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"discounted" Note with non discounted assets such as cash from monetization, or with appreciated BFP interests, assuming appreciation. I will bring the Estate Overview to our meeting with Leon on Wednesday so we can walk him through it. EFTA00663454 Best regards, Ada Clapp Black Family Partners do Apollo Manag
k of America Loans and cover estate tax and (ii) all of his BFP interest would be used to repay the Note to the Heritage Trust and the Note to BFP. Debra's Marital Trust would be funded with art, residences and the GST exemption amount ($1,750,000). No other investment assets. Of course, Debra could require the Trust
"discounted" Note with non discounted assets such as cash from monetization, or with appreciated BFP interests, assuming appreciation. I will bring the Estate Overview to our meeting with Leon on Wednesday so we can walk him through it. Best regards, Ada Clapp Black Family Partners do Apollo Management EFTA_R1
k of America Loans and cover estate tax and (ii) all of his BFP interest would be used to repay the Note to the Heritage Trust and the Note to BFP. Debra's Marital Trust would be funded with art, residences and the GST exemption amount ($1,750,000). No other investment assets. Of course, Debra could require the Trus
"discounted" Note with non discounted assets such as cash from =onetization, or with appreciated BFP interests, assuming =ppreciation. I will =ring the Estate Overview to our meeting with Leon on Wednesday so we =an walk him through it. EFTA_R1_01949008 EFTA02673286 Best =egards, New York NY 10019 phone IRS C
k of America Loans and cover estate tax and (ii) all of his BFP =nterest would be used to repay the Note to the Heritage Trust and =he Note to BFP. Debra's Marital Trust would be funded with =nbsp;art, residences and the GST exemption amount ($1,750,000). =nbsp;No other investment assets. Of course, Debra could requi
Entities connected to both the Estate Overview and Debra's Marital Trust

Jeffrey Epstein
PERSONAda Clapp
PERSONEileen Alexanderson
PERSONUS Trust
ORGANIZATIONDebra
PERSONOverview
ORGANIZATIONRevocable Trust
ORGANIZATIONthe Heritage Trust
ORGANIZATIONLegacy Trust
ORGANIZATIONLeon Black
PERSONthe Legacy Trusts
ORGANIZATIONBlack Family Partners
ORGANIZATIONthe Marital Trust
ORGANIZATIONEstate Planning Overview
ORGANIZATION