Epstein Secrets

Deutsche Asset & Wealth Management Blanche Lark Christerson Managing Director, Senior Wealth Planning Strategist Tax Topics 01/29/14 2014-01 And the beat goes on... Last fall’s 16-day government shutdown e

ond, the bill would eliminate a “loophole” that allows so-called incomplete gift, non-grantor trusts (“INGs” or “DINGs,” if the trusts are created in Delaware) to completely avoid New York income tax; it would do so by making the trust a “grantor trust” for New York income tax purposes — meaning that the cr

Deutsche Asset & Wealth Management Blanche Lark Christerson Managing Director, Senior Wealth Planning Strategist Tax Topics 12/20/13 2013-12 Budgets, tax reform and “extenders” As the year winds down, Hous

oducts or services. Trust and estate and wealth planning services are provided through Deutsche Bank Trust Company, N.A., Deutsche Bank Trust Company Delaware and Deutsche Bank National Trust Company. © 2013 Deutsche Asset & Wealth Management. All rights reserved. 017074 121913 Tax Topics 12/20/13 5 HOUSE

Deutsche Asset & Wealth Management Blanche Lark Christerson Managing Director, Senior Wealth Planning Strategist Tax Topics 2013 Table of Contents 2013 12/20/13 Budgets, tax reform and “extenders”; end of

oducts or services. Trust and estate and wealth planning services are provided through Deutsche Bank Trust Company, N.A., Deutsche Bank Trust Company Delaware and Deutsche Bank National Trust Company. © 2013 Deutsche Asset & Wealth Management. All rights reserved. 017075 121913 Tax Topics — Table of Conten

Deutsche Asset & Wealth Management Blanche Lark Christerson Managing Director, Senior Wealth Planning Strategist Tax Topics 04/29/13 2013-05 Fiscal Year 2014 Budget issued On April 10", President Obama iss

oducts or services. Trust and estate and wealth planning services are provided through Deutsche Bank Trust Company, N.A., Deutsche Bank Trust Company Delaware and Deutsche Bank National Trust Company. © 2013 Deutsche Asset & Wealth Management. All rights reserved. 13-AWM-0182 014942 042913 Tax Topics 04/29