EFTA01127310Set 9
2012-08-2233p12,449w
those entity interests so that such interests pass (i) to the Marital Trust
if Debra survives Leon or (ii) per stirpes to Leon's issue subject to the trusts held ... anticipate that Leon will not fund his revocable trust during his lifetime, if Debra survives,
consider disposing of tangibles and residences under the Will so that title does not need ... this Trust Agreement.
COiAte: - 3.(
III: PERSONAL PROPERTY
(A) Works of Art. (I) If DEBRA survives the Settlor, the Trustees shall hold
all of the Settler's works
https://www.justice.gov/epstein/files/DataSet%209/EFTA01127310.pdf
EFTA01088351Set 9
2008-06-049p3,409w
Will.
II. Will Provisions
A. Dispositive Provisions
1. Exercise ofPower ofAppointment (Article II)
If Debra survives you, you direct that the remainder interest in any grantor
retained annuity trust ("GRAT ... benefit (described in III.A.3, below).
EFTA01088351
2. Bequest ofAnnuity Payments (Ankle HO
If Debra survives you, you give any remaining annuity payments payable
to you from any GRAT under ... added to your revocable trust at your death will be paid as follows:
If Debra survives you, the trustees will hold your works of art,
your collection of first edition
https://www.justice.gov/epstein/files/DataSet%209/EFTA01088351.pdf
EFTA01127910Set 9
2012-08-139p3,795w
Will Provisions
A. Dispositive Provisions
I. Exercise of Power ofAppointment (Article II)
If Debra survives you, you direct that the remainder interest in any grantor
retained annuity trust ("GRAT") held ... below).
DM US 37472141-1.088835.0011
EFTA01127910
2. Bequest of Annuity Payments (Article III)
If Debra survives you, you give any remaining annuity payments payable
to you from any GRAT under ... added to your Revocable Trust at your death will be paid as follows:
If Debra survives you, the trustees will hold your works of art,
your collection of first edition
https://www.justice.gov/epstein/files/DataSet%209/EFTA01127910.pdf
EFTA01122168Set 9
2013-07-087p2,215w
Proposed 2013 Will and Revocable Trust
Page 3
SECOND: Personal Property/Art Selection.
A. If Debra survives you, your Individual Collectibles and Art Entities (as
defined in your Will) will pass ... your GST
Amount not used above will be distributed as follows:
A. If Debra survives you, the GST Amount will be held in a separate, GST
exempt Marital Trust ... expenses and estate taxes (the "Residuary Trust"), will be
distributed as follows:
A. If Debra survives you, the Residuary Trust will pass to her Marital Trust.
Any property Debra renounces
https://www.justice.gov/epstein/files/DataSet%209/EFTA01122168.pdf
EFTA00584945Set 9
7p1,861w
Bequest of remaining GST Exempt Amount (likely a de minimus amount)
i. If Debra survives:
I. The GST Amount will be held in a separate, GST exempt Marital
Trust ... will be added to the 1997 GST
Exempt Trust.
f. Residuary Trust:
i. If Debra survives, the balance of the Trust property will be held in a Marital
Trust ... receptacles for the artwork,
books, and canes set aside for each child. If Debra survives Leon, any such items
included in Leon's estate would not be distributed
https://www.justice.gov/epstein/files/DataSet%209/EFTA00584945.pdf
EFTA01109170Set 9
2007-07-1317p5,788w
trust created under Clause EIGHTH of the LB REVOCABLE TRUST, if, and only if,
DEBRA survives me. I direct that all receipts from the Trustees of any Grantor Retained
Annuity ... otherwise be prescribed by law. Notwithstanding the foregoing
provisions of this paragraph, if DEBRA survives me, DEBRA shall have the right, by written
notice, to require the Executors to convert
https://www.justice.gov/epstein/files/DataSet%209/EFTA01109170.pdf