📄 Extracted Text (329 words)
From: "Morris, Paul V"
To: "'Jeffrey Epstein"' <[email protected]>
Subject: RE: FW: Sample Estate Disposition Analysis
Date: Wed, 20 Jun 2012 14:59:58 +0000
Ok, we will get one
From: Jeffrey Epstein [mailto:[email protected]]
Sent: Wednesday, June 20, 2012 9:45 AM
To: Morris, Paul V
Subject: Re: FW: Sample Estate Disposition Analysis
i need a larger example if possible as this one is easy as cash, availbale meets estate tax needs.
On Wed, Jun 20, 2012 at 8:44 AM, Morris, Paul V < > wrote:
Let us know if you need help
From: Sheehan, John M
Sent: Wednesday, June 20, 2012 8:38 AM
To: Morris, Paul V
Subject: Sample Estate Disposition Analysis
Please find attached a sample estate disposition analysis. The documents that we will need to generate this analysis are
noted below:
-Wills
- Trusts that have been created
-Personal financial statement (balance sheet), listing under whose name assets are held
-Details on the portion of the gift tax exemption that has been used
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EFTA00659381
ℹ️ Document Details
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5c91edd600f766b59aefd92e56461f6e3cf2b852a5df67d6147ec9a2f4bc8fd3
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EFTA00659381
Dataset
DataSet-9
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document
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1
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