Epstein Secrets

CHECKLIST FOR LEON BLACK ESTATE PLANNING AND RESTRUCTURING As of January

CHECKLIST FOR LEON BLACK ESTATE PLANNING AND RESTRUCTURING As of January

FOR LEON BLACK ESTATE PLANNING AND RESTRUCTURING As of January 14, 2014 III. NEW WILL/REVOCABLE TRUST FOR LEON AND DEBRA 1. Prepare draft Will, Revocable Trust, powers of attorney and health care proxy for Leon. PW Complete 2. Prepare a memorandum summarizing the proposed documents and highlighting ope

Overview of Proposed Will and Revocable Trust Presented to Leon D. Black July 8, 2013 EFTA_R1_02106363 EFTA02707649 Leon D. Black Overview of Proposed Will/Revocable Trust—Upon Leon's Death (Debra survives) Last Wil

ed Will and Revocable Trust Presented to Leon D. Black July 8, 2013 EFTA_R1_02106363 EFTA02707649 L

Overview of Proposed Will and Revocable Trust Presented to Leon D. Black July 8, 2013 EFTA_R1_02106363 EFTA02707649 Leon D. Black Overview of Proposed Will/Revocable Trust—Upon Leon's Deat

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

589-0303 Email: To: From: Date: Re: Leon D. Black Ada Clapp April 7, 2014 Heritage and Legacy Trust Provisions for Consideration Your Will, Revocable Trust and the Heritage and Legacy Trust (the "Documents") were discussed at the family meeting held on September 5, 2013. Several issues were raised at th

ut raising these issues with Debra. 3. Leon D. Black Family Foundation. Inc. We think Leon should rev

eels about raising these issues with Debra. 3. Leon D. Black Family Foundation. Inc. We think Leon should rev

ution. 4. Legal Bills for Children's Will Preparation. Should Paul Weiss send each of the children a bill for legal services to prepare the Will, Revocable Trust, power of attorney, health care prosy and living will? On Leon's last bill, Paul Weiss removed the time charges for Ben's Will. However, there are

1 7 Leon D. Black Insurance Trust #2 (no Trust Agreement) 8 Debra and Leon D. Black Insurance Trust dated 9/14/92 9 Will and Revocable Trust of Leon D. Black dated 9/30/97 10 The Benjamin Black 2010 Trust 11 The Joshua Max Black 2011 Trust 12 Yggdrasil Trust 13 Tron Trust 14 Gandalf Trust 15 Ro

EX TO DOCUMENT SUMMARIES DOCUMENT SUMMARY TAB Black Family Estate Planning Documents (Chart) 1 Blac

k Insurance Trust #1 7 Leon D. Black Insurance Trust #2 (no Trust Agreement) 8 Debra and Leon D. Black Insurance Trust dated 9/14/92 9 Will and Revocable Trust of Leon D. Black dated 9/30/97 10 The Benjamin Black 2010 Trust 11 The Joshua Max Black 2011 Trust 12 Yggdrasil Trust 13 Tron Trust 14 Gand

ugh it. EFTA00663454 Best regards, Ada Clapp Black Family Partners do Apollo Management 9 W 57th S

will remain frozen at the discounted value. • The Overview assumes that Debra has transferred title to all residences to Leon. Leon's new Will and Revocable Trust are drafted as if Leon owns all residences individually. In fact, all but two parcels are owned jointly by Debra and Leon. Unless she transfer her t

books, etc., as its primary business. Ada Clapp Black Family Partners cto Apollo Pianagoment 9 W 571h

of them is there to take care of her). Leon does not own Phaidon (it is owned indirectly by the 1997 Trust) so it would not pass under his Will or Revocable Trust. I had Paul Weiss define "Art Entity" as an entity formed for the primary business purpose of holding art. That way, the term would not indadvertedl

n walk him through it. Best regards, Ada Clapp Black Family Partners do Apollo Management EFTA_R1_02

e will remain frozen at the discounted value. • The Overview assumes that Debra has transferred title to a0 residences to Leon. Leon's new Will and Revocable Trust are drafted as if Leon owns all residences individually. In fact, all but two parcels are owned jointly by Debra and Leon. Unless she transfer her