Dev Plan 0003 PR

The adult surviving child is the only one managing the property they will be the prime beneficiary with oversight what they say goes. They will have full autonomy managing the property with a reporting requirement and that they have had an attestation that they as the adult surviving child believes in…

God as a higher power,
afterlife,
angels,
heaven,
hell,
holy books,
and
charity in one’s heart and as in one’s hand.

Important Note:  The adult surviving child has a requirement to stay in contact and manage aspects of the family trust.  His advisory surviving parent will advise in both assessing family need and geneology.

Second Important Note:  The adult surviving child has a stated need for autonomy at this time.  We hope and pray with this autonomy he can reach nominal goals set by family friends to grow as a man with the autonomy, perform good works, assess goals, raise a family, be a husband, be a good father, and raise god fearing children.

Third Note:  Christian Montanez is a capable young man with capability, determination, effort, who has a team with him, and he is loved in his community as a noble man.  Noble ideals, Noble actions, and Noble Results.  Bless him and His Family and even His Friends.
He has been nominated for this role, opportunity, and blessing.

Clarification of Roles, Responsibilities, and Spiritual Attestation

  1. Adult Surviving Child – Primary Beneficiary and Sole Property Manager

    • The Adult Surviving Child is designated as the sole manager of the property, with full autonomy to make decisions regarding the development, maintenance, and use of the land. This includes overseeing all aspects of property management, including but not limited to agricultural operations, residential and commercial development, eco-tourism projects, and financial management.
    • As the sole manager, the Adult Surviving Child has the authority to make decisions that align with the long-term goals of the family and trust. While the Surviving Parent retains an advisory role, the Adult Surviving Child’s decisions will be final in the operational management of the property.

  2. Prime Beneficiary of Improvements

    • The Adult Surviving Child will be the prime beneficiary of any improvements made to the property under their management. This includes, but is not limited to:
      • Income from improvements, including residential leases, agro-tourism ventures, and bio-tourism activities.
      • Equity generated through the management and development of the land, including the cultivation of farm produce, rental properties, and any new structures built on the property.
      • Revenue from farming and other income streams, including charitable or community-focused activities that align with the property’s vision.

  3. Oversight and Reporting
    While the Adult Surviving Child has full authority over property management, the following oversight and transparency measures are in place:

    • The Adult Surviving Child is required to submit monthly reports detailing:
      • Financial performance (income and expenses related to the property).
      • Development progress (updates on farming, residential or commercial construction, and bio-tourism or other tourism activities).
      • Any challenges faced and how they are being addressed.
    • Quarterly Stakeholder Meetings will be held to review the status of the property, although the Adult Surviving Child retains final decision-making authority.
    • These reports and meetings are designed to ensure that the family and trust stakeholders are kept informed of the property’s progress and that all financial decisions are made in accordance with the trust’s objectives.

  4. Spiritual Attestation Requirement
    In alignment with the spiritual and ethical vision for the property, the Adult Surviving Child is required to provide an attestation confirming their belief in a higher power, and in the following spiritual principles:

    • Belief in God as a higher power, and the belief in the afterlife, angels, heaven, and hell.
    • The importance of holy books as a guide to life and morality, understanding that these teachings shape how the property will be managed and used.
    • The principle of charity: both in one’s heart and one’s hand, meaning that actions taken on the property will reflect the values of giving, compassion, and community support.
    • The Adult Surviving Child must affirm these beliefs annually in writing as part of the ongoing reporting requirements.

  5. No Compensation or Fund Misuse

    • While the Adult Surviving Child is the prime beneficiary of the improvements, no funds from the property project can be misused for personal gain outside the bounds of the property’s operations and family trust’s objectives.
    • They will be required to attest annually that they are not diverting any funds or profits from the property for personal enrichment beyond the outlined benefits as part of their role as manager and prime beneficiary.

  6. Role of the Surviving Parent

    • The Surviving Parent remains as a co-title administrator with an advisory role, providing guidance when necessary, but without any active management duties or decision-making power over the property.
    • The Surviving Parent may offer advice or counsel to the Adult Surviving Child but will not directly influence day-to-day property management or income distribution.

Legal and Spiritual Framework

  • The property management and its decisions will be bound by the family trust agreement, ensuring that all activities align with the family’s goals for the land, including its spiritual, ethical, and community-focused vision.
  • The Adult Surviving Child’s spiritual attestation will serve as a foundational principle for all decisions made on the property, ensuring that management aligns with both practical and spiritual values.
  • Legal consequences for any deviation from these guidelines may be invoked should the Adult Surviving Child engage in any behavior or decision-making that misaligns with the family’s long-term goals, the spiritual principles outlined above, or the trust agreement.

Conclusion

This updated plan enshrines the Adult Surviving Child as the sole manager and prime beneficiary of the property with full autonomy to make decisions. The spiritual attestation adds a moral and ethical dimension to the management of the property, ensuring that the family’s values are respected in the long-term care of the land. While the Adult Surviving Child has full authority, reporting requirements and oversight mechanisms will ensure transparency and alignment with the family’s goals, while the Surviving Parent retains an advisory role.