Estate disposition modeling

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 9836797
APP PUB NO 20120284201A1
SERIAL NO

13474298

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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A system and computer-implemented method for modeling estate disposition are disclosed. One embodiment receives balance sheet inputs, estate planning document inputs and timing/event inputs. Conveyance and tax logic are applied to the inputs. Flowcharts illustrating the disposition of the estate based on the inputs are generated. Tax and liquidity analysis based on the inputs are also generated.

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Patent Owner(s)

Patent OwnerAddress
JPMORGAN CHASE BANK N A270 PARK AVENUE NEW YORK NY 10017

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Anderson, Lauren New York, US 3 16
El-Menshawy, Ramy F Hoboken, US 2 16
Millligan, Tina D W New York, US 2 16
Racanelli, Janine A Bellerose Village, US 2 16
Siow, Martin W New York, US 3 16
Toben, Ryan D New York, US 2 16

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