Search results for "Debra Black"
1,015 results for ""Debra Black""
Page 31 of 41
EFTA02713785.pdf
...mean the Internal Revenue
Code of 1986, as amended from time to time and any successor thereto.
(F)
The name "DEBRA" shall mean the Grantor's wife Debra
R. Black.
(G)
The words "Funding Date" shall mean (1) with respect to
the trust created under Clause FIRST of this Agreement...
EFTA01914986.pdf
Email
DOCUMENT SUMMARY
To:
Debra R. Black
From:
Ada Clapp
Date:
July 15, 2014
Re:
Your Will
Following is a summary of your current Will dated May 23, 1988 (your "Will"), which was prepared for
you by Stroock & Stroock & Lavan.
I.
Tangible Personal Property. You give all of your tangible personal...
EFTA01203239.PDF
...2014
ASSETS
CASH
APO 2 TRUST +
SLACK FAMILY
LEON& DEBRA
TOTAL
(DB 2014 LLC +
BLACK FAMILY
NOR
PARTNERS
BLACK •
TRUSTS
2011 TRUSTS
GST TRUSTS
APO I TRUST
GRAYS
TOTAL
U,S. TRUST
JP MORGAN
CASH IN PHAICON GLOBAL I PM
03169.948
35.506.607
1.766.394
17.901...
HOUSE_OVERSIGHT_023315.jpg
...if something happens to
you and debra, no real direction for the foundation. . etc
Date: Mon, Mar 21, 2016 at 4:17 AM
Subject:
To: Melanie Spinella Po
glad to see you are personally on the mend - as well as the fence. -- As you know i dread money
discussions with...
EFTA01192563.PDF
Court Filing
...Leon Black Art Partnership
This memorandum summarizes the anticipated federal income and New York
State sales tax consequences of a transaction being considered for Leon Black ("Leon").
As
currently contemplated, the transaction involves the formation of an equal partnership between
Leon and a trust taxable to him under § 671 of...
EFTA00988053.PDF
Financial
...I update and add information to this
list based on new information and reviewing existing records and with input from the Black's; Examples of changes may be based on FX and wire confirmations, invoices
and sales tax return review . I document changes and open questions in our working file...
EFTA02639761.pdf
...2015 at 2:54 PM
Subject: Plane
To: "jeffrey E." Debra is going to Chicago May 30th =96 back and forth the same day. Here is the
response from Jet
Hi Melanie,
For May 30th with...
EFTA02620685.pdf
...Leon is
aware of this and made the decision to deduct.
•
Debra does not need her own income to contribute to an IRA under the current rules, as Leon has
enough wages to cover both contributions.
•
965 cfc rules have already been vetted by EY and are no applicable as...
EFTA00983485.PDF
Email
...State Income Taxation of the various Black Trusts
we will just pay the ny tax.
On Wed, Feb 12, 2014 at 7:21 PM, Ada Clapp <
> wrote:
As you know, in connection with rolling out the split Dollar Agreement to which the Leon D. Black 1999 Life
Insurance Trust #2...
EFTA01084435.PDF
...Black, Debra R. Black, Benjamin Eli
Black, Joshua Max Black, Alexander Samuel Black, Victoria Rachel Black, and
the descendants of any of the foregoing.
"Force Majeure Event" shall mean an unanticipated event that is not reasonably
within the control of the affected party (including, but not limited to, acts of...
EFTA01087884.PDF
Financial
...TRUST COMPANY OF DELAWARE
AND LEON BLACK CO TRUSTEES
BENJAMIN BLACK
TRUST UNDER AGREEMENT
DATED DECEMBER 10 3310
Account Number:
Investment Policy Statement Objective:
Relationship Mana er:
Jane R. Heller
Fiduciary Specialist:
Debra Patterson
--50.500240
E
U.S. TRUST e.-t
Bank of America Private Wealth Management
Account Statement...
EFTA00972249.PDF
Email
...Have you discussed the terms of the new pour-over trust with Leon?
Perhaps a single "pot" trust during Debra and Leon's lifetime (with Debra and Leon's issue as beneficiaries).
Fully discretionary as to income and principal. On the death of the survivor, it gets carved into separate...
EFTA00988350.PDF
Email
...I have bolded the progression of cash balances in Black Family Partners and
in Leon's accounts. $l0mil fee which will be paid on 4/25 is not included-please give guidance as to whether
this one should be paid from BFP or by LB. GRAT 1 annuity on Thursday...
EFTA01285900.pdf
Financial
...PUERTO RICO AC=
CECILE R DE JONGII
(200.000.00 )
99.981.919.36
1240
0 Incoming Money Tmsf
ORO-
LEON D BLACK DEBRA
R BLACK CO APOLLO MANAGEMENT 9 W 5
10.000.000.00
109.981.919.36
12-31
tt Interest Payment
9.644.79
109,991...
EFTA01286816.pdf
Financial
...7 VALAR GLOBAAL FUND III LP
(3.000.000.00 )
8.800.764.97
04-25
0 Incoming Money ?met
ORO
LEON D BLACK DEBRA
R BLACK CO APOLLO MANAGEMENT 9 W $
8.000.000.00
16.800.764.97
04-30
.1 Interest Payment
1373.62
16.802.13839...
EFTA00972266.PDF
Email
...Have you discussed the terms of the new pour-over trust with Leon?
Perhaps a single "pot" trust during Debra and Leon's lifetime (with Debra and Leon's issue as beneficiaries).
Fully discretionary as to income and principal. On the death of the survivor, it gets carved into separate...
EFTA00837154.PDF
Email
...fill out estate returns as if you and debra died today, rick bronstein
said the only 1040 he ever filled out was his own. ( this is brads chosen advisor??!) Halperin has a conflict that
should be addressed., debra should enter a tenants in common agreement with kids. you have airplane...
EFTA01897533.pdf
Financial
...I appreciate the need to have Debra and the children provide the Trustees with a release and
discharge. Do you think it also is appropriate to have them provide an indemnity in light of the following:
Leon is providing an indemnity; with one minor exception, no distribution has been made...
EFTA02385970.pdf
Financial
...If you have received this =ommunication
in error, please erase all copies of the message and its attachments and
notify us immediately.
Black Release Agreement =New).DOC>Black Release
Agreement (New)-#41510967v3_DM_US_ =eo.DOC>
This =essage is intended only for the...
EFTA01044828.PDF
Email
...Cohen" <
>, Leon Black
Subject: Re: FW: 2017 G650
Date: Fri, 26 May 2017 17:35:33 +0000
No time today . New plane approx 61. Send photos . Have a good weekend
On Fri, May 26, 2017 at 1:29 PM Barry J. Cohen <
> wrote:
You are right. I think the AMT...
EFTA00972286.PDF
Email
...Have you discussed the terms of the new pour-over trust with Leon?
Perhaps a single "pot" trust during Debra and Leon's lifetime (with Debra and Leon's issue as
beneficiaries). Fully discretionary as to income and principal. On the death of the survivor, it gets carved
into separate...
EFTA00972276.PDF
Email
...Have you discussed the terms of the new pour-over trust with Leon?
Perhaps a single "pot" trust during Debra and Leon's lifetime (with Debra and Leon's issue as
beneficiaries). Fully discretionary as to income and principal. On the death of the survivor, it gets carved
into separate...
EFTA02385878.pdf
Financial
...The document records =hat statements are being attached for Black Family Partners since 2006. Please recall,
however, that this partnership was not created until 2007.
IRS Circular 230 =isclosure:
To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained
in...
EFTA00696364.pdf
Email
...Cohen <->;
Leon Black <
Subject: Re: FW: 2017 G650
No time today . New plane approx 61. Send photos . Have a good weekend
On Fri, May 26, 2017 at 1:29 PM Barry J. Cohen <
wrote:
You are right. I think the AMT issue is with accelerated depreciation. But I thought bonus...
EFTA01024292.PDF
Email
...Leon Black
Subject: Fwd: [External]
Date: Sun, 17 Sep 2017 12:27:16 +0000
Forwarded message
From: Barry J. Cohen
I have no time for pussy footing around these issues. I...
Search Tips
- Use quotes for exact phrases:
"flight manifest" - Use OR for alternatives:
bank OR financial - Use wildcard for partial matches:
invest* - Exclude words:
document -redacted - Search names:
John Smith