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efta-efta02016754DOJ Data Set 10CorrespondenceEFTA Document EFTA02016754
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EFTA DisclosureText extracted via OCR from the original document. May contain errors from the scanning process.
To:
jeeyacation@gmail.
Epsteingeeyacation©gmail.com]
Cc:
Eileen Alexanderson
From:
Ada
Sent
Wed 4/3/2013 2:08:13 AM
Subject: Re: Chart of Black Family Estate Planning Documents
Hi Jeffrey
I understand your point. Eileen and I agreed it was best to include historical funding information
only and not current values since these values are constantly changing and we wanted the chart to
remain accurate until the planning documents changed. The chart should be read with the asset
summary Eileen prepared. We will have both for the meeting. Perhaps I should just delete the 9%
reference for the 2009 GRAT but I worried it would be too vague as a funding reference.
See you tomorrow.
Ada
Sent from my iPad
On Apr 2, 2013, at 9:41 PM, Jeffrey Epstein <[email protected]> wrote:
again, please if you have percentages„ you MUST include dollar amounts, judah
trust example
On Tue, Apr 2, 2013 at 7:15 PM, Ada Clapp
wrote:
Hi Alan and Jeffrey,
Attached at the bottom is a chart I prepared outlining each of the estate planning
instruments currently in place for the Black family. I hope you will find it helpful
for tomorrow's meeting as well as planning going forward.
Eileen will bring a copy for Leon to the meeting tomorrow.
Best regards,
Ada Clapp
Black Family Partners
cto Apollo Management
9 W 57th Street
N
York NY 1 1
IRS Circular 230 Disclosure:
Pursuant to IRS regulations, I inform you that any tax advice contained in this
EFTA_R1_00520110
EFTA02016754
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 imposed by any governmental tax
authority, or (ii) promoting, marketing or recommending to another party
any transaction or matter discussed herein. I advise you to consult with
an independent tax advisor on your particular tax circumstances.
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Jeffrey Epstein
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EFTA02016755
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