Final Distributions to investors are anticipated to be made after the Trustee’s team has finalized an investor outreach process for the approximately 300 investors who had been sent distribution checks in September 2024 which have not been cashed to date. This outreach process, which the Trustee deems necessary to comply with the Court’s prior order to use reasonable efforts to contact investors, commenced in March 2025 and provides those investors with a 90 day timeline in which to contact the Trust to provide their current contact information to receive their distribution.
The Court’s order provides that in cases where the Trustee is unable, after using reasonable efforts, to make contact with investors so that their distribution checks are deposited, then such investors’ proceeds will be treated as Unclaimed Distributions and used to pay Trust expenses, increasing the amounts ultimately allocated to all other investors. Accordingly, once the 90 day period has expired, any Unclaimed Distributions will be reallocated at which point final distribution checks may be processed to investors.
If you are an investor who did not receive a mailing sent in September 2024 from Stretto, the Trustee’s distribution agent, please contact the Trustee’s team at mbkpt@longevityaa.com as soon as possible. Failure to do so will subject any and all beneficial interest you may have in the Trust to forfeiture.
Trustee's August 2024 Investor Notice
DownloadTrustee's March 2024 Investor Notice
DownloadTrustee's March 2024 Investor Notice (en Español)
DownloadTrustee's April 2023 Investor Notice
DownloadTrustee's December 2022 Investor Notice
DownloadTrustee's August 2022 Investor Notice
DownloadTrustee's August 2022 Investor Notice (en Español)
DownloadTrustee's January 2022 Investor Notice
DownloadTrustee's January 2022 Investor Notice (en Español)
DownloadTrustee's October 2021 Investor Notice
DownloadTrustee's October 2021 Investor Notice (en Español)
DownloadTrustee’s Notice to Investors | Planned Sale of Policies
DownloadTrustee’s Notice to Investors | Intent to Wind-down Trust
DownloadOrder Granting Trustee’s Motion to Approve Accounting
DownloadMotion to Approve Final Accounting
DownloadOrder Granting Trustee's Motion to Approve (1)Sale of Policies to Acheron Portfolio Trust (2)Proposed Allocation and Distribution Procedures (3) Settlement with Acheron Parties
DownloadOrder Adopting Magistrate Judge's Report and Recommendation
DownloadReport and Recommendation on Sale Approval Motion
DownloadOrder Granting Trustee’s Motion To Extend Time To File Sale Approval Motion And Resetting Briefing Deadlines
DownloadTrustee’s Motion To Approve
(1) Sale Of Policies To Acheron Portfolio Trust; (2) Proposed Allocation And Distribution Procedures; And (3) Settlement With Acheron Capital, Ltd.
Order Setting Sale Approval Hearing And Briefing Deadlines
DownloadTrustee’s Status Report Regarding Sale Of Policies And Sale Approval Motion And Request To Treat December 16, 2022 Hearing As Status Conference
DownloadOrder Of Instructions for December 16,2022 Sale Approval Hearing
DownloadTrustee's Notice of Filing Regarding Rescheduling of Auction and Request to Schedule Sale Approval Hearing
DownloadOrder Granting Motion to Stay Pending Appeal of Order
DownloadOrder Adopting Report and Recommendation and Trustee's Motion to Approve Sale Procedures
DownloadTrustee Notice of Selection of Stalking Horse Bids
DownloadTrustee Motion to Wind-down Trust
DownloadTrustee’s Amended Motion to Wind-down Trust
DownloadReport and Recommendation on Wind-down Motions
DownloadOrder Adopting Report and Recommendation on Wind-Down Motions
DownloadTrustee's Motion To Approve Procedures For Sale Of Policies In Connection With Trust Termination
DownloadTrustee's December 2022 Wind-Down Status Report
DownloadTrustee's November 2022 Wind-Down Status Report
DownloadTrustee's October 2022 Wind-Down Status Report
DownloadTrustee's September 2022 Wind-Down Status Report
DownloadTrustee's August 2022 Wind-Down Status Report
DownloadTrustee's July 2022 Wind-Down Status Report
DownloadTrustee's June 2022 Wind-Down Status Report
DownloadTrustee's May 2022 Wind-Down Status Report
DownloadTrustee's April 2022 Wind-Down Status Report
DownloadTrustee's March 2022 Wind-Down Status Report
DownloadTrustee's February 2022 Wind-Down Status Report
DownloadTrustee's January 2022 Wind-Down Status Report
DownloadTrustee's December 2021 Wind-Down Status Report
DownloadTrustee's November 2021 Wind-Down Status Report
DownloadTrustee's October 2021 Wind-Down Status Report
DownloadTrustee's September 2021 Wind-Down Status Report
DownloadTrustee's August 2021 Wind-Down Status Report
DownloadTrustee's July 2021 Wind-Down Status Report
DownloadTrustee's June 2021 Wind-Down Status Report
DownloadTrustee's May 2021 Wind-Down Status Report
DownloadTrustee's April 2021 Wind-Down Status Report
DownloadTrustee's March 2021 Wind-Down Status Report
DownloadTrustee's February 2021 Wind-Down Status Report
DownloadTrustee's January 2021 Wind-Down Status Report
DownloadTrustee's December 2020 Wind-Down Status Report
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