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kers e. Liquidity for estate taxes and debts f. Leon Black Family Foundation i. Charitable purposes ii. Su
BLACK FAMILY ESTATE PLANNING APRIL 3, 2013 MEETING AGE
ation h. Health Care Proxies, Living Wills, and Powers of Attorney 2. Summary of Existing Estate Planning Documents a. Black 1997 Family Trust and Black 2006 Family Trust (*following settlement) i. Initial Trust I. The Initial Trust terminates upon the death of the survivor of Leon and Debra. 2. Discretionary incom
ersary Date: May 6, 2013 Attached to and Forming Part of Policy No: UM00013309SP13A Issued by: XL Specialty Insurance Company For the Account of: Leon D. Black and Debra R. Black, etal It is understood and agreed that the NAMED INSUREDS are hereby amended to read as follows: Leon D. Black and Debra R. Blac
IN131Mariet May 20. 2013 Mr. Leon D Black Apollo Management LP 9 West 57th Street, 43'd F
ings, LLC and/or Narrows Holdings II, LLC Black Family 1997 Trust (Debra R. Black, John J. Hannan, Richard Ressler, and Barry J. Cohen, Trustees) Black 2006 Family Trust (Leon D. Black, John J. Hannan and Richard Ressler, Trustees) LDB 2011 LLC (Members: BEB 2011 Trust, JMB 2011 Trust, ASB 2011 Trust and VRB 2011 Tru
ntage Owner 7.2 Leon 7. LBD 2011 LLC 4.55 1997 Black Family Trust 72.2 Black 2006 Family Trust 9. 20
ummary from 2/28/13 which lists record ownership of BFP as follows: Percentage Owner 7.2 Leon 7. LBD 2011 LLC 4.55 1997 Black Family Trust 72.2 Black 2006 Family Trust 9. 2009 GRAT Ada Clapp Black Family Partners clo Apollo Management 9 W 57th Street Now York NY 10019 phone IRS Circular 230 Disclosure: Purs
Black Family 1997 GST Exempt Trust LDB 2011 LLC TOTA
Black Family 1997 GST Exempt Trust LDB 2011 LLC TOTAL $Amt Source of funds Black 2006 Family Trust $33mi1 September distribution from Apollo Credit Opportunity Fund and accumulated dividends on Apollo Inv Corp shares owned plus internal borrow
Entities connected to both Leon Black and Black 2006 Family Trust