his own approval." - Mark Twain • Foreclosure transactions accounted for 21% of all home sales vs. 25% last year and a peak of 45% in Q1 2009. • A US Trust study of high net worth individuals ($3MM+) found that 88% feel financially secure and 70% feel confident about their security in the future. • 56%

+0000 Attachments: Self-directed_Transfers.pdf Early in 2014, Rich D and myself put in place a process that accounting would tee up all wires with US Trust which has been adhered to for the most part. Recently there have been incidence of bypassing the process. From: Richard D'Agostino Sent: Friday, N

re. We are in the process of preparing an alternative Overview showing the AGM stock at $30/share. 3. The Detailed Presentation is based on the old US Trust format (somewhat reorganized) for familiarity/continuity with the last Overview. 4. We learned yesterday from Brad that he believes the real estate

rs. Sent from my Verizon Wireless BlackBerry From: Ada Clapp Date: Sun, 13 Mar 2016 14:54:05 +0000 To: Brad Wechsler< Subject: FW: When I was at US Trust (June 2012), at Eileen's request, I prepared 2 large binders for Jeffrey that included all of the family's estate planning documents, together with

Sent from my Verizon Wireless BlackBerry From: Ada Clapp • Date: Sun, 13 Mar 2016 14:54:05 +0000 To: Brad Wechsler< Subject: FW: When I was at US Trust (June 2012), at Eileen's request, I prepared 2 large binders for Jeffrey that included all of the family's estate planning documents, together with

y wires or checks to house of nobleman for art On Sun, Aug 9, 2015 at 7:10 AM, Richard Joslin < > wrote: 2015 acquisition (Kelly's Slough) paid by US Trust account 0945 2014 acquisition (Easels) paid by US Trust 3840 (Spinella POA) 2013 acquisitions — I need to double check records in office but most l

, any wires or checks to house of nobleman for art On Sun, Aug 9, 2015 at 7:10 AM, Richard Joslin wrote: 2015 acquisition (Kelly's Slough) paid by US Trust account 0945 2014 acquisition (Easels) paid by US Trust 3840 (Spinella POA) 2013 acquisitions — I need to double check records in office but most l

accounts. On Wed, Jan 14, 2015 at 2:20 PM, Richard Joslin > wrote: Brad just call back today — $9MM should now be moving shortly to joint account (US Trust) EFTA00863672 A separate $9MM has been moved from DRB account to Joint account (US Trust) I propose to now increase the tax payments — principall

derson •tt > Subject: update Date: Wed, 14 Jan 2015 18:20:43 +0000 Brad just call back today — $9MM should now be moving shortly to joint account (US Trust) A separate $9MM has been moved from DRB account to Joint account (US Trust) I propose to now increase the tax payments — principally IRS by $5MM —

formation obtained prior to the date of the agreement. Recall that I had five-year's worth of confidential information about Leon and his family at US Trust and still signed a confidentiality agreement when I started with the family office. I don't think the analysis is different for Darren, Rich and La

6404012 53.006.634.00 US Trust - Bark Of Arnerica Private Mean Management Leon 0 Blan/Debra Black In Pay Acid Chning in 6004012 112326800 US Trust -Bank of Anima Pnvate Weal) Mae9e0 Org Leon D EafiCk Debra Bin Mcsi Weemsn Markel 0.20% 6002012 512657.201.00 US Trust Bank of Arnencas Pnvat

CO 11JA P49 2011 Trust OtILIA ASEI 2011 Tiu: iW TVA VRB 2011 Trull Varlik---YROMB Wan Vain Varian Varies __Kleggyr_ Various WA 341/2031 US Trust •_9-41etti SAM__ Vanes Vas Vt. Warn Moaner Ban -4167 $ 0147.4 WA WA -UMW 361/2011 WNW VatWk....._10/413. Vadali Win Bieck ,i,iimstag

t Partnership (the "Partnership") as we discussed, is to be a partnership between Leon (personally) and the four 2011 grantor trusts administered by US Trust (the "Trusts"). The questions you raised dealt with (1) the potential tax effect of the contribution of encumbered works of art to the Partnership

Mkt Sec at JPM $13mil Rollo Tomasi Trust $5mi1 Apollo Colnvest III $2.0 mil GRAT AnnuityReceivables1.595bil Cash at JP Morgan $14 mil Cash at US Trust $5.7 mil Cash at US Trust $3mi1 Mallory Trust Semi! Apollo Colnvest IV $46k (Note payable due to BFP $42mil) Stocks held at JPM $3 mil Cash

any wires or checks to house of nobleman for art On Sun, Aug 9, 2015 at 7:10 AM, Richard Joslin < wrote: 2015 acquisition (Kelly's Slough) paid by US Trust account 0945 2014 acquisition (Easels) paid by US Trust 3840 (Spinella POA) 2013 acquisitions — I need to double check records in office but most l

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% rate in effect for 20

xanderson; Heather Gray; Richard D'Agostino; lawrence delson Subject: RE: LDB Foundation Not a legal issue - I simply send a bank signature card to US Trust with the signatures of the signatories — LDB, DRB and Melanie. (Currently signatories for US Trust are LDB/DRB and RL) Ralph can be a trustee but wo

xanderson; Heather Gray; Richard D'Agostino; lawrence delson Subject: RE: LDB Foundation Not a legal issue - I simply send a bank signature card to US Trust with the signatures of the signatories — LDB, DRB and Melanie. (Currently signatories for US Trust are LDB/DRB and RL) Ralph can be a trustee but wo

ash at JP Morgan $1 mil Stocks held at JPM $5 mil Investment Partnerships:$20.6 mil 12.8% Interest BFP $377 mit Art at Cost $303 mil Cash at US Trust $0.1 mil Cash/Stocks at BS/JPM $1.5mil (Note payable to BFP $52mil) (Note payable to LBF $37m11) Marketable Securities: $10.8mil Note due from

Mkt Sec at JPM $13mil Rollo Tomasi Trust $5mi1 Apollo Colnvest III $2.0 mil GRAT AnnuityReceivables1.595bil Cash at JP Morgan $14 mil Cash at US Trust $5.7 mil Cash at US Trust $3mi1 Mallory Trust Semi! Apollo Colnvest IV $46k (Note payable due to BFP $42mil) Stocks held at JPM $3 mil Cash