EFTA01088190.pdf PDF
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 …
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EFTA01078032.pdf PDF
ESTATE OF ANNETTE SIEGAL ANALYSIS OF FIDUCIARY ACCOUNTINGS 12/27/13 Accounting for Marital Trust Accounting for u/w/o Martin Siegal Estate of …
EFTA01088415.pdf PDF
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 …
EFTA00602612.pdf PDF
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…
EFTA00617010.pdf PDF
Estate Planning Overview Presented to: Leon D. and Debra R. Black Overview of Estate Plan as of April 16, 2014 - Selected Portions Comparison Apollo Global Management at $25/Share, $27.92/Share and $30/Share June 19, 2014 …
EFTA01204270.pdf PDF
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 …
EFTA02687018.pdf PDF
Estate Planning - Action Plan • Step 1— Transfer of Jennie's interest in TCGM LLC to an entity. Form an entity CORE: JD Enterprises LLC (this entity is being formed for the CORE: asset only) - Form an entity JS MM LLC…
EFTA00617015.pdf PDF
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 …
EFTA00598636.pdf PDF
ESTATE PLANNIN By Ivan Taback & Nathaniel Birdsall The Bitcoin GRAT A new funding source—if the grantor has a healthy tolerance for risk 4:0:1 n Jan. 1, 2013, a single bitcoin would have cost and every bitcoin transaction…
EFTA01103621.pdf PDF
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 …
EFTA01088441.pdf PDF
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…
EFTA01103666.pdf PDF
Estate of Gilman v. Commissioner of Internal Revenue, 65 T.C. 296 (1975) the Court dated January 10, 1973, certain secondary issues were severed for a later trial, and the Commissioner 65 …
EFTA01092644.pdf PDF
Estate Planning 2012 o citizer PIERRO LAW GROUPLLC single/married to name of…
EFTA01088456.pdf PDF
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 …
EFTA00589225.pdf PDF
ACTEC Estate and Gift Tax Committee October 20, 2012 Year-End Gift Tax Planning for 20121 By Carlyn S. McCaffrey …
EFTA01146296.pdf PDF
Reduce Estate Taxes Without Reducing Your Liquidity - Forbes http://www.forbes.comisites/robclarfeld/20 I 109/04/reduce-estat Forbes Rob Cla orals!, CootrIbuteo Ali aDVISO. NETWOU $ 9/W201111 torson I 2.342 Rows Reduce Estate Taxes Without Reducing…
EFTA01976726.pdf PDF
ACTEC Estate and Gift Tax Committee October 20, 2012 Year-End Gift Tax Planning for 2012' By Carlyn S. McCaffrey …
EFTA01376859.pdf PDF
Important Information Real Estate Investments — Such investments may be or become nonperforming after acquisition for a wide variety of reasons. Nonperforming real estate investments may require substantial workout negotiations and / a restructuring. Environmental liabilities may pose a risk such that…
EFTA01369342.pdf PDF
ASHLEY REAL ESTATE, LLC M .00 ASHLEY DISTRIBUTION SERVICES LTD .00 ASHLEY GLOBAL RETAIL, LLC M .00 T000 R. WANEK AND KAREN A. WANEK 5,000,089.93 SSW 2007 LLC 1,009,472.77 …
EFTA01447829.pdf PDF
Luxury real estate put option Summary of preliminary indicative terms and conditions Form: Put Option Agreement documented pursuant to [standard ISDA documentation] Option Grantor: (•] ("Investor) Option Grantee: Deutsche Bank AG, London Branch or one of its affiliates ("DB') …
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