Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / grat-a-securities-trust-agreement.docx
grat-a-securities-trust-agreement.docx
Parties
Havensbrook Wealth Advisors LLC
Strathmore Corp
Greaves LLP
Harkness LLP
Dates
April 15, 2023
April 15, 2025
April 1, 2023
April 15, 2024
Amounts
$32,195,122
$60,000,000
$0.00
$60,000,000. 5
Obligations
(c) "Code" shall mean the Internal Revenue Code of 1986, as amended from time to time, or any successor statute thereto
All references to sections of the Code shall include any corresponding provisions of any future federal tax statute and shall also be deemed to include references to all applicable Treasury Regulations promulgated thereunder
(f) "Grantor" shall mean Jonathan Robert Caldwell, an individual residing at 418 East 72nd Street, Apt
The Initial Trust Property constitutes the sole contribution to the Trust, and no additional contributions shall be made to the Trust after the initial funding
(h) "Remainder Beneficiary" shall mean the Caldwell Family Dynasty Trust, as defined in Section 1
(i) "Section 7520 Rate" shall mean the applicable federal rate under Section 7520 of the Code for March 2023, which is five percent (5