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OGE Form 278e (March 2014)
document IMAGES-001-HOUSE_OVERSIGHT_010655.txt Apr 15, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

OGE Form 278e (March 2014) Instructions for Part 6 Note: This is a public form. Do not include account numbers, street addresses, or family member names. See instructions for required information. Page Number Donald J. Trump 39 of 51 Part 6: Other Assets and Income pt Value Inc...

Financial Services
document IMAGES-006-HOUSE_OVERSIGHT_022393.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Financial Services Republicans’ retention of the House and Senate majorities means that President-elect Trump will have partners in both banking committees to help implement an agenda heavy on deregulation. The new Senate Banking Committee chairman will be Mike Crapo (R-ID), who...

Investment products: Not FDIC insured ¢ No bank guarantee « May lose value
document IMAGES-006-HOUSE_OVERSIGHT_022350.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

May 2012 J.E. CASCADING GRAT & INSTALLMENT SALE ANALYSIS Investment products: Not FDIC insured ¢ No bank guarantee « May lose value Please see important information at the end of this presentation. J.P Morgan HOUSE_OVERSIGHT_022350

Wednesday, 26 September 2012
document IMAGES-007-HOUSE_OVERSIGHT_024181.txt Sep 26, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

08.00 PM — 11:00 PM: Wednesday, 26 September 2012 8:00 AM — 9:00 AM: 9.00 AM — 11.00 AM: 09.30 AM- 11.00 AM: 11.30 AM- 12.00 PM: 01.15 PM — 03.00 PM: 03.00 PM- 03.30 PM: 04.15 PM — 05.00 PM: 05.00 PM: 06.00 PM — 08.00 PM: 08.30 PM: fe) President + Foreign Minister + P...

A sale to an IDGT is a tax-efficient way to transfer future appreciation of an asset
document IMAGES-006-HOUSE_OVERSIGHT_022351.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

A sale to an IDGT is a tax-efficient way to transfer future appreciation of an asset Intentionally Defective Grantor Trust (“IDGT”) e Grantor makes arm’s length sale of assets to an irrevocable trust e Grantor receives a note for the fair market value of the asset plus interest...

To: Melanie Spinella Po
email IMAGES-007-HOUSE_OVERSIGHT_023348.txt Mar 31, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

no charge, and review the work done by tom/ joslin. joslin you and I should sit. you won't like it. AT ALL> he is afraid of telling you the story, as he belives brad is your guy and does not want to get fired. ada still refusing to share income tax opinions based on privilege ,...

This is how nine films fell into the big picture
document TEXT-001-HOUSE_OVERSIGHT_013442.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Navigating our presidential campaign was a piece of cake compared to understanding the nuances of the 2011 Oscar race for the most revered artistic honor in the world. This is how nine films fell into the big picture. Three premiered in Cannes mid-May, a distant nine months ag...

Fwd: fact checking questions for New York Magazine story
email TEXT-001-HOUSE_OVERSIGHT_026348.txt Mar 31, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

Date: Tuesday, March 31 2015 03:26 PM Subject: Fwd: fact checking questions for New York Magazine story From: jeffrey E. <[email protected]> To: Darren Indyke < >; ----------Forwarded message From: Yablon, Alex Date: Tue, Mar 31, 2015 at 11:23 AM Subject: fact checking questi...

owns 68 (included in the 649 centers) Montessori schools which cater to K-12 students. LPA's residen
document IMAGES-008-HOUSE_OVERSIGHT_024500.txt Feb 28, 2006 House Oversight Committee — Epstein Estate Records (Nov 2025)

owns 68 (included in the 649 centers) Montessori schools which cater to K-12 students. LPA's residential Academies are typically located in residential, middle-income neighborhoods. As of February 28, 2006, the company reported LTM sales and EBITDA of $411 million and $33 million...

Venture Capital Deals
document IMAGES-006-HOUSE_OVERSIGHT_021100.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

pee ne ee Venture Capital Deals ¢ Moovit, an Israeli maker of a transportation app, has raised $50 million in Series D funding led by Intel Capital, with participation from Sequoia, BMW iVentures, NGP, Sound Ventures, BRM, Gemini, Vaizra, Vintage, and Hanaco. http://axios.link/...

A “Cascading GRAT” strategy enhances the benefits of a GRAT
document IMAGES-006-HOUSE_OVERSIGHT_022353.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

A “Cascading GRAT” strategy enhances the benefits of a GRAT e The “Cascading GRAT” strategy uses a GRAT’s annuity stream to fund subsequent short-term GRATs — annual reinvestment of annuity stream enhances potential value for beneficiaries e Multiple short-term GRATs allow you...

gold was going to Viola or Meryl
document IMAGES-002-HOUSE_OVERSIGHT_013455.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

gold was going to Viola or Meryl. This year there seemed to be more parties than ever. Vanity Fair publisher Edward Menicheschi staged a staggering six nights of “CAMPAIGN HOLLYWOOD? Ermenegildo Zenga and Colin and Livia Firth hosted an intimate dinner at the Chateau Marmont to...

How a sale to an IDGT works
document IMAGES-006-HOUSE_OVERSIGHT_022352.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

How a sale to an IDGT works G) Sell asset at fair market value to the trust in return for a promissory note bearing interest G) Sell asset to trust for a note at proper AFR* based upon term of loan —==> (EE @) Grantor IDGT @) Receive payments satisfying terms of note ©) Pa...

Consequences of Inaction — Investor Perspective
document IMAGES-006-HOUSE_OVERSIGHT_021049.txt Jul 2, 2009 House Oversight Committee — Epstein Estate Records (Nov 2025)

Consequences of Inaction — Investor Perspective e Short Term, No Problem Yet Global bond investors, in part, have looked past USA Inc.’s deteriorating financials because growth, inflation, and Fed purchases matter more, and because income statements and balance sheets of many o...