Epstein Secrets

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

tly in effect. Items to highlight (noted with the last version): • The Overview illustrates the 1997 Trust and the 2006 Trust already decanted into the Heritage Trust. • BFP interests are discounted 30% to reflect the reality of the Note substitution. This deflates the value of Leon's estate (good for estate tax

to obtain and preserve the attorney client privilege to be used by all who work in the family office. 12. Review Noel Calb governing instruments at Eileen's request with a possible eye toward transferring the bronzes to this entity. 13. Review a confidentiality agreement for household staff at Eileen'

documents Paul Weiss prepared to appoint new directors for the Leon Black Family Foundation. 6. Preparing a bullet point summary of Leon's Will and the Heritage Trust so you can speak with him about the changes he wishes to make to one or both documents 7. Prepare new illustrations for Estate Flow at $25 and $30/

ncluding art and household property (cane collection, rare book collection, bronzes, etc.). Family Office Good progress made. Need to check with Eileen. 2. Prepare inventory of Debra's personal property, including jewelry. Family Office In progress 7 of 9 EFTA00583496 CHECKLIST FOR LEON BLACK

ust Agreement. PW Complete but revisions likely 2. Leon to execute Trust Agreement. PW Complete 3. Determine which assets will be decanted to the Heritage Trust (2006 Trust, 1997 non-GST exempt trust, etc.) and the timing. • If 1997 Trust assets, wait until 2009 GRAT terminates? Or assign receivable? Tea

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 Jeffre

from an entrepreneurial venture stay as is. Leon is still deciding how much of the art he wishes to have in Debra's Marital Trust and eventually in the Heritage Trust. You asked Leon to make this decision by May 15th. From: Jeffrey Epstein [ma ilto:jeevacationagmail.comj Sent: Sunday, April 27, 2014 7:38 PM To:

From: Ada Clapp To: Jeffrey Epstein <[email protected]> CC: Eileen Alexanderson < Subject: RE: Your email Date: Fri, 04 Apr 2014 12:51:54 +0000 Is this limited to the tangible property insurance and inventory project? Or, do y

12:51:54 +0000 Is this limited to the tangible property insurance and inventory project? Or, do you want to address with Leon certain revisions to the Heritage Trust he may wish to consider following the family meeting? Ada Clapp Elysium Management LLC 445 Park Avenue Suite 1401 New York New York 10022 Direc

n Monday and what sort of questions are you looking for? Thanks. Ada From: Jeffrey Epstein [mailto: Sent: Thursday, April 03, 2014 11:52 AM To: Eileen Alexanderson; Ada Clapp; Melanie Spinella Subject: A list of questions that can be resolved on monday would be helpful. if i could get it on sat or sunday, i w

lapp a , wrote: Is this limited to the tangible property insurance and inventory project? Or, do you want to address with Leon certain revisions to the Heritage Trust he may wish to consider following the family meeting? Ada Clapp Elysium Management LLC 445 Park Avenue Suite 1401 New York, New York 10022 Dire

From: Ada Clapp Sent: Friday, September 27, 2013 1:52 PM To: Jeffrey Epstein Cc: Melanie Spinella; Eileen Alexanderson; Alan S. Halperin Subject: Re: Pour-over and GRATs Good =orning Jeffrey, I understand that you want to move =uickly (though perhaps not all the n

on in the =006 Trust (which will disappear), what gets decanted into the =eritage Trust is the art. Nice and clean --no need to do a =ubstitution in the Heritage Trust that might draw attention if we =ecide to move forward on someone else's =uling. 2. The substitution language cited =n the petition for the ruling

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

ently in =ffect. Items to highlight (noted with the last =ersion): The =verview illustrates the 1997 Trust and the 2006 Trust already decanted =nto the Heritage Trust. • BFP interests are discounted 30% to reflect =he reality of the Note substitution. This deflates the value of =eon's estate (good for estate tax

To: jeevacation@gmaittion@gmaii corn] Cc: Eileen Alexanderson From: Ada Clapp Sent Mon 10/21/2013 2:03:38 PM Subject Re: Hi Jeffrey, Paul Weiss will change the substitution language to address my concern

please confirm October funding as opposed to November (with lower rate). Also, the Trustees listed in the APO I and APO2 trusts are the same as in the Heritage Trust: that is, Barry Cohen, John Hannan and Richard Ressler. Just want to confirm that this is what Leon wants (and not Paul Weiss's assumption when dra