5
Shared Docs
5
Same-Page
10 / 5
Mentions
effrey Epstein <[email protected]> Are you good with this as a plan? From: Clapp, Ada [ Sent: Friday, December 14, 2012 1:09 PM To: Kirschner, Elyse; Eileen Alexanderson Subject: RE: Leon Black Children-use of Gift and GST tax exemptions Hi Eileen and Elyse, Thanks for the email, Elyse. I know
ions To: Jeffrey Epstein <[email protected]> Are you good with this as a plan? From: Clapp, Ada [ Sent: Friday, December 14, 2012 1:09 PM To: Kirschner, Elyse; Eileen Alexanderson Subject: RE: Leon Black Children-use of Gift and GST tax exemptions Hi Eileen and Elyse, Thanks for the email, Elyse.
tribute assets out of the non-GST exempt trusts, have the children gift them to new trusts, and allocate their GST exemptions to those new trusts. Elyse G. Kirschner I Partner McDermott Will & Emery LLP 1340 Madison Avenue, New York, NY 10173 www.mwe.com From: Clapp, Ada [ Sent: Thursday, December 13, 2012
think? Time is getting a bit tight. Would it make sense for the three of us to have a call today? Ada Clapp Managing Director, Wealth Strategist U.S. Trust Bank of America Private Wealth Management 114 West 47th Street New York, New York 10036 EFTA00700136 Phone: Fax: Email: IRS Circular 230 Disclosure: Pursuant to IRS regulations, we in
ison_39479962v1_DM_US_- _Debra_Black_2012_Family_Trust_Agreement-_39479962v2_DM_US_.DOC I know the name has to go but have a look. From: Kirschner, Elyse [mailto: Sent: Wednesday, November 28, 2012 3:53 PM To: aapp, Ada Cc: Eileen Alexanderson Subject: RE: Debra's Trust to use up the Exemption Amou
inaryComparison_39479962v1_DM_US_- _Debra_Black_2012_Family_Trust_Agreement-_39479962v2_DM_US_.DOC I know the name has to go but have a look. From: Kirschner, Elyse [mailto: Sent: Wednesday, November 28, 2012 3:53 PM To: aapp, Ada Cc: Eileen Alexanderson Subject: RE: Debra's Trust to use up the Exempti
is correct. Attached is a revised version of the agreement, with a redline. Eileen, What will Debra be using to fund this trust? Thanks. Elyse Elyse G. Kirschner I Partner McDermott Will & Emery LLP I - www.mwe.com From: aapp, Ma [mailto: Sent: Wednesday, November 28, 2012 12:59 PM To: Kirschner, Elyse C
would like to discuss them and if you would like me to send them directly to Elyse. Best regards, Ada Clapp Managing Director, Wealth Strategist U.S. Trust Bank of America Private Wealth Management Phone: Fax: Email: IRS Circular 230 Disclosure: Pursuant to IRS regulations, we inform you that any tax advice contained in this communication (
essage for Harry this mom. Going out looking at space tomorrow afternoon. From: Clapp, Ada [mailto: Sent: Thursday, December 13, 2012 9:59 AM To: Elyse G. Kirschner ( Cc: Eileen Alexanderson Subject: Leon Black Children-use of Gift and GST tax exemptions Hi Elyse, I was speaking with Eileen earlier about the
<[email protected]> Subject: FW: Leon Black Children-use of Gift and GST tax exemptions Date: Thu, 13 Dec 2012 19:40:53 +0000 I reached out to Elyse for input on the kids trusts we have been speaking about. I then ran the output of that conversation by Ada. Below is her response to Elyse. Just th
T tax. Please let me know if you have some time to discuss tomorrow. Best regards, EFTA00646493 Ada Clapp Managing Director, Wealth Strategist U.S. Trust Bank of America Private Wealth Management 114 West 47th Street New York, New York 10036 IRS Circular 230 Disclosure: Pursuant to IRS regulations, we inform you that any tax advice containe
Eileen Alexanderson Subject: 2006 Trust GRAT proposal.ppt Hi Eileen, Here is the revised power point. If you approve, I will forward to Carlyn and Elyse. Have a good night. Ada Clapp Managing Director, Wealth Strategist EFTA00713062 U.S. Trust Bank of America Private Wealth Management 114 West
power point. If you approve, I will forward to Carlyn and Elyse. Have a good night. Ada Clapp Managing Director, Wealth Strategist EFTA00713062 U.S. Trust Bank of America Private Wealth Management 114 West 47th Street New York, New York 10036 Phone: Fax: Emai IRS Circular 230 Disclosure: Pursuant to IRS regulations, we inform you that any
Eileen Alexanderson Subject: 2006 Trust GRAT proposal.ppt Hi Eileen, Here is the revised power point. If you approve, I will forward to Carlyn and Elyse. Have a good night. Ada Clapp Managing Director, Wealth Strategist U.S. Trust Bank of America Private Wealth Management 114 West 47th Street Ne
is the revised power point. If you approve, I will forward to Carlyn and Elyse. Have a good night. Ada Clapp Managing Director, Wealth Strategist U.S. Trust Bank of America Private Wealth Management 114 West 47th Street New York. New York 10036 Pho Fax Email: IRS Circular 230 Disclosure: Pursuant to IRS regulations, we inform you that any t
Entities connected to both Elyse G. Kirschner and U.S. Trust Bank of America Private Wealth Management

Jeffrey Epstein
PERSONEileen Alexanderson
PERSONLeon Black
PERSONAda Clapp
PERSONCarlyn S. McCaffrey
PERSONClapp
PERSON
Melanie Spinella
PERSON
Bank of America Corporation
ORGANIZATIONLeon Black Children
ORGANIZATION2012 Trust
ORGANIZATIONWandry
LOCATION