Professional Records
License Records
Bruce Yates
License #:
08624 - Active
Category:
Contractor
Expiration Date:
Mar 31, 2019
Bruce Yates Phones & Addresses
-
Colfax, CA
-
Reno, NV
-
Hayward, CA
-
Sparks, NV
-
Washoe, NV
Business Records
Name / Title
Company / Classification
Phones & Addresses
President
Appropriate Balance Financial
Appropriate Balance Financial Services. Inc.
Financial Services
Appropriate Balance Financial Services. Inc.
Financial Services
11245 SE 6th St., Suite 210, Bellevue, WA 98004
(425) 451-0499
(425) 451-0499
Director Information Technology
National Estate Plan Inc
Legal Services Office Management Consulting Services
Legal Services Office Management Consulting Services
730 Sandhill Rd, Reno, NV 89521
(775) 828-4400
(775) 828-4400
Unknown Historic
TELEPHONE COUNSELING OF ALASKA, INC
Publications
Us Patents
Trust Administration System And Methods Of Use And Doing Business
View pageUS Patent:
20050203815, Sep 15, 2005
Filed:
Jan 7, 2005
Appl. No.:
11/031422
Inventors:
Henry Abts - Incline Village NV, US
Christopher Abts - Reno NV, US
Bruce Yates - Sparks NV, US
Christopher Abts - Reno NV, US
Bruce Yates - Sparks NV, US
International Classification:
G06F017/60
US Classification:
705030000
Abstract:
An automated trust administration system and method of doing business. The trust administration system and method includes the ability to automatedly maintain trust asset data and update, revise, or transfer the data, including among one or more trusts, by ledger adjustment and verification. The system can automatedly issue third party notices and ensure compliance with applicable regional or federal laws, including tax laws. The system can also automatically generate tax return forms as needed, including tax return forms with data entry in them as required to comply with tax laws. The system can be used in conjunction with other trust recording and maintenance systems, and can provide or support methods of use and doing business through or in conjunction with trust administration, providing of trusts or trust related information or services, or other related activities or financial management services.