Epstein Secrets

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

g,2 in a separate lifetime trust for each of them (described in I.B.5, below). For all purposes of the trust agreement, Debra's issue are Benjamin, Joshua, Alexander, Victoria, and their descendants. 2 Assets payable under the trust agreement to an individual's issue will be paid in equal shares to s

ing your lifetime, if you were to become incapacitated, the Trustees could continue to manage and invest the trust assets and make distributions to Debra and your descendants. Your Will Article I. Family. You recite that you are married to Debra and that you have four children, Benjamin, Joshua, Al

s to Debra and your descendants. Your Will Article I. Family. You recite that you are married to Debra and that you have four children, Benjamin, Joshua, Alexander and Victoria. Article III. Debts and Expenses. You direct your Executors to pay your debts and all funeral and administration expenses.

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

resources apart from the Trust. In addition, the trustees will pay 2 For all purposes of the trust agreement, your issue are deemed to be Benjamin, Joshua, Alexander, Victoria, any future children, and their descendants. 3 Except as otherwise provided, whenever property is payable to the issue of an