12/8/2017 Litigation over Policy 77250

lpiweb17 Other News

The PHT is unable to distribute the proceeds of Policy 77250 at this time, due to a lawsuit filed in New York late last month. In the lawsuit, Shea Ostreicher claims that the sale of this policy to LPI in 2012 was invalid and that he is the actual owner of the policy. We will vigorously fight this suit. This …

11-13-17 Podcast – The Trustee’s fourth quarter podcast is available

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11-13-17 Podcast – The Trustee’s fourth quarter podcast is available
11/13/2017 Podcast

 
 
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11-13-17 Podcast Available

November 10, 2017 – The PHT Trustee has launched a new website.

lpiweb17 Other News

In an effort to improve investor communication, the PHT Trustee has launched a new website. Although you can find it at the same address (www.lpi-pht.com), the website is all new – an entirely new look with easier access to the information that matters. The new home page highlights the most important notices and the most recent news. No more searching …

November 7, 2017 – Beneficiary Designation forms are now available

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Investors can now designate a beneficiary for their Plan Securities. By designating a beneficiary, an investor can determine who will receive the investor’s Securities when he or she dies. The Securities will pass to the beneficiary upon the investor’s death without having to go through the probate process speeding up the re-registration of the Securities and avoiding additional costs. The …

September 15, 2017 – 2016 Tax Forms have been released by the PHT and the IRA Partnership

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This week the Position Holder Trust and the IRA Partnership distributed tax documents for the 2016 tax year. These documents cover the time period from December 9, 2016 (the Effective Date of the Plan) to December 31, 2016. Neither the Position Holder Trust nor the IRA Partnership had taxable income in 2016. We cannot provide you with tax, financial, or …

September 1, 2017 – PHT and IRA Partnership file Amended Registration Statement with the SEC

lpiweb17 Other News

As required by federal law, the PHT and the IRA Partnership have filed an Amended Registration Statement with the SEC. The Registration Statement contains a description of the PHT, the IRA Partnership and the Plan as well as an audited financial statement for 2016 and unaudited financial statements for the first six months of 2017. You can find a copy …