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the prior Overview was inaccurate because their program was not updated and calculated the tax using the 35% rate in effect for 2012. The attached Overview reflects the 45% tax rate currently in effect. Items to highlight (noted with the last version): • The Overview illustrates the 1997 Trust and the
m: Ada Clapp Sent Sat 4/12/2014 1:44:52 PM Subject: Re: Estate Overview Hi Jeffrey, As soon as I can get the updated financial information from Eileen I can ask US Trust to start the Estate Flow. She has been working on that but keeps getting derailed with other requests and matters. I will try to
1'79 Forwarded messa e From: Ada Clapp Date: Mon, Sep 23, 2013 at 6:07 PM Subject: Estate Overview To: Jeffrey E stein <*ecvacation mail.c m> Eileen Alexanderson Hi Jeffrey and Eileen, Attached is the revised Estate Planning Overview prepared by US Trust. As I mentioned, the prior Overview was inaccurate be
the prior Overview was inaccurate because their program was not updated and calculated the tax using the 35% rate in effect for 2012. The attached Overview reflects the 45% tax rate currently in effect. Items to highlight (noted with the last version): • The Overview illustrates the 1997 Trust and the
pp To: Jeffrey Epstein <[email protected]>, Eileen Alexanderson Subject: Estate Overview Date: Mon, 23 Sep 2013 22:03:51 +0000 Hi Jeffrey and Eileen, Attached is the revised Estate Planning Overview prepared by US Trust. As I mentioned, the prior Overview was inaccurate because their program was
From: Ada Clapp To: Jeffrey Epstein <[email protected]>, Eileen Alexanderson Subject: Estate Overview Date: Mon, 23 Sep 2013 22:03:51 +0000 Hi Jeffrey and Eileen, Attached is the revised Estate Planning Overview prepared b
es AGM shares, the discounts 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 resid
From: Ada Clapp Sent: Monday, September 23, 2013 10:08 PM To: Jeffrey Epstein; Eileen Alexanderson Subject: Estate Overview Attachments: Black_EstatePlanningAnalysis_2013 (9.23.13).pdf-, Untitled attachment 00321.htm Hi Jeffrey and =ileen, At
Entities connected to both Overview and Eileen Alexanderson

Jeffrey Epstein
PERSONLeon Black
PERSON
Alan Dershowitz
PERSONAda Clapp
PERSON
Melanie Spinella
PERSONAlan S. Halperin
PERSON
Brad Wechsler
PERSONElysium Management LLC
ORGANIZATIONBlack Family Partners
ORGANIZATIONDebra
PERSON
Prince Andrew
PERSONUS Trust
ORGANIZATIONthe Heritage Trust
ORGANIZATIONRevocable Trust
ORGANIZATIONthe Marital Trust
ORGANIZATIONDebra's Marital Trust
ORGANIZATIONLegacy Trust
ORGANIZATIONthe Estate Overview
ORGANIZATIONEstate Planning Overview
ORGANIZATIONthe Legacy Trusts
ORGANIZATION