Epstein Secrets

Complete 6. Evaluate the extent to which other family members (Debra and the children) should have separate counsel. Team Complete Confirm that John Hannan and Richard Ressler will proceed without separate counsel. Family Office Complete 8. Release & Indemnification Agreement for 2006 Trust, to addr

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

ra R. Black Overview of Estate Plan as of April 16, 2014 Heritage Trust How Chart - Following Debra's Death Tnatcas: Barry Cohen. Richard Ressler. John Hannan. Bcryarnn Blxi. Joilua Black. Alexandar Black and Verona Mad' Trustees Barry Cohan. Richard Recolor and John Hannan Legacy True, t'on Seryamn E B

pal to Debra and Leon's descendants. strata to the sienna:on guidelines maned in tie Trust Agreement. After Leon's death. art andtoilet-Wes held in the Heritage Trust designaled for a particular child will be darned to such chiiSs Legacy Tnnl. Alter Debra's death. simitury designaled items in the Marital Trust wa

re many variations of such systems of "checks and balances." 2. Heritage Trust and Legacy Trust Trustee Provisions Currently, Richard Ressler9 and John Hannan are serving as the Trustees of the Heritage Trust and the Legacy Trusts.1° Upon Leon's death, each of Leon's children is designated as an additiona

the Black Family 1997 GST Exempt Trust holds GST tax- exempt assets. Because that trust does not include the more tailored governance provisions of the Heritage Trust, it may be desirable to consolidate the GST exempt assets in a single trust. 6 As of December 31, 2016. 7 In Part III.a. below, we recommend pou

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 drafting the document). As a reminder:

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

th and the remaining principal will be added to the Discretionary Trust, described in I above. IV. Trustees. A. Discretionary Trust. Barry Cohen, John Hannan and Richard Ressler (and after your death, Debra) are Trustees of the Discretionary Trust. B. Separate Trusts. Barry, John and Richard are Trustee

OI GRAT, as well as the assets of the Black 2006 Family Trust upon a decanting of such trust by its trustees. Once you have settled on the terms of the Heritage Trust, it will be the ultimate recipient of the assets held under this Agreement. I. Discretionary Trust. Until such time as the Trustees decide to crea

of yours, or if none, for your then living descendants, and in each case held in a Separate Trust. Trustees. A. Discretionary Trust. Barry Cohen, John Hannan and Richard Ressler (and after your death, Debra) are Trustees of the Discretionary Trust. B. Separate Trusts. Barry, John and Richard are Trustee

ets of the Non-Exempt Trust under the Black Family 1997 Trust upon a decanting of such trust by its trustees. Once you have settled on the terms of the Heritage Trust, it will be the ultimate recipient of the assets held under this Agreement. I. Discretionary Trust. Until such time as the Trustees decide to crea