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📄 Extracted Text (566 words)
From: Brad Wechsler
To: Jeffrey Epstein <[email protected]>
CC: IvIar> a Ada Clarie> , Joe Avantario
, Richard Joslin
Subject: Fw: MARCH 8th meeting
Date: Fri, 19 Feb 2016 16:52:14 +0000
Jeffrey-a few things:
1. 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 does 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:[email protected]]
Sent: Wednesday, February 17, 2016 2:58 PM
To: Melanie Spinella
Subject: Re: MARCH 8th meeting
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 Apollo Mana•ement
ax)
Executive Assistant to Leon D. Black
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