Found 725 results for “estate” in 340ms

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 …

EFTA01088415.pdf PDF

DataSet-9 EFTA01088415 26 pg

Estate Planning Overview Presented 饧: Leon D.and Debra R.Black Overview of Estate Plan as of April 16,2014 Apollo Global Management $30/share June 9,2014 Nancy A.Kistner,CFPO Aaron Shamshoian,CFPO Managing Director …

EFTA00587296.pdf PDF

DataSet-9 EFTA00587296 71 pg

Estate Manual 9 East 71" Street New York, NY 2013 'The information contained in this document is confidential and is intended only for the use of the auth…

EFTA00602612.pdf PDF

DataSet-9 EFTA00602612 26 pg

Estate Planning Overview Presented to: Leon D. and Debra R. Black Overview of Estate Plan as of April 16, 2014 May 16, 2014 Nancy A. Kistler, CFP® Aaron Shamshoian, CFP® Managing Director Vice President Wealth Strateffies Adv…

EFTA00617015.pdf PDF

DataSet-9 EFTA00617015 26 pg

Estate Planning Overview Presented to: Leon D. and Debra R. Black Overview of Estate Plan as of April 16, 2014 Apollo Global Management $25/share June 9, 2014 Nancy A. Kistner, CFP® Aaron Shamshoian, CFP® Managing Director …

EFTA01088441.pdf PDF

DataSet-9 EFTA01088441 15 pg

Estate Planning Overview Presented 切: Leon D.and Debra R.Black Overview of Estate Plan September 23,2013 Nancy A.Kistner,CFP8) Stevon L.Forrester,CFPOD Managing Director Vice President Wealth Strategies Advisor Associate We…

EFTA01088456.pdf PDF

DataSet-9 EFTA01088456 15 pg

Estate Planning Overview Presented to: Leon D. and Debra R. Black Overview of Estate Plan September 4, 2013 Nancy A. Kistner, CFP® Stevon L. Forrester, CFP® Managing Director Vice President s Advisor …

EFTA00587156.pdf PDF

DataSet-9 EFTA00587156 3 pg

BLACK FAMILY ESTATE PLANNING APRIL 3, 2013 MEETING AGENDA I. Revised Testamentary Plan a. Provisions for Debra i. Portion outright and portion in trust. ii. Power of appointment. b. Charitable provisions (at Leon's death and at death of survivor…

EFTA00615352.pdf PDF

DataSet-9 EFTA00615352 7 pg

Joe and Janet Smith Fall 2011 ESTATE DISPOSITION ANALYSIS (ATLAS) Investment products: Not FDIC insured • No bank guarantee • May lose value Please see important information at the end of this presentation. J . P. Morgan ATLAS (Analysis of Tax, Liquidity and…

EFTA00148215.pdf PDF

DataSet-9 EFTA00148215 3 pg

From: ' To: Cc: ' Subject: Re: Victims Fund/ Jeffrey Epstein Estate Date: Tue, 23 Jun 2020 14:35:54 +0000 Importance: Normal Inline-Images: image001.png Thanks, I'll follow-up with you all once we have something concrete. Program Manager…

EFTA00065576.pdf PDF

DataSet-9 EFTA00065576 2 pg

Exhibit X EFTA00065576 ENSTAR CAPITAL ger RF At ESTATE INVESTMENT GROUP The Honourable Alison l Nathan United States Distnct Court Southern District of New York United States Courthouse 40 Foley Square New York. NY1OOO7 Dear Your Honour. …

EFTA00065593.pdf PDF

DataSet-9 EFTA00065593 2 pg

Exhibit X EFTA00065593 fr= ENSTAR CAPITAL GROUP RF At ESTATE INVESTMENT The Honourable Alison I Nathan United States Distnct Court Southern District of New York hinted States Courthouse 40 Foley Square New York. NY 10007 …

EFTA00040385.pdf PDF

DataSet-9 EFTA00040385 2 pg

From: To: Cc Subject: Jeffrey Epstein's Curious Ties to His Brother's Real-Estate Business Date: Wed, 14 Aug 2019 20:02:35 +0000 Jeffrey Epstein's Curious Ties to His Brother's Real-Estate Business NY Magazine By…

EFTA00156555.pdf PDF

DataSet-9 EFTA00156555 5 pg

From: To: ' Cc: "Wang, Wilson" Subject: RE: Epstein Estate Date: Fri, 19 May 2023 16:21:09 +0000 Importance: Normal Hi I'm available next Wednesday afternoon after 1pm. Would that work for you? Special Agent - FBI New York Field…

EFTA00147938.pdf PDF

DataSet-9 EFTA00147938 2 pg

From: (NY) (FBI)" To: (NY) (FBIllinaNY) (FBI)" Subject: w e: tatement for the Victims Fund/ Jeffrey Epstein Estate Date: Wed, 24 Jun 2020 02:31:32 +0000 Importance: Normal Fyi below Forwarded messa From: Da…

EFTA00149626.pdf PDF

DataSet-9 EFTA00149626 3 pg

From: To: Subject: Fwd: RE: [EXTERNAL EMAIL] - RE: FBI Statement for the Victims Fund/ Jeffrey Epstein Estate Date: Mon, 10 Aug 2020 18:46:50 +0000 Importance: Normal Fyi below Forwarded message From: Jordy Feldman < Date: Aug 10, 2020…

EFTA00584945.pdf PDF

DataSet-9 EFTA00584945 7 pg

…FOR TESTAMENTARY DOCUMENTS Will I. Satisfaction of Pledges: The Executors will pay any outstanding charitable pledges made during Leon's lifetime. 2. Residuary Estate: All of Leon's property will be added to the Revocable Trust. 3. Executors a. Debra…

EFTA00309591.pdf PDF

DataSet-9 EFTA00309591 5 pg

Capt. Roy Hodges 14547 Whale Point Drive North Eleuthera, Bahamas Objective: Looking for long-term estate position based in the Bahamas. Have home and vehicle in North Eleuthera. Excellent Charter Reputation. Five-Star Service & Expansive Repeat Client Base Experienced in…

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