Patents Assigned to National Trust and Fiduciary Services Company, Inc.
  • Patent number: 8321318
    Abstract: 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.
    Type: Grant
    Filed: May 19, 2006
    Date of Patent: November 27, 2012
    Assignee: National Trust and Fiduciary Services Company, Inc.
    Inventors: Glen Armand, Lawrence J. Eisenberg