3
Shared Docs
3
Same-Page
3 / 3
Mentions
iscounts will "disappear". Assuming no principal repayments, the note value will remain frozen at the discounted value. • The Overview assumes that Debra has transferred title to all residences to Leon. Leon's new Will and Revocable Trust are drafted as if Leon owns all residences individually. In fac
k of America Loans and cover estate tax and (ii) all of his BFP interest would be used to repay the Note to the Heritage Trust and the Note to BFP. Debra's Marital Trust would be funded with art, residences and the GST exemption amount ($1,750,000). No other investment assets. Of course, Debra could require the Trust
iscounts will "disappear". Assuming no principal repayments, the note value will remain frozen at the discounted value. • The Overview assumes that Debra has transferred title to a0 residences to Leon. Leon's new Will and Revocable Trust are drafted as if Leon owns all residences individually. In fac
k of America Loans and cover estate tax and (ii) all of his BFP interest would be used to repay the Note to the Heritage Trust and the Note to BFP. Debra's Marital Trust would be funded with art, residences and the GST exemption amount ($1,750,000). No other investment assets. Of course, Debra could require the Trus
scounts will =disappear". Assuming no principal repayments, the note value =ill remain frozen at the discounted value. • The Overview assumes that Debra =as transferred title to all residences to Leon. =nbsp; Leon's new Will and Revocable Trust are drafted as if Leon =wns all residences individually.
k of America Loans and cover estate tax and (ii) all of his BFP =nterest would be used to repay the Note to the Heritage Trust and =he Note to BFP. Debra's Marital Trust would be funded with =nbsp;art, residences and the GST exemption amount ($1,750,000). =nbsp;No other investment assets. Of course, Debra could requi
Entities connected to both Debra and Debra's Marital Trust

Jeffrey Epstein
PERSONLeon Black
PERSONEileen Alexanderson
PERSON
Melanie Spinella
PERSONAda Clapp
PERSONBlack Family Partners
ORGANIZATIONUS Trust
ORGANIZATIONthe Heritage Trust
ORGANIZATIONRevocable Trust
ORGANIZATIONLegacy Trust
ORGANIZATIONthe Marital Trust
ORGANIZATIONOverview
ORGANIZATIONthe Estate Overview
ORGANIZATIONthe Legacy Trusts
ORGANIZATIONEstate Planning Overview
ORGANIZATION