Epstein Secrets

the Exemption Amount Ada, Comment 29.2--yes, that is correct. Attached is a revised version of the agreement, with a redline. Eileen, What will Debra be using to fund this trust? Thanks. Elyse Elyse G. Kirschner I Partner McDermott Will & Emery LLP I - www.mwe.com From: aapp, Ma [mailto: Sen

o: Eileen Alexanderson Subject: Debra's Trust to use up the Exemption Amount Hi Eileen, Now I know why I could not remember reviewing the draft of Debra's trust—I sent Elyse my comments to the Debra R. Black 2011 Family Trust on December 13, 2011. Almost a year agol I never did see the final version

n < Subject: RE: Debra's Trust to use up the Exemption Amount Hi Eileen, Nice speaking with you earlier. Attached are some comments to the revised Family Trust for Debra. Please let me know if you would like to discuss them and if you would like me to send them directly to Elyse. Best regards, Ada Clapp

ance Trust #2 dated September 13, 1999. • These policies, other than the Prudential policy, have a register date of April 28. 1999 in order to save Debra's insurance age. (Prudential utilizes "current age" vs. "closest age", therefore backdating was not necessary and the regis er date for the Prudenti

nce Trust #2 dated September 13, 1999. ) These policies, other than the Prudential policy, have a register date of April 28, 1999 in order to save Debra's insurance age. (Prudential utilizes "current age" vs. "closest age", therefore backdating was not necessary.) CARRIER - - POLICY NUMBER AMOU

end, we have proposed the transaction described below. Proposed Transaction Acquisition of Rights Under Split-Dollar Agreements by The Black 2006 Family Trust. The Black 2006 Family Trust (the "2006 Trust") will purchase AIF's rights under the split-dollar agreements from AIF for cash. The purchase price w

e DRB 2012 Family Trust Agreement and the anticipated tax consequences of certain of its provisions. I. The DRB 2012 Family Trust A. Trust Fund Debra will be the creator of the trust. It is anticipated that she will transfer assets valued at an amount equal to Debra's remaining gif tax credit to t

he assets remaining in the trust at the death of the survivor of you (including all appreciation on the original gift) should pass to the trusts for Debra's issue without federal or New York estate tax. D. Income Tax During Debra's lifetime, the primary trust will be a grantor trust. This means that

the principal provisions of the DRB 2012 Family Trust Agreement and the anticipated tax consequences of certain of its provisions. I. The DRB 2012 Family Trust A. Trust Fund Debra will be the creator of the trust. It is anticipated that she will transfer assets valued at an amount equal to Debra's remain

Caffrey, Carlyn Sent: Mon 11/19/2012 1:02:36 PM Subject: RE: Re: Dear Jeff, We've revised the trust agreement that will create the trust to hold Debra's 2012 gift. By copy of this email, I'm asking Elyse to send you a copy of the draft and the explanatory memo if she hasn't already done so. Elyse

sting capital accounts of BFP. Step 3 — LB agrees to repay the 2006 Family Trust an amount equal to excess distributions he has received from 2006 Family Trust Step 4 — The 2006 Family Trust decants its Class B interests in BFP and all other assets other than its Class A BFP interests to a new 2012 Family

rlyn [email protected][[email protected]] From: Kirschner, Elyse Sent: Mon 11/19/2012 1:05:20 PM Subject: Re: Re: I sent the trust for Debra yesterday. I will send the Will memo when I get in to the office. Elyse G. Kirschner McDermott Will & Emery LLP New York, New York 10173 From: M

sting capital accounts of BFP. Step 3 — LB agrees to repay the 2006 Family Trust an amount equal to excess distributions he has received from 2006 Family Trust Step 4 — The 2006 Family Trust decants its Class B interests in BFP and all other assets other than its Class A BFP interests to a new 2012 Family

move the situs of administration and governing law of the Family Trust from New York to Delaware. It is intended that while at least one of you and Debra is alive and competent, the Family Trust will be a so-called "directed trust." This means that U.S. Trust Company of Delaware ("U.S. Trust"), which

g transfer ("GST") tax exempt amount that was available to you in 2009.1 This Amendment and Restatement of the Trust Agreement pertains only to the Family Trust, and not to the GST Exempt Trust. B. Governing Law The trustees will move the situs of administration and governing law of the Family Trust from