EFTA00977577.pdf
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From: Jeffrey Epstein <[email protected]>
To: Melanie Spinella la>
Subject: Fwd: Action List for Year-End Planning
Date: Mon, 25 Nov 2013 14:44:06 +0000
Attachments: Action_List_for_Year-end_Planning.docx
pleaes print for him
Forwarded message
From: Ada Clapp <1
Date: Mon, Nov 25, 2013 at 10:02 AM
Subject: Action List for Year-End Planning
To: Jeffrey Epstein <[email protected]>
Cc: Eileen Alexanderson
Hi Jeffrey,
Here is a status list for you of where we are with the Note-Clean up, 2006 Trust decanting, and split dollar
planning. We are working out way through the list with a year-end goal (although, as we discussed, this may not
be possible with the split-dollar planning).
I have not yet sent this to the attorneys in case you want to make changes.
Thanks,
Ada Clapp
Black Family Partners
do Apollo Management
9 W 57th Street
New York NY 10019
phone:
email:
IRS Circular 230 Disclosure:
Pursuant to IRS regulations, I inform you that any tax advice contained in this communication (including attachments) is not
intended or written to be used, and cannot be used by any person or entity for the purpose of (i) avoiding tax related penalties
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matter discussed herein. I advise you to consult with an independent tax advisor on your particular tax circumstances.
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EFTA00977577
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EFTA00977578
ℹ️ Document Details
SHA-256
c8a95ffbfe4b2653f3c1d88cc644b16dbe8d53a213ab1af01fd3192e88f693ec
Bates Number
EFTA00977577
Dataset
DataSet-9
Type
document
Pages
2
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