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Estate Planning - Action Plan • Step 1— Transfer of Jennie's interest in TCGM LLC to an entity. Form an entity CORE: JD Enterprises LLC (this entity is being formed for the CORE: asset only) - Form an enti
rmed for the CORE: asset only) owned 100% by JS - CORE: JD Enterprises will be owned 2% by JS MM LLC and 98% by Dangene & Jennie Enterprises LLC#2 Jennie Saunders, as an individual, will be the managing member of both entities The other owner must be a limited partner with no voting rights • Step 2 — Form an
00% lxigh Ingleby 3.44595% Philip D'Arrigo 0.27000% Dolores D'Arrigo 0.27000% Judith Berk 0.27000% RED Steam I.I.0 34.99740% Class A Member The Core Group Management LI C (a [Mann ITC) (I7k/a Steam N **** gement LLC) Manager: Jennie Snare, Dangene Revocable Eruct Trustee: Batmen( th Kay Bailey Benefit iary:
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www.coreaccess.net From: Kathleen Buzbee (mailto: Sent: Monday, April 06, 2009 3:17 PM To: Daniel Rabia Subject: RE: Tax Returns et al Because Jennie is (was?) the managing member of the LLC's and had personally guaranteed loans, the debts were allocated to her K-1 in 2005 which then created basis
l and delete this communication and destroy all copies. From: Daniel Rabia (mailto: Sent: Monday, April 06, 2009 3:04 PM To: Kathleen Buzbee Cc: Jennie Saunders Subject: Tax Returns et al Hi Kathy, Jennie has asked me to follow up with you re your e-mail to her from yesterday. It turns out that the recour
ith you re your e-mail to her from yesterday. It turns out that the recourse and non-recourse liabilities are itemized on the K-1 from TCCI to TCGM (The Core Group Management) since that is where the PG's actually reside. EFTA00771986 In the K-I's we sent you we only included the K-I's in Jennie's name based on a call
3 mentions1 same-page
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From: Kathleen Buzbee [mailto: Sent: Monday, April 06, 2009 3:17 PM To: Daniel Rabia Subject: RE: Tax Returns et al Because Jennie is (was?) the managing member of the LLC's and had personally guaranteed loans, the debts were allocated to her K-1 in 2005 which then created basis
il and delete this communication and destroy all copies. From: Daniel Rabia [mailto: Sent: Monday, April 06, 2009 3:04 PM To: Kathleen Buzbee Cc: Jennie Saunders Subject: Tax Returns et al Hi Kathy, Jennie has asked me to follow up with you re your e-mail to her from yesterday. It turns out that the recour
th you re your e-mail to her from yesterday. It turns out that the recourse and non-recourse liabilities are itemized on the K-1 from TCCI to TCGM (The Core Group Management) since that is where the PG's actually reside. EFTA00771969 In the K-1's we sent you we only included the K-1's in Jennie's name based on a call y
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3 mentions1 same-page
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. From: Daniel Rabia (mailto Sent: Monday, April 06, 2009 3:04 PM To: Kathleen Buzbee Cc: Jennie Saunders Subject: Tax Returns et al Hi Kathy, Jennie has asked me to follow up with you re your e-mail to her from yesterday. It turns out that the recourse and non-recourse liabilities are itemized on
il and delete this communication and destroy all copies. From: Daniel Rabia (mailto Sent: Monday, April 06, 2009 3:04 PM To: Kathleen Buzbee Cc: Jennie Saunders Subject: Tax Returns et al Hi Kathy, Jennie has asked me to follow up with you re your e-mail to her from yesterday. It turns out that the recour
th you re your e-mail to her from yesterday. It turns out that the recourse and non-recourse liabilities are itemized on the K- 1 from TCCI to TCGM (The Core Group Management) since that is where the PG's actually reside. In the K-1's we sent you we only included the K-1's in Jennie's name based on a call you and I had
3 mentions1 same-page
Page ?Same page
From: Daniel Rabia [mailto: Sent: Monday, April 06, 2009 3:04 PM To: Kathleen Buzbee Cc: Jennie Saunders Subject: Tax Returns et al Hi Kathy, Jennie has asked me to follow up with you re your c-mail to her from yesterday. It turns out that the recourse and non-recourse liabilities are itemized on
From: Daniel Rabia [mailto: Sent: Monday, April 06, 2009 3:04 PM To: Kathleen Buzbee Cc: Jennie Saunders Subject: Tax Returns et al Hi Kathy, Jennie has asked me to follow up with you re your c-mail to her from yesterday. It turns out that the recour
th you re your c-mail to her from yesterday. It turns out that the recourse and non-recourse liabilities are itemized on the K-1 from TCCI to TCGM (The Core Group Management) since that is where the PG's actually reside. In the K- I's we sent you we only included the K- l's in Jennie's name based on a call you and I had
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Mutual Connections (7)
Entities connected to both Jennie Saunders and The Core Group Management
