Epstein Secrets

ty (cane collection, rare book collection, bronzes, etc.). Family Office Good progress made. Need to check with Eileen. 2. Prepare inventory of Debra's personal property, including jewelry. Family Office In progress 7 of 9 EFTA00583496 CHECKLIST FOR LEON BLACK ESTATE PLANNING AND RESTRUCTURIN

ounting of 2006 Trust Raich Complete 5. Prepare Accountings of GRATs A-K Raich Complete 6. Evaluate the extent to which other family members (Debra and the children) should have separate counsel. Team Complete Confirm that John Hannan and Richard Ressler will proceed without separate counsel

entation accordingly. Family Office 4. Value the financial assets to be contributed by the Trust and the preferred coupon rate retained by Leon. Empire Valuation 5. Draft and execute contribution and assignment agreements whereby Leon contributes art to the preferred partnership and the Trust contributes fi

s let them make decisions. , decide art division with children in attendance . have fire drill done on estate. fill out estate returns as if you and Debra died today, choose advisers - rick bronstein said the only 1040 he ever filled out was his own. ( this is brads chosen advisor??!) Halperin has a c

an S Date: Thu, Apr 28, 2016 at 5:16 PM Subject: Valuation Discount To: "jeffrey E." <[email protected]> I am attaching a draft response from Empire Valuation as to why it arrived at a valuation discount on the low end. Let's discuss the response and next steps. Thanks. Alan Date: Tue, May 10, 2016 at 12:

the substitution in place before the valuation is done. We will consider whether it is possible to protect against changes in valuation. 2. Why is Debra signing anything? What is she signing? We are not doing her Will. 3. Eileen, I believe, is running numbers to help guide Leon determine what portion

will be fair market value, to be defined to match the willing purchaser/willing seller test under the gift and estate tax regs, to be determined by Empire Valuation. That way, we can have the substitution in place before the valuation is done. We will consider whether it is possible to protect against changes in

ds let them make decisions. , decide art division with children in attendance . have fire drill done on estate. fill out estate returns as if you and Debra died today, choose advisers - rick bronstein said the only 1040 he ever filled out was his own. Halperin has a conflict that should be addressed., A

ii! Date: Thu, Apr 28, 2016 at 5:16 PM Subject: Valuation Discount To: "jeffrey E." <[email protected]> I am attaching a draft response from Empire Valuation as to why it arrived at a valuation discount on the low end. Let’s discuss the response and next steps. Thanks. Alan Date: Tue, May 10, 2016 at 12:3

ds let them make decisions. , decide art division with children in attendance . have fire drill done on estate. fill out estate returns as if you and Debra died today, choose advisers - rick bronstein said the only 1040 he ever filled out was his own. ( this is brads chosen advisor??!) Halperin has a con

§ Date: Thu, Apr 28, 2016 at 5:16 PM Subject: Valuation Discount To: "jeffrey E." <[email protected]> I am attaching a draft response frong Empire Valuation as to why it arrived at a valuation discount on the low end. Let’s discuss the response and next steps. Thanks. Alan Date: Tue, Feb 24, 2015 at 8:2

ds let them make decisions. , decide art division with children in attendance . have fire drill done on estate. fill out estate returns as if you and Debra died today, choose advisers - rick bronstein said the only 1040 he ever filled out was his own. ( this is brads chosen advisor??!) Halperin has a con

an S Date: Thu, Apr 28, 2016 at 5:16 PM Subject: Valuation Discount To: "jeffrey E." <[email protected]> I am attaching a draft response from Empire Valuation as to why it arrived at a valuation discount on the low end. Let’s discuss the response and next steps. Thanks. Alan Date: Tue, May 10, 2016 at 12:3

ds let them make decisions. , decide art division with children in attendance . have fire drill done on estate. fill out estate returns as if you and Debra died today, choose advisers - rick bronstein said the only 1040 he ever filled out was his own. ( this is brads chosen advisor??!) Halperin has a con

------ Date: Thu, Apr 28, 2016 at 5:16 PM Subject: Valuation Discount To: "jeffrey E." <[email protected]> I am attaching a draft response from Empire Valuation as to why it arrived at a valuation discount on the low end. Let’s discuss the response and next steps. Thanks. Alan Peas EPI Er Subject: To: Melan