EFTA01088456Set 9
2013-09-0415p3,810w
Estate Planning Overview
Presented to:
Leon D. and Debra R. Black
Overview of Estate Plan
September 4, 2013
Nancy A. Kistner, CFP® Stevon L. Forrester, CFP®
Managing Director Vice President ... Page 13 of 15
EFTA01088468
Leon D. and Debra R. Black
2013 Estate Planning Overview
Distributions to Children and the Black Family Foundation Upon Ikon's /Debra's Death
Family
https://www.justice.gov/epstein/files/DataSet%209/EFTA01088456.pdf
EFTA01088441Set 9
15p3,799w
Estate Planning Overview
Presented 切：
Leon D.and Debra R.Black
Overview of Estate Plan
September 23,2013
Nancy A.Kistner,CFP8) Stevon L.Forrester,CFPOD
Managing Director Vice President
Wealth Strategies Advisor Associate ... Page 13 of 15
EFTA01088453
Leon D. and Debra R. Black
2013 Estate Planning Overview
Distributions to Children and the Black Family Foundation Upon Leon's (Debra's Death
Family
https://www.justice.gov/epstein/files/DataSet%209/EFTA01088441.pdf
EFTA01926788Set 10
2014-05-202p434w
Clapp
Sent Thur 5/22/2014 8:02:29 PM
Subject: RE: Annuity Amounts in Estate Planning OVerview
Thanks!
From: jeffrey E. Imailto:jeevacation@gmail.com]
Sent: Tuesday ... Clapp
Subject: Re: Annuity Amounts in Estate Planning OVerview
Good catch
On Tuesday, May 20, 2014, Ada Clapp e > wrote:
Jeffrey,
As a follow up to our meeting yesterday ... spoke with UST about the annuity calculations
included in the Estate Planning Overview. They had not, in fact, revised the numbers to
include the passage of time since the last
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01926788.pdf
EFTA00988372Set 9
2014-04-304p1,086w
From: "Jeffrey E." <jeevacation@gmail.com>
To: Ada Clapp <1
Subject: Re: Estate Planning Overview
Date: Wed, 30 Apr 2014 17:30:56 +0000
deadline tomorw , use plug approx numbers ... Sent: Wednesday, April 30, 2014 12:52 PM
To: Ada Clapp
Subject: Re: Estate Planning Overview
EFTA00988372
lets do the rough one first
https://www.justice.gov/epstein/files/DataSet%209/EFTA00988372.pdf
EFTA00988369Set 9
2014-04-303p972w
From: Ada Clapp
To: Jeffrey Epstein <jeevacation@gmail.com>
Subject: RE: Estate Planning Overview
Date: Wed, 30 Apr 2014 17:29:17 +0000
OK. Rich is stilling looking at the inventory values ... Sent: Wednesday, April 30, 2014 12:52 PM
To: Ada Clapp
Subject: Re: Estate Planning Overview
lets do the rough one first
https://www.justice.gov/epstein/files/DataSet%209/EFTA00988369.pdf
EFTA01204268Set 9
2014-05-222p776w
Clapp
To: Jeffrey E.
CC: Eileen Alexanderson , "Lawrence Delson
Richard D'Agostino
Subject: Estate Planning Overview
Date: Thu, 22 May 2014 17:13:31 +0000
Attachments: Black_Estate_Planning_Analysis ... v1J3)_DATE_5.21.141S27.92).pdf
Hi Jeffrey,
Attached is the revised Estate Planning Overview (the "EPO"). Please note that there is a small rounding error on page 7
(the combined
https://www.justice.gov/epstein/files/DataSet%209/EFTA01204268.pdf
EFTA00989619Set 9
2014-05-161p263w
Drill
Date: Fri, 16 May 2014 17:28:05 +0000
Attachments: UST-Black_Estate_Planning_Overview_as_of 04-16-14_(Dated_5.16.14).pdf
Jeffrey and Eileen,
Attached ... Estate Planning Overview prepared by US Trust. I am sending it to you before the broader team in case
you want to make changes/revisions. Of course, the cash needs pages
https://www.justice.gov/epstein/files/DataSet%209/EFTA00989619.pdf
EFTA01923311Set 10
2014-05-201p318w
Clapp
Sent: Tue 5/20/2014 6:07:15 PM
Subject: Annuity Amounts in Estate Planning OVerview
Jeffrey,
As a follow up to our meeting yesterday, I spoke with UST about ... annuity calculations
included in the Estate Planning Overview. They had not, in fact, revised the numbers to include
the passage of time since the last Overview they prepared. In addition
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01923311.pdf