Jeffrey Cavender
2017Initial
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What was filed
38
investments
6
positions
0
gifts
5
agreements
0
debts
0
reimbursements
5
income
2
spouse income
Named parties
- Troutman Sanders LLP
- Atlanta Bar Association Bankrupty Section
- Berry College Planned Giving Council
- American Bankruptey Institute Southeastern Workshop Advisory Board
- University of Georgia Board of Visitors
- Non-Family Insurance Trust
- Taylor, Bean & Whitaker Plan Trust
- Tavior, Bean & Whitaker Plan Trust
- MS Realty, LLC (wages)
As filed
Suntrust Bank Cash Accounts — Interest — Exempt
Wells Fargo Bank Cash Accounts — Interest — Exempt
IRA Z(H)
American Funds AMCAP Fund-A — Int/Div — Exempt
American Funds American Balanced Fund- A — Int/Div — Exempt
American Funds Capital Income Builder-A — Int/Div — Exempt
American Funds Capital World Growth and Income Fund-A — Int/Div — Exempt
Amencan Funds Fundamental lnvestors-A — Int/Div — Exempt
American Funds The Growth Fund of Amenca-A — Int/Div — Exempt
American Funds New Perspective Fund-A — Int/Div — Exempt
American Funds New World Fund-A — Int/Div — Exempt
American Funds SMALLCAP World Fund-A — Int/Div — Exempt
American Funds Washington Mutual Investors Fund-A — Int/Div — Exempt
IRA £2 (H)
American Funds Capital Income Builders — Int/Div — Exempt
American Funds Capital World Growth and Income Fund — Int/Div — Exempt
Amencan Funds Fundamental Investors — Int/Div — Exempt
American Funds The Growth Fund of America — Int/Div — Exempt
American Funds New Perspective Fund — Int/Div — Exempt
Amencan Funds SMALLCAP World A — Int/Div — Exempt
Roth IRA #1 (H)
Fidelity Government Cash Reserves — Int/Div — Exempt
ACH Worldwide Inc. Common Stock — Int/Div — Exempt
Intel Corp. Common Stock — Int/Div — Exempt
Roth IRA 22 (H)
American Funds Capital World Growth & Income Fund A Shares — Int/Div — Exempt
SunTrust Bank Common Stock — Int/Div — Exempt
The CocaCola Company Common Stock — Int/Div — Exempt
Principal Financial Common Stock — Int/Div — Exempt
Troutman Sanders LLP Capital Account — None — Exempt
Troutman Sanders LLP Cash Balance Pension Plan (H)
Vanguard Target Retirement 2035 — Int/Div — Exempt
Troutman Sanders LLP Cash and Deferred Profit Sharing Plan (H)
Schwab Managed Retirement Target Fund 2035 1vV — Int/Div — Exempt
Troutman Sanders LLP Health Savings Account — None — Exempt
Guardian Whole Life Insurance Policy — None — Exempt
Metlife Whole Life Insurance Policy — None — Exempt
Webster Bank Health Savings Account — None — Exempt
Partner, Troutman Sanders LLP
Director, Chair, Atlanta Bar Association Bankrupty Section
Member, Berry College Planned Giving Council
Member, American Bankruptey Institute Southeastern Workshop Advisory Board
Member, University of Georgia Board of Visitors
Trustee, Non-Family Insurance Trust
Agreement — 2018 — Agreement with former firm Froutmian Sanders LLP relative to compensation paid for work performed 1/1/18 through 3/1/18 and return of Capital.
Agreement — 2011 — Troutman Sanders LLP Cash or Deferred Profit Sharing Plan
Agreement — 2006 — Troutman Sanders LLP Partners’ Cash Balance Pension Plan
Agreement — 2016 — Troutman Sanders LLP Health Savings Plan
Agreement — 2011 — Troutman Sanders LLP Partnership Agreement
Income — 2016 — Troutman Sanders LLP — S686.864.00
Income — 2016 — Taylor, Bean & Whitaker Plan Trust — SEX22.00
Income — 2007 — Troutman Sanders LLP — $657471.33
Income — 2017 — Tavior, Bean & Whitaker Plan Trust — S1.061.6%
Income — 208 — Troutman Sanders LLP — SO3. 18443
Spouse's income — 2017 — MS Realty, LLC (wages)
Spouse's income — 2018 — MS Realty, LLC (wages)
Part |. Positions:
| resigned as a partner of Troutman Sanders LLP effective March 1, 2018,
1 resigned as a member of the Berry College Planned Giving Council in February, 2018.
I resigned as member of the American Bankruptcy Institute Southeastern Workshop Advisory Board in February, 2018,
1 have advised the settlors of the Non-Family Insurance Trust identified in Part I of my need to resign as Trustee of the trust consistent with Canon 4E and
Advisory Opinion 96, and 1 am working with the settlors to effectuate 4 transition as soon as reasonably possible. Assets of the trust involve a whole life
insurance policy, and neither 1, my] vor any of my [ (1) receives income from the trust, or (2) has a beneficial interest in principal or
income from the trust. Therefore, there are no reportable assets in the Trust for purposes of Part VI of this Report. 1 receive no compensation for my service as
frustee.
Part 11. Agreements:
All compensation for services rendered while a partner of Troutman Sanders LLP has been paid and all Capital returned as of the date of this report.
My interest in the Troutman Sanders LLP Cash Balance Pension Plan was terminated in May, 2018 and all related funds have been transferred to IRA #1 identified
in Part VIL
My interest in the Troutman Sanders LLP Health Savings Plan was terminated, and all funds are currently on deposit with Webster Bank as indentified in Part VIL
Part T11-A. Non-lnvestment Income.
Nou-investment income from the Taylor, Bean & Whitaker Plan Trust represents distributions on a claim filed relative to severance benefits owed by a former
employer who filed for relief under Chapter 11 of the Bankruptcy Code.
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.