Epstein Index›Documents›EFTA01104587
⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01104587: Charles, Holder and Bernie (DS9)

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A document discussing tax law and estate planning, specifically focusing on Bernie's understanding of the phasing out of estate tax and generation-skipping transfer tax. The document suggests advising Bernie about the continued importance of trusts in financial planning.

👤 Named in This Document
CharlesEric HolderBernie SandersJerry CarlCarl
🔑 Evidence Keywords
large_file_1mb_plusclassifiedstructuringtreat

📋 Key Excerpts15

PersonKeyword
Excerpt 1
Facts: **Bernie** has read about the phasing out of the estate tax and its repeal in 2010.
Excerpt 2
**Bernie** understands that the generation-skipping transfer tax is also being phased out and repealed in 2010.
Excerpt 3
What do you tell **Bernie**? 2. Proposal: You advise **Bernie** that trusts are as important as ever, and even more useful.

📄 Original Document

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Read the full document (20,842 words)

Opens original DOJ file on justice.gov

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Source: U.S. Department of Justice

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