The Wisconsin Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York pertains to the management and administration of the Select Equity Trust. This agreement outlines the specific terms, conditions, and responsibilities governing the trust relationship between the two parties. The Select Equity Trust is a type of investment trust that focuses on equity securities, primarily stocks, as its underlying assets. It is designed to provide investors with exposure to a diversified portfolio of carefully selected stocks. The trust is managed and overseen by Dean Witter Reynolds, Inc., a reputable investment management firm, while The Bank of New York acts as the trustee, responsible for the safekeeping and custodial services of the trust's assets. This trust agreement ensures that Dean Witter Reynolds, Inc. operates within the legal framework of Wisconsin law and adheres to the fiduciary duties owed to the trust beneficiaries. It includes provisions for the appointment of an individual responsible for the day-to-day operations of the trust and outlines the specific investment objectives, strategies, and guidelines for asset allocation. Additionally, the Wisconsin Trust Agreement Reference Trust Agreement may also encompass variations or specific types of trust agreements based on the Select Equity Trust. These could include: 1. Wisconsin Charitable Remainder Trust Agreement: This type of trust agreement allows individuals to make charitable contributions while receiving income from the trust during their lifetime. Upon the granter's passing, the remaining assets are transferred to a designated charity. 2. Wisconsin Special Needs Trust Agreement: This trust agreement enables people with special needs to receive financial support from the trust without losing their eligibility for government benefits. It ensures that the beneficiary's quality of life is enhanced without affecting their entitlements. These variations on the Wisconsin Trust Agreement Reference Trust Agreement provide individuals with flexible options to address specific financial and philanthropic objectives while ensuring proper asset management and beneficiary protection.
Wisconsin Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust
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How to fill out Wisconsin Trust Agreement Reference Trust Agreement Between Dean Witter Reynolds, Inc. And The Bank Of New York Regarding Select Equity Trust?
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