Epstein Secrets

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

Estate Planning Overview Presented to: Leon D. and Debra R. Black Overview of Estate Plan as of April 16, 2014 May 16, 2014 Nancy A. Kistler, CFP@ Aaron Shamshoian, CFP@ Managing Director Vi

enable it to purchase 25% of the stock of AIF IV Management Inc. ("AIF IV") from Leon. Distribution of $12.2 million- 25% to each trust Trustees: Barry Cohen, John Hannan, Richard Ressler, and after Leon's death, Debra Black. BEB 2011 Trust JMB 2011 Trust ASB 2011 Trust VRB 2011 Trust Trustees: Deb

ep Three: Termination of Split-Dollar Agreements Because AIF IV's business operations ceased in 2007, the split-dollar agreements between it and the Leon D. Black 1999 Life Insurance Trust #1 ("Trust #1") and Trust #2 ("Trust #2") terminated at that time. AIV IV continued to honor the agreements but had t

enable it to purchase 25% of the stock of AIF IV Management Inc. ("AIF IV") from Leon. Distribution of $12.2 million- 25% to each trust Trustees: Barry Cohen, John Hannan, Richard Ressler, and after Leon's death, Debra Black. BEB 2011 Trust JMB 2011 Trust ASB 2011 Trust VRB 2011 Trust Trustees: Deb

ep Three: Termination of Split-Dollar Agreements Because AIF IV's business operations ceased in 2007, the split-dollar agreements between it and the Leon D. Black 1999 Life Insurance Trust #1 ("Trust #1") and Trust #2 ("Trust #2") terminated at that time. AIV IV continued to honor the agreements but had t

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

An amount equal to Debra's remaining GST exemption will pass to the 1997 GST Exempt Trust. d. The balance of the trust property will be paid to the Leon D. Black Family Foundation. EFTA00584947 ii. If Debra predeceases, the balance of the trust property will pass to the Leon Black Family Foundation.

Leon D. and Debra R. Black Overview of Estate Plan as of June 30, 2016 Estate Flow Chan Upon Leon's Death - DRB survives Executors. Debra Bladx. Barry Cohen and Richard Ressler Leon Black Gross Estate Gross Estate Less VI Joint Residences Total Probate Estate S 3.837.952,896 (52.401.00D) 3.735,5

Detailed Presentation - Residue to Charitable Lead Annuity Trusts - DRB survives LDB Overview of Estate Plan of Leon D. and Debra R. Black As of June 30. 2016 Apollo Global Management $15.15/Share Date: October 4, 2016 EFTA00299513 Leon D. and Debra R. Black Ove