EFTA00833927.pdf

From: "Jeffrey E." <[email protected]> To: Brad Wechsler Subject: Re: Fw: MARCH 8th meeting Date: Fri, 19 Feb 2016 17:15:06 +0000 tra valuation? On Fri, Feb 19, 2016 at 11:52 AM, Brad Wechsler < > wrote: Jeffrey-a few things: I. Can I ask you to interact with ada on what specifically you want/need re: "estate plan, will, trusts". Better for there to be direct communication than us speculating. 2. Art pshp: you shld have docs and we will be ready to discuss. 3. Balance sheets for ldb/drb and trusts will not be a problem tho we wld like to start with the summary roll- ups (format initially developed by you and joslin which is cogent and clear) as updated and adjusted by joe. 4. We will try to have "estate flow" document updated from 2014 in time. We are using old UST format (ok, not great) but having PW accountant inputting and running new #'s with new trust structures. We'll do our best to have this complete for your review in advance, but there may be a time squeeze. Thx, brad Sent from my Verizon Wireless BlackBerry From: Melanie Spinella Date: Wed, 17 Feb 2016 20:05:17 +0000 To: Brad Wechsler ( Subject: FW: MARCH 8th meeting Brad- Leon asked me to send this to you. thanks From: Jeffrey E. [mailto:jeevacSgmail.com Sent: Wednesday, February 17, 2016 2:58 PM To: Melanie Spinella Subject: Re: MARCH 8th meeting i to make it useful and constructive an entre list of esate plan will trusts , art partnership. balance sheeets. all trusts , and old fire drill document should be updated and presented before for review On Wed, Feb 17, 2016 at 2:27 PM, Melanie Spinella > wrote: Leon would like to have a meeting with the three of you from 9-2:30 on March 8th in our office regarding the Family Office. thanks Melanie Spinella I Apollo Management 9West 57th Street New York, New York 10019 Lan 2 (Fax; Executive Assistant to Leon a Black EFTA00833927  This email and any files transmitted with it are confidential and intended solely for the person or entity to whom they are addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient is prohibited. If you have received this email in error please contact the sender and delete the material from any computer. Apollo Global Management, LLC please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved This email and any files transmitted with it are confidential and intended solely for the person or entity to whom they are addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient is prohibited. If you have received this email in error please contact the sender and delete the material from any computer. Apollo Global Management, LLC please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA00833928