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ial Inventory As of April 16, 2014 Assets Cash and Marketable Securities 12,298,000 Apollo Credit Opportunities 40,838,000 Note Receivable From Leon D. Black 1,694,738,000 Note Receivable From APO2 Declaration 86,436,000 Art 142,231,000 Total Assets $ 1,976,541,000 Includes assets held through LBF
ing Overview Presented to: Leon D. and Debra R. Black Overview of Estate Plan as of April 16, 2014 Ma
Estate Planning Overview Presented to: Leon D. and Debra R. Black Overview of Estate Plan as of April 16, 2014 May 16, 2014 Nancy A. Kistler, CFP@ Aaron Shamshoian, CFP
ugh it. EFTA00663454 Best regards, Ada Clapp Black Family Partners do Apollo Management 9 W 57th S
[email protected]>, Eileen Alexanderson Subject: Estate Overview Date: Mon, 23 Sep 2013 22:03:51 +0000 Hi Jeffrey and Eileen, Attached is the revised Estate Planning Overview prepared by US Trust. As I mentioned, the prior Overview was inaccurate because their program was not updated and calculated the tax using the 35% r
n walk him through it. Best regards, Ada Clapp Black Family Partners do Apollo Management EFTA_R1_02
t 6:07 PM Subject: Estate Overview To: Jeffrey E stein <*ecvacation mail.c m> Eileen Alexanderson Hi Jeffrey and Eileen, Attached is the revised Estate Planning Overview prepared by US Trust. As I mentioned, the prior Overview was inaccurate because their program was not updated and calculated the tax using the 35%
Entities connected to both Leon Black and Estate Planning Overview

Jeffrey Epstein
PERSON
Melanie Spinella
PERSONEileen Alexanderson
PERSONBlack Family Partners
ORGANIZATIONAda Clapp
PERSONDebra
PERSONUS Trust
ORGANIZATIONthe Heritage Trust
ORGANIZATIONRevocable Trust
ORGANIZATIONLegacy Trust
ORGANIZATIONOverview
ORGANIZATIONthe Estate Overview
ORGANIZATIONDebra's Marital Trust
ORGANIZATION