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supervision. 2. The attached are based on a 12/31/15 balance sheet and AGM stock at $15.21/share. We are in the process of preparing an alternative Overview showing the AGM stock at $30/share. 3. The Detailed Presentation is based on the old US Trust format (somewhat reorganized) for familiarity/continu
ay from Brad that he believes the real estate numbers are understated by approximately $40-50 million. This information is not incorporated into the Overview. Once you have had a chance to review the attached, I suggest that you, Alan and I get on the phone together to discuss any questions you might hav
re. We are in the process of preparing an alternative Overview showing the AGM stock at $30/share. 3. The Detailed Presentation is based on the old US Trust format (somewhat reorganized) for familiarity/continuity with the last Overview. 4. We learned yesterday from Brad that he believes the real estate
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
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 not updated and calculated the tax using the 35% rate in effect for 20
ay from Brad that he believes the re=l estate numbers are understated by approximately $40-50 million. Th=s information is not incorporated into the Overview. Once you have had a chance to review the attached, l=suggest that you, Alan and I get on the phone together to discuss any ques=ions you might hav
We are in the process of preparing an alt=rnative Overview showing the AGM stock at $30/share. 3. The Detailed Presentation is based on the old US Trust=format (somewhat reorganized) for familiarity/continuity with the last Ove=view. 4. We learned yesterday from Brad that he believes the re=l est
ay from Brad that he believes the re=l estate numbers are understated by approximately $40-50 million. Th=s information is not incorporated into the Overview. Once you have had a chance to review the attached, l=suggest that you, Alan and I get on the phone together to discuss any ques=ions you might hav
We are in the process of preparing an alt=rnative Overview showing the AGM stock at $30/share. 3. The Detailed Presentation is based on the old US Trust=format (somewhat reorganized) for familiarity/continuity with the last Ove=view. 4. We learned yesterday from Brad that he believes the re=l est
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
nt 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 get her timing and
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
ningAnalysis_2013 (9.23.13).pdf-, Untitled attachment 00321.htm Hi Jeffrey and =ileen, Attached is the revised Estate Planning =verview prepared by US Trust. As I mentioned, the prior Overview =as inaccurate because their program was not updated and calculated the =ax using the 35% rate in effect for 201
Entities connected to both Overview and US Trust

Jeffrey Epstein
PERSONLeon Black
PERSONElysium Management LLC
ORGANIZATIONAda Clapp
PERSONEileen Alexanderson
PERSONDebra
PERSON
Alan Dershowitz
PERSONBlack Family Partners
ORGANIZATION
Brad Wechsler
PERSON
Melanie Spinella
PERSONFire Drill
PERSONDebra's Marital Trust
ORGANIZATIONRevocable Trust
ORGANIZATIONthe Estate Overview
ORGANIZATIONAlan S. Halperin
PERSONthe Marital Trust
ORGANIZATIONLegacy Trust
ORGANIZATIONthe Heritage Trust
ORGANIZATIONthe Legacy Trusts
ORGANIZATIONEstate Planning Overview
ORGANIZATION