A MAT Sample Form

There are many ways to draft a modified accumulation trust. Here's one: Separate Accounting for Retirement Arrangements Except as otherwise provided in paragraph 3, below, if any trust hereunder shall have the right to receive retirement assets (as defined in ARTICLE ____, below) or the proceeds from the same, the trustee shall set aside and maintain as a separate share (hereinafter referred to as

There are many ways to draft a modified accumulation trust. Here's one:

Separate Accounting for Retirement Arrangements

Except as otherwise provided in paragraph 3, below, if any trust hereunder shall have the right to receive retirement assets (as defined in ARTICLE ____, below) or the proceeds from the same, the trustee shall set aside and maintain as a separate share (hereinafter referred to as “Share A”) from the remainder of the trust assets (hereinafter referred to as

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