Document Mentions (3 shared documents)

EFTA00305992

2 mentions1 same-page

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14. Charity current & Future Pledges, Gifts 15. Cash Glow 16. New IT & New Personnel 17. Operational re-do (bill pay, etc) 18. Debra & Children? Current & Future Involvement, Notifications, Etc., New dynasty trust? 19. Tax Plan & disclosures, gaming, foreign Apollo & Phaidon related 20. Investments Rationalize include t

Plan & disclosures, gaming, foreign Apollo & Phaidon related 20. Investments Rationalize include trading accounts 21. Bank Loans, rate? Terms etc. Consolidate Plane, boat, houses. Disclosures? 22. Consolidate, Review & Reduce number of all bank accounts & legal entities, Decanting, Liquidating, etc. 23. All ou

EFTA00305990

2 mentions1 same-page

Page ?Same page

EFTA00305986

2 mentions1 same-page

Page ?Same page

Flow 77- Need EFTA00305987 16. New IT & New Personnel 17. Operational Re-Do (Bill Pay, etc)-Credit Card? Approval Process 18. Debra & Children? Current & Future Involvement, Notifications, Etc., New Dynasty Trust? 19. Tax Plan & Disclosures, Gaming, Foreign Apollo & Phaidon Related 20. Investments Rationalize Include

, Gaming, Foreign Apollo & Phaidon Related 20. Investments Rationalize Include Trading Accounts- New? Kids- Brad? 21. Bank Loans, Rate? Terms etc. Consolidate Plane, Boat, Houses. Disclosures? Roles- Vary 22. Consolidate, Review & Reduce number of all bank accounts & legal entities, Decanting, Liquidating, et