Epstein Secrets

re presumed to mirror those in Leon's documents. • Administration expenses are assumed to be $5 million in Leon's estate and are assumed to be 2% of Debra's probate estate. • Valuation discounts totaling 30% are applied to the value of Black Family Partners. L.P. interests. • The value of the GRATs i

ghest Federal Estate Highest New York Estate Credit Tax Rate Tax Rate 2014 5.340,000 $ 2,081,800 40% 16% Notes and Assumptions: • Leon and Debra are presumed to die in 2014 with Leon immediately predeceasing Debra. • Debra's Will and Revocable Trust provisions are presumed to mirror those in

4 Nancy A. Kistler, CFP@ Aaron Shamshoian, CFP@ Managing Director Vice President Wealth Strateffies Advisor Associate W th Strategies Advisor U.S. Trust, Bank of America Private Wealth Management 114 West 47th Street New York, New York 10036 EFTA00602612 Leon D. and Debra R. Black Overview of Es

orth Statement - Leon D. Black Airplane and Yacht Airplane. Avioneta Holdings, LLC (parent of Rance Acquisitions LLC) 25,000,000 Leon owns 50.1%; Debra owns 49.9% Loan to Banc of America Leasing & Capital (23,225,000) Total Avioneta Holdings LLC $1,775,000 Yacht (Starfire) BJAV Marine Ltd. 25,

V1A3 EFTA02678709 Net Worth Statement - Leon D. Black 6469L6LO—L8—Vid3 As of June 30.2013 Personal Assets Liquid Assets - Investment Accounts U.S. Trust Cash Account $ 1,819.554 JPM Cash/Marketable Securities 6.549,618 Receivables Note due from SH Meadow Lane LLC 830,000 2009 GRAT Annuity Rece

two Assumption Confirmation agreements dated June 10, 2011. Can you make this revision without altering page numbers so we don't need to have John, Debra and Barry re-sign. • The date written in in the fourth paragraph is not correct. I believe that date should be January 16, 2011 (the date Ben origi

y Josh to the Joshua Max Black 2011 Trust of Promissory Note in the amount of $5,897,726: • The document we have (which is signed by Josh, Leon and U.S. Trust) has an incorrect date for the assignment (December 18, 2011 instead of December 20, 2012) and references the principal amount of the Note as $5,89

24,216.800 24.218.800 Page 3 of 13 EFTA00299516 Leon D. and Debra R. Black Overview of Estate Plan as of June 30, 2016 Estate Flow Chart Upon Debra's later Death - LDB predeceased Trustees 04 Mantel Trusts upon Debra's death Barry Cohen and Richard RS90(0 Debra Black Marital Trusts (Under L.

of these trusts will be consolidated. Appendix A - 1 EFTA00299528 Black Family Partners - Financial Inventory as of June 30, 2016 Assets Cash U.S. Trust Cash Account JP Morgan Cash Account BRH Holdings, LP (48.2%) AOG Units (92,727,166 Units @$15.15) Tax Receivable Agreement Financial Investments