Robert A. Richardson

2020

Ask Donna

Pull out the substance of this filing.

What was filed

  • 8

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • The partnership agreement with my former law firm (see Section II, above) allows the partnership to buyout my interest in installments.
  • I am a beneficiary of a life insurance policy.

As filed

Citizens Bank — Interest

Wells Fargo Bank — Interest

Disney Stock — Dividend

American Funds Equity Fund A — Dividend

Invesco — Dividend — Buy (add'l)

Mass Mutual (whole life Insurance) — None — Buy (add'l)

John Hancock Financial Fund — Dividend

Wegener — None

Agreement — Nov. 2012 — Partnership Agreement for Garrison, Levin-Epstein, Richardson, Fitzgerald & Pirrotti, PC, establishing the buyout for partners who depart the law firm.

Income — 2020 — The partnership agreement with my former law firm (see Section II, above) allows the partnership to buyout my interest in installments. — $34,000.00

Income — 2020 — I am a beneficiary of a life insurance policy. — $18,452.00

In Section III, at line 2, reference is made to a life insurance policy. The money remains with the insurance company.

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.

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Robert A. Richardson | Frix