EFTA01110701.pdf PDF
BLACK FAMILY TRUST STRUCTURE (June 2012) Trust Trustees Dispositive Provisions Assets Expected Cash …
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EFTA00260078.pdf PDF
ITEM WAS NOT SCANNED DESCRIPTION 0 Aiewspap, EFTA00260078 The Palm Beach Post B Guard the assets: TUESDAY. JUNE 23. 2009 PalmliteachPost.com …
EFTA00234516.pdf PDF
…JUNE 23. 2009 THE PALM BEACH POST Judge asked to name receiver to keep eye on Epstein's assets By SUSAN SPENCER-WEN0EL Judge Ken- for money. Palm Beach Pint SteWriter neth Marra. Attorneys represent- WEST PALM BEACH Edwards ing…
EFTA00623350.pdf PDF
…NO CLAT VS. FOUNDATION Assumptions: Gross value of 108/0R8 assets of time of death is assumed to be $4.38 consistent with 3/31/I6 balance sheet. Net worth after poydown …
EFTA01112156.pdf PDF
…Fund Debra will be the creator of the trust. It is anticipated that she will transfer assets valued at an amount equal to Debra's remaining gif tax credit to the trustees. The trust will be governed by the provisions…
EFTA00683580.pdf PDF
…year end planning. Eileen should confirm but my understanding is that the children do not have $5 million of assets in their own names (Ben has the IOU from the 1992 Trust and Josh could get one too I suppose…
EFTA00149376.pdf PDF
…July 1, 2020 12:03 PM To: Subject: Re: Request approval for travel for Op we might have to move some technical assets from Boston and Newark to assist in the location of Maxwell's phone. This would require some…
EFTA00087369.pdf PDF
…the probate proceedings. Second, it appears that the court directed the AG to ensure that its criminal activity liens on the estate's property did not prevent the executors from paying administrative expenses or preserving the estate's assets. However…
EFTA01249056.pdf PDF
…He knows he CANNOT and has no interest in soliciting new clients. He has made enough money (S2 billion assets according to last income tax return), to personally manage his wealth and thereby save the 2% fee usually paid to…
EFTA00149368.pdf PDF
…July 1, 2020 12:03 PM To: Subject: Re: Request approval for travel for Op we might have to move some technical assets from Boston and Newark to assist in the location of Maxwell's phone. This would require some…
EFTA01088351.pdf PDF
…Revocable Trust"). The trustees of the Revocable Trust who are in office after your death will receive all of your assets (including any that they already hold and those that are delivered to them by your executors), pay your estate…
EFTA00586970.pdf PDF
…Fund Debra will be the creator of the trust. It is anticipated that she will transfer assets valued at an amount equal to Debra's remaining gif tax credit to the trustees. The trust will be governed by the provisions…
EFTA00949904.pdf PDF
…not respond yesterday. I was in meeting most of the day. I told Eileen that we had suggested the LLC plan for other clients who did not currently have appropriate liquid assets to transfer to a trust, but that I…
EFTA00586217.pdf PDF
…trustees include only Black family members are excluded from this presentation Trustees BC LB JH LB BC DB …
EFTA00149371.pdf PDF
…July 1, 2020 12:03 PM To: Su lea: e:Request approva or trave or p =we might have to move some technical assets from Boston and Newark to assist in the location of Maxwell's phone. This would require…
EFTA00591793.pdf PDF
…Planning a. Overview We believe the proposed CLAT planning would be a very effective means to minimize estate tax on Leon's estate and preserve assets for Leon's descendants. We see no reason not to implement this planning now…
EFTA00588662.pdf PDF
…Fund Debra will be the creator of the trust. It is anticipated that she will transfer assets valued at an amount equal to Debra's remaining gif tax credit to the trustees. The trust will be governed by the provisions…
EFTA00693341.pdf PDF
…NJ October 2013- Present • Industry experience includes: Hedge Funds, Private Equity, Personal Use Assets, Real Estate, and Trusts • Review and implement the monthly close process and preparation of Financial Statements • Maintain client relationships by communi…
EFTA00866096.pdf PDF
…generally. It is Barry's understanding that Leon's intention, as grantor of the various trusts, is for trust assets to be used for the benefit of his children, which includes helping them learn about investing. In that regard, he…
EFTA01127910.pdf PDF
…draft documents in order to incorporate the estate planning decisions you recently reached, including the decision to leave half of your assets at the death of the survivor of you and Debra to a charitable lead annuity trust. I. Overview …