Document Mentions (4 shared documents)

EFTA00591793

4 mentions1 same-page

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anagement LLC) FROM: Charles T. Dowling Elizabeth A. Kubanik RE: Leon Black Estate Planning This memorandum summarizes our high-level thoughts on Leon Black's estate planning based upon the information and documents that have been provided to us and our discussions with you. As a general matter, we have b

questions or comments you may have on the topics discussed in this memorandum or any other aspect of Leon's estate planning. C.T.D. E.A.K. cc: Leon D. Black Alan S. Halperin (Paul, Weiss, Riflcind, Wharton & Garrison LLP) -14- EFTA00591806

harles T. Dowling Elizabeth A. Kubanik RE: Leon Black Estate Planning This memorandum summarizes our h

to make Venture investments and loans in support of the entrepreneurial endeavors of the beneficiaries, including for example a limitation to three Ventures per beneficiary. It may be preferable to set forth such guidelines in a detailed Letter of Wishes from Leon to the independent Trustees or in a reso

EFTA00597278

3 mentions1 same-page

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589-0303 Email: To: From: Date: Re: Leon D. Black Ada Clapp April 7, 2014 Heritage and Legacy Tr

ne: 646-589-0303 Email: To: From: Date: Re: Leon D. Black Ada Clapp April 7, 2014 Heritage and Legacy Tr

ntures profits should be shared. Some felt that sharing profits with non-Entrepreneur descendants will discourage the Entrepreneur from bringing the Ventures to the Trustees and also de-motive the other descendants from initiating their own Ventures (as it is easier to ride on the coattails of the Entrep

HOUSE_OVERSIGHT_016600

2 mentions1 same-page

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JOHNSON,MARIANNE O WOHL,BENJAMIN L NIBLACK,JOHN F CHOPIN,FRANK MORAN,TIM

LD CHAMP,JOSEPH H LIPIN,BETH MB VENTURES OF PB INC MARUCCI JR,GEORGE E DUNST