Epstein Secrets

From: Michael Liebeskind Sent: Tuesday, June 10, 2014 1:24 PM To: 'Richard Kahn' Cc: Brian Gartner Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account Hi Rich, How did the meeting with your Principal go?

ent: Tuesday, June 10, 2014 1:24 PM To: 'Richard Kahn' Cc: Brian Gartner Subject: RE: Private Placem

Kahn' Cc: '; Brian Gartner Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account There will be no estate taxes. The value of the PPVA Investment Account is included in the taxable estate, but there is a dollar-for-dollar estate charitable tax deduction. From: Richard Kahn [mailto: EFTA01470863 S

Hi Rich, How did the meeting with your Principal go? Michael From: Michael Liebeskind Sent: Friday, June 06, 2014 1:34 PM To: 'Richard Kahn' Cc: ; Brian Gartner Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account There will be no estate taxes. The value of the PPV

Sent: Friday, June 06, 2014 1:34 PM To: 'Richard Kahn' Cc: ; Brian Gartner Subject: RE: Private Plac

d Kahn' Cc: ; Brian Gartner Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account There will be no estate taxes. The value of the PPVA Investment Account is included in the taxable estate, but there is a dollar-for-dollar estate charitable tax deduction. From: Richard Kahn [mailto: Sent: Friday, Ju

Sent: Friday, June 06, 2014 1:34 PM To: 'Richard Kahn' Cc: '; Brian Gartner Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account There will be no estate taxes. The value of the PP

Sent: Friday, June 06, 2014 1:34 PM To: 'Richard Kahn' Cc: '; Brian Gartner Subject: RE: Private Pla

Kahn' Cc: '; Brian Gartner Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account There will be no estate taxes. The value of the PPVA Investment Account is included in the taxable estate, but there is a dollar-for-dollar estate charitable tax deduction. From: Richard Kahn [mailto: Sent: Friday, Ju