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From: Ada Clapp To: Jeffrey Epstein <[email protected]> CC: Eileen Alexanderson "Melanie Spinella - A "Lawrence Delson Subject: RE: Heritage and Legacy Trusts Date: Mon, 28 Apr 2014 15:35:01 +0000 , Richard Joslin Hi Jeffrey, I believe this
i Jeffrey, I believe this is the highlighted information you are asking for below: At last week's meeting, Leon indicated that the new Heritage and Legacy Trust should provide that: • Trustees have discretion to invest in an unlimited number of entrepreneurial ventures per descendant (no cap of 3 ventures
the new one? when? Forwarded message From: Jeffrey Epstein <[email protected]> Date: Mon, Sep 23, 2013 at 6:30 PM Subject: Fwd: Estate To: Melanie Spinella 9917.791'79 Forwarded messa e From: Ada Clapp Date: Mon, Sep 23, 2013 at 6:07 PM Subject: Estate Overview To: Jeffrey E stein <*ecvacation m
f this. • The Overview assumes Leon selects $200 million of art from his estate and $100 million from the Heritage Trust to be held in each child's Legacy Trust. Leon's selection of what passes to the Legacy Trusts will dramatically influence the estate tax calculation. The greater the amount of includible
and the proceeds added to the general trust fund. The remaining residences will pass to the Heritage Trust. c. Cash Legacies i. At Leon's death, Melanie Spinella will receive $3 million. ii. If Debra predeceases: I. The Trustees are directed to purchase an annuity that will provide Judy Black $500,000 per y
outside Leon's estate (i.e., works held in the Heritage Trust after the pour-over of the 1997 and 2006 Trusts) will be distributed to each child's Legacy Trust; identified works of art held in LDB 2011 LLC will be held in such child's separate trust under the 2011 Trust Agreement. ii. Tangible personal pr
Entities connected to both Melanie Spinella and Legacy Trust

Jeffrey Epstein
PERSONLeon Black
PERSONEileen Alexanderson
PERSON
Marc Rich
PERSON
Alan Dershowitz
PERSONAda Clapp
PERSONElysium Management LLC
ORGANIZATION
Barry Diller
PERSON
Michael Cohen
PERSONDebra
PERSONBlack Family Partners
ORGANIZATIONBarry Cohen
PERSONJohn Hannan
PERSONCLATs
ORGANIZATIONthe Heritage Trust
ORGANIZATIONUS Trust
ORGANIZATION
Heritage
ORGANIZATION
Bank of America
ORGANIZATIONLeon D.
PERSONDebra's Marital Trust
ORGANIZATION