6
Shared Docs
6
Same-Page
11 / 6
Mentions
From: Eileen Alexanderson To: 'Jeffrey Epstein' <[email protected]> Subject: FW: Leon Black Children-use of Gift and GST tax exemptions Date: Thu, 13 Dec 2012 19:40:53 +
M To: Elyse G. Kirschner ( Cc: Eileen Alexanderson Subject: Leon Black Children-use of Gift and GST tax exemptions Hi Elyse, I was speaking with Eileen earlier about the plan for Leon's children to make exemption gifts by year end. I understand that you are considering having the 4 children create a
T tax. Please let me know if you have some time to discuss tomorrow. Best regards, EFTA00646493 Ada Clapp Managing Director, Wealth Strategist U.S. Trust Bank of America Private Wealth Management 114 West 47th Street New York, New York 10036 IRS Circular 230 Disclosure: Pursuant to IRS regulations, we inform you that any tax advice containe
Friday, December 14, 2012 1:09 PM To: Kirschner, Elyse; Eileen Alexanderson Subject: RE: Leon Black Children-use of Gift and GST tax exemptions Hi Eileen and Elyse, Thanks for the email, Elyse. I know how pressed you are with year end planning. Eileen should confirm but my understanding is that the c
December 14, 2012 1:23 PM To: Melanie Spinella Subject: Fwd: FW: Leon Black Children-use of Gift and GST tax exemptions Forwarded message From: Eileen Alexanderson Date: Fri, Dec 14, 2012 at 1:21 PM Subject: FW: Leon Black Children-use of Gift and GST tax exemptions To: Jeffrey Epstein <[email protected]>
think? Time is getting a bit tight. Would it make sense for the three of us to have a call today? Ada Clapp Managing Director, Wealth Strategist U.S. Trust Bank of America Private Wealth Management 114 West 47th Street New York, New York 10036 EFTA00700136 Phone: Fax: Email: IRS Circular 230 Disclosure: Pursuant to IRS regulations, we in
a's Trust to use up the Exemption Amount Ada, Comment 29.2--yes, that is correct. Attached is a revised version of the agreement, with a redline. Eileen, What will Debra be using to fund this trust? Thanks. Elyse Elyse G. Kirschner I Partner McDermott Will & Emery LLP I - www.mwe.com From: aapp
From: Eileen Alexanderson < To: 'Jeffrey Epstein' <jeevacationispgmaii.corn-,' Subject: FW: Debra's Trust to use up the Exemption Amount Date: Wed, 28 Nov 2012 20:54:39 +00
would like to discuss them and if you would like me to send them directly to Elyse. Best regards, Ada Clapp Managing Director, Wealth Strategist U.S. Trust Bank of America Private Wealth Management Phone: Fax: Email: IRS Circular 230 Disclosure: Pursuant to IRS regulations, we inform you that any tax advice contained in this communication (
talk more. From: Clapp, Ada [mallto: Sent: Wednesday, August 15, 2012 05:56 PM To: Eileen Alexanderson Subject: 2006 Trust GRAT proposal.ppt Hi Eileen, Here is the revised power point. If you approve, I will forward to Carlyn and Elyse. Have a good night. Ada Clapp Managing Director, Wealth Stra
From: Eileen Alexanderson To: [email protected] <[email protected]> Subject: Re: Fw: 2006 Trust GRAT proposal.ppt Date: Fri, 17 Aug 2012 01:08:40 +0000 In the off
power point. If you approve, I will forward to Carlyn and Elyse. Have a good night. Ada Clapp Managing Director, Wealth Strategist EFTA00713062 U.S. Trust Bank of America Private Wealth Management 114 West 47th Street New York, New York 10036 Phone: Fax: Emai IRS Circular 230 Disclosure: Pursuant to IRS regulations, we inform you that any
From: Eileen Alexanderson < To: "[email protected]" [email protected]> Subject: Fw: FW: 2006 Trust GRAT proposal.ppt Date: Fri, 17 Aug 2012 12:54:10 +0000 Obv
rom: Alan S Halperin [mailto Sent: Friday, August 17, 2012 07:05 AM To: Eileen Alexanderson Subject: Re: 1W: 2006 Trust GRAT proposal.ppt Thanks, Eileen. I have a few comments and suggestions. I also have been continuing the dialogue with Carlyn to see whether we can improve "the fix." I am happy to
is the revised power point. If you approve, I will forward to Carlyn and Elyse. Have a good night. Ada Clapp Managing Director, Wealth Strategist U.S. Trust Bank of America Private Wealth Management 114 West 47th Street New York. New York 10036 Pho Fax Email: IRS Circular 230 Disclosure: Pursuant to IRS regulations, we inform you that any t
r_NAME_REDACTED.pdf ).. From: Clapp, Ada [mailto: Sent: Wednesday, December 05, 2012 5:26 PM To: Eileen Alexanderson Subject: RE: foundation Hi Eileen, I prepared the attached letter for a client in July (redacted the names to protect the innocent). You may find it helpful. It discusses the pros/c
t helpful. It discusses the pros/cons of one form versus the other. Thanks for keeping me posted. Ada Clapp Managing Director, Wealth Strategist U.S. Trust Bank of America Private Wealth Management 114 West 47th Street New York. New York 10036 IRS Circular 230 Disclosure: Pursuant to IRS regulations, we inform you that any tax advice containe
Entities connected to both Eileen Alexanderson and U.S. Trust Bank of America Private Wealth Management

Jeffrey Epstein
PERSONLeon Black
PERSONAda Clapp
PERSON
Melanie Spinella
PERSONCarlyn S. McCaffrey
PERSONElyse G. Kirschner
PERSONClapp
PERSONRalph Lerner
PERSON
Bank of America Corporation
ORGANIZATIONLeon Black Children
ORGANIZATION2012 Trust
ORGANIZATIONWandry
LOCATION