Epstein Index›Documents›EFTA02697019
⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA02697019: Holder, Minor and Appointment (DS11)

Financial RecordDate unavailableEFTA026970191 keyword hits
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Trust or estate planning document outlining provisions for distributions to minors, including options for guardians, custodians under the California Uniform Transfers to Minors Act, and trustee discretion regarding direct distributions to minors upon reaching age twenty-one. The document also addresses appointment procedures by written instrument. The document does not identify the specific trust or beneficiaries in the available excerpts.

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📋 Key Excerpts14

PersonKeyword
Excerpt 1
, the Trustees may make such distributions to: (i) the guardians of such **minor**; (ii) any suitable person with whom said **minor** resides; (iii) directly for
Excerpt 2
the benefit of said **minor**; (iv) any person chosen by the Trustees as Custodian under the California Uniform Transfers to Minors Act until such beneficiary
Excerpt 3
attains 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

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