|
gptkbp:instance_of
|
gptkb:trust
|
|
gptkbp:assets
|
Real estate
|
|
gptkbp:beneficiary
|
gptkb:Yes
Lick Family estate
Lick Family members
|
|
gptkbp:conference
|
gptkb:Yes
|
|
gptkbp:created_by
|
John Lick
|
|
gptkbp:established_in
|
Estate planning
John Lick
|
|
gptkbp:founded_in
|
gptkb:1990
|
|
gptkbp:future_goals
|
Preservation of capital
|
|
gptkbp:has_distribution_policy
|
Annual distributions
|
|
gptkbp:has_distribution_schedule
|
Quarterly distributions
|
|
gptkbp:has_duration
|
Perpetual
|
|
gptkbp:has_governing_document
|
Trust agreement
|
|
gptkbp:has_investment_advisor
|
Wealth management firm
|
|
gptkbp:has_legal_documents
|
Trust deed
|
|
gptkbp:has_tax_status
|
Tax-exempt
|
|
gptkbp:has_trustee
|
John Lick
|
|
gptkbp:has_trustee_communication
|
Regular updates
|
|
gptkbp:has_trustee_compensation
|
gptkb:Yes
|
|
gptkbp:has_trustee_conflict_resolution
|
Established procedures
|
|
gptkbp:has_trustee_diversity_policy
|
Diversity initiatives
|
|
gptkbp:has_trustee_duties
|
Fiduciary responsibility
|
|
gptkbp:has_trustee_engagement
|
Stakeholder engagement
|
|
gptkbp:has_trustee_ethics_policy
|
Code of ethics
|
|
gptkbp:has_trustee_insurance
|
Liability insurance
|
|
gptkbp:has_trustee_liability
|
Limited liability
|
|
gptkbp:has_trustee_meetings
|
Regularly scheduled
|
|
gptkbp:has_trustee_performance_metrics
|
Performance indicators
|
|
gptkbp:has_trustee_performance_review
|
Annual review
|
|
gptkbp:has_trustee_powers
|
Manage assets
|
|
gptkbp:has_trustee_qualifications
|
Financial expertise
|
|
gptkbp:has_trustee_reports
|
gptkb:Annual_reports
|
|
gptkbp:has_trustee_succession_plan
|
Succession planning
|
|
gptkbp:has_trustee_support
|
Legal support
|
|
gptkbp:has_trustee_training
|
Ongoing training
|
|
https://www.w3.org/2000/01/rdf-schema#label
|
Lick Trust
|
|
gptkbp:investment_strategy
|
Conservative growth
|
|
gptkbp:is_countered_by
|
Grantor's decision
|
|
gptkbp:is_funded_by
|
Lick Family assets
|
|
gptkbp:is_incorporated_in
|
gptkb:California
|
|
gptkbp:is_located_in
|
gptkb:California
|
|
gptkbp:is_managed_by
|
Trust law
Lick Family
|
|
gptkbp:is_monitored_by
|
External auditor
|
|
gptkbp:is_regulated_by
|
State regulations
|
|
gptkbp:is_reviewed_by
|
Trust attorney
|
|
gptkbp:is_revocable
|
No
|
|
gptkbp:is_subject_to
|
California trust law
|
|
gptkbp:is_subject_to_audit
|
Annual audit
|
|
gptkbp:is_subject_to_court
|
Probate court oversight
|
|
gptkbp:is_subject_to_fiduciary_duty
|
gptkb:Yes
|
|
gptkbp:is_subject_to_litigation
|
gptkb:Yes
|
|
gptkbp:is_subject_to_taxation
|
Income tax
|
|
gptkbp:is_subject_to_trustee_accountability
|
gptkb:Yes
|
|
gptkbp:is_subject_to_trustee_accountability_measures
|
gptkb:Yes
|
|
gptkbp:is_subject_to_trustee_evaluation
|
gptkb:Yes
|
|
gptkbp:is_subject_to_trustee_evaluation_criteria
|
gptkb:Yes
|
|
gptkbp:is_subject_to_trustee_feedback
|
gptkb:Yes
|
|
gptkbp:is_subject_to_trustee_oversight
|
gptkb:Yes
|
|
gptkbp:is_subject_to_trustee_regulations
|
gptkb:Yes
|
|
gptkbp:is_subject_to_trustee_removal
|
gptkb:Yes
|
|
gptkbp:is_subject_to_trustee_reporting
|
gptkb:Yes
|
|
gptkbp:is_subject_to_trustee_succession
|
gptkb:Yes
|
|
gptkbp:is_subject_to_trustee_transparency
|
gptkb:Yes
|
|
gptkbp:portfolio_company
|
Stocks and bonds
|
|
gptkbp:purpose
|
gptkb:Wealth_Management
|
|
gptkbp:registration
|
gptkb:California_Secretary_of_State
|
|
gptkbp:bfsParent
|
gptkb:James_Lick
|
|
gptkbp:bfsLayer
|
6
|