EFTA01071396Set 9
2016-05-135p1,458w
Partners, L.P.
5. The APOI GRAT and APO1 GRAT No. 2 each called for annuity payments
to be made quarter-annually and each GRAT had a two-year tent Each ... annuity payment was made in a timely manner and in a combination of a cash
payment and a distribution of interests in Black Family Partners, L.P. Each
distribution of Black ... Family Partners interests in connection with an annuity
payment, in turn, was supported by an appraisal (and each such appraisal used
the same 15% discount as was used in connection
https://www.justice.gov/epstein/files/DataSet%209/EFTA01071396.pdf
EFTA00995925Set 9
2014-09-034p826w
three GRAT annuity assignment documents for Leon to sign (the annuity payments are due
today). Unfortunately Leon did not want to sign anything until he spoke with you on Friday ... planning to meet).
This poses a problem if we are to coordinate the annuity payment dates for GRAT No. 5 with the other GRATs.
To do that Leon needs ... Eileen Alexanderson; Richard Joslin; Heather Gray
Cc: Ada Clapp; Halperin, Alan S
Subject: GRAT Annuity Payments and new GRAT Agreement
Eileen, Rich and Heather,
In connection with the upcoming GRAT
https://www.justice.gov/epstein/files/DataSet%209/EFTA00995925.pdf
EFTA00868372Set 9
2014-11-183p505w
From: "jeffrey E." <jeevacation@grnail.com>
To: >, Brad Wechsler -4
Subject: Fwd: Annuity Payment Due October 24th
Date: Tue, 18 Nov 2014 22:19:38 +0000
Forwarded message
From: Ada Clapp ... Date: Tue, Nov 18, 2014 at 6:12 PM
Subject: RE: Annuity Payment Due October 24th
To: "jeffrey E." <jesipm@gmail.com>
Cc: Eileen Alexanderson
Just want to confirm that on December ... jeevacation@gmail.com
Sent: Tuesday, October 14, 2014 9:46 AM
To: Ada Clapp
Subject: Re: Annuity Payment Due October 24th
dec3
https://www.justice.gov/epstein/files/DataSet%209/EFTA00868372.pdf
EFTA00589418Set 9
2006-12-218p1,983w
Return of Leon D. Black)
G. Weil, Gotshal & Manges LLP Memorandum Regarding December 2008 Annuity
Payments from 2006 GRATs, dated May 5, 2008
H. Summary of Annuity Payments
4
EFTA00589421 ... Regarding Judah Investment Trust O, dated February 28, 2008 1
2. Regarding 2007 GRATs — Annuity Payments and Gift Tax Reporting
Obligations, dated May 20, 2008 2
3. Regarding Total Annuity ... Payments from 2006/2007 GRATs, dated June
4, 2008 3
G. Weil, Gotshal & Manges LLP Annuity Payments Spreadsheet for Judah
Investment Trusts A through O O
6
EFTA00589423
DOCUMENT
https://www.justice.gov/epstein/files/DataSet%209/EFTA00589418.pdf