""Testamentary CLAT"" — Epstein Files Search

Search Entities About Settings

/to search

Dataset

Sort

Status

DOJ Status

Date Range

–

Page Count

–

11 results for “"Testamentary CLAT"”

Keyboard Shortcuts

/

Focus search

Esc

Blur input

O

Open PDF

←→

Paginate

EFTA01195967Set 9

2013-11-155p1,282w

annuity trust, or CLAT, might be incorporated into your estate plan. A. Overview ofa Testamentary CLAT With a CLAT, which works in a fashion similar to a GRAT

https://www.justice.gov/epstein/files/DataSet%209/EFTA01195967.pdf

EFTA01202525Set 9

2013-11-155p1,276w

annuity trust, or CLAT, might be incorporated into your estate plan. A. Overview ofa Testamentary CLAT With a CLAT, which works in a fashion similar to a GRAT

https://www.justice.gov/epstein/files/DataSet%209/EFTA01202525.pdf

EFTA02339282Set 11

2017-09-223p825w

valued on the same date for the estate as it is for a testamentary CLAT, even if the CLAT is not funded for years after death

https://www.justice.gov/epstein/files/DataSet%2011/EFTA02339282.pdf

EFTA01104587Set 9

term and remainder interests are not correct. Formula clauses also are useful when a testamentary CLAT is desired. The optimum annuity rate cannot be determined in advance of knowing

https://www.justice.gov/epstein/files/DataSet%209/EFTA01104587.pdf

EFTA01097356Set 9

Term Holder 46 3. Income Tax Considerations 47 4. Payments of Expenses 47 VI. Testamentary CLATs 48 A. The Transaction 48 1. Self-Dealing under the Private Foundation Rules

https://www.justice.gov/epstein/files/DataSet%209/EFTA01097356.pdf

EFTA00654686Set 9

2017-07-233p770w

some low likelihood governance issues at Apollo that could screw up the testamentary CLATs. They note that we have not maximized our GST. I'm sure Leon will be fine

https://www.justice.gov/epstein/files/DataSet%209/EFTA00654686.pdf

EFTA00690956Set 9

2017-07-231p268w

They highlighted some low likelihood governance issues at Apollo that could screw up the testamentary CLATs. They note that we have not maximized our GST. I'm sure Leon will

https://www.justice.gov/epstein/files/DataSet%209/EFTA00690956.pdf

EFTA01039652Set 9

2017-07-253p883w

They highlighted some low likelihood governance issues at Apollo that could screw up the testamentary CLATs. They note that we have not maximized our GST. I'm sure Leon will

https://www.justice.gov/epstein/files/DataSet%209/EFTA01039652.pdf

EFTA01039857Set 9

2017-07-232p633w

They highlighted some low likelihood governance issues at Apollo that could screw up the testamentary CLATs. They note that we have not maximized our GST. I'm sure Leon will

https://www.justice.gov/epstein/files/DataSet%209/EFTA01039857.pdf

EFTA00654705Set 9

2017-07-232p527w

They highlighted some low likelihood governance issues at Apollo that could screw up the testamentary CLATs. They note that we have not maximized our GST. I'm sure Leon will

https://www.justice.gov/epstein/files/DataSet%209/EFTA00654705.pdf

EFTA01039841Set 9

2017-07-232p418w

They highlighted some low likelihood governance issues at Apollo that could screw up the testamentary CLATs. They note that we have not maximized our GST. I'm sure Leon will

https://www.justice.gov/epstein/files/DataSet%209/EFTA01039841.pdf

Corpus: 1990-03-17 – 2025-12-01

November 2013

Mo

Tu

We

Th

Fr

Sa

Su

None

Light

Medium

Heavy

Results by Dataset11 total

Set 9

10

Set 11

1