Epstein Secrets

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

our Revocable Trust. EFTA00589534 Your 1997 Will and Revocable Trust Page 2 Articles VI-VII. Executors. A. You appoint Debra, Barry J. Cohen, John J. Hannan and Richard Ressler as co-Executors. If any two of them are not acting, Anthony Ressler will become a co-Executor. B. Debra is not entitled to co

annan ( 1 Barry J. Cohen; Jeffrey E.; Eileen Alexanderson; Halperin, Alan S Subject: Re: East 7Oth Street townhouse purchase What are the "rights Debra wouldn't receive with a second life term interes=" that if given would qualify for the marital deduction? We can discuss t=morrow. On Jul 2, 2014,

From: Richard Ressler Sent: Thursday, July 3, 2014 1:44 AM To: Ada Clapp Cc: Richard Ressler John J. Hannan ( 1 Barry J. Cohen; Jeffrey E.; Eileen Alexanderson; Halperin, Alan S Subject: Re: East 7Oth Street townhouse purchase What are the "rights Debra

o create Separate Trusts for LDB's descendants (see II below), all trust property will be held in a single "Discretionary Trust" for the benefit of Debra and LDB's descendants. A. The Trustees have absolute discretion to distribute income and principal to Debra and LDB's descendants for any purpose.

must be segregated into an account over which LDB has no control. V. Trustees. A. Discretionary Trust and Separate Trust. 1. Barry J. Cohen and John J. Hannan will serve as Trustees of the Discretionary Trust and each Separate Trust. After LDB's death, Debra will become a co-Trustee of the Discretionary T

"GRAT remainder") will be distributed as follows: 1. If you are living, the GRAT remainder will pass to the Discretionary Trust for the benefit of Debra and your descendants under the APOI Agreement (described in a separate memorandum). 1 Based on the October 2013 Section 7520 rate of 2.4%. EFTA005

u may appoint additional and successor Trustees and may remove Trustees. If you fail to appoint your successor, Barry J. Cohen, Richard Ressler and John J. Hannan will be your successor co-Trustees. C. Compensation. Trustees are not entitled to compensation. IV. Grantor Trust. For added flexibility and to e