Laurel M. Isicoff

2018Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 38

    investments

  • 7

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 9

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • American College of Bankruptey- Judicial Outreach Committee
  • Lmiversity of Mum Law Alumm Association
  • I'he Florida Bar Business Law Section Pro Bono Committee
  • American Bankruptcy Institute
  • American Bur Association- Business Bankruptcy Committee: Adminstration and Courts Subcommittee
  • National Conference of Bankruptcy Judges
  • Barnard College, Class of 1978
  • American College of y Bankruptcy
  • The Southern District of Florida
  • American Bar Associaton
  • RIFPP ERE AG. Ft. Institute
  • Nanonal Conference of } Bankruptcy Judges

As filed

I Cash Accounts — Interest

Brokerage Ten Ent. (H) (4-26)

Johnson & Johnson- JNJ — Int/Div

ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND- SHY — Int/Div — Sold (part)

ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND- SHY — Sold (part)

ISHARES IBOXX INVEST GR COR BD- LOD — Int/Div — Sold (part)

ISHARES IBOXX INVEST GR COR BD- LOD — Sold (part)

ISHARES MSCI EAFE ETF- EFA — Int/Div — Sold (part)

ISHARES MSCI EAFE ETF- EFA — Sold (part)

ISHARES NAT MUN BN ETF- MUB — Int/Div — Sold (part)

ISHARES NAT MUN BN ETF- MUB — Sold (part)

ISHARES RUSSELL 1000 GRTH ETF. WF — Int/Div — Sold (part)

ISHARES RUSSELL 1000 GRTH ETF. WF — Sold (part)

ISHARES RUSSELL 1000 VALUE ETF: WD — Int — Sold (part)

ISHARES RUSSELL 1000 VALUE ETF: WD — Sold (part)

ISHARES RUSSELL 2000 GRWTH ETF WO — Int/Div

ISHARES RUSSELL 2000 VALUE ETF TWN — Int/Div

ISHARES RUSSELL MIDCAP VL ETF Ws — Int/Div — Sold (part)

ISHARES RUSSELL MIDCAP VL ETF Ws — Sold (part)

ISHARES SHORT TERM NAT MUN BND ETF- SUB — Int/Div

ISHARES S&P US PFD STK 1DX FD- PFF — Int/Div — Sold (part)

ISHARES S&P US PFD STK 1DX FD- PFF — Sold (part)

ISHARES SHORT TERM TREASURY BOND ETF- SHV — Int/Div — Sold (part)

ISHARES SHORT TERM TREASURY BOND ETF- SHV — Sold (part)

CASH- Ds — Interest

IRA #1 (H) (28-29)

DAVIS NEW YORK VENTURE A — Interest

IRA #2 (H) (31-32)

CASH- es — Interest

DAVIS NEW YORK VENTURE A — Int/Div

I CASH ACCOUNT — None

EEE JOINT CHECKING (X) — None

I. CASH ACCOUNT (YY)

Char, American College of Bankruptey- Judicial Outreach Committee

Judicsal Director, Lmiversity of Mum Law Alumm Association

Judicial Co-Chair, I'he Florida Bar Business Law Section Pro Bono Committee

Director, American Bankruptcy Institute

Judicial Co-Chaur, American Bur Association- Business Bankruptcy Committee: Adminstration and Courts Subcommittee

Director at Large: President Elect, National Conference of Bankruptcy Judges

Co-President, Barnard College, Class of 1978

Reimbursement — American Bankruptcy Institute — 1/182018-1/2012018 — Tampa, Florida — Annual Paskay Bankruptcy Conference- Panelist — travel, food and lodging

Reimbursement — American College of y Bankruptcy — 3/152018-3/182018 — Washington, D.C — Annual Meeting — Travel and Lodging

Reimbursement — American Bankruptcy Institute — /IR2018-4/21/2018 — Washmgton, D.C — Annual Meeting- Speaker and Attend Meetings — travel, food and lodgmg

Reimbursement — The Southern District of Florida — Sari — Oi ri Br Td Ct ani, TN 2

Reimbursement — Florida Bur- Speaker and attend meetings

Reimbursement — American Bankruptcy Institute — T26/2018-71282018 — Ameha Island, Flonda — Annual meeting. speaker and attend meetings — travel, food and lodging

Reimbursement — American Bar Associaton — 1272018 140028201 — San Antonio, Texas — Fall meeting- speaker and attend meetings — truvel, food and lodgmg (1 might)

Reimbursement — RIFPP ERE AG. Ft. Institute — Conference- panelist and attend meetings

Reimbursement — Nanonal Conference of } Bankruptcy Judges — 1292018-127100v2018 — Washington, D.C — Meeting with Chief Justice of the United States — Food and Lodging (1 might)

Part 1:

«Line 8. Filer is the successor trustee of Trust #1 established by Filer's

died in 2018. There are assets that will be

transferred to Trust #1 after probate is concluded if not sold before the estate is closed. However, the estate is still open. Currently the only asset in Trust #1 isa

bank account ( Part VII, Line 37). The Filer io not & beneficiary of the funds in that account.

Part VII

~Linc 35 JN gave partial interest in the LLC in January of 2018

-Line 36: Jot account opened with J to cover the future costs of

-Line 37: Account held in the name of Filer's J as trustee, at the

a In 2019 that account was closed and the funds transferred to a different

account at JIN in the name of Filer, as Trustee. That information will be reported on the 2019 Financial Disclosure

-Line 38: Filer's name on this account was solely as an accomodation to family member, The family member has closed the account; Filer had no interest in the

account and has no interest in the account where the funds were transferred.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Laurel M. Isicoff | Frix