Epstein File EFTA01127672: Trust Fund, Large_file_1mb_plus and Memorandum (DS9)

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Epstein File EFTA01127672: Trust Fund, Large_file_1mb_plus and Memorandum (DS9)

Financial RecordDate unavailableEFTA011276721 keyword hits

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This document appears to be a detailed financial record related to a trust fund, specifically discussing tax valuation and annuity payment calculations. The document references federal gift tax purposes and describes a complex valuation method where the taxpayer's right to receive annuity payments is calculated to be 99.99% of the trust fund's fair market value.

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trust fund large_file_1mb_plus memorandum

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Excerpt 1

qual to such percent of the fair market value of the trust fund of the Trust as finally determined for federal gift tax purposes that, when increased by

Excerpt 2

year of the 2-year term, results in the Taxpayer's right to receive the annuity payments having a value equal to 99.99% of the fair market value of the trust

Excerpt 3

fund of the Trust as finally determined for federal gift tax purposes.