Estate disposition modeling

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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 A383 MADISON AVENUE NEW YORK NY 10179

International Classification(s)

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  • 2012 Application Filing Year
  • G06Q Class
  • 8277 Applications Filed
  • 6321 Patents Issued To-Date
  • 76.37 % Issued To-Date
Click to zoom InYear of Issuance% of Matters IssuedCumulative IssuancesYearly Issuances201220132014201520162017201820192020202120222023202420250255075100

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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Citation count rangeNumber of patents cited in rangeNumber of patents cited in various citation count ranges167211101 - 1011 - 2021 - 3031 - 4081 - 9091 - 10000.511.522.533.544.555.566.577.5

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