SPECIFIC TRUST DIRECTIVES / APPS TABLE

 The Specific Trust Directives Apps provide a unique and innovative method for clients to
 customize their personal MLCP Estate Plan. There are eleven categories of Apps with over
 35 App applications. Additional Apps are planned for inclusion to our list. It's very easy to
 add one or more Apps to your client's Trust.
1) Age-Based Distribution Terms
2) Alternative Contingent Distribution Clauses
3) Beneficiary Debt Forgiveness
4) Charitable Beneficiary Distribution Terms
5) Generational Holding Sub-Trust
6)  Inherited IRA Controlled-Distribution Terms
7) Marital Trust "B" Non-Apportionment Clause
8) Pet Trust Addendum Supplement
9) Successor Trustee Appointment(s) / Modification
    10) Trust Protector & Investment Advisor
    11) Trust/Supplemental Administrative Provisions
*   *   *   *   *   *   *

 1) Age-Based Distribution Terms
    Twenty-five (25) Year Old Outright Distribution:

Notwithstanding any other age-based allocation terms prescribed herein to the contrary, ANY vested beneficiary's portion shall instead be distributed outright to him/her upon such beneficiary attaining the age of TWENTY-FIVE (25) YEARS.   Append Text to Trust / (Append Text to Addendum)

    Two-Part Allocation/Distribution (25/30):

Notwithstanding any other age-based allocation terms prescribed herein to the contrary, FIFTY PERCENT (50%) of the remainder of principal and accumulated income of ANY vested beneficiary's portion shall be distributed outright to him/her upon such beneficiary attaining the age of TWENTY-FIVE (25) YEARS; and, THE REMAINDER of such vested portion shall then be distributed outright to such beneficiary upon his/her attaining the age of THIRTY (30) YEARS.   Append Text to Trust / (Append Text to Addendum)

    Three-Part Allocation/Distribution (25/30/35):

Notwithstanding any other age-based allocation terms prescribed herein to the contrary, THIRTY-THREE PERCENT (33%) of the remainder of principal and accumulated income of ANY vested beneficiary's portion shall be distributed outright to him/her only upon such beneficiary attaining the age of TWENTY-FIVE (25) YEARS; FIFTY PERCENT (50%) of the then remainder of principal and accumulated income of such vested portion shall be distributed outright to such beneficiary upon his/her attaining the age of THIRTY (30) YEARS; and, THE REMAINDER of such vested portion shall then be distributed outright to such beneficiary upon his/her attaining the age of THIRTY-FIVE (35) YEARS.   Append Text to Trust / (Append Text to Addendum)

    Four-Part Allocation/Distribution (21/25/30/35):

Notwithstanding any other age-based allocation terms prescribed herein to the contrary, TWENTY-FIVE PERCENT (25%) of the remainder of principal and accumulated income of ANY vested beneficiary's portion shall be distributed outright to him/her only upon such beneficiary attaining the age of TWENTY-ONE (21) YEARS; THIRTY-THREE PERCENT (33%) of the remainder of principal and accumulated income of ANY vested beneficiary's portion shall be distributed outright to him/her upon such beneficiary attaining the age of TWENTY-FIVE (25) YEARS; FIFTY PERCENT (50%) of the then remainder of principal and accumulated income of such vested portion shall be distributed outright to such beneficiary upon his/her attaining the age of THIRTY (30) YEARS; and, THE REMAINDER of such vested portion shall be distributed outright to such beneficiary upon his/her attaining the age of THIRTY-FIVE (35) YEARS.   Append Text to Trust / (Append Text to Addendum)

 2) Alternative Contingent Distribution Clauses
EQT = Equally to / OTW = Otherwise to
    BENEFICIARY (SG) > (EQT) PB's Children, (OTW) PB's Spouse:

Section "8.3" is hereby modified by this Directive to INSTEAD read as follows: "If the (Section "8.2") beneficiary does not survive the surviving Settlor then the entire Trust Estate shall be distributed equally to his/her surviving issue or otherwise to his/her surviving spouse if he/she leaves no issue surviving in such case."   Append Text to Trust / (Append Text to Addendum)

    BENEFICIARIES (PL) > (EQT) PB's Children, (OTW) PB's Spouse / or PB's Siblings:

Section "8.3" is hereby modified by this Directive to INSTEAD read as follows: "If a (Section "8.2") beneficiary does not survive the surviving Settlor then such deceased beneficiary's portion shall be distributed equally to his/her surviving issue or otherwise to his/her surviving spouse if he/she leaves no surviving issue, in such case; if such deceased beneficiary leaves neither surviving issue nor a surviving spouse then his/her portion shall be distributed (equally) to his/her surviving sibling(s)."   Append Text to Trust / (Append Text to Addendum)

    BENEFICIARY (SG) > (EQT) PB's Spouse & Children:

Section "8.3" is hereby modified by this Directive to INSTEAD read as follows: "If the (Section "8.2") beneficiary does not survive the surviving Settlor then the Trust Estate shall be distributed to his/her surviving spouse and surviving issue in all equal shares."   Append Text to Trust / (Append Text to Addendum)

    BENEFICIARIES (PL) > (EQT) PB's Spouse & Children, (OTW) PB's Siblings:

Section "8.3" is hereby modified by this Directive to INSTEAD read as follows: "If a (Section "8.2") beneficiary does not survive the surviving Settlor then his/her portion shall be distributed to his/her surviving spouse and surviving issue in all equal shares; if such deceased beneficiary leaves neither surviving issue nor a surviving spouse, in such case, then his/her portion shall be distributed (equally) to his/her surviving sibling(s)."   Append Text to Trust / (Append Text to Addendum)

    BENEFICIARY (SG) > PB's Spouse-50% & (EQT) Children-50%, (OTW) Spouse or Children:

Section "8.3" is hereby modified by this Directive to INSTEAD read as follows: "If the (Section "8.2") beneficiary does not survive the surviving Settlor then 50% of Trust Estate shall be distributed to his/her surviving spouse and the remaining 50% shall be distributed equally to his/her surviving issue. If said beneficiary leaves no surviving spouse, in such case, then the entire Trust Estate shall be distributed equally to his/her surviving issue; or if he/she leaves no surviving issue then the entire Trust Estate shall be distributed to his/her surviving spouse."   Append Text to Trust / (Append Text to Addendum)

    BENEFICIARIES (PL) > PB's Spouse-50% & (EQT) Children-50%, (OTW) Spouse or Children:

Section "8.3" is hereby modified by this Directive to INSTEAD read as follows: "If a (Section "8.2") beneficiary does not survive the surviving Settlor then 50% of his/her portion shall be distributed to his/her surviving spouse and the remaining 50% shall be distributed equally to his/her surviving issue; if such deceased beneficiary leave no surviving spouse, in such case, then his/her portion shall be distributed equally to his/her surviving issue, or if he/she leaves no surviving issue, in such case, then his/her entire portion shall be distributed to his/her surviving spouse."   Append Text to Trust / (Append Text to Addendum)

    BENEFICIARY (SG) > All to PB's Spouse, (OTW) PB's Children:

Section "8.3" is hereby modified by this Directive to INSTEAD read as follows: "If the (Section "8.2") beneficiary does not survive the surviving Settlor then the entire Trust Estate shall be distributed to his/her surviving spouse; if said beneficiary leaves no surviving spouse, in such case, then the Trust Estate shall be distributed equally to his/her surviving issue."   Append Text to Trust / (Append Text to Addendum)

    BENEFICIARIES (PL) > All to PB's Spouse, (OTW) PB's Children / or PB's Siblings:

Section "8.3" is hereby modified by this Directive to INSTEAD read as follows: "If a (Section "8.2") beneficiary does not survive the surviving Settlor then his/her portion shall be distributed to his/her surviving spouse; if such deceased beneficiary leaves no surviving spouse, in such case, then his/her portion shall be distributed equally to his/her surviving issue. If such deceased beneficiary leave neither a surviving spouse nor surviving issue then his/her portion shall be distributed equally to his/her surviving siblings, in such case."   Append Text to Trust / (Append Text to Addendum)

 3) Beneficiary Debt Forgiveness

The debt allocation formula prescribed in Section "8.6" (a), (b), & (c) of this Article designed to mandate an adjusted distribution concerning the share of any indebted beneficiary herein shall NOT apply but rather said Section "8.6" et seq. shall INSTEAD read as follows: "All outstanding debts and/or loans owed by any beneficiary named herein shall be entirely forgiven and deemed as having never existed."   Append Text to Trust / (Append Text to Addendum)

 4) Charitable Beneficiary Distribution Terms
    Unitrust Income First to Charity / Remainder to Children:

Notwithstanding the Primary Beneficiary(s) allocation - per Article Eight, Section "8.2" - an amount equal to TWENTY-FIVE PERCENT (25%) of the Trust Estate shall FIRST be allocated to a "Charitable Designated Unitrust Account" (CDUA) wherein Trustee shall distribute FIVE PERCENT (5%) of the value of said CDUA each year from income first and then principal (if necessary), as valued annually, for TEN (10) CONSECUTIVE YEARS, commencing upon the surviving Settlor's decease, to the charitable organization identified in Section "8.1". Upon completion of said CDUA distribution period, Trustee shall allocate the entire remainder of said account as per the terms of Section "8.2".   Append Text to Trust / (Append Text to Addendum)

    Unitrust Income First to Children / Remainder to Charity:

Notwithstanding the Primary Beneficiary(s) allocation - per Article Eight, Section "8.2" - an amount equal to TWENTY-FIVE PERCENT (25%) of the Trust Estate shall FIRST be allocated to a "Children's Designated Unitrust Account" (CDUA) wherein Trustee shall distribute FIVE PERCENT (5%) of the value of said CDUA each year from income first and then principal (if necessary), as valued annually, for TEN (10) CONSECUTIVE YEARS, commencing upon the surviving Settlor's decease, equally to the beneficiaries (et seq.) identified in Section "8.2". Upon completion of said CDUA period, Trustee shall allocate the entire remainder of said account outright to the charitable organization identified in Section "8.1".   Append Text to Trust / (Append Text to Addendum)

 5) Generational Holding Sub-Trust
    Sole Beneficiary / Lifetime Income Stream / Default Distribution Terms:

Notwithstanding any outright allocation/distribution terms prescribed herein to the contrary, the entire beneficiary allocation prescribed in Article Eight, Section "8.2" shall be held IN TRUST as a Designated Unitrust Account (DUA) whereof such beneficiary shall receive FIVE PERCENT (5%) of the value of said DUA each year from income first and then principal (if necessary), as valued annually, in convenient installments, but not less frequently than QUARTERLY, throughout his/her LIFETIME. Said beneficiary may also receive, in the sole discretion of Trustee, additional portions of principal to help meet expenses relating to the health, education, maintenance & support of the beneficiary. Upon the decease of the (first generation) beneficiary, Trustee shall make payments from the DUA for any expenses relating to his/her last illness, funeral, cremation or any other like expenses not otherwise paid and afterward allocate said DUA (equally) to said beneficiary's surviving issue (second generation issue to the Settlors) wherein said surviving issue shall receive the (remainder) Trust Estate as stated PER THE EXISTING (secondary) distribution terms prescribed in Article Eight.   Append Text to Trust / (Append Text to Addendum)

    Sole Beneficiary / Lifetime Income Stream / Income to 2nd Generation:

Notwithstanding any outright allocation/distribution terms prescribed herein to the contrary, the entire beneficiary allocation prescribed in Article Eight, Section "8.2" shall be held IN TRUST as a Designated Unitrust Account (DUA) whereof such beneficiary shall receive FIVE PERCENT (5%) of the value of said DUA each year from income first and then principal (if necessary), as valued annually, in convenient installments, but not less frequently than QUARTERLY, throughout his/her LIFETIME. Said beneficiary may also receive, in the sole discretion of Trustee, additional portions of principal to help meet expenses relating to the health, education, maintenance & support of the beneficiary. Upon the decease of the (first generation) beneficiary, Trustee shall make payments from the DUA for any expenses relating to his/her last illness, funeral, cremation or any other like expenses not otherwise paid and afterward allocate said DUA (equally) to said beneficiary's surviving issue (second generation issue to the Settlors). NOTWITHSTANDING the second-generation, default distribution terms of Article Eight, said second-generation issue - who are then surviving - shall receive prorata distributions from the DUA, respectively, under the same income stream and support terms as was prescribed therein for the first generation beneficiary. Upon a second-generation beneficiary obtaining the age of FIFTY-FIVE (55) YEARS, he/she shall (respectively) receive his/her remainder DUA value outright and free of trust. If a second-generation beneficiary does not survive the prescribed age of outright distribution then his/her portion shall be equally allocated to the surviving second-generation beneficiaries or otherwise to his/her (trust) estate.   Append Text to Trust / (Append Text to Addendum)

    Sole Beneficiary / Portioned Lifetime Income Stream / Default Distribution Terms:

Notwithstanding any outright allocation/distribution terms prescribed herein to the contrary, an amount equal to FIFTY PERCENT (50%) of the beneficiary allocation prescribed in Article Eight, Section "8.2" shall be held IN TRUST as a Designated Unitrust Account (DUA) whereof such beneficiary shall receive FIVE PERCENT (5%) of the DUA value of income first and then principal (if necessary), in convenient installments, but not less frequently than QUARTERLY, throughout his/her LIFETIME. Said beneficiary may also receive, in the sole discretion of Trustee, additional portions of principal from such DUA to help meet expenses relating to the health, education, maintenance & support needs. Upon the decease of the (first generation) beneficiary, Trustee shall make payments from the DUA for any expenses relating to his/her last illness, funeral, cremation or any other like expenses not otherwise paid and afterward allocate said DUA (equally) to said beneficiary's surviving issue (second generation issue to the Settlors) wherein said surviving issue shall receive the (remainder) Trust Estate as stated PER THE EXISTING (secondary) distribution terms prescribed in Article Eight.   Append Text to Trust / (Append Text to Addendum)

    Sole Beneficiary / Portioned Lifetime Income Stream / Income to 2nd Generation:

Notwithstanding any outright allocation/distribution terms prescribed herein to the contrary, an amount equal to FIFTY PERCENT (50%) of the beneficiary allocation prescribed in Article Eight, Section "8.2" shall be held IN TRUST as a Designated Unitrust Account (DUA) whereof such beneficiary shall receive FIVE PERCENT (5%) of the DUA value of income first and then principal (if necessary), in convenient installments, but not less frequently than QUARTERLY, throughout his/her LIFETIME. Said beneficiary may also receive, in the sole discretion of Trustee, additional portions of principal from such DUA to help meet expenses relating to the health, education, maintenance & support needs. Upon the decease of the (first generation) beneficiary, Trustee shall make payments from the DUA for any expenses relating to his/her last illness, funeral, cremation or any other like expenses not otherwise paid and afterward allocate said DUA (equally) to said beneficiary's surviving issue (second generation issue to the Settlors). NOTWITHSTANDING the second-generation, default distribution terms of Article Eight, the second-generation issue - who are then surviving - shall receive prorata distributions from the DUA, respectively, under the same income stream and support terms as was prescribed therein for the first generation beneficiary. Upon a second-generation beneficiary obtaining the age of FIFTY-FIVE (55) YEARS, he/she shall (respectively) receive his/her remainder DUA value outright and free of trust. If a second-generation beneficiary does not survive the prescribed age of outright distribution then his/her portion shall be distributed equally to the surviving second-generation beneficiaries or otherwise to his/her (trust) estate.   Append Text to Trust / (Append Text to Addendum)

    Sole Beneficiary / Portioned Term-of-Years Income Stream After Outright Distribution:

Notwithstanding any outright allocation/distribution terms prescribed herein to the contrary, an amount equal to FIFTY PERCENT (50%) of the beneficiary allocation prescribed in Article Eight, Section "8.2" shall be held IN TRUST as a Designated Unitrust Account (DUA) whereof such beneficiary shall receive FIVE PERCENT (5%) of the DUA value of income first and then principal (if necessary), in convenient installments, but not less frequently than QUARTERLY. Said beneficiary may also receive, in the sole discretion of Trustee, additional portions of principal from such DUA to help meet expenses relating to the beneficiary's health, education, maintenance & support needs. The DUA term shall be for TEN (10) YEARS (following the decease of the last Settlor to die) or until said beneficiary obtains the age of FIFTY-FIVE (55) YEARS if such age is obtained before the end of the TEN (10) YEAR term. At the end of the DUA income distribution period (or upon obtaining said age of distribution), such beneficiary shall receive the (remainder of the) DUA outright. If the beneficiary does not survive the DUA term period, Trustee shall make payments from the remainder of the DUA for any expenses relating to his/her last illness, funeral, cremation or any other like expenses not otherwise paid and then allocate the remainder of the DUA as stated PER THE EXISTING terms of Article Eight.   Append Text to Trust / (Append Text to Addendum)

    Plural Beneficiaries / Lifetime Income Stream / Default Distribution Terms:

Notwithstanding any outright allocation/distribution terms prescribed herein to the contrary, the beneficiary allocations prescribed in Article Eight, Section "8.2" shall be held entirely IN TRUST only as a Designated Unitrust Account (DUA) whereof each beneficiary shall each receive a FIVE PERCENT (5%) unitrust interest therefrom, as valued annually, from income first and then principal (if necessary), in convenient installments, but not less frequently than QUARTERLY, throughout their respective LIFETIMES. Each beneficiary may also receive, in the sole discretion of Trustee, distributions of principal from his/her respective DUA portion to help meet expenses relating to their respective health, education, maintenance & support needs. Upon the decease of a (first generation) beneficiary, Trustee shall make payments from the DUA for any expenses relating to his/her last illness, funeral, cremation or any other like expenses not otherwise paid and afterward allocate said DUA (equally) to said beneficiary's surviving issue (second generation issue to the Settlors) wherein said beneficiary's surviving issue shall receive his/her portion as stated PER THE EXISTING (secondary) distribution terms prescribed in Article Eight.   Append Text to Trust / (Append Text to Addendum)

    Plural Beneficiaries / Lifetime Income Stream / Income to 2nd Generation:

Notwithstanding any outright allocation/distribution terms prescribed herein to the contrary, the beneficiary allocations prescribed in Article Eight, Section "8.2" shall be held entirely IN TRUST only as a Designated Unitrust Account (DUA) whereof each beneficiary shall each receive a FIVE PERCENT (5%) unitrust interest therefrom, as valued annually, from income first and then principal (if necessary), in convenient installments, but not less frequently than QUARTERLY, throughout their respective LIFETIMES. Each beneficiary may also receive, in the sole discretion of Trustee, distributions of principal from his/her respective DUA portion to help meet expenses relating to their respective health, education, maintenance & support needs. Upon the decease of a (first generation) beneficiary, Trustee shall make payments from the DUA for any expenses relating to his/her last illness, funeral, cremation or any other like expenses not otherwise paid and afterward allocate said DUA (equally) to said beneficiary's surviving issue (second generation issue to the Settlors). NOTWITHSTANDING the second-generation, default distribution terms of Article Eight, the second-generation issue of the deceased beneficiary - who are then surviving - shall receive prorata distributions from such deceased beneficiary's DUA, respectively, under the same income stream and support terms as was prescribed therein for that first generation beneficiary. Upon any second-generation beneficiary obtaining the age of FIFTY-FIVE (55) YEARS, he/she shall (respectively) receive his/her remainder DUA value outright and free of trust. If a second-generation beneficiary does not survive the prescribed age of outright distribution then his/her portion shall be distributer equally to his/her surviving siblings or otherwise to his/her (trust) estate.   Append Text to Trust / (Append Text to Addendum)

    Plural Beneficiaries / Portioned Lifetime Income Stream / Default Distribution Terms:

Notwithstanding any outright allocation/distribution terms prescribed herein to the contrary, an amount equal to FIFTY PERCENT (50%) of each the respective allocations of each beneficiary prescribed in Article Eight, Section "8.2" shall be held IN TRUST as a remainder Designated Unitrust Account (DUA) whereof each beneficiary shall each receive a FIVE PERCENT (5%) unitrust interest therefrom, as valued annually, from income first and then principal (if necessary), in convenient installments, but not less frequently than QUARTERLY, throughout their respective LIFETIMES. Each beneficiary may also receive, in the sole discretion of Trustee, distributions of principal from his/her respective DUA to help meet expenses relating to respective health, education, maintenance & support needs. Upon the decease of a (first generation) beneficiary, Trustee shall make payments from the DUA for any expenses relating to his/her last illness, funeral, cremation or any other like expenses not otherwise paid and afterward allocate said DUA (equally) to said beneficiary's surviving issue (second generation issue to the Settlors) wherein said beneficiary's surviving issue shall receive his/her portion as stated PER THE EXISTING (secondary) distribution terms prescribed in Article Eight.   Append Text to Trust / (Append Text to Addendum)

    Plural Beneficiaries / Portioned Lifetime Income Stream / Income to 2nd Generation:

Notwithstanding any outright allocation/distribution terms prescribed herein to the contrary, an amount equal to FIFTY PERCENT (50%) of each the respective allocations of each beneficiary prescribed in Article Eight, Section "8.2" shall be held IN TRUST as a remainder Designated Unitrust Account (DUA) whereof each beneficiary shall each receive a FIVE PERCENT (5%) unitrust interest therefrom, as valued annually, from income first and then principal (if necessary), in convenient installments, but not less frequently than QUARTERLY, throughout their respective LIFETIMES. Each beneficiary may also receive, in the sole discretion of Trustee, distributions of principal from his/her respective DUA to help meet expenses relating to respective health, education, maintenance & support needs. Upon the decease of a (first generation) beneficiary, Trustee shall make payments from the DUA for any expenses relating to his/her last illness, funeral, cremation or any other like expenses not otherwise paid and afterward allocate said DUA (equally) to said beneficiary's surviving issue (second generation issue to the Settlors). NOTWITHSTANDING the second-generation, default distribution terms of Article Eight, the second-generation issue of the deceased beneficiary - who are then surviving - shall receive prorata distributions from such deceased beneficiary's DUA, respectively, under the same income stream and support terms as was prescribed therein for that first generation beneficiary. Upon any second-generation beneficiary obtaining the age of FIFTY-FIVE (55) YEARS, he/she shall (respectively) receive his/her remainder DUA value outright and free of trust. If a second-generation beneficiary does not survive the prescribed age of outright distribution then his/her portion shall be distributer equally to his/her surviving siblings or otherwise to his/her (trust) estate.   Append Text to Trust / (Append Text to Addendum)

    Plural Beneficiaries / Term-of-Years Income After Initial Outright Distribution:

Notwithstanding any outright allocation/distribution terms prescribed herein to the contrary, an amount equal to FIFTY PERCENT (50%) of each beneficiary's respective allocation amount prescribed in Article Eight, Section "8.2" shall be held IN TRUST as a remainder Designated Unitrust Account (DUA) whereof each beneficiary shall receive FIVE PERCENT (5%) of the DUA value of income first and then principal (if necessary) from his/her respect DUA, in convenient installments, but not less frequently than QUARTERLY. Beneficiaries may also receive, in the sole discretion of Trustee, additional portions of principal from their respective DUAs to help meet expenses relating to their respective health, education, maintenance & support needs. The DUA term for each beneficiary shall be for TEN (10) YEARS (following the decease of the last Settlor to die) or until a respective beneficiary obtains the age of FIFTY-FIVE (55) YEARS if such age is obtained by a respective beneficiary before the end of the TEN (10) YEAR term. At the end of the DUA income distribution period (or upon obtaining said respective age of distribution), the beneficiaries shall receive the (remainder of the) DUA outright, respectively. If a beneficiary does not survive the DUA term period, Trustee shall make payments from the remainder of that respective beneficiary's DUA for any expenses relating to his/her last illness, funeral, cremation or any other like expenses not otherwise paid and then allocate the remainder of that respective beneficiary's DUA as stated per the terms of Article Eight.   Append Text to Trust / (Append Text to Addendum)

 6) Inherited IRA Controlled-Distribution Terms
    Minimum 401(a)(9) Lifetime-Expectancy Allocated Distributions:

The Primary Beneficiary(s) allocation(s) - per Article Eight, Section "8.2" - shall include all interest in the IRA(s) payable to this Trust. Notwithstanding the age-based allocation terms prescribed in Article Ten, any IRA(s) allocations to this Trust are to be received by Trustee on behalf of the said Primary Beneficiary(s), respectively, in direct relation to the rules prescribed under CFR Section 1.401(a)(9)-8, A-2(a)(2) allowing such distribution over SUCH PRIMARY BENEFICIARY(S)' RESPECTIVE LIFETIME(S) as such minimal distribution amounts may be devised and allocated under Title 26 USC Section 401(a)(9). Upon the/a respective Primary Beneficiary's decease, the remainder of his/her Inherited IRA allocation (if any) shall be distributed equally to the applicable contingent beneficiary(s) designee(s) per the terms of this Trust.   Append Text to Trust / (Append Text to Addendum)

    Minimum 401(a)(9) Distributions for a Term-of-Years / Then Outright:

The Primary Beneficiary(s) allocation - per Article Eight, Section "8.2" - shall include all interest in the IRA(s) payable to this Trust. Notwithstanding the age-based allocation terms prescribed in Article Ten, any IRA(s) allocations to this Trust are to be received by Trustee on behalf of the said Primary Beneficiary(s) as may be applied under CFR Section 1.401(a)(9)-8, A-2(a)(2) over a period of TEN (10) CONSECUTIVE YEARS IN ANNUAL, MINIMUM DISTRIBUTION AMOUNTS as those minimal distribution amounts may be devised and allocated under Title 26 USC Section 401(a)(9). Upon the completion of said consecutive-years allocation term, such respective Inherited IRA(s) shall be distributed outright to the respective Primary Beneficiary(s) as prescribed therein, or otherwise to the respective Primary Beneficiary's named contingent beneficiary(s), per the terms of this Trust, if he/she (primary beneficiary) does not survive the said term-of-years allocation period.   Append Text to Trust / (Append Text to Addendum)

 7) Marital Trust "B" Non-Apportionment Clause

Notwithstanding the express apportionment clause in Article Four with respect to the funding of Trust "B" - with the Trust Estate of the first spouse to die - as prescribed in Sections 4.2, 4.2(a), 4.2(b), 4.2(c) & 4.2(d), it is hereby decreed with the application of this Specific Directive - as it pertains to Section 4.3 - that Trustee shall not be required to fund Trust "B" with the Trust Estate of the first spouse to die upon such spouse's decease, and that the entire Trust Estate shall be deemed as constituting a general power of appointment trust under the full control of the surviving settlor/spouse.   Append Text to Trust / (Append Text to Addendum)

 8) Pet Trust Addendum Supplement

Per the terms required to complete the application of the PET CARE & MAINTENANCE TRUST that was installed as an Addendum to this Trust on [*Enter ESIGN Date of Pet Trust Addendum*], Settlors hereby appoint [*Enter Pet Caretaker Appointee's Name, Address & Phone Number*] to serve as the PET CARETAKER of the Pet Trust. Settlors hereby allocate a sum certain amount of [*Enter DPA $Dollar Amount Allocation*] to be transferred by Trustee to the DESIGNATED PET ACCOUNT/DPA upon the decease of the last Settlor to die, which shall be administered by Trustee under the terms provided therein. Trustee shall pay the Pet Caretaker [*Enter $Dollar Amount*] each month for serving as the Pet Caretaker. The Pet Trust shall terminate when the DPA value has become less than [*Enter Minimum $Dollar Amount*]. If there are any pets then remaining alive, in such event, it is the Settlors' intent that the Pet Caretaker make a good will effort to find a new home and/or place of care for the pets.   Append Text to Trust / (Append Text to Addendum)

 9) Successor Trustee Appointment(s) / Modification
    Additional Successor Trustee Appointment(s):

Notwithstanding the terms prescribed in Article Nine of this Trust concerning Successor Trustee appointments, if neither Successor Trustee appointees named therein is willing or able to serve as Trustee then [Enter First-Alternate Successor Trustee Appointee's Name Here] shall serve as Trustee of this Trust. If such appointee is unwilling or unable to serve, in such case, then [Enter Second-Alternate Successor Trustee Appointee's Name Here] shall serve as Trustee.   Append Text to Trust / (Append Text to Addendum)

    Successor Trustees Serve Together:

Notwithstanding the terms prescribed in Article Nine of this Trust concerning Successor Trustee appointments, the named Successor Trustee appointees shall instead serve TOGETHER as Co-Trustees (instead of in succession). If either named Successor Trustee appointee is unwilling or unable to serve as Co-Trustee, as determined in writing, then the remaining Successor Trustee appointee shall serve alone.   Append Text to Trust / (Append Text to Addendum)

 10) Trust Protector & Investment Advisor
    Trust Protector:

Per the terms of Article Nine, Section "9.6" (et seq.) that provide for the appointment of a TRUST PROTECTOR to act in that prescribed capacity, Settlors hereby appoint [*Enter Trust Protector Appointee's Name*] as the TRUST PROTECTOR of this Trust.   Append Text to Trust / (Append Text to Addendum)

    Trust Investment Advisor:

Per the terms of Article Nine, Section "9.10" (et seq.) that provide for the appointment of a TRUST INVESTMENT ADVISOR (TIA) to act in that prescribed capacity which is further defined in Article Ten, Settlors hereby appoint [*Enter Trust Investment Advisor Appointee's Name*] as the TRUST INVESTMENT ADVISOR of this Trust.   Append Text to Trust / (Append Text to Addendum)

 11) Trust/Supplemental Administrative Provisions
    Separate Allocation of Insurance Policy:

Notwithstanding any other provision of this Trust to the contrary, the life insurance policy identified as policy # [Enter Insurance Policy Number] whose vendor is [Enter Name of Insurance Company] shall be allocated separately and entirely to [Enter Name of Beneficiary]. The remainder of the Trust Estate, remaining after the allocation of said insurance policy, shall be distributed as per the terms of Article Eight, et seq. Any charitable allocation prescribed per Article Eight shall be deemed to be allocated AFTER the allocation of said insurance policy and its value thereof.   Append Text to Trust / (Append Text to Addendum)

    Business Entity Continuation Language:

Notwithstanding any provisions of Article Eight to the contrary, it is the intent of the Settlors that that the business interest known as [Enter Name of Business Entity] be managed by [Enter Name of Business Manager], hereinafter referred to as the "Manager", for a period of [Enter Length of Term for Business Continuation] before the distribution/liquidation of said business and disposal thereof per the terms of this Trust. Notwithstanding, said Manager may elect to discontinue said business before the stated period of continuation has been completed if deemed wise and prudent to do so because of unforeseen circumstances. In any event said Manager shall windup said business continuation in an orderly fashion when the time has come for the windup. If a Trust Protector is named in this Trust, said Trust Protector has the authority to remove the appointed business Manager and appoint a new Manager thereof.   Append Text to Trust / (Append Text to Addendum)