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

k of America Loans and cover estate tax and (ii) all of his BFP interest would be used to repay the Note to the Heritage Trust and the Note to BFP. Debra's Marital Trust would be funded with art, residences and the GST exemption amount ($1,750,000). No other investment assets. Of course, Debra could require the Trust

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

k of America Loans and cover estate tax and (ii) all of his BFP interest would be used to repay the Note to the Heritage Trust and the Note to BFP. Debra's Marital Trust would be funded with art, residences and the GST exemption amount ($1,750,000). No other investment assets. Of course, Debra could require the Trus

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

k of America Loans and cover estate tax and (ii) all of his BFP =nterest would be used to repay the Note to the Heritage Trust and =he Note to BFP. Debra's Marital Trust would be funded with =nbsp;art, residences and the GST exemption amount ($1,750,000). =nbsp;No other investment assets. Of course, Debra could requi