EFTA02682709.pdf PDF
…01997927 • • THE WALL srREgr JOURNAL ' A20 Monday, March 28, 2011 CITY NEWS DONOR OF …
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EFTA02579717.pdf PDF
…ago on the assumption that the funds would be available both to Caro= and me, and to the survivor -- which we took for granted would be Carol, =hich is why it is in her name. After I appointed you as…
EFTA02571586.pdf PDF
…years ago on the assumption that the funds would be=available both to Carol and me, and to the survivor -- which we took for g=anted would be Carol, which is why it is in her name. After I appoin=ed you as…
EFTA02532268.pdf PDF
…t=at you have already inherited, you will now also inherit the full Marital Trust -- which, of course, was intended for the survivor. In earlier letters, I've reviewed the legal chicanery employed to evade the conclu=ion. No need to repeat…
EFTA02654100.pdf PDF
…marital trust, there are several options discussed i= earlier letters. I won't again review the fact that the marital=trust was set up so that funds would be available to the survivor, with wh=t remains going to the children. Though…
EFTA02378926.pdf PDF
…or whether the trust should be divided innto separate trusts at the death of the survivor of Leon and Deb=a. =br> =e discussed whether APO1 decanting will include right to any future remain=er interests from existing GRATs (Jeffrey says no…
EFTA02652328.pdf PDF
…withdrawals with exorbitant=taxes. Under those conditions I requested some tax relief from the m=rital trust -- which, of course, was established on the understanding that=it would be available to the survivor. Your react=on, to my amazement, was to refuse, even under…
EFTA02643618.pdf PDF
…trust, there are severa= options discussed in earlier letters. I won't again review the =act that the marital trust was set up so that funds would be available to =he survivor, with what remains going to the children. Though…
EFTA02546630.pdf PDF
…I am requesting, but for daily life. EFTA_R1_01700597 EFTA02546630 As you know, the trusts were in Carol's name fo= two reasons: …
EFTA02580146.pdf PDF
…insurance on Leon's life ($50 million face amount) likely will be terminated. The survivorship policies ($100 million) have performed better and may be continued. The family office has been working with Roger Cammon to obtain performance illustrations and projections…
EFTA02513215.pdf PDF
…flux reflecting disposition of centers closed by Opco over the past several years. KUE would like LPs to have opt=on of two ways out — cash or equity in survivor. As I indicated in the note, for extension to Oct 201=…
EFTA02423852.pdf PDF
…your Wills and Trusts. I tried my best to make them as simple as possible. Essentially, upon death all your assets arc distributed to the survivor. In the unlikely event, both of you were to die together. 1have made provision…
EFTA02726074.pdf PDF
…FONTANILLA, if they both survive me, or all to the survivor, if only one of them survives me. 15. I forgive any loans which I made to the following individuals: a) JEAN LUC BRUNEL b) GADDO CARDINI C) MARK EPSTEIN…
EFTA02619751.pdf PDF
…close connections. I resigned from my position as trustee of a Marital Trust that my first wife and I had set up earlier with the intention that it be available to the survivor of the two of us, and would…
EFTA02677247.pdf PDF
…was to provide a tax efficient means by which funds could be available to satisfy a significant portion of the debts (related to your art collection) and estate taxes payable upon the death of the survivor of you and Debra…
EFTA02372508.pdf PDF
…shores, our thoughts are with those bracing for =andfall, with the survivors of Harvey, and with those assisting in recovery and rebuilding efforts in southeast Texas. https://blog.abglobal.com/post/en/2017/09/do-natural-disasters-=ortend-defaults?mid=bmi…
EFTA02380043.pdf PDF
…insurance on Leon's life ($50 million face amount) likely will be terminated. The survivorship policies ($100 million) have performed better and may be continued. The family office has been working with Roger Cammon to obtain performance illustrations and projections…
EFTA02599810.pdf PDF
…and of course Eric Menouya, was that it would be available to the survivor -- Carol we assumed -- and =hen what remains would go to the beneficiaries. The idea that we int=nded that Carol would control "her" funds and I would…
EFTA02719125.pdf PDF
…after a football player in Colorado was ac=ually killed during a game, and when his family pressed the school for the same survivor benefits that they gave their employees, the NCAA said that he was='t an employee at all…
EFTA02697019.pdf PDF
…all trusts established under this Agreement shall terminate twenty-one (21) years after the death of the last" survivor of all beneficiaries in being at the date of ttis 8. EFTA_R1_02053339 …
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