📄 Extracted Text (254 words)
From: Jeffrey Epstein <[email protected]>
To: Eileen Alexanderson
Subject: privledged
Date: Wed, 04 Jul 2012 12:08:29 +0000
thank you for your time and considerable caring and expertise . as i see it the following needs attention„ in no
special order
I an new overall architecture that encompasses a. income tax planning, cash flow re-direction, estate tax
considerations. , including audit profiling fatca impact, asset uses and cash flow needs. ( boat mortgage etc ) .
use of unused gift tax.exemptions.
2. are think of all trusts and detailed review of leons wishes vs documents. , children , protection, mandatory
languages, notes ( terms types and conditions including collateral, insurance etc ) foundation uses, and ultimate
assets ?
3. a stress test, on estate . taxes to be paid„ from where? , as you pointed out , currently not optimum .
4. a maintenance program , written , that is detailed and thoroughly reviewed by tax counsel. ( separate counsel
, for kids . valuations , etc )
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EFTA00938653
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