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PLAZA RETAIL REIT DECLARATION OF TRUST Dated as of November 1, 2013, TABLE OF CONTENTS Page ARTICLE 1 THE TRUST AND DEFINITIONS .........................................................................................

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How to fill out declaration of trust

How to fill out a declaration of trust:

01

Begin by obtaining a declaration of trust form from a trusted source, such as a legal or financial institution. This form will typically outline the required information and sections to be filled.

02

At the top of the form, provide your personal details, including your full name, address, and contact information. It is important to ensure that this information is accurate and up-to-date.

03

Next, specify the purpose of the trust declaration. This typically involves indicating the type of trust you are establishing, such as a revocable or irrevocable trust, and the intended beneficiaries.

04

In the main body of the declaration, clearly state the assets or properties that you are transferring into the trust. Include specific details about each asset, such as the legal description, current value, and any relevant identifying information.

05

If you wish to appoint a trustee to manage the trust, provide their full name and contact details. Ensure that the individual or entity you choose is trustworthy and capable of fulfilling their responsibilities.

06

Consider including any special instructions or conditions that you would like to impose on the trustee or beneficiaries. This may include limitations on the use of trust assets or specific requirements for distribution.

07

If desired, indicate any successor trustees or beneficiaries who will assume responsibility in the event of the primary trustee's incapacity or death.

08

Before finalizing the declaration of trust, carefully review all the information provided to ensure accuracy and clarity. Seek legal advice if needed to ensure compliance with applicable laws and regulations.

09

Finally, sign and date the declaration of trust in the presence of a notary public or witnesses, if required by law. Keep a copy for your records and distribute copies to relevant parties involved in the trust.

Who needs a declaration of trust?

01

Individuals who wish to transfer assets into a trust for the benefit of themselves, their families, or other designated beneficiaries may need a declaration of trust.

02

Business owners seeking to protect their assets or plan for succession may utilize a declaration of trust as part of their estate planning strategy.

03

Anyone seeking to establish a trust for charitable or philanthropic purposes can make use of a declaration of trust to define the terms and beneficiaries of the trust.

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What is declaration of trust?

Declaration of trust is a legal document that outlines the terms and conditions of a trust agreement.

Who is required to file declaration of trust?

The trustee or trustees of a trust are required to file a declaration of trust.

How to fill out declaration of trust?

A declaration of trust can be filled out by providing information about the creator of the trust, the trustee, the beneficiaries, and the terms of the trust.

What is the purpose of declaration of trust?

The purpose of a declaration of trust is to provide a clear understanding of the rights and responsibilities of the trustee and beneficiaries.

What information must be reported on declaration of trust?

The declaration of trust must include information about the trust property, the beneficiaries, and the terms of the trust.

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