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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
"discounted" Note with non discounted assets such as cash from monetization, or with appreciated BFP interests, assuming appreciation. I will bring the Estate Overview to our meeting with Leon on Wednesday so we can walk him through it. EFTA00663454 Best regards, Ada Clapp Black Family Partners do Apollo Manag
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
"discounted" Note with non discounted assets such as cash from monetization, or with appreciated BFP interests, assuming appreciation. I will bring the Estate Overview to our meeting with Leon on Wednesday so we can walk him through it. Best regards, Ada Clapp Black Family Partners do Apollo Management EFTA_R1
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
"discounted" Note with non discounted assets such as cash from =onetization, or with appreciated BFP interests, assuming =ppreciation. I will =ring the Estate Overview to our meeting with Leon on Wednesday so we =an walk him through it. EFTA_R1_01949008 EFTA02673286 Best =egards, New York NY 10019 phone IRS C
Entities connected to both US Trust and the Estate Overview

Jeffrey Epstein
PERSONElysium Management LLC
ORGANIZATIONLeon Black
PERSONEileen Alexanderson
PERSONAda Clapp
PERSONDebra
PERSONBlack Family Partners
ORGANIZATION
Brad Wechsler
PERSONOverview
ORGANIZATIONDebra's Marital Trust
ORGANIZATIONRevocable Trust
ORGANIZATIONLegacy Trust
ORGANIZATIONthe Legacy Trusts
ORGANIZATIONEstate Planning Overview
ORGANIZATIONthe Heritage Trust
ORGANIZATIONthe Marital Trust
ORGANIZATION