this day of , , by and between , residing at [Street Address], [City/Town], [State] [ZIP Code] (‘‘Settlor’’) and the same, , residing at [Street Address], [City/Town], [State] [ZIP Code] (‘‘Trustee’’).
Revocable Trust. This Trust is defined as a Trust that can be amended by the Grantor(s)/Settlor(s) as circumstances change. Upon the death of a Grantor(s)/ Settlor(s), a death certificate must be provided. A Grantor(s)/Settlor(s) may or may not also be a Trustee. Upon the death of any Trustee you must provide a new Certificate of Trust and complete a new Trust Application. This Trust automatically becomes irrevocable upon the death of all Grantor(s)/Settlor(s).
Revocable Trust. By: --------------------------- ▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇▇, ▇▇. Trustee ▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇ TRUST By: --------------------------- ▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇ Trustee JGG HOLDINGS TRUST By: --------------------------- ▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇▇, ▇▇. Trustee
Revocable Trust. Other Type of Trust (indicate type of trust: )
Revocable Trust. The Subscriber is a personal (non-business) revocable trust and each settlor or other person who has contributed assets to the trust was an accredited investor. Please provide a list of all settlors (or other persons) who have contributed assets to the trust.
Revocable Trust. A trust with total assets in excess of $5,000,000 not formed for the specific purpose of acquiring shares of the common stock of the Company, whose purchase of the shares of common stock of the Company is directed by a sophisticated person as described in Rule 506(b)(2)(ii) of Regulation D.