Epstein File EFTA01127810: Apollo Management and Trust Fund (DS9)

Epstein Index›Documents›EFTA01127810

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01127810: Apollo Management and Trust Fund (DS9)

Court FilingDate unavailableEFTA011278101 keyword hits

1

views

0

shares

0

reactions

0

persons

3

keywords

4

excerpts

Trust document transferring a limited partnership interest in Apollo Management to trustees (including Hannan) as part of a trust fund arrangement. The document specifies annuity payment terms equal to 99.99% of the fair market value of the trust fund and includes provisions for annual increases of 20% in accordance with federal gift tax purposes.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

Apollo Management trust fund arrangement

📋 Key Excerpts4

PersonKeyword

Excerpt 1

HANNAN, as trustees (the "Trustees"), the Settlor hereby transfers to the Trustees the Settlor's entire limited partnership interest in **APOLLO** **MANAGEMENT**

Excerpt 2

**Fund** of the Trust as finally determined for federal gift tax purposes that, when increased by twenty (20%) percent each subsequent year in accordance

Excerpt 3

right to receive the Annuity Payments having a value equal to NINETY-NINE and NINETY-NINE HUNDREDTHS (99.99%) PERCENT of the fair market value of the **Trust**