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e decanted, Leon's comfort with the intermediary trust provisions, etc). I will touch base after I review the documents. Best regards, Ada Clapp Black Family Partners do Apollo Management IRS Circular 230 Disclosure: Pursuant to IRS regulations, I inform you that any tax advice contained in this communication (i
to rise in the next two weeks so I assume you both prefer to fund in October. Please confirm. If we use the APOI Trust as the decanting vehicle for the 1997 Trust, we can discuss the other issues I raised in my email on Friday after we finish the GRAT(that is, timing for decanting 1997 Trust into APOI Trust,
e decanted, Leon's comfort with the intermediary trust provisions, etc). I will touch base after I review the documents. Best regards, Ada Clapp Black Family Partners do Apollo Management 9 W 57th Street New York NY 10019 phone: email: IRS Circular 230 Disclosure: Pursuant to IRS regulations, I inform you th
to rise in the next two weeks so I assume you both prefer to fund in October. Please confirm. If we use the APOI Trust as the decanting vehicle for the 1997 Trust, we can discuss the other issues I raised in my email on Friday after we finish the GRAT(that is, timing for decanting 1997 Trust into APOI Trust,
t all 2006 Trust Assets to the APO1 Trust and do the distribution from there? Either way, we will need to speak with the Trustees again. Ada Clapp Black Family Partners osure: Pursuant to IRS regulations, I inform you that any tax advice contained in this communication (including attachments) is not intended or wr
"Alan S Halperin" Subject: Re: 1997 Trust Decanting Date: November 18, 2013 at 11:33:50 AM EST To: "Ada Clapp" You ask good questions. 1. As to the 1997 Trust, we are relying on the EPTL. The statute provides: "The exercise of the power shall be effective thirty days after the date of service of the [decan
Clapp To: J Subject: Re: Date: Mon, 21 Oct 2013 13:13:11 +0000 I don't think there is, no. We can just call it the APO I Agreement. Ada Clapp Black Family Partners c/a Apollo Management 9 W 57th Street New York NY 10019 phone: email: IRS Circular 230 Disclosure: Pursuant to IRS regulations, I inform you t
next two weeks so I assume you both prefer to fund in October. Please confirm. EFTA00676139 If we use the APO1 Trust as the decanting vehicle for the 1997 Trust, we can discuss the other issues I raised in my email on Friday after we finish the GRAT(that is, timing for decanting 1997 Trust into APO I Trust,
hange the substitution language to address my concerns. Can you please confirm October funding as opposed to November (with lower rate). Ada Clapp Black Family Partners do Apollo Management 9 W 57th Street email: IRS Circular 230 Disclosure: Pursuant to IRS regulations, I inform you that any tax advice contained
to rise in the next two weeks so I assume you both prefer to fund in October. Please confirm. If we use the APOI Trust as the decanting vehicle for the 1997 Trust, we can discuss the other issues I raised in my email on Friday after we finish the GRAT(that is, timing for decanting 1997 Trust into APOI Trust,
that should not fall into the definition of Art Entity as it was formed for purposes of publishing books, etc., as its primary business. Ada Clapp Black Family Partners cto Apollo Pianagoment 9 W 571h Street New York NY 10019 IRS Circular 230 Disclosure: Pursuant to IRS regulations, I inform you that any tax adv
e death of the survivor of Leon and Debra (when neither of them is there to take care of her). Leon does not own Phaidon (it is owned indirectly by the 1997 Trust) so it would not pass under his Will or Revocable Trust. I had Paul Weiss define "Art Entity" as an entity formed for the primary business purpose
dd Debra as a co-Trustee of the the APO1 and APO2 trusts after his death (she is only added as a Trustee of the Marital Trust, if any)? Ada Clapp Black Family Partners IRS Circular 230 Disclosure: Pursuant to IRS regulations, I inform you that any tax advice contained in this communication (including attachments)
o rise in the next two weeks so I assume you both prefer to fund in October. Please confirm. If we use the APO I Trust as the decanting vehicle for the 1997 Trust, we can discuss the other issues I raised in my email on Friday after we finish the GRAT(that is, timing for decanting 1997 Trust into APO' Trust,
Entities connected to both Black Family Partners and the 1997 Trust
Leon Black
PERSON
Jeffrey Epstein
PERSONEileen Alexanderson
PERSON
NEW YORK NY
LOCATIONAda Clapp
PERSON
Alan Dershowitz
PERSON
Barry Diller
PERSONAlan S. Halperin
PERSONDebra
PERSONWeiss
PERSON
United States
LOCATIONRifkind
PERSONWharton & Garrison LLP
ORGANIZATIONthe 2006 Trust
ORGANIZATION
Paul, Weiss
ORGANIZATIONAPOI Trust
ORGANIZATIONthe APOI Trust
ORGANIZATIONthe APO I Trust
ORGANIZATION