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EFTA01194324.pdf PDF

DataSet-9 EFTA01194324 5 pg

Estate of Elkins v. C.I.R., 140 T.C. No. 5 (2013) 140 T.C. 86, Tax Ct. Rep. (CCH) 59,471, Tax Ct. Rep. Dec. (RIA) 140.5 55 Graves, Nancy Omon (Series E) 1976 3,000 (Wax…

EFTA01088190.pdf PDF

DataSet-9 EFTA01088190 17 pg

Estate Planning Overview Presented 切: Leon D. and Debra R. Black Overview of Proposed Estate Plan June 29, 2012 Ada Clapp Aaron Shamshoian Managing Director Vice President Wealth Strategies Advisor …

EFTA00722285.pdf PDF

DataSet-9 EFTA00722285 1 pg

Estate Reports Page 1 al al Home Documents and Lists Create Site Settings Help Up to Epstein Interests Intranet S …

EFTA01078032.pdf PDF

DataSet-9 EFTA01078032 2 pg

ESTATE OF ANNETTE SIEGAL ANALYSIS OF FIDUCIARY ACCOUNTINGS 12/27/13 Accounting for Marital Trust Accounting for u/w/o Martin Siegal Estate of …

EFTA01204270.pdf PDF

DataSet-9 EFTA01204270 26 pg

Estate Planning Overview Presented to: Leon D.and Debra R. Black Overview of Estate Plan as of April 16,2014 May 20, 2014 Nancy A. Kistner, CFPO Aaron Shamshoian, CFPO Managing Director Vice President Wealth Strategies Advisor …

EFTA01103621.pdf PDF

DataSet-9 EFTA01103621 45 pg

Estate Planning in Changing (and Challenging) Financial Times Mickey R. Davis Bracewell & Giuliani LLP 711 Louisiana, Suite 2300 Houston Texas 77002 San Antonio Estate Planners Council December 15, 2009 …

EFTA00686994.pdf PDF

DataSet-9 EFTA00686994 3 pg

THE ESTATE AT SPRING BAY The Estate at Spring Bay is a work of art spanning over fifty years. Probably the most unique feature of this stunning, very secluded residence, is that it sits in its own private bay with…

EFTA00587380.pdf PDF

DataSet-9 EFTA00587380 3 pg

THE ESTATE AT SPRING BAY The Estate at Spring Bay is a work of art spanning over fifty years. Probably the most unique feature of this stunning, very secluded residence, is that it sits in its own private bay with…

EFTA00577867.pdf PDF

DataSet-9 EFTA00577867 3 pg

HalPetri Highly motivated Estate Manager with experience in multiple property management. Strategic and creative thinker with effective communication and writing skills. Detail-oriented and experienced in multitask management. Proven ability to develop strong relationships quickly and promote teamwork. Solid financial…

EFTA01088276.pdf PDF

DataSet-9 EFTA01088276 14 pg

BLACK FAMILY ESTATE PLANNING DOCUMENTS As of April 3, 2013 Tax Instrument Provisions Trustee Provisions Dboosidve Provision% Initial Funding Black 2006 F…

EFTA00309276.pdf PDF

DataSet-9 EFTA00309276 4 pg

ELTONMIMES 200-7-12 Estate Altona Charlotte Amalie, St Thomas Listed below you willfinda breakdown ofthe home improvement construction tasks we discussed The items listed below are intended to give the client an idea oftasks to be performed andgeneral labor…

EFTA01079749.pdf PDF

DataSet-9 EFTA01079749 16 pg

mmm MADISONPARK REAL ESTATE COMPANY LLC August 13, 2012 Re: Dear Partner: Please accept this letter as an update on our project a t I am happy to report to you the following : - We closed on our loan which will…

EFTA00300020.pdf PDF

DataSet-9 EFTA00300020 2 pg

FT REAL ESTATE, INC. 6100 Red Hook Quarter Suite B-3 St. Thomas, USVI 00802 September 6, 2011 BY EMAIL AdvanceStar LLC do Mitchell Holdings LLC 815 Fifth Avenue New York, NY 10065 At…

EFTA00310767.pdf PDF

DataSet-9 EFTA00310767 2 pg

FT REAL ESTATE, INC. 6100 Red Hook Quarter Suite B-3 St. Thomas, USVI 00802 September 6, 2011 BY EMAIL AdvanceStar LLC do Mitchell Holdings LLC 815 Fifth Avenue New York, NY 10065 At…

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