Epstein Secrets

k Overview of Estate Plan as of April 16, 2014 Estate Flow Chart Upon Debra's Death Trustees of Marital Irma upon Debra's death: Barry Cohen and Richard Ressler Lifetime Annuity for Jon Ressler Debra Black Marital Trusts (Under L. B. Revocable Trust) Net Value of Marital Trusts' 1.495151952 Annuity 8

Estate Planning Overview Presented to: Leon D. and Debra R. Black Overview of Estate Plan as of April 16, 2014 May 16, 2014 Nancy A. Kistler, CFP@ Aaron Shamshoian, CFP@ Managing Director Vi

of the stock of AIF IV Management Inc. ("AIF IV") from Leon. Distribution of $12.2 million- 25% to each trust Trustees: Barry Cohen, John Hannan, Richard Ressler, and after Leon's death, Debra Black. BEB 2011 Trust JMB 2011 Trust ASB 2011 Trust VRB 2011 Trust Trustees: Debra Black, Barry Cohen, John Ha

ep Three: Termination of Split-Dollar Agreements Because AIF IV's business operations ceased in 2007, the split-dollar agreements between it and the Leon D. Black 1999 Life Insurance Trust #1 ("Trust #1") and Trust #2 ("Trust #2") terminated at that time. AIV IV continued to honor the agreements but had t

of the stock of AIF IV Management Inc. ("AIF IV") from Leon. Distribution of $12.2 million- 25% to each trust Trustees: Barry Cohen, John Hannan, Richard Ressler, and after Leon's death, Debra Black. BEB 2011 Trust JMB 2011 Trust ASB 2011 Trust VRB 2011 Trust Trustees: Debra Black, Barry Cohen, John Ha

ep Three: Termination of Split-Dollar Agreements Because AIF IV's business operations ceased in 2007, the split-dollar agreements between it and the Leon D. Black 1999 Life Insurance Trust #1 ("Trust #1") and Trust #2 ("Trust #2") terminated at that time. AIV IV continued to honor the agreements but had t

ra R. Black Overview of Estate Plan as of June 30, 2016 Estate Flow Chan Upon Leon's Death - DRB survives Executors. Debra Bladx. Barry Cohen and Richard Ressler Leon Black Gross Estate Gross Estate Less VI Joint Residences Total Probate Estate S 3.837.952,896 (52.401.00D) 3.735,551:596 Non Probate P

Detailed Presentation - Residue to Charitable Lead Annuity Trusts - DRB survives LDB Overview of Estate Plan of Leon D. and Debra R. Black As of June 30. 2016 Apollo Global Management $15.15/Share Date: October 4, 2016 EFTA00299513 Leon D. and Debra R. Black Ove