EFTA Document EFTA01448416

From: Amanda Kirby Sent: 7/1/2013 4:48:24 PM To: Paul Morris Subject: Fw: Tax Topics Attachments: Ben Pace.xlsx; ju101tx13.pdf; pic29358.gif; pic04463.gif classification: Public I started putting together the distribution list for the Ben Pace emails. Could be good to send out Tax Topics, as well. currently using the Pipeline as a guide for the initial distribution list. Attached here. I've gotten through about half in adding emails. we can go over tomorrow and I can send out a Tax Topics blast. (See attached file: Ben Pace.xlsx) Forwarded by Amanda Kirby/db/dbcom on 07/01/2013 04:46 PM From: Blanche christerson/db/dbcom To: Date: 07/01/2013 04:37 PM Subject: Tax Topics classification: Public This edition of Tax Topics discusses selected planning points in light of the now "permanent" (and ever-increasing) SS million exclusion against gift and estate taxes (it's now 45.25 million) and "portable" spousal exclusions. It also discusses the potential impact of state estate taxes -- even for people who don't live in states like New York, New Jersey or Connecticut, but merely own property there. Finally, it has the July 7520 rate and applicable federal mid-term rates. Happy Fourth of July to you! (See attached file: ju101tx13.pdf) (Embedded image moved to file: pic29358.gif) Blanche Lark Christerson Managing Director Deutsche Bank Trust Company, N.A. Deutsche Asset & Wealth Management 345 Park Avenue, NYC 20-2606 (Embedded image moved to file: pic04463.gif) CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0103435 CONFIDENTIAL SDNY_GM_00249619 EFTA01448416