5
Shared Docs
5
Same-Page
5 / 5
Mentions
EFTA00602615 Leon D. and Debra R. Black Overview of Estate Plan as of April 16, 2014 Estate Flow Chart Upon Leon's Death Executory Debra Reek. Barry Cohen and Rchard Ressler Leon Black Gross Estate Non Probate Property Outright to Debra Probate Property 2.197.107.000 12 of Joint Residences 38.2
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
ng 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 drafting the document). As
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
ble pledges made during Leon's lifetime. 2. Residuary Estate: All of Leon's property will be added to the Revocable Trust. 3. Executors a. Debra, Barry Cohen and Richard Ressler will be co-Executors. b. Successors i. John Hannan will be designated as successor Executor to Barry. ii. Allison Ressler will
a will receive outright the Manhattan apartments; the remaining residences will be held in her marital trust. If Debra directs property to be sold, the Heritage Trust, followed by the children (or their Legacy Trusts) will have a right of first refusal. ii. If Debra predeceases, the Manhattan apartments will be s
n Debra's death 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 Richar
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
a descendant 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 Richar
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
Entities connected to both Barry Cohen and the Heritage Trust

Barry Diller
PERSON
Michael Cohen
PERSON
Jeffrey Epstein
PERSONLeon Black
PERSONJohn Hannan
PERSONDebra
PERSON
Alan Dershowitz
PERSONAda Clapp
PERSONRichard Ressler
PERSONEileen Alexanderson
PERSON
Melanie Spinella
PERSON
Marc Rich
PERSONBlack Family Partners
ORGANIZATIONthe Marital Trust
ORGANIZATIONAlan S. Halperin
PERSONLegacy Trust
ORGANIZATIONElysium Management LLC
ORGANIZATIONLeon D.
PERSONSeparate Trust
ORGANIZATIONWeiss
PERSON