EFTA00994026Set 9
2014-07-312p460w
Eileen Alexanderson , "Halperin, Alan S"
Hi Jeffrey,
Richard is OK with doing the split interest purchase of the townhouse provided that we discuss with Leon (and
Leon discusses with Debra ... option of Leon giving Debra the funds to do the split-interest purchase with the
trust so that Debra, rather than Leon, would retain the life interest. From Richard
https://www.justice.gov/epstein/files/DataSet%209/EFTA00994026.pdf
EFTA00721175Set 9
2014-06-232p584w
Clapp
To: jeffrey E. <jeevacation@gmail.com>
CC: Eileen Alexanderson , Lawrence Delson
Subject: RE: Split Interest Purchase
Date: Mon, 23 Jun 2014 12:43:11 +0000
Yes-but that ... Clapp
Cc: Eileen Alexanderson; Lawrence Delson
Subject: Re: Split Interest Purchase
incomplete. i need to know what interest rate they used ... Clapp ( )"
EFTA00721175
Cc: "Hurtado, Christopher L" <
Subject: Split Interest Purchase
I welcome your input. Thanks. Alan
IRS Circular 230 disclosure:
To ensure compliance with requirements imposed
https://www.justice.gov/epstein/files/DataSet%209/EFTA00721175.pdf
EFTA00721143Set 9
2014-06-232p546w
From: Ada Clapp
To: jeffrey E. <jeevacation@gmail.com>
Subject: RE: Split Interest Purchase
Date: Mon, 23 Jun 2014 12:59:07 +0000
We gave Alan their birthdates. Leon's date ... Sent: Monday, June 23, 2014 8:47 AM
To: Ada Clapp
Subject: Re: Split Interest Purchase
what ages are we using , my table is a littel differnt ... Clapp
Cc: "Hurtado, hCr pher
Subject: Split Interest Purchase
EFTA00721143
I welcome your input. Thanks. Alan
IRS Circular 230 disclosure:
To ensure compliance with requirements imposed
https://www.justice.gov/epstein/files/DataSet%209/EFTA00721143.pdf
EFTA00721174Set 9
2014-06-231p230w
Clapp
To: Jeffrey Epstein <jeevacation@gmail.com>
CC: Eileen Alexanderson , Lawrence Delson
Subject: Fwd: Split Interest Purchase
Date: Mon, 23 Jun 2014 12:04:52 +0000
Attachments: Split-Interest_Purchasen Single_vs_Double_Lifeinterests.docx; ATT00001.htm ... Clapp
Cc: "Hurtado, Christopher L"
Subject: Split Interest Purchase
I welcome your input. Thanks. Alan
IRS Circular 230 disclosure:
To ensure compliance with requirements imposed by the IRS, we inform
https://www.justice.gov/epstein/files/DataSet%209/EFTA00721174.pdf
EFTA00991752Set 9
2014-06-232p345w
Jeffrey E." <jeevacation@grnail.com>
To: Ada Clapp
Cc: Eileen Alexanderson , Lawrence Delson
Subject: Re: Split Interest Purchase
Date: Mon, 23 Jun 2014 12:17:18 +0000
incomplete. i need to know ... Clapp
Cc: "Hurtado, Christopher L"
Subject: Split Interest Purchase
I welcome your input. Thanks. Alan
IRS Circular 230 disclosure:
To ensure compliance with requirements imposed by the IRS, we inform
https://www.justice.gov/epstein/files/DataSet%209/EFTA00991752.pdf
EFTA00990877Set 9
2014-06-062p398w
Clapp
To: jeffrey E. <jeeyacation@gmail.com>
CC: Eileen Alexanderson >, Richard Joslin
Subject: FW: Split Interest Purchase
Date: Fri, 06 Jun 2014 16:23:27 +0000
Attachments: Split-Interest_Property_Purchase.pptx
Hi Jeffrey,
Attached ... Clapp
Cc: Hurtado, Christopher L
Subject: Split Interest Purchase
Here is a brief summary of the planning strategy. Best. Alan
IRS Circular 230 disclosure:
To ensure compliance with requirements imposed
https://www.justice.gov/epstein/files/DataSet%209/EFTA00990877.pdf
EFTA00991760Set 9
2014-06-232p340w
From: "Jeffrey E." <jeevacation@grnail.com>
To: Ada Clapp
Subject: Re: Split Interest Purchase
Date: Mon, 23 Jun 2014 12:47:10 +0000
what ages are we using , my table ... Clapp
Cc: "Hurtado, Christopher L"
Subject: Split Interest Purchase
I welcome your input. Thanks. Alan
IRS Circular 230 disclosure:
To ensure compliance with requirements imposed by the IRS, we inform
https://www.justice.gov/epstein/files/DataSet%209/EFTA00991760.pdf