Re: Wills for the Black Children
please call is ok„ if debra agrees. I prefer to have a standard pourover will etc. so we don't have weird surpns
On Wed, Aug 21, 2013 at 2:43 PM, Ada Clapp < > wrote: I agree, Alan is preferable--but will that make Debra feel like the "odd man out"?
Ada Clapp
Black Family Partners
c/o Apollo Management
email:
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On Aug 21, 2013, at 4:40 PM, Jeffrey Epstein jeevacation@gmail.com wrote:
alan said he would do , that is preferable if the kids agree
On Wed, Aug 21, 2013 at 1:52 PM, Ada Clapp < > wrote: Hi Jeffrey,
Eileen mentioned that you would prefer that the children use separate counsel from Leon to prepare their Wills. Since Ben will now be working at S&C, he may not want his estate planning done by Jib Black. If that is the case, I would recommend you consider Jeffrey Schwartz at Davis Polk & Wardwell. I worked closely with Jeffrey when I was an associate at Davis Polk and we have been in a discussion group together for more than 10 years (he is a bit like E.F. Hutton--when Jeffrey speaks, the whole group listens). He is one
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of the smartest T&E lawyers you will ever meet (and I don't throw that compliment around lightly--he may even be sharper than Carlyn...) and has a nice, low key personality. He is also relatively young and so will be a better age fit for the kids. Please let me know if you would like me to make an introduction.
Best regards,
Ada Clapp
Black Family Partners
c/o Apollo Management
email:
IRS Circular 230 Disclosure:
Pursuant to IRS regulations, I inform you that any tax advice contained in this communication (including attachments) is not intended or written to be used, and cannot be used by any person or entity for the purpose of (i) avoiding tax related penalties imposed by any governmental tax authority, or (ii) promoting, marketing or recommending to another party any transaction or matter discussed herein. I advise you to consult with an independent tax advisor on your particular tax circumstances.
This communication, and any attachment, is for the intended recipient(s) only and may contain information that is privileged, confidential and/or proprietary If you are not the intended recipient, you are hereby notified that further dissemination of this communication and its attachments is prohibited. Please delete all copies of this communication and its attachments and notify me immediately that you have received them in error.
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Jeffrey N. Schwartz
PARTNER
As a member of Davis Polk's Trusts and Estates Department, Mr. Schwartz counsels individuals, professional fiduciaries and financial institutions on matters relating to estate planning, charitable giving and the administration of trusts and estates. In addition to advising high-net-worth individuals on tax matters, the operation of private foundations and estate planning in general, including in connection with the formation of private investment funds and the gifting of "carried interests" in such funds, Mr. Schwartz also advises financial institutions such as JPMorgan Chase in connection with their personal trust services businesses.
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