Summary of the Trust Agreement creating the Gandalf Trust, prepared by Carlyn McCaffrey and Elyse Kirschner of McDermott Will & Emery, LLP. The Trust is for the benefit of Alex's descendants and Debra, with provisions for distribution of income and principal, appointment powers, and trustee designations. The Trust is governed by New York law and is a grantor trust for tax purposes during Alex's lifetime.
documents/EFTA00587237.pdf
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