Automatic mapping and allocation of beneficial interests in...

Details Automatic mapping and allocation of beneficial interests in... Automatic mapping and allocation of beneficial interests in...

2008-02-08

2010-11-30

Weisberger, Richard C (Department: 3693)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

Reexamination Certificate

active

07844523

ABSTRACT:
The present invention relates to analysis of trusts that have multiple beneficiaries whose interests mature in different time periods or under different conditions. In particular, we disclose automatic mapping of interests in one or more trusts, optionally subject to user confirmation, to long and short positions in financial or derivative interests that have expected payouts and costs that can be offset against underlying trust assets. The underlying assets and long and short positions in the mapped instruments can be attributed to various beneficiaries and subjected to various risk and investment analyses.

REFERENCES:
patent: 7249077 (2007-07-01), Williams et al.
Income Trusts: A “Tax-Efficient” Product or the Product of Tax Ineffciency? Hayward, Paul D, Canadian Tax Journal, v50n5 pp:1529-1569, 2002.

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