Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / amended-restated-revocable-trust.docx
amended-restated-revocable-trust.docx
Parties
Harkness LLP
Strauss LLP
M. Hartfield
Stonecrest Realty Holdings LLC
Caldwell Ridgeline Capital LP
Havensbrook Wealth Advisors LLC
M. Sinclair
Ashford Valuation Group LLC
Dates
April 1, 2023
October 3, 2010
December 31, 2025
March 20, 2023
March 15, 2023
April 15, 2023
May 1, 2023
June 1, 2023
July 14, 2023
June 15, 2023
Amounts
$12,920,000
$11,886,500
$5,000,000
$136,500
$1,033,500
$60,000,000
$38,000,000
$10,000,000
$37,000,000
$134,000,000
Obligations
1 — Defined Terms As used in this Trust Agreement, the following terms shall have the meanings set forth below
Any term defined in the singular shall include the plural, and any term defined in the plural shall include the singular, as the context may require
(a) "Settlor" or "Grantor" shall mean Jonathan Robert Caldwell
(b) "Trustee" shall mean the individual or entity serving as trustee of this trust from time to time, as designated in Article X of this Trust Agreement
During the Settlor's lifetime, the Settlor shall serve as sole Trustee
2 shall serve in the order specified therein