EFTA01204564Set 9
2014-08-3132p8,473w
70th Street LLC, a New York Limited Liability Company (hereinafter
called the "Remainderman").
WITNESSETH
WHEREAS, both the Life Tenant and the Remainderman (together
referred to herein as the "Parties") have ... residence
described on Schedule A, the Life Tenant buying the life interest and the Remainderman
buying the remainder interest;
WHEREAS, the Parties desire to set forth their agreements and
understandings ... Service for use in valuing life estates and remainders, will be:
Life Tenant — 32.867%
Remainderman — 67.133%
WHEREAS, if settlement on the purchase of the Residence occurs after
August
https://www.justice.gov/epstein/files/DataSet%209/EFTA01204564.pdf
EFTA00598636Set 9
2013-01-016p4,614w
bitcoins transferred 10 of thosocoins to address created and controlled by the remainderman
a different address. This transaction technically consist- (for instance, the trustee of a continuing trust ... sufficient
transferred to the recipient, (2) 70.05057484 bitcoins to simply provide the remainderman with the password
were returned to the original owner (albeit to a new to the GRAT ... physically give the
address) as change, and (3) .0001 bitcoins were retained remainderman a piece of paper listing the relevant
by the Bitcoin system as a transaction fee. addresses
https://www.justice.gov/epstein/files/DataSet%209/EFTA00598636.pdf
EFTA00616777Set 9
2006-12-2174p23,373w
even though such distribution terminates the 'Trust,
without regard to the interest of any remainderman of the Trust.
(B) Trust Termination. (1) Unless sooner terminated by the distribution ... even though such
distribution terminates the Trust, without regard to the interest of any remainderman of the Trust.
(5) Notwithstanding anything contained in this Trust Agreement to the
contrary ... even though such
distribution terminates the Trust, without regard to the interest of any remainderman of the Trust.
(B) Primary Beneficiary's Right to Direct Payment (I) In each calendar
https://www.justice.gov/epstein/files/DataSet%209/EFTA00616777.pdf
EFTA00616851Set 9
2009-12-2870p21,875w
even though such distribution terminates the 'Trust,
without regard to the interest of any remainderman of the Trust.
(B) Trust Termination. (1) Unless sooner terminated by the distribution ... even though such
distribution terminates the Trust, without regard to the interest of any remainderman of the Trust.
(5) Notwithstanding anything contained in this Trust Agreement to the
contrary ... even though such
distribution terminates the Trust, without regard to the interest of any remainderman of the Trust.
(B) Primary Beneficiary's Right to Direct Payment (I) In each calendar
https://www.justice.gov/epstein/files/DataSet%209/EFTA00616851.pdf
EFTA00520941Set 9
2010-09-012p337w
TRUSTEE
WHEREAS, Epstein Interests (f/k/a the J. Epstein Foundation) ("Epstein
Interests") is the Charitable Remainderman of the Palm Beach Trust (the "Trust"),
which was created pursuant to the Trust Agreement ... pursuant to the authority granted under the Trust Agreement,
Epstein Interests, as the Charitable Remainderman of the Trust, desires to appoint
Richard Kahn as the successor Trustee of the Trust ... Trust, effective as of the date hereof;
NOW, THEREFORE,
1. Epstein Interests, as Charitable Remainderman of the Trust, hereby
appoints Richard Kahn to serve as successor Trustee of the Trust
https://www.justice.gov/epstein/files/DataSet%209/EFTA00520941.pdf
EFTA00609831Set 9
45p12,904w
though such distribution terminates the Trust, and without regard to the interest of
any remainderman of the Trust.
(C) Disposition on Termination. Unless sooner terminated by the
distribution ... though such distribution terminates the Trust, and without regard to the
interest of any remainderman of the Trust.
(2) It is the Settior's desire, but not the Senior ... though such distribution terminates the Trust. and without regard to the interest of any
remainderman of the Trust.
(B) Disposition on Termination. Unless sooner terminated by the
distribution
https://www.justice.gov/epstein/files/DataSet%209/EFTA00609831.pdf
EFTA00082337Set 9
2001-11-0812p2,705w
partly in
each. Such distributions may be made to any trustee, beneficiary or remainderman with
property that is like or different from the property used to make any other distribution ... other trustee, beneficiary or remainderman.
(k) To operate, repair, alter and improve any real property which they
may hold or in which they may hold an interest or a participation
https://www.justice.gov/epstein/files/DataSet%209/EFTA00082337.pdf
EFTA00082351Set 9
2001-11-0817p3,069w
partly in
each. Such distributions may be made to any trustee, beneficiary or remainderman
with property that is like or different from the property used to make any other
distribution ... other trustee, beneficiary or remainderman.
(k) To operate, repair, alter and improve any real property which
they may hold or in which they may hold art interest or a participation
https://www.justice.gov/epstein/files/DataSet%209/EFTA00082351.pdf
EFTA01193891Set 9
11p2,456w
partly in each.
Such distributions may be made to any trustee, beneficiary or remainderman with
property that is like or different from the property used to make any other distribution ... other trustee, beneficiary or remainderman.
(o) To hold all or part of the property held hereunder in common investments
or funds.
13817.1 3
EFTA01193893
(p) To operate. repair, alter
https://www.justice.gov/epstein/files/DataSet%209/EFTA01193891.pdf
EFTA01091832Set 9
2004-11-1967p15,221w
sale
• Company restrictions may apply to contribution and sale
• For IRS purposes, if the remainderman is a private foundation and the donor plans to claim an
income tax deduction treating ... trustee, all sales by GRAT aggregated during annuity period [Rule
144(e)(3))
• If remainderman is an affiliate, aggregation rules continue to apply [Rule 144(e)(3)]
• If trustee
https://www.justice.gov/epstein/files/DataSet%209/EFTA01091832.pdf