📅 Aug 3, 2017 FROM EPSTEIN

Re:

From: jeffrey E. <jeevacation@gmail.com>

To: Harry Fisch

H please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation@gmail.com, and destro

H

please note

The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE

Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation@gmail.com, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved

📅 Aug 7, 2017

(no subject)

From: Valeria Chomsky

To: Noam

Dear Noam, I will take care of requesting the accounts from Max, and notifying Bainco on your behalf that your personal assets should be segregated from the trust's assets in their reporting, and no longer mailed to Max. This would include statements for your IRAs at Bainco as well as your revocable trust. Their reporting is unclear and at first glance it appears that the Cambridge home is owned by your revocable trust, but as I indicated in my email to you of last Wednesday, below, I believe t

Dear Noam,

I will take care of requesting the accounts from Max, and notifying Bainco on your behalf that your personal assets should be segregated from the trust's assets in their reporting, and no longer mailed to Max. This would include statements for your IRAs at Bainco as well as your revocable trust. Their reporting is unclear and at first glance it appears that the Cambridge home is owned by your revocable trust, but as I indicated in my email to you of last Wednesday, below, I believe that you personally own your Cambridge home and that it is not in your trust. However I need to confirm this analysis when you provide me with the documentation that I have requested in the past, to ensure that the home passes to Valeria at your death.

A detailed summary of the facts as per my review of the file appears below, along with the document request and follow-up item requests in bold. I attach the records that I have reviewed. I am sending this via securemail due to the sensitive nature of some of the attachments. Please let me know if you have any trouble accessing the documents.

1. The cost of the Cambridge home was $1.2M. Please see P&S and Title Insurance Policy attached.

2. The home is actually a Cooperative so you purchased a Leasehold Interest in Unit 404 and the store room number 4-404, of which Longview Corporation is the Lessor.

   a. Please see Notice of Lease attached obtained from the Registry of Deeds.

3. You borrowed $539,000 for this purchase from Boston Private; there is a mortgage on record and as such the bank has a security interest in the home. Please see Mortgage with Leasehold Rider and Cooperative Rider attached obtained from the Registry of deeds.

4. You borrowed $516,000 for this purchase from the Carol S. Chomsky Exempt Marital Trust. There is no mortgage/security interest on record to secure this borrowing. Please see Promissory Note attached.

5. Please let me know if you plan to put the Cambridge home on the market and if so when; and if you plan to purchase a residence in Tucson. The state of your domicile, which is determined for estate tax purposes on a subjective basis, is central to your estate planning. I need to advise you as to this matter but I do not have sufficient information on your plans at this point. Please let me know when we can schedule a call to discuss this.

On a side note, my accounting department let me know recently that you have several invoices outstanding, dating back to May. I am sure these have slipped through the cracks due to your busy travel schedule! My firm would appreciate receiving payment. Please let me know if you would like me to send copies of these invoices.

📅 Aug 7, 2017 FROM EPSTEIN

Re: today - from our estate lawyer

From: jeffrey E. <jeevacation@gmail.com>

To: Valeria Chomsky

dumb this is all old news. the que=tion is why did noam not receive all the income from the trust and the tru=t instrument requires. .

dumb this is all old news. the que=tion is why did noam not receive all the income from the trust and the tru=t instrument requires. .

📅 Aug 4, 2017 FROM EPSTEIN

(no subject)

From: jeffrey E. <jeevacation@gmail.com>

To: Eric Roth

Bed insert and slider to make king? Table support, leath=r inserts and trunks? =AO please note The information conta=ned in this communication is confidential, may be attorney-client privi=eged, may constitute inside information, and is intended only for th= use of the addressee. It is the property of JEE Unauthorized use, d=sclosure or copying of this communication or any part thereof is strict=y prohibited and may be unlawful. If you have received this communic=tion in error, please notify u

Bed insert and slider to make king? Table support, leath=r inserts and trunks?

=AO please note

The information conta=ned in this communication is confidential, may be attorney-client privi=eged, may constitute inside information, and is intended only for th= use of the addressee. It is the property of JEE Unauthorized use, d=sclosure or copying of this communication or any part thereof is strict=y prohibited and may be unlawful. If you have received this communic=tion in error, please notify us immediately by return e-mail or by e-ma=l to jeevacatio=@gmail.com <mailtojeevacation@gmail.com> , and destroy this communication and all copies thereotar>including all attachments. copyright -all rights reserved

📅 Aug 13, 2017 REDACTED

(no subject)

From: Nina Mishin <arinamishina@gmail.com>

📅 Aug 14, 2017 FROM EPSTEIN REDACTED

Re:

From: jeffrey E. <jeevacation@gmail.com>

To: ██████████

not this wed next , th=s thurs i see you in new york

not this wed  next , th=s thurs i see you in new york

📅 Aug 10, 2017

mail address no longer in use Re:

From: Joi Ito

To: jeevacation@gmail.com

The email address <u>mailto</u> is no longer in use. Your will be forwarded to

The email address <u>mailto</u> is no longer in use. Your will be forwarded to

📅 Aug 3, 2017 FROM EPSTEIN

(no subject)

From: jeffrey E. <jeevacation@gmail.com>

To: Larry Visoski

wheels up 12 noon. there is a machine that karyna wants to take to the ranch maybe you can take it with you? its a bit heavy

wheels up 12 noon. there is a machine that karyna wants to take to the ranch maybe you can take it with you? its a bit heavy

📅 Aug 3, 2017

Re:

From: Larry Visoski <Larry.Visoski@...>

To: jeffrey E. <jeevacation@gmail.com>

Ok,. Noon is confirmed ,. I can arrange for an SUV to pi=k up the machine if you like,. I have a small mustang rental car in the ci=y,. Our luggage fills the car„ Should I arrange for a car to pick up Karyna's machine? Thx Larry Sent from my iPhone

Ok,. Noon is confirmed ,. I can arrange for an SUV to pi=k up the machine if you like,. I have a small mustang rental car in the ci=y,. Our luggage fills the car„

Should I arrange for a car to pick up Karyna's machine?

Thx
Larry

Sent from my iPhone

📅 Aug 4, 2017 FROM EPSTEIN

Re:

From: jeffrey E. <jeevacation@gmail.com>

To: Larry Visoski

no just have an suv pick us up at 11

no just have an suv pick us up at 11

📅 Aug 5, 2017 FROM EPSTEIN

(no subject)

From: jeffrey E. <jeevacation@gmail.com>

To: Barry J. Cohen

there has been little if any proper planning for tax this year and ne=t. this needs to be done after the program and materials are =ut in form After fridays discussion you leons tax, You need to recognize that there are few , very few exa=ples of the house that in leons case needs to be re built. =AO most people with leons wealth have a serious family office=C2 with a huge stock portfolio. , not art. and of those , =ew hold dormant assets ie apollo. . Its been ten years=C2 since apollo went

there has been little if any proper planning for tax this year and ne=t. this needs to be done after the program and materials are =ut in form

After fridays discussion

you

leons

tax,

You need to recognize that there are few , very few exa=ples of the house that in leons case needs to be re built. =AO most people with leons wealth have a serious family office=C2 with a huge stock portfolio. , not art. and of those , =ew hold dormant assets ie apollo. . Its been ten years=C2 since apollo went public. and the house needs total reno=ation. upgrades in tech, security, and the family has c=anged all very similar to architecting a house after the chil=ren have grown and left.

please note

The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE

Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeev=cation@gmail.com <mailto:jeevacation@gmail.com> <mailto:j<=br>eefacation@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:jeevacation@gm=il.com> <mailto:jeevacation@gmail.com <mailto:jeevaca=ion@gmail.com> ><mailto:jeevacation@gmail.com<mailto:jeevacation@gmail.com>>=<mailto:jeevacation@gmail=com <mailto:jeevacation@gmail.com> <mailto:jeevacatio=@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jee<=br>vacation@gmail.com <mailto:jeevacation@gmail.com> <mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.co=> >>><mailto:jeevacation@gmail.com <mailto:j=evacation@gmail.com> <mailto:jeevacation@gmail.com><mailto:<= href="mailto:jeevacation@gmail.com">jeevacation@gmail.com<m=ilto:jeevacation@gmail.com</=>>> <mailto: <mailto:jeevacation@gmail.com> jeevacat=on@gmail.com <mailto:jeevacation@gmail.com> <mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.com <mailto:jeevacation=gmail.com> >>>>> <mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.com> <ma=lto:jeevacation@gmail.com <mailto:jeevacation@gmail.com> jeevacation@g=ail.com <mailto:jeevacation@gmail.com> <mailto:jeevac=tion@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.com <mailto:jeevacation@=mail.com> ><mailto:jeevacation@gmail.com <mailto:j=evacation@gmail.com> <mailto:jeevacation@gmail.com>>><<=ailto:jeevacation@gmail.com<=a><mailto: <mailto:jeevacation@gmail.com> jeevacation@gma=l.com <mailto:jeevacation@gmail.com> ><mailto:jeev=cation@gmail.com <mailto:jeevacation@gmail.com> <mailto:je=vacation@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:je=vacation@gmail.com> <mailto:jeevacation@gmail.com <mailto:je=acation@gmail.com> ><mailto:jeevacation@gmail.com<mailto:jeevacation@gmail.com>>=>><mailto:jeevacati=n@gmail.com <mailto:jeevacation@gmail.com> <mailto:jee <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.c=m> <mailto:jeevacation@gmail.com <mailto:jeevacation@=mail.com> ><mailto:jeevacation@gmail.com<mailto:jeevacation@gmail.com><mai=to:jeevacation@gmail.com <mailto:jeevacation@gmail.com> =lt;mailto:jeevacation@gmail.=om <mailto:jeevacation@gmail.com> >>> <mailto:jee<=br>vacation@gmail.com <mailto:jeevacation@gmail.com> <mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.co=> ><mailto:jeevacation@gmail.com <mailto:jeevacati=n@gmail.com> <mailto:jeevacation@gmail.com <mailto:je=vacation@gmail.com> ><mailto:jeevacation@gmail.com<mailto:jeevacation@gmail.com>>=><mailto:jeevacation@gmail.com &g=;<mailto:jeevacation@gmai=.com <mailto:jeevacation@gmail.com> <mailto:jeevacati=n@gmail.com <mailto:jeevacation@gmail.com> >>>>>>, and destroy this communication and all copies thereof,

destroy this communication and all copies thereof,
including all attachments. copyright -all rights reserved

This email and any files transmitted with it are confidential and intended =olely for the person or entity to whom they are addressed and may contain =onfidential and/or privileged material. Any review, retransmission, dissem=nation or other use of, or taking of any action in reliance upon this info=mation by persons or entities other than the intended recipient is prohibi=ed. If you have received this email in error please contact the sender and=delete the material from any computer. Apollo Global Management, LLC

please note

The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeev=cation@gmail.com <mailto:jeevacation@gmail.com> <mailto:j<=br>eevacation@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:jeevacation@gm=il.com> <mailto:jeevacation@gmail.com <mailto:jeevaca=ion@gmail.com> ><mailto:jeevacation@gmail.com<mailto:jeevacation@gmail.com>>=<mailto:jeevacation@gmail=com <mailto:jeevacation@gmail.com> <mailto:jeevacatio=@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jee<=br>vacation@gmail.com <mailto:jeevacation@gmail.com> <mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.co=> >>><mailto:jeevacation@gmail.com <mailto:j=evacation@gmail.com> <mailto:jeevacation@gmail.com><mailto:<= href="mailto:jeevacation@gmail.com">jeevacation@gmail.com<m=ilto:jeevacation@gmail.com</=>>> <mailto: <mailto:jeevacation@gmail.com> jeevacat=on@gmail.com <mailto:jeevacation@gmail.com> <mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.com <mailto:jeevacation=gmail.com> >>>>> <mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.com> <ma=lto:jeevacation@gmail.com <mailto:jeevacation@gmail.com> jeevacation@g=ail.com <mailto:jeevacation@gmail.com> <mailto:jeevac=tion@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.com <mailto:jeevacation@=mail.com> ><mailto:jeevacation@gmail.com <mailto:j=evacation@gmail.com> <mailto:jeevacation@gmail.com>>><<=ailto:jeevacation@gmail.com<=a><mailto: <mailto:jeevacation@gmail.com> jeevacation@gma=l.com <mailto:jeevacation@gmail.com> ><mailto:jeev=cation@gmail.com <mailto:jeevacation@gmail.com> <mailto:je=vacation@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:je=vacation@gmail.com> <mailto:jeevacation@gmail.com <mailto:je=acation@gmail.com> ><mailto:jeevacation@gmail.com<mailto:jeevacation@gmail.com>>=>><mailto:jeevacati=n@gmail.com <mailto:jeevacation@gmail.com> <mailto:jee <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.c=m> <mailto:jeevacation@gmail.com <mailto:jeevacation@=mail.com> ><mailto:jeevacation@gmail.com<mailto:jeevacation@gmail.com><mai=to:jeevacation@gmail.com <mailto:jeevacation@gmail.com> =lt;mailto:jeevacation@gmail.=om <mailto:jeevacation@gmail.com> >>> <mailto:jee<=br>vacation@gmail.com <mailto:jeevacation@gmail.com> <mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.co=> ><mailto:jeevacation@gmail.com <mailto:jeevacati=n@gmail.com> <mailto:jeevacation@gmail.com <mailto:je=vacation@gmail.com> ><mailto:jeevacation@gmail.com<mailto:jeevacation@gmail.com>>=><mailto:jeevacation@gmail.com &g=;<mailto:jeevacation@gmai=.com <mailto:jeevacation@gmail.com> <mailto:jeevacati=n@gmail.com <mailto:jeevacation@gmail.com> >>>>>>, and destroy this communication and all copies thereof,

destroy this communication and all copies thereof,
including all attachments. copyright -all rights reserved

This email and any files transmitted with it are confidential and intended =olely for the person or entity to whom they are addressed and may contain =onfidential and/or privileged material. Any review, retransmission, dissem=nation or other use of, or taking of any action in reliance upon this info=mation by persons or entities other than the intended recipient is prohibi=ed. If you have received this email in error please contact the sender and=delete the material from any computer. Apollo Global Management, LLC

please note

The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeev=cation@gmail.com <mailto:jeevacation@gmail.com> <mailto:j<=br>eevacation@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:jeevacation@gm=il.com> <mailto:jeevacation@gmail.com <mailto:jeevaca=ion@gmail.com> ><mailto:jeevacation@gmail.com<mailto:jeevacation@gmail.com>>=<mailto:jeevacation@gmail=com <mailto:jeevacation@gmail.com> <mailto:jeevacatio=@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jee<=br>vacation@gmail.com <mailto:jeevacation@gmail.com> <mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.co=> >>><mailto:jeevacation@gmail.com <mailto:j=evacation@gmail.com> <mailto:jeevacation@gmail.com><mailto:<= href="mailto:jeevacation@gmail.com">jeevacation@gmail.com<m=ilto:jeevacation@gmail.com</=>>> <mailto: <mailto:jeevacation@gmail.com> jeevacat=on@gmail.com <mailto:jeevacation@gmail.com> <mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.com <mailto:jeevacation=gmail.com> >>>>> <mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.com> <ma=lto:jeevacation@gmail.com <mailto:jeevacation@gmail.com> jeevacation@g=ail.com <mailto:jeevacation@gmail.com> <mailto:jeevac=tion@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.com <mailto:jeevacation@=mail.com> ><mailto:jeevacation@gmail.com <mailto:j=evacation@gmail.com> <mailto:jeevacation@gmail.com>>><<=ailto:jeevacation@gmail.com<=a><mailto: <mailto:jeevacation@gmail.com> jeevacation@gma=l.com <mailto:jeevacation@gmail.com> ><mailto:jeev=cation@gmail.com <mailto:jeevacation@gmail.com> <mailto:je=vacation@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:je=vacation@gmail.com> <mailto:jeevacation@gmail.com <mailto:je=acation@gmail.com> ><mailto:jeevacation@gmail.com<mailto:jeevacation@gmail.com>>=>><mailto:jeevacati=n@gmail.com <mailto:jeevacation@gmail.com> <mailto:jee <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.c=m> <mailto:jeevacation@gmail.com <mailto:jeevacation@=mail.com> ><mailto:jeevacation@gmail.com<mailto:jeevacation@gmail.com><mai=to:jeevacation@gmail.com <mailto:jeevacation@gmail.com> =lt;mailto:jeevacation@gmail.=om <mailto:jeevacation@gmail.com> >>> <mailto:jee<=br>vacation@gmail.com <mailto:jeevacation@gmail.com> <mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.co=> ><mailto:jeevacation@gmail.com <mailto:jeevacati=n@gmail.com> <mailto:jeevacation@gmail.com <mailto:je=vacation@gmail.com> ><mailto:jeevacation@gmail.com<mailto:jeevacation@gmail.com>>=><mailto:jeevacation@gmail.com &g=;<mailto:jeevacation@gmai=.com <mailto:jeevacation@gmail.com> <mailto:jeevacati=n@gmail.com <mailto:jeevacation@gmail.com> >>>>>>, and destroy this communication and all copies thereof,

destroy this communication and all copies thereof,
including all attachments. copyright -all rights reserved

This email and any files transmitted with it are confidential and intended =olely for the person or entity to whom they are addressed and may contain =onfidential and/or privileged material. Any review, retransmission, dissem=nation or other use of, or taking of any action in reliance upon this info=mation by persons or entities other than the intended recipient is prohibi=ed. If you have received this email in error please contact the sender and=delete the material from any computer. Apollo Global Management, LLC

please note

The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeev=cation@gmail.com <mailto:jeevacation@gmail.com> <mailto:j<=br>eevacation@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:jeevacation@gm=il.com> <mailto:jeevacation@gmail.com <mailto:jeevaca=ion@gmail.com> ><mailto:jeevacation@gmail.com<mailto:jeevacation@gmail.com>>=<mailto:jeevacation@gmail=com <mailto:jeevacation@gmail.com> <mailto:jeevacatio=@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jee<=br>vacation@gmail.com <mailto:jeevacation@gmail.com> <mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.co=> >>><mailto:jeevacation@gmail.com <mailto:j=evacation@gmail.com> <mailto:jeevacation@gmail.com><mailto:<= href="mailto:jeevacation@gmail.com">jeevacation@gmail.com<m=ilto:jeevacation@gmail.com</=>>> <mailto: <mailto:jeevacation@gmail.com> jeevacat=on@gmail.com <mailto:jeevacation@gmail.com> <mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.com <mailto:jeevacation=gmail.com> >>>>> <mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.com> <ma=lto:jeevacation@gmail.com <mailto:jeevacation@gmail.com> jeevacation@g=ail.com <mailto:jeevacation@gmail.com> <mailto:jeevac=tion@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.com <mailto:jeevacation@=mail.com> ><mailto:jeevacation@gmail.com <mailto:j=evacation@gmail.com> <mailto:jeevacation@gmail.com>>><<=ailto:jeevacation@gmail.com<=a><mailto: <mailto:jeevacation@gmail.com> jeevacation@gma=l.com <mailto:jeevacation@gmail.com> ><mailto:jeev=cation@gmail.com <mailto:jeevacation@gmail.com> <mailto:je=vacation@gmail.com <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:je=vacation@gmail.com> <mailto:jeevacation@gmail.com <mailto:je=acation@gmail.com> ><mailto:jeevacation@gmail.com<mailto:jeevacation@gmail.com>>=>><mailto:jeevacati=n@gmail.com <mailto:jeevacation@gmail.com> <mailto:jee <mailto:jeevacation@gmail.com> ><mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.c=m> <mailto:jeevacation@gmail.com <mailto:jeevacation@=mail.com> ><mailto:jeevacation@gmail.com<mailto:jeevacation@gmail.com><mai=to:jeevacation@gmail.com <mailto:jeevacation@gmail.com> =lt;mailto:jeevacation@gmail.=om <mailto:jeevacation@gmail.com> >>> <mailto:jee<=br>vacation@gmail.com <mailto:jeevacation@gmail.com> <mailto:jeevacation@gmail.com <mailto:jeevacation@gmail.co=> ><mailto:jeevacation@gmail.com <mailto:jeevacati=n@gmail.com> <mailto:jeevacation@gmail.com <mailto:je=vacation@gmail.com> ><mailto:jeevacation@gmail.com<mailto:jeevacation@gmail.com>>=><mailto:jeevacation@gmail.com &g=;<mailto:jeevacation@gmai=.com <mailto:jeevacation@gmail.com> <mailto:jeevacati=n@gmail.com <mailto:jeevacation@gmail.com> >>>>>>, and destroy this communication and all copies thereof,

destroy this communication and all copies thereof,
including all attachments. copyright -all rights reserved

This email and any files transmitted with it are confidential and intended =olely for the person or entity to whom they are addressed and may contain =onfidential and/or privileged material. Any review, retransmission, dissem=nation or other use of, or taking of any action in reliance upon this info=mation by persons or entities other than the intended recipient is prohibi=ed. If you have received this email in error please contact the sender and=delete the material from any computer. Apollo Global Management, LLC

please note

The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeev=cation@gmail.com <mailto:jeevacation@gmail.com> anailto:j<=br>eevacation@gmail.com <mailto:jeevacation@gmail.com», and destroy this communication and all copies thereof,

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This email and any files transmitted with it are confidential and intended =olely for the person or entity to whom they are addressed and may contain =onfidential and/or privileged material. Any review, retransmission, dissem=nation or other use of, or taking of any action in reliance upon this info=mation by persons or entities other than the intended recipient is prohibi=ed. If you have received this email in error please contact the sender and=delete the material from any computer. Apollo Global Management, LLC

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The information contained i= this communication is confidential, may be attorney-client privileged,=may constitute inside information, and is intended only for the use =f the addressee. It is the property of JEE Unauthorized use, disclos=re or copying of this communication or any part thereof is strictly pro=ibited and may be unlawful. If you have received this communication =n error, please notify us immediately by return e-mail or by e-mail to =a href="mailto:jeevacation@gmail.com" target="_blank">jeevacation@gmai..com, and destroy this communication and all copies thereof, inc=uding all attachments. copyright -all rights reserved

📅 Aug 5, 2017 FROM EPSTEIN

(no subject)

From: jeffrey E. <jeevacation@gmail.com>

To: Barry J. Cohen

barry, perfect example of what i have been trying to explain. =C2 without context the question makes little sense. =x if all is income is ordinary. selling things at a los= does nothing . however if he is getting mo=e capital gains next year. you miight generate losses and carry them=forward or back. if we think the tax rates will change we mig=t create fictiioous gains. and use the loss but have a higher =asis for next year. if the loss in on the trust side ,=C2 it is a benefit to the future ta

barry, perfect example of what i have been trying to explain. =C2 without context the question makes little sense. =x if all is income is ordinary. selling things at a los= does nothing . however if he is getting mo=e capital gains next year. you miight generate losses and carry them=forward or back. if we think the tax rates will change we mig=t create fictiioous gains. and use the loss but have a higher =asis for next year. if the loss in on the trust side ,=C2 it is a benefit to the future tax of the children. =A0sorry to be so long winded but at least i am consistant :)

The image shows a message sent on Sat, Aug 5, 2017 at 10:39 AM by Barry J. Cohen.

One problem is that we want Leon to tell us what art he is interested in se=ling. I don't think he can do that. We should tell him whether we want=him to sell either his gains or his losses and why.

Sent from my iPhone

📅 Aug 5, 2017 REDACTED

(no subject)

From: Barry J. Cohen <unknown>

These are all things we are trying to think about. Our new internal g=y is great, but he doesn't bring solutions with him because, like you =ay, no one is quite like Leon. Since he just joined us, we're starting=certain planning work later than we would like. EY is good but they are better at answering questions than providing proact=ve planning advice. And I am finding them a little slow. Your derivatives financing idea is a good one. Who would be a good person t= talk to about it? Justin at

These are all things we are trying to think about. Our new internal g=y is great, but he doesn't bring solutions with him because, like you =ay, no one is quite like Leon. Since he just joined us, we're starting=certain planning work later than we would like.

EY is good but they are better at answering questions than providing proact=ve planning advice. And I am finding them a little slow.

Your derivatives financing idea is a good one. Who would be a good person t= talk to about it? Justin at JPM?

Sent from my iPhone

📅 Aug 5, 2017 FROM EPSTEIN REDACTED

Re: [External] Re: Plane

From: jeffrey E. <jeevacation@gmail.com>

same idea to make sure boat sale , plane sale art sale . all pr=duce the best after tax result.

same idea to make sure boat sale , plane sale art sale . all pr=duce the best after tax result.

📅 Aug 5, 2017 REDACTED

Re: [External] Re: Plane

From: Barry J. Cohen

Plane sale is minor loss.

Plane sale is minor loss.

📅 Aug 5, 2017 FROM EPSTEIN REDACTED

Re: [External] Re: Plane

From: jeffrey E. <jeevacation@gmail.com>

not necessarily . talk monday.

not necessarily . talk monday.

📅 Aug 5, 2017 REDACTED

Re: [External] Re: Plane

From: Barry J. Cohen

We never took accelerated depreciation due to lack of passive income. Unuse= depreciation has been carried forward. Basis is therefore a little high.

We never took accelerated depreciation due to lack of passive income. Unuse= depreciation has been carried forward. Basis is therefore a little high.

📅 Aug 6, 2017 FROM EPSTEIN REDACTED

Re: [External] Re: Plane

From: jeffrey E. <jeevacation@gmail.com>

yes , I would ask that you go through and see exactly which years you=tookk what and it produce a real szable benefit. . =AO form a new entity for the contract signing. have tha= entity have the right to assign.

yes , I would ask that you go through and see exactly which years you=tookk what and it produce a real szable benefit. . =AO form a new entity for the contract signing. have tha= entity have the right to assign.

📅 Aug 6, 2017 REDACTED

Re: [External] Re: Plane

From: Barry J. Cohen

We =re having Elysium buy it. As long as it is freely assignable, does it have=to be a new entity?

We =re having Elysium buy it. As long as it is freely assignable, does it have=to be a new entity?

📅 Aug 6, 2017 FROM EPSTEIN

Re: [External] Re: Plane

From: jeffrey E. <jeevacation@gmail.com>

To: Barry J. Cohen

new entity

new entity