3
Shared Docs
3
Same-Page
8 / 3
Mentions
DOCUMENT SUMMARY To: Leon D. Black From: Ada Clapp Date: April 12, 2013 cc: Eileen Alexanderson, Jeffrey Epstein Re: Your Will and the Leon D. Black 1997 Revocable Trust Follo
DOCUMENT SUMMARY To: Leon D. Black From: Ada Clapp Date: April 12, 2013 cc: Ei
DOCUMENT SUMMARY To: Leon D. Black From: Ada Clapp Date: April 12, 2013 cc: Eileen Alexanderson, Jeffrey Epstein Re: Your Will and the Leon D. Black 1997 Revocable Trust Following is a summary of your Last Will and Testament (your "Will") and the agreement (the "Trust Agreement") creating The Le
al and resignation of trustees, and changing the situs of a trust should that become advisable (for example, to reduce State income taxes). Funding the Revocable Trust with a portion of your assets (such as art or interests in Black Family Partners) during your lifetime should not result in any tax consequences or
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 include the Revocable Trust. VII. Probate Considerations We recommend consideration be given to retitling substantial assets into the name of the Revocable Trust during Leon's lifetime in order to avoid the need for probate, to provide an uninterrupted succession of control in the event of Leon's death, and
LEON D. BLACK: TERM SHEET FOR TESTAMENTARY DOCUMENTS Will I.
LEON D. BLACK: TERM SHEET FOR TESTAMENTARY DOCUMENTS Will I.
The Executors will pay any outstanding charitable pledges made during Leon's lifetime. 2. Residuary Estate: All of Leon's property will be added to the Revocable Trust. 3. Executors a. Debra, Barry Cohen and Richard Ressler will be co-Executors. b. Successors i. John Hannan will be designated as successor Execut
Entities connected to both Leon Black and the Revocable Trust

Jeffrey Epstein
PERSON
Melanie Spinella
PERSON
Alan Dershowitz
PERSON
Barry Diller
PERSON
Michael Cohen
PERSONAda Clapp
PERSONAlan S. Halperin
PERSON
Barry J. Cohen
PERSONDebra
PERSONWeiss
PERSONthe Heritage Trust
ORGANIZATIONthe Marital Trust
ORGANIZATIONLegacy Trust
ORGANIZATIONBlack Family Foundation
ORGANIZATION