Epstein Secrets

• Policy owner: Norman Brownstein, Trustee under the Leon D. Black Insurance Trust #2 dated September 13, 1999. • These policies, other than the Prudential policy, have a register date of April 28. 1999 in order to save Debra's insurance age. (Prudential utilizes "current age" vs. "closest age", therefo

Summary of Coverage Individual Life Insurance Coverage-on Leon Black- • Split-Dollar Entity: AIF IV Management, Inc. • Policy owner: Norman Brownstein, Trustee under the Leon D. Black Insurance Trust N1 dated September 13, 1999. • These policies' register dates are September 1999. Carrier Policy

y Number Amount of Coverage Normal Annual Premium Account Value 12-31-12 Net Cash Surrender Value 12-31-12 Split-Dollar Advance 12-31-12 Prudential 530.000.000 $502,335 $4,504,232.62 $4,504,232.62 $6,108,212 AXA Equitable $15,000,000 $264,894 $2,053,540.91 S2,019,619.09 $3,172,980 Sec

overage II. Summary of Coverage Individual Life Insurance Coverage on Leon Black • Split-Dollar Entity: AIF IV Management, Inc. • Policy owner: Norman Brownstein, Trustee under the Leon D. Black Insurance Trust 0I dated September 13, 1999. • These policies' register chutes are Scotenther 1999 Carrier Polic

• Policy owner: Norman Brownstein, Trustee under the Leon D. Black Insurance Trust #2 dated September 13, 1999. • These policies, other than the Prudential policy, have a register date of April 28, 1999 in order to save Debra's insurance age. (Prudential utilizes "current age" vs. "closest age", therefo

comparing the various proposals. A. Background. In 1999, you created two insurance trusts (Trust #1 and Trust #2, collectively, the "Trusts") with Norman Brownstein as Trustee. Trust #1 purchased $50 million of insurance on your life. Trust #2 purchased $100 million of insurance on the joint lives of you and Deb