Epstein Index›Documents›EFTA01175263
⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01175263: Holder, Minor and Appointment (DS9)

Financial RecordDate unavailableEFTA011752631 keyword hits
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This document is a trust or estate planning document containing provisions regarding distributions to guardians of minors, suitable persons with whom minors reside, and custodial arrangements under the California Uniform Transfers to Minors Act. It outlines procedures for trustee appointments and discretionary distributions until beneficiaries reach age twenty-one.

👤 Named in This Document

📋 Key Excerpts12

PersonKeyword
Excerpt 1
may make such distributions to: (i) the guardians of such **minor**; (ii) any suitable person with whom said **minor** resides; (iii) directly for the benefit
Excerpt 2
of said **minor**; (iv) any person chosen by the Trustees as Custodian under the California Uniform Transfers to Minors Act until such beneficiary attains
Excerpt 3
twenty-one (21) years of age; or (v) directly to the **minor** if in the sole and absolute discretion of the Trustees the **minor** is of sufficient age and maturity

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