DataSet-9
EFTA01110701
4 pg
…After death of the survivor of Leon and Debra, trust fund ($6.7 million).
paid to Leon's children then living, in separate lifetime Apollo Credit Opp. ($152 million). Apollo Credit Opportunity
trusts for each of them. After age 35…
DataSet-9
EFTA01092079
2 pg
…and taxes owing).
1 Assumes the Revocable Trust is not funded during Leon's lifetime.
2 Collectibles are defined as art valued at $10,000 or more, the cane collection and first edition books.
EFTA01092079
…
DataSet-9
EFTA01116019
2 pg
…Revocable Trust (continued'
Debra Survives Debra Predeceases
• Each child selects items (not o Interests in Art Entities (if any after sale of
exceeding $300 million in value) art).
from art held in Art Entities and
…
DataSet-9
EFTA00609831
45 pg
…respect to
such payment. The Trustees may subject themselves and the Trust Fund to the jurisdiction of
any Court within or without the State of New York in order to determine or apportion such
taxes, irrespective of the domicile of…
DataSet-9
EFTA01112156
5 pg
…or charity) of $5 million. Debra has decided to fund the Trust in 2012 with property the
value of which is equal the amount of her entire remaining federal gift tax credit.4
We anticipate that, as in past years…
DataSet-9
EFTA00586970
5 pg
…or charity) of $5 million. Debra has decided to fund the Trust in 2012 with property the
value of which is equal the amount of her entire remaining federal gift tax credit.4
We anticipate that, as in past years…
DataSet-9
EFTA00585838
5 pg
…the trust fund to or for the benefit of your wife Debra and your issue as the
independent trustees determine for any reason.
2. After Death ofSurvivor
Upon the death of the survivor of you and Debra, the trust will…
DataSet-9
EFTA00588662
5 pg
…or charity) of $5 million. Debra has decided to fund the Trust in 2012 with property the
value of which is equal the amount of her entire remaining federal gift tax credit.4
We anticipate that, as in past years…
DataSet-9
EFTA00589534
7 pg
…$500 million). The two shares for Ben and Josh would be combined and divided equally
among their children (so each grandchild with a predeceased parent gets I/6th of the Residuary Trust Fund or
about $334 million). Under a per…
DataSet-9
EFTA00589672
6 pg
…and other than gifts to a
spouse or charity) of $5.12 million. The settlor will fund the trust with an interest in the
publishing company, the value of which is no greater than his or her remaining gift tax…
DataSet-9
EFTA01112145
6 pg
…and other than gifts to a
spouse or charity) of $5.12 million. The settlor will fund the trust with an interest in the
publishing company, the value of which is no greater than his or her remaining gift tax…
DataSet-9
EFTA00587840
5 pg
…the trust fund to or for the benefit of your wife Debra and your issue as the
independent trustees determine for any reason.
2. After Death ofSurvivor
Upon the death of the survivor of you and Debra, the trust will…
DataSet-9
EFTA00587834
6 pg
…the trust fund to or for the benefit of your wife Debra and your issue as the
independent trustees determine for any reason.
2. After Death of Survivor
Upon the death of the survivor of you and Debra, the trust…
DataSet-9
EFTA00589342
5 pg
…or charity) of $5 million. Debra has decided to fund the Trust in 2012 with property the
value of which is equal the amount of her entire remaining federal gift tax credit.4
We anticipate that, as in past years…
DataSet-9
EFTA01112151
5 pg
…or charity) of $5 million. Debra has decided to fund the Trust in 2012 with property the
value of which is equal the amount of her entire remaining federal gift tax credit.4
We anticipate that, as in past years…
DataSet-9
EFTA00584945
7 pg
…be
sold, the Heritage Trust, followed by the children (or their Legacy Trusts)
will have a right of first refusal.
ii. If Debra predeceases, the Manhattan apartments will be sold and the
proceeds added to the general trust fund. The…
DataSet-9
EFTA01122168
7 pg
… Upon your death, the property passing to your Revocable Trust pursuant to
your Will shall be added the trust principal (together, the "Trust Fund")
and disposed of as outlined below.
3 Unless your Will directs otherwise, New York law entitles…
DataSet-9
EFTA00209975
15 pg
…in
06CF009454AMB. The conditions of community control are attached hereto and
incorporated herein.
OTHER COMMENTS OR CONDITIONS:
Court Costs: $474.00 Cost of Prosecution: $50.00 Drug Trust Fund: $50.00
As a special condition of his community control, the…
DataSet-9
EFTA01245156
5 pg
…for folks who already have
money and trust fund children who want to play at a job...going out of business makes
good tax sense and you can leave after your year or two of fun in the sun.
Airport…
DataSet-9
EFTA00067290
15 pg
…in
06CF009454AMB. The conditions of community control are attached hereto and
incorporated herein.
OTHER COMMENTS OR CONDITIONS:
Court Costs: $474.00 Cost of Prosecution: $50.00 Drug Trust Fund: $50.00
As a special condition of his community control, the…
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