Back to Network
3
Shared Docs
3
Same-Page
4 / 3
Mentions
Document Mentions (3 shared documents)
3 mentions1 same-page
Page ?Same page
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
like us to prepare a formal tax opinion on which you may rely for penalty relief, please let us know, and we can discuss the cost of preparing one. Internal Revenue Service Circular 230 Notice: To ensure compliance with requirements imposed by the Internal Revenue Service, we inform you that any U.S. tax advice contained in thi
2 mentions1 same-page
Page ?Same page
bed below. B. Dispositive Provisions 1. Distributions The primary trust provides that the trustees must distribute as much of the trust fund to Debra and the settlor's issue' as the independent trustees determine for any reason. I For all purposes of the trust agreement, the settlor's issue inclu
like us to prepare a formal tax opinion on which you may rely for penalty relief, please let us know, and we can discuss the cost of preparing one. Internal Revenue Service Circular 230 Notice: To ensure compliance with requirements imposed by the Internal Revenue Service, we inform you that any U.S. tax advice contained in thi
2 mentions1 same-page
Page ?Same page
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
like us to prepare a formal tax opinion on which you may rely for penalty relief, please let us know, and we can discuss the cost of preparing one. Internal Revenue Service Circular 230 Notice: To ensure compliance with requirements imposed by the Internal Revenue Service, we inform you that any U.S. tax advice contained in thi
Sponsored
Mutual Connections (12)
Entities connected to both Debra and Internal Revenue Service Circular
Jeffrey Epstein
PERSON292 w/ Debra·3 w/ Internal
LB
Leon Black
PERSON180 w/ Debra·3 w/ Internal
EA
Eileen Alexanderson
PERSON119 w/ Debra·2 w/ Internal
EK
Elyse G. Kirschner
PERSON27 w/ Debra·2 w/ Internal
RR
Richard Ressler
PERSON17 w/ Debra·2 w/ Internal
the Internal Revenue Service
ORGANIZATION10 w/ Debra·3 w/ Internal
Family Trust
ORGANIZATION6 w/ Debra·2 w/ Internal
McDermott Will & Emery LLP
ORGANIZATION4 w/ Debra·2 w/ Internal
DM US
ORGANIZATION4 w/ Debra·2 w/ Internal
the Primary Beneficiary's
ORGANIZATION3 w/ Debra·3 w/ Internal
Joshua
PERSON3 w/ Debra·2 w/ Internal
living,2
ORGANIZATION2 w/ Debra·2 w/ Internal