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From: Eileen Alexanderson To: lesley Groff Subject: Fwd: CF Date: Thu, 24 Apr 2014 19:04:57 +0000 Attachments: doc00645020140418001514-2.pdf; ATT00001.htm Sent from my iPh
rusts and due to the note cleanups we did at yearend, investable cash balances in the trusts are sizable. Remember, decanting of the 1997 Trust into the APO2 Trust will soon to be completed and cash shown on the table will move there. Also, we are in the process of getting the valuations done for the LDB 201 L
r March 23, 2015 Phaidon Charts/Eileen's Authority Brad asked me to send you the attached items: 1. A chart listing the family entities for which Eileen has authority to act. Brad indicated that some of the banking authority has already changed since the delegations were issue and that other banking
as follows: • $850,750 from APO2 Trust to Global • $140,925 from APOI Trust to Global • $8,325 from APO1 Trust to Global It was intended that the APO2 Trust would lend $45,000 to the 1997 GST-Exempt Trust, so it could make a contribution to PLB. Depending on our overall restructuring, we can prepare a N
ACTION LIST FOR YEAR-END PLANNING As of January 14, 2013 ACTION TO BE TAKEN RESPONSIBLE PARTY TIMING/STATUS NOTE-CLEAN UP 1 Eileen to transfer funds for LDB 2011 LLC to purchase $5.12 MM notes from the Yggdrasil Trust, the Tron Trust and the 2006 Trust. Family Office/Eileen Co
lk I. Decanting Instruments to be Revised to include changes to the decanting statute. PW to revise the document In progress 2. Resolve whether the APO2 Trust will have a sub-trust to be used for the second-to- die insurance after the split dollar agreements is rolled-out. Team to discuss 3. Execute APO2
Entities connected to both Eileen Alexanderson and the APO2 Trust