Lawrence J Eisenberg

US Patent:

8321318, Nov 27, 2012

Filed:

May 19, 2006

Appl. No.:

11/437364

Inventors:

Glen Armand - Warrenton VA, US
Lawrence J. Eisenberg - Gaithersburg MD, US

Assignee:

National Trust and Fiduciary Services Company, Inc. - St. Thomas

International Classification:

G06Q 40/00

US Classification:

705 36R, 705 35, 705 37, 705 4, 705 11

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.

US Patent:

20080228662, Sep 18, 2008

Filed:

Aug 7, 2007

Appl. No.:

11/890618

Inventors:

Glen Armand - Warrenton VA, US
Lawrence J. Eisenberg - Gaithersburg MD, US

International Classification:

G06Q 40/00

US Classification:

705 36 R

Abstract:

The funding and administration of a long term investment and/or retirement trust for yet-to-be born individuals are facilitated by the present invention. In one 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 yet-to-be born individual.

US Patent:

20100262525, Oct 14, 2010

Filed:

Apr 13, 2009

Appl. No.:

12/422493

Inventors:

Lawrence J. Eisenberg - Gaithersburg MD, US

International Classification:

G06Q 40/00

US Classification:

705 35

Abstract:

A software-implemented system and method are disclosed for enabling user creation of an irrevocable life trust for a child with little or no help from an attorney. The method includes promotion of life trusts, and of the possibility of self-created and self-administered life trusts. The user completes a software-presented template, which is used to provide documents that can be executed to establish a life trust. The software focuses exclusively on life trust creation, thereby minimizing its cost and complexity. In preferred embodiments, administration of the life trust is aided by supporting materials, thereby avoiding long-term software support and upgrade costs. Some embodiments enable a user to invest life trust funds in a tax-deferred annuity without losing the annuity's tax-deferred status. Preferred embodiments include software usage limiting features, such as password protection, watermarks, background shading and other duplication inhibiting features, as well as local and/or remote tracking of template usage.

Address:

122 Treehaven St, Gaithersburg, MD 20878

Phone:

(301)5271986

VIN:

JTHCE96S070005686

Make:

LEXUS

Model:

GS 350

Year:

2007