Epstein Index›Documents›EFTA02348158
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA02348158: Asset (DS11)

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Email correspondence between Erika Kellerhals and unidentified parties discussing trust and estate planning matters, specifically addressing whether an asset passes to a beneficiary upon the death of a grantor and whether a step-up in basis applies to assets held in a revocable living trust. The document contains incomplete excerpts from what appears to be a legal or financial advisory discussion.

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🔑 Evidence Keywords
asset

📋 Key Excerpts2

PersonKeyword
Excerpt 1
Cc: Erika Kellerhals Subject: Re: Yes, generally, assuming that the **asset** passes to the beneficiary upon death of grantor.
Excerpt 2
> wrote: what happens on death. - do you get a step up, if **asset** S in vi trust. please note The information

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Source: U.S. Department of Justice

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