Epstein Secrets

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 not updated and calculated the tax using the 35% rate in effect for 20

will remain frozen at the discounted value. • The Overview assumes that Debra has transferred title to all residences to Leon. Leon's new Will and Revocable Trust are drafted as if Leon owns all residences individually. In fact, all but two parcels are owned jointly by Debra and Leon. Unless she transfer her t

nt Sat 4/12/2014 1:44:52 PM Subject: Re: Estate Overview Hi Jeffrey, As soon as I can get the updated financial information from Eileen I can ask US Trust to start the Estate Flow. She has been working on that but keeps getting derailed with other requests and matters. I will try to get her timing and

e will remain frozen at the discounted value. • The Overview assumes that Debra has transferred title to a0 residences to Leon. Leon's new Will and Revocable Trust are drafted as if Leon owns all residences individually. In fact, all but two parcels are owned jointly by Debra and Leon. Unless she transfer her

ningAnalysis_2013 (9.23.13).pdf-, Untitled attachment 00321.htm Hi Jeffrey and =ileen, Attached is the revised Estate Planning =verview prepared by US Trust. As I mentioned, the prior Overview =as inaccurate because their program was not updated and calculated the =ax using the 35% rate in effect for 201

ain frozen at the discounted value. • The Overview assumes that Debra =as transferred title to all residences to Leon. =nbsp; Leon's new Will and Revocable Trust are drafted as if Leon =wns all residences individually. In fact, all but two parcels are =wned jointly by Debra and Leon. Unless she transfer =er t