发明授权
- 专利标题： System and method for facilitating the funding and administration of a long term investement or retirement trust
- 专利标题（中）： 促进长期投资或退休信托的资金和管理的制度和方法
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申请号： US11437364申请日： 2006-05-19
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公开(公告)号： US08321318B2公开(公告)日： 2012-11-27
- 发明人: Glen Armand , Lawrence J. Eisenberg
- 申请人： Glen Armand , Lawrence J. Eisenberg
- 申请人地址： VG St. Thomas
- 专利权人： National Trust and Fiduciary Services Company, Inc.
- 当前专利权人： National Trust and Fiduciary Services Company, Inc.
- 当前专利权人地址： VG St. Thomas
- 代理机构： Williams Mullen PC
- 代理商 Thomas F. Bergert
- 主分类号： G06Q40/00
- IPC分类号： G06Q40/00
摘要：
The funding and administration of a long term investment and/or retirement trust for a minor child or minor children are facilitated by the present invention. In one embodiment, the present invention provides a system and method for the real-time, interactive, dynamic modeling and goal-solving for the pre-funding of a retirement benefit account specific to a minor child. In another embodiment, the present invention provides a system and method for the input of user variables specific to the requirements necessary for the real-time production of trust documents necessary and specific to the purpose of establishing a funded pre-retirement trust for a minor child.
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