Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / ilit-trust-agreement.docx
ilit-trust-agreement.docx
Parties
Harkness LLP
Strathmore Corp
Greaves LLP
Thorn LLP
Dates
March 15, 2023
March 15, 2026
Amounts
$15,000,000
$17,000
$5,000
$187,500
$51,000
$136,500
$12,920,000
$6,750,000
$5,000,000
$1,170,000
Obligations
1 — Defined Terms As used in this Trust Agreement, the following terms shall have the meanings ascribed to them below: (a) "Annual Exclusion Amount" shall mean the amount excludable from taxable gifts under Section 2503(b) of the Code, as adjusted for inflation under Section 2503(b)(2) of the Code
The term "Beneficiary" shall refer to any one of the foregoing individuals, as the context requires
(c) "Code" shall mean the Internal Revenue Code of 1986, as amended from time to time, and any successor statute thereto
References to specific sections of the Code shall be deemed to include successor provisions and the Treasury Regulations promulgated thereunder
(d) "Crummey Beneficiaries" shall mean those persons who are granted withdrawal rights under Article V of this Trust Agreement
(e) "Grantor" shall mean Jonathan Robert Caldwell, born March 14, 1956, residing at 418 East 72nd Street, Apt