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AMENDED AND RESTATED TRUST DEED (Second Supplemental Trust Deed) of Atari Asset Allocation Fund OPEN-ENDED ALLOCATION SCHEME Between ASK ARI INVESTMENT MANAGEMENT LIMITED And CENTRAL DEPOSITORY COMPANY

How to fill out amended and restated trust

How to fill out amended and restated trust:

1. Review the existing trust document: Start by thoroughly reviewing the original trust document to understand its provisions and any changes you want to make. This will help guide you in preparing the amended and restated trust.
2. Identify the changes: Determine the specific changes you want to make to the trust. These may include updating beneficiary designations, modifying provisions related to assets or distributions, or adding or removing trustees or beneficiaries.
3. Consult with an attorney: While it is possible to prepare the amended and restated trust on your own, it is advisable to consult with an attorney who specializes in estate planning. They can provide guidance and ensure the document complies with all applicable laws.
4. Draft the amended and restated trust: Work with your attorney to draft the new document. The attorney will incorporate the changes you want, and it will be important to clearly state which provisions of the original trust are being amended or replaced.
5. Sign and execute the document: After reviewing the drafted amended and restated trust, ensure all necessary parties, including yourself and any co-trustees, sign the document. The trust may also need to be notarized or witnessed, depending on local legal requirements.
6. Distribute copies and store securely: Provide a copy of the fully executed amended and restated trust to all relevant parties, such as trustees and beneficiaries. It is also crucial to store the documents in a secure location, such as a safe deposit box or with your attorney.

Who needs amended and restated trust:

1. Individuals with changes in family or personal circumstances: If there have been significant changes in your family structure, such as births, adoptions, marriages, divorces, or deaths, it may be necessary to amend and restate your trust to reflect these updated circumstances.
2. Changes in financial or asset holdings: If you have acquired or disposed of significant assets since creating the original trust, you may need to update the trust to ensure these assets are properly accounted for and distributed according to your wishes.
3. Modifications to estate planning strategies: As your estate planning goals and strategies evolve over time, you may find the need to amend and restate your trust. This could involve changes in tax planning, charitable giving, or the appointment of successor trustees or guardians.

In summary, filling out an amended and restated trust involves reviewing the existing trust document, identifying necessary changes, consulting with an attorney, drafting the new document, executing it properly, and storing copies securely. Individuals with changes in family or personal circumstances, changes in financial or asset holdings, or modifications to estate planning strategies may need an amended and restated trust.

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What is amended and restated trust?

An amended and restated trust is a legal document that makes changes or updates to an existing trust agreement while also restating the original terms.

Who is required to file amended and restated trust?

The trustee or the grantor of the trust is typically required to file the amended and restated trust.

How to fill out amended and restated trust?

To fill out an amended and restated trust, one must review the original trust agreement, make necessary changes or updates, and clearly indicate the revisions.

What is the purpose of amended and restated trust?

The purpose of an amended and restated trust is to reflect changes in circumstances, beneficiaries, assets, or other provisions that require updates to the trust agreement.

What information must be reported on amended and restated trust?

The amended and restated trust must include all the relevant details of the original trust agreement, as well as any changes or updates made.