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e policies and on the subject of insurance as asset protection and some addl random notes that give you some background. Also, you will see the memo Carlyn prepared around the time of our last sitdown which was in Dec a year ago. Roger came in with an analysis of the policies using assumed rates of ret
ee, the reportable gift is not insignificant now. In the attached I have included the initial summary I did when I first met with Roger Cammon from the Bryant Group to talk about these policies and on the subject of insurance as asset protection and some addl random notes that give you some background. Also, you
e policies and on the subject of insurance as asset protection and some addl random notes that give you some background. Also, you will see the memo Carlyn prepared around the time of our last sitdown which was in Dec a year ago. Roger came in with an analysis of the policies using assumed rates of ret
ee, the reportable gift is not insignificant now. In the attached I have included the initial summary I did when I first met with Roger Cammon from the Bryant Group to talk about these policies and on the subject of insurance as asset protection and some addl random notes that give you some background. Also, you
e policies and on the subject of insurance as asset protection and some addl random notes that give you some background. Also, you will see the memo Carlyn prepared around the time of our last sitdown which was in Dec a year ago. Roger came in with an analysis of the policies using assumed rates of ret
ee, the reportable gift is not insignificant now. In the attached I have included the initial summary I did when I first met with Roger Cammon from the Bryant Group to talk about these policies and on the subject of insurance as asset protection and some addl random notes that give you some background. Also, you
e policies and on the subje=t of insurance as asset protection and some addl random notes that give yo= some background. Also, you will see the memo Carlyn prepared around the t=me of our last sitdown which was in Dec a year ago. Roger came in with an =nalysis of the policies using assumed rates of retu
see, the reportable gift is not insignificant now. In the att=ched I have included the initial summary I did when I first met with Roger=Cammon from the Bryant Group to talk about these policies and on the subje=t of insurance as asset protection and some addl random notes that give yo= some background. Also, yo
, it was concluded that the Agreements should be terminated, or "rolled-out". C. Various Proposals to Roll-Out the Agreements. 1. 2010 Proposal. Carlyn's first proposal (August 2, 2010), involved the Black Family 1997 Trust (the "1997 Trust") purchasing the policies from the Trusts at their cash su
ated to your art collection) and estate taxes payable upon the death of the survivor of you and Debra. The original 1999 proposal by Roger Cammon of the Bryant Group anticipated retention of the policies until the death of the insured(s) and projected that the policies would be self-funding by 2011. However, the
Entities connected to both Carlyn S. McCaffrey and the Bryant Group