Paul Robb

US Patent:

7848984, Dec 7, 2010

Filed:

Dec 8, 2000

Appl. No.:

09/732008

Inventors:

Paul H. Robb - Tucson AZ, US

Assignee:

Collaborate Solutions Inc. - Tucson AZ

International Classification:

G06Q 40/00

US Classification:

705 36R, 705 37, 705 35

Abstract:

A common collaboration tool for a financial services client and authorized advisors to work together online through the common tool is provided. The tool enables a scope of authorization to be given to advisors and/or other participants for security and confidentiality reasons. The tool enables advisors (and/or other participants) to access information submitted (or authorized) by the client to collaborate as a cohesive team in sharing information, devising a plan, addressing client's concerns, drafting (or modifying) a document and performing other services for the client.

US Patent:

7890405, Feb 15, 2011

Filed:

Jun 8, 2001

Appl. No.:

09/877926

Inventors:

Paul H. Robb - Tucson AZ, US

Assignee:

Collaborate Solutions Inc. - Tucson AZ

International Classification:

G06Q 40/00

US Classification:

705 36R, 705 37, 705 35

Abstract:

A common collaboration tool enables advisors, their clients and other participants to interact in a coordinated manner in various areas of interest. A client authorizes selected advisors as well as other participants to view, discuss, modify and perform other operations in response to the client's request for services. A client defines the scope of authorization for advisors and/or other participants for security and confidentiality reasons. Advisors (and/or participants) access information submitted (or authorized) by the client to collaborate as a cohesive team in sharing information, devising a plan, addressing client's concerns, drafting (or modifying) a document and performing other services for the client.

US Patent:

8195555, Jun 5, 2012

Filed:

Dec 10, 2010

Appl. No.:

12/965411

Inventors:

Paul H. Robb - Tucson AZ, US

Assignee:

Collaborate Solutions Inc. - Tucson AZ

International Classification:

G06Q 40/00

US Classification:

705 36R, 705 37, 705 35

Abstract:

A common collaboration tool enables advisors, their clients and other participants to interact in a coordinated manner in various areas of interest. A client authorizes selected advisors as well as other participants to view, discuss, modify and perform other operations in response to the client's request for services. A client defines the scope of authorization for advisors and/or other participants for security and confidentiality reasons. Advisors (and/or participants) access information submitted (or authorized) by the client to collaborate as a cohesive team in sharing information, devising a plan, addressing client's concerns, drafting (or modifying) a document and performing other services for the client.

US Patent:

8374944, Feb 12, 2013

Filed:

May 21, 2012

Appl. No.:

13/476808

Inventors:

Paul H. Robb - Tucson AZ, US

Assignee:

Collaborate Solutions Inc. - Tucson AZ

International Classification:

G06Q 40/00

US Classification:

705 36R, 705 37, 705 35

Abstract:

A common collaboration tool enables advisors, their clients and other participants to interact in a coordinated manner in various areas of interest. A client authorizes selected advisors as well as other participants to view, discuss, modify and perform other operations in response to the client's request for services. A client defines the scope of authorization for advisors and/or other participants for security and confidentiality reasons. Advisors (and/or participants) access information submitted (or authorized) by the client to collaborate as a cohesive team in sharing information, devising a plan, addressing client's concerns, drafting (or modifying) a document and performing other services for the client.

US Patent:

8527386, Sep 3, 2013

Filed:

Jan 18, 2011

Appl. No.:

13/008753

Inventors:

Paul H. Robb - Tuscon AZ, US

Assignee:

Living Legacy System, L.L.C. - Tucson AZ

International Classification:

G06Q 40/00

US Classification:

705 36R

Abstract:

A case management tool devises an investment strategy and simulates a post-mortem asset distribution that reduces tax ramifications while increasing the transfer of the assets to a beneficiary of an asset holder. In one implementation, a portion of the assets that is estimated to survive the asset holder is invested into a life insurance policy having proceeds that transfer to the beneficiary.

US Patent:

8527387, Sep 3, 2013

Filed:

Jul 26, 2012

Appl. No.:

13/559515

Inventors:

Paul H. Robb - Tucson AZ, US

Assignee:

Living Legacy System, L.L.C. - Tucson AZ

International Classification:

G06Q 40/00

US Classification:

705 36R

Abstract:

A method to maximize a post-mortem asset disbursement, the method receives information about one or more assets owned by an asset holder, selects a life expectancy from the group consisting of a single life, a joint life, and both a single life and a joint life, and sets an expected aggregate expenditure of the asset holder over the life expectancy period. The method further calculates a first investment corpus, a first investment corpus life expectancy value, and calculates a first estimated post-mortem tax liability. The method further sets a value for carve out funds deducted from the first investment corpus, wherein said carve out funds take into account both gift tax and estate tax exclusions, calculates a second investment corpus, a second investment corpus life expectancy value, and a second estimated post-mortem tax liability. The method then determines a value for life insurance proceeds paid at end of life expectancy.

US Patent:

20130151301, Jun 13, 2013

Filed:

Feb 11, 2013

Appl. No.:

13/764498

Inventors:

Paul H. Robb - Tucson AZ, US

International Classification:

G06Q 30/00

US Classification:

705 718, 705342

Abstract:

A common collaboration tool enables advisors, their clients and other participants to interact in a coordinated manner in various areas of interest. A client authorizes selected advisors as well as other participants to view, discuss, modify and perform other operations in response to the client's request for services. A client defines the scope of authorization for advisors and/or other participants for security and confidentiality reasons. Advisors (and/or participants) access information submitted (or authorized) by the client to collaborate as a cohesive team in sharing information, devising a plan, addressing client's concerns, drafting (or modifying) a document and performing other services for the client.