From: Jeffrey Epstein <jeevacation@gmail.com>
To: Melanie Spinella
Subject: Fwd: Planning Meeting
Date: Thu, 09 Jan 2014 02:28:51 +0000
Forwarded message
From: Ada Clapp <1
Date: Wed, Jan 8, 2014 at 5:13 PM
Subject: Planning Meeting
To: jeevacation@gmail.com
Cc: Richard Joslin < >, Eileen Alexanderson
Hi Jeffrey,
Rich mentioned that you might want to have a meeting next week to discuss various issues (including estate tax
issues) relating to art owned by the various trusts and entities. Unfortunately, I am in Orlando at an estate
planning conference all next week. Eileen and I are both free on Friday of this week. Would anytime on Friday
work for you?
Also, I would like to add to the agenda a quick discussion of the APO2 Trust and the sub-trust you and I briefly
discussed. To refresh your recollection, the sub-trust would need to be added to the APO2 Trust (not yet signed)
to enable it to hold the joint life policies currently held in the split-dollar insurance trusts, once we roll out the
split dollar agreements. Including the sub-trust gives us the flexibility to retain the insurance (and perhaps
convert it to a more favorable policy), which Leon indicated to Eileen that he may wish to do. We need to make
a decision on the sub-trust before we can move forward with the decanting of the 1997 Trust. Also, we need to
factor this into the plan to upwind the split dollar arrangements when we speak with Norman Brownstein
regarding phase 2 of the roll-out (i.e., what to do with the policies once the trusts own them).
Please let me know if Friday works for you.
Best regards,
Ada Clapp
Black Family Partners
445 Park Avenue
New York, New York 10022
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