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Contract analysis / grat-c-annuity-payment-schedule.xlsx
grat-c-annuity-payment-schedule.xlsx
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Medium · 1
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[sheet: GRAT Summary]
Medium
⚑ Forum / governing law
[sheet: GRAT Summary] Parameter | Value Trust Name | Caldwell 2023 Carried Interest GRAT Grantor | Jonathan R. Caldwell Grantor SSN (last four) | XXX-XX-4781 Grantor Date of Birth | March 14, 1956 Grantor Age at Funding | 67 Trustee (during annuity term) | Jonathan R. Caldwell Remainder Beneficiary | Caldwell Family Dynasty Trust Trust Situs / Governing Law | New York Date of Trust Agreement | June 1, 2023 Date of Fu