FR EA

Extract to table

Pull the structured facts out of a document: parties, dates, amounts, obligations.

Extract to table / dynasty-trust-agreement.docx
dynasty-trust-agreement.docx · 1034-00004

Parties

Harkness LLP
M. Hartfield
Estate Tax Inc
Stonecrest Realty Holdings LLC
Ridgeline Capital Fund IV LP
Ridgeline Capital Fund VI LP
Caldwell Ridgeline Capital LLC
Havensbrook Wealth Advisors LLC

Dates

April 1, 2023
April 15, 2023
May 1, 2023
June 1, 2023

Amounts

$5,000,000
$12,920,000
$6,750,000
$6,170,000
$1,170,000
$100,000
$60,000,000
$32,195,122
$80,000,000
$29,375,859

Obligations

1034-00004), counsel to the Grantor; NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein, and intending to be legally bound, the Grantor, the Family Trustee, and the Institutional Trustee agree as follows: ARTICLE I — DEFINITIONS As used in this Agreement, the following terms shall have the meanings set forth below
Terms defined elsewhere in this Agreement shall have the meanings ascribed to them in the sections in which they are defined
Unless the context otherwise requires, words in the singular shall include the plural and vice versa, and words importing any gender shall include all other genders
1 — "Beneficiaries" The term "Beneficiaries" shall mean, collectively, the Primary Beneficiaries, the Descendant Beneficiaries, and the Spousal Beneficiaries, as defined below: (a) Primary Beneficiaries
The term "Descendant Beneficiaries" shall mean the issue of each Primary Beneficiary, determined per stirpes, including any issue born or adopted after the date of this Agreement
Any future issue of the Primary Beneficiaries or of any Descendant Beneficiary shall automatically be included as Descendant Beneficiaries under this Agreement without the need for any amendment or supplemental instrument