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rovisions of the Heritage and Legacy Trust Agreement (the "Agreement"). These issues are outlined below: I. Works of Art. Under the Documents, if Debra survives you, your individually owned art, first edition books and interests in Narrows I and II and Pent Holdings Inc. (collectively, your "Art") w
venue Suite 1401 New York, New York 10022 Ada Clapp Phone: 646-589-0303 Email: To: From: Date: Re: Leon D. Black Ada Clapp April 7, 2014 Heritage and Legacy Trust Provisions for Consideration Your Will, Revocable Trust and the Heritage and Legacy Trust (the "Documents") were discussed at the
Personal Residences. How does Leon want to deal with the residence issue? To refresh your recollection, all residences are owned jointlyby Leon and Debra except: • 190 Narrows Road, Bedford, NY is in Debra's name (one of three Narrows Road parcels—the other two are in joint name). • 750 Meadow Lan
een Alexanderson Re: Questions for your Meeting with Leon on 4.7.14 1. Heritage Trust. See attached Memorandum outlining possible changes to the Heritage and Legacy Trust Agreement. What are Leon's thoughts on these issues and what is the status of the list of art for each child's Legacy Trust? I ha
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.
e plan assumes that the entire residue of the Marital Trust will pass to two zero-out CLATs. 12. The presentation shows separate trusts, such as the Heritage and Legacy Trust, APO-01 Declaration, the Publishing Trust, APO1 Agreement and APO2 Declaration. It is anticipated that, over time, some of these tr
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