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Contract analysis / dynasty-trust-schedule-a.docx
dynasty-trust-schedule-a.docx
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Medium · 2
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Section 1: Identification of Grantor and Trust
Medium
⚑ Forum / governing law
Section 1: Identification of Grantor and Trust The following information identifies the Grantor and the Trust to which this Schedule A relates: Grantor: Full Legal Name: Jonathan Robert Caldwell Residence Address: 418 East 72nd Street, Apt. 14A, New York, NY 10021 Social Security Number: XXX-XX-4781 Trust: Full Legal Name: Caldwell Family Dynasty Trust Trust Situs: State of Delaware Governing Law: The laws of the Sta
Section 2: Initial Trust Property
Standard
⚑ Commercial term
Section 2: Initial Trust Property 2.1 Description of Initial Contribution The Grantor hereby confirms that the following property has been transferred, assigned, conveyed, and delivered to the Trustees of the Trust as the initial trust property of the Trust (the "Initial Contribution"): Nature of Contribution: Cash Amount: Five Million Dollars ($5,000,000.00) Date of Contribution: April 1, 2023 Method of Transfer: Wi
Section 3: Anticipated Additional Trust Property
Standard
⚑ Commercial term
Section 3: Anticipated Additional Trust Property 3.1 GRAT Remainder Interests The Trust has been designated as the remainder beneficiary of each of the Grantor Retained Annuity Trusts (each, a "GRAT") described below. Each GRAT has been established by the Grantor pursuant to a separate trust agreement and is designed to qualify as a "qualified interest" under IRC § 2702(b). Upon the expiration of the annuity term of
Section 4: Receipt and Acknowledgment
Medium
⚑ Notice / time limit to track
Section 4: Receipt and Acknowledgment 4.1 Institutional Co-Trustee Acknowledgment Northgate Trust Company of Delaware, in its capacity as Institutional Co-Trustee of the Caldwell Family Dynasty Trust, hereby acknowledges receipt of the initial trust property described in Section 2 above, consisting of Five Million Dollars ($5,000,000.00) in cash, received by wire transfer on April 1, 2023. Northgate Trust Company of