From: Paul Morris (paul.morris@db.com)
Sent: 9/10/2014 5:58:02 PM
To: Mike Liebeskind tmliebeskind@wingedkeelcom)
CC: Brian Gartner lbgartner@wingedkeel.comi
Subject: Re: Richard Kahn: Private Placement Variable Annuity (PPVA) Investment Account
Classification: External Communication
Ycs feel free to call him
Fmm: Michael Licbcskind ImliebeskindAwingedkcel.coml
Sent: 09/10/2014 09:45 PM GMT
To: Paul Morris
Cc: Brian Gartner <bgartnerawingedkeel.com>
Subject: Richard Kahn: Private Placement Variable Annuity (PPVA) Investment Account
Paul,
I don't recall hearing back from Richard Kahn. Should I reach out to him for a status report?
Michael
From: Michael Liebeskind
Sent: Tuesday, June 10, 2014 1:24 PM
To: 'Richard Kahn'
Cc: 'paul.morris@db.com'; Brian Gartner
Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account
Hi Rich,
How did the meeting with your Principal go?
Michael
From: Michael Liebeskind
Sent: Friday, June 06, 2014 1:34 PM
To: 'Richard Kahn'
Cc: 'paul.morris@db.com'; Brian Gartner
Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account
There will be no estate taxes. The value of the PPVA Investment Account is included in the taxable estate, but there is a
dollar-for-dollar estate charitable tax deduction.
From: Richard Kahn [mailto:richardkahn12@gmailcom]
Sent: Friday, June 06, 2014 1:30 PM
To: Michael Liebeskind
CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 114256
CONFIDENTIAL SDNY_GM_00260440
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