Epstein Secrets

om notes that give you some background. Also, you will see the memo Carlyn prepared around the time of our last sitdown which was in Dec a year ago. Roger came in with an analysis of the policies using assumed rates of return that were crazy high. I spoke to him in mid Dec last year. He is supposed to

ee, the reportable gift is not insignificant now. In the attached I have included the initial summary I did when I first met with Roger Cammon from the Bryant Group to talk about these policies and on the subject of insurance as asset protection and some addl random notes that give you some background. Also, you

om notes that give you some background. Also, you will see the memo Carlyn prepared around the time of our last sitdown which was in Dec a year ago. Roger came in with an analysis of the policies using assumed rates of return that were crazy high. I spoke to him in mid Dec last year. He is supposed to

ee, the reportable gift is not insignificant now. In the attached I have included the initial summary I did when I first met with Roger Cammon from the Bryant Group to talk about these policies and on the subject of insurance as asset protection and some addl random notes that give you some background. Also, you

om notes that give you some background. Also, you will see the memo Carlyn prepared around the time of our last sitdown which was in Dec a year ago. Roger came in with an analysis of the policies using assumed rates of return that were crazy high. I spoke to him in mid Dec last year. He is supposed to

ee, the reportable gift is not insignificant now. In the attached I have included the initial summary I did when I first met with Roger Cammon from the Bryant Group to talk about these policies and on the subject of insurance as asset protection and some addl random notes that give you some background. Also, you

m notes that give yo= some background. Also, you will see the memo Carlyn prepared around the t=me of our last sitdown which was in Dec a year ago. Roger came in with an =nalysis of the policies using assumed rates of return that were crazy high= I spoke to him in mid Dec last year. He is supposed to

see, the reportable gift is not insignificant now. In the att=ched I have included the initial summary I did when I first met with Roger=Cammon from the Bryant Group to talk about these policies and on the subje=t of insurance as asset protection and some addl random notes that give yo= some background. Also, yo

d. In 2010 they were "under water" (Premium advances exceeded cash surrender value) and absent a substantial (taxable) gift from you to the Trusts, Roger projected that Premium payments would need to continue for at least 10 more years for the policies to be self-sustaining. Since that time, performa

ated to your art collection) and estate taxes payable upon the death of the survivor of you and Debra. The original 1999 proposal by Roger Cammon of the Bryant Group anticipated retention of the policies until the death of the insured(s) and projected that the policies would be self-funding by 2011. However, the