Epstein Secrets

NVESTMENT TRUST A (Sch. A, Part 3, Item U The transaction referred to as Item 1 on Schedule A, Part 3 of this Return represents the contribution by Leon D. Black (the "Taxpayer") to the Judah Investment Trust A (the "Trust"), created under trust agreement dated December 21, 2006 (the "Trust Creation Date") b

LEON D. BLACK - SS NO. 056-384069 SCHEDULE OF TAXABLE GIFTS MA

2nd anniversary of the Trust Creation Date. Upon the termination of the Trust, the remaining trust property will be distributed to the trustees of the Black 2006 Family Trust (the "Family Trust"), to be added to the principal of the Family Trust and disposed of therewith. The value of the gift is determined by subtractin

DOCUMENT SUMMARY To: Leon D. Black From: Ada Clapp Date: October 23, 2013 Re: Summary of the APOI Agreement Following is a summary of the APOI Agreement (the "Agreement") that w

DOCUMENT SUMMARY To: Leon D. Black From: Ada Clapp Date: October 23, 2013 Re:

or of the trusts created under the Agreement. It is intended that this trust will receive the remainder of the APOI GRAT, as well as the assets of the Black 2006 Family Trust upon a decanting of such trust by its trustees. Once you have settled on the terms of the Heritage Trust, it will be the ultimate recipient of the a

e two accountings prepared by Tom Turrin, one for GRATs A-J and one for GRAT K (collectively the "Account") presenting the acts and transactions of Leon D. Black and John J. Hannan, as Trustees of the GRATs for the period December 21, 2006 through December 20, 2008, when the GRATs terminated. You may find t

itional reclassifications and adjustments were required. As you know, when the GRATs terminated, the remaining assets were transferred to you, Mr. Black and Mr. Hannan, as Trustees of the Black 2006 Family Trust. The Agreement is between the Trustees and beneficiaries of the GRATs and the Trustees an

ments were required. As you know, when the GRATs terminated, the remaining assets were transferred to you, Mr. Black and Mr. Hannan, as Trustees of the Black 2006 Family Trust. The Agreement is between the Trustees and beneficiaries of the GRATs and the Trustees and beneficiaries of the Black 2006 Family Trust. It provide

nd (iii) an extra set of signature and acknowledgement pages. As you may know, when the GRATs terminated, the remaining assets were transferred to Leon D. Black, John J. Hannan and Richard Ressler, as the trustees of the Black 2006 Family Trust. EFTA00587057 May , 2013 Page 2 The Account consists of sch

May , 2013 Ms. Debra R. Black Ms. Victoria Black Mr. Ben'amin Black Mr. Josh

the amount on hand as of the close of the accounting period. The Agreement is between the Trustees and beneficiaries of the GRATs, the Trustees of the Black 2006 Family Trust and you as beneficiaries of the Black 2006 Family Trust. It provides that each party who signs the Agreement will (i) waive his or her right to a j

Hello and happy new year! Eileen Alexanderson Black--Change of Named Insured on Umbrella Policy Effe

ject: Dear Jeffrey, Hello and happy new year! Eileen Alexanderson Black--Change of Named Insured on Umbrella Policy Effective December 31, 2013, the Black 2006 Family Trust assigned all the art it owned to a new trust. The new trust is called the APOI Agreement. Kindly prepare an Endorsement (as of December 31, 2013) t