# Nancy H. Lord > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/13853 ## Record - **Judge:** Nancy H. Lord - **Year:** 2011 - **Report type:** Initial - **Pages:** 6 ## Text Neuberger Berman Partners Fund Investor Class /nka Large Cap — Int/Div — Exempt Neuberger Berman Focus Fund Investor Class — None — Exempt MetLife, Inc common stock (MetLife Policy Holder Trust) — Int/Div — Exempt MetLife "Whole Life" Policy — Int/Div — Exempt Prudential (Herzfeld & Rubin, P.C. Empl 401K Plan) — None — Exempt LP. Morgan Chase IRA (CD) — None — Exempt New York State Assistant Attomey General / Section Head (Retired 2728/12), New York State Office of the Attomey General Board Member (7/11 - 1/12) (Resigned prior to 2/29/12), Robert C. Parker School Vice President and Board Member (Resigned prior to 2/29/12), States” Association of Bankruptcy Attorneys Co-Trustee of Life Insurance Trust (Resigned prior to 2/29/12), (Non-Family Member Life Insurance Trust) Agreement — 2/28/2012 — Pension - New York State Employees’ Retirement System - Monthly Pension Check (no control) Liability — Key Bank — Unsecured Preferred Credit Line Account Liability — MetLife — Loan against Own "Whole Lite" Life Insurance Proceeds Income — 11/11:212 — Salary from State of New York, Office of the Attorney General for compensation as a New York State Assistant Attomey General — $155.000.00 Income — 1/1012710 — Salary from State of New York, Office of the Attorney General for compensation as & New York State Assistant Attomey General — $132,900.00 Income — 712 — Monthly Income Derived From NYS Retirement System Pension (per month amount) (Retired as of 2/28/12) — S1.624.0 Part VIL. Investments and Trusts Re « Prudential / Herzfeld & Rubin, P.C. Employees’ 401{k) Plan, Nothing is being contributed by Herzfeld & Rubin, P.C. or has been contributed by Herzfeld & Rubin, P.C. (a former employer) since 1 left the firm's employ in 1999. The names of the funds that are currently contained within the 401(k) account are: the "American Funds Cap Inc BLD R3; the "Invesco Van Kampen Comstock R™ and the "Thomburg International Val.” Part VIL. Investments and Trusts Item 4 - A dividend is earned each year on the anniversary of this whole-life policy which automatically results in the acquisition of additional insurance coverage. Since the anniversary date is in June each year, | have included the dividend amount for both 2011 and 2012, which has a combined value falling within category "CT, The amount of additional insurance which resulted from the two dividend amounts falls within category "D”, For "gross value" at end of the reporting period, I have provided the cash surrender value information which falls within category "L". Part 1. Positions Re - Life Insurance Trust. 1 was a co-trustee for a friend's life insurance trust. The sole asset in the trust was her life insurance policy. She is alive and the sole beneficiary is her daughter. 1 resigned the position prior to taking the bench, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13853. Public record. Not legal advice.