Epstein File EFTA01127743: Trust Fund, Large_file_1mb_plus and Apollo Management (DS9)

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Epstein File EFTA01127743: Trust Fund, Large_file_1mb_plus and Apollo Management (DS9)

Financial RecordDate unavailableEFTA011277431 keyword hits

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This financial document discusses trust fund valuation for federal gift tax purposes, specifically detailing how the trust's value will be calculated and increased by 20% in the second and final period of assessment.

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trust fund large_file_1mb_plus Apollo Management

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Excerpt 1

ue of the trust fund of the Trust as finally determined for federal gift tax purposes that, when increased by twenty (20%) percent in the 2nd and final

Excerpt 2

The value of the first annuity is equal to such percent of the fair market value of the trust fund of the Trust as finally determined for federal gift

Excerpt 3

The Trust ends on the day before the 2nd anniversary of the Trust Creation Date. The value of the gift is determined by subtracting the value of the qualified annuity interest from the value of the pr