Back to Network
3
Shared Docs
3
Same-Page
3 / 3
Mentions
Document Mentions (3 shared documents)
2 mentions1 same-page
Page ?Same page
f there are additional tweaks I think we should be ready to fund in the next day or two. Please remember, that we have to get the 3 Trustees to sign the APOI Trust (I assume Leon approved naming Barry, Richard and John as Trustees?). Also, you should know that the Section 7520 rate for November is lower than t
to rise in the next two weeks so I assume you both prefer to fund in October. Please confirm. If we use the APOI Trust as the decanting vehicle for the 1997 Trust, we can discuss the other issues I raised in my email on Friday after we finish the GRAT(that is, timing for decanting 1997 Trust into APOI Trust,
2 mentions1 same-page
Page ?Same page
f there are additional tweaks I think we should be ready to fund in the next day or two. Please remember, that we have to get the 3 Trustees to sign the APOI Trust (I assume Leon approved naming Barry, Richard and John as Trustees?). Also, you should know that the Section 7520 rate for November is lower than t
to rise in the next two weeks so I assume you both prefer to fund in October. Please confirm. If we use the APOI Trust as the decanting vehicle for the 1997 Trust, we can discuss the other issues I raised in my email on Friday after we finish the GRAT(that is, timing for decanting 1997 Trust into APOI Trust,
2 mentions1 same-page
Page ?Same page
f there are additional tweaks I think we should be ready to fund in the next day or two. Please remember, that we have to get the 3 Trustees to sign the APOI Trust (I assume Leon approved naming Barry, Richard and John as Trustees?). Also, you should know that the Section 7520 rate for November is lower than t
to rise in the next two weeks so I assume you both prefer to fund in October. Please confirm. If we use the APOI Trust as the decanting vehicle for the 1997 Trust, we can discuss the other issues I raised in my email on Friday after we finish the GRAT(that is, timing for decanting 1997 Trust into APOI Trust,
Sponsored
Mutual Connections (7)
Entities connected to both the APOI Trust and the 1997 Trust
