From: Martin W Siow
To: "Jeffrey Epstein (jeevacation@gmail.com)" <jeevacation@gmail.com>
Cc: Paul V Morris , Jeffrey M Matusow
, Thomas McGraw
, "Janine A. Racanelli"
Subject: Preferred Partnership Estate Freeze
Date: Tue, 13 Jul 2010 14:17:52 +0000
Attachments: Preferred_Partnership_Freeze_Jul_10-pdlzip;
Freeze_Entity_Valuation_Considerations_May_2009_.pdf;
Features of Delaware_Statutory_Trusts_(Final).pdf; Sample_DST_Agreement-pdlzip;
Income Thax_Aspects_v2-DOC.zip; Transfer_Tax_Aspects_v2-DOC.zip; FAQ_v2-DOC.zip;
Voting_Requirement_final-DOC.zip
Jeffrey -
Following your conversation with Tom yesterday, please find attached material on Preferred Partnership Estate Freeze.
1.) Presentation on Preferred Partnership Freeze
2.) Valuation whitepaper
3.) Features of Delaware Statutory Trust
4.) Sample trust agreement
5.) Income Tax Aspects
6.) Transfer Tax Aspects
7.) FAQ
8.) Voting requirements
Regards,
Martin
Martin Siow
J.P. Morgan Analyst
270 Park Ave.. 26th Floor I New York. NY 10017
EFTA00742407
n:
EFTA00742408