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Date: Tue, Feb 9, 2016 at 7:56 PM
email IMAGES-007-HOUSE_OVERSIGHT_023341.txt Feb 9, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… this was sent four months ago, nothing has changed sent oct 15. before big transaction. Office, - adagoes. , hire heather a paralegal. Joslin goes or is closely managed by new cfo with tax experience. .castrucii goes asap.as he merely adds to mess.( too many people , ex 7 peop...

of direct payments for tuition and medical expenses are subject to GST but for this special exclusio
document IMAGES-006-HOUSE_OVERSIGHT_022364.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… this special exclusion. Also, although HEETs have been written about in planning publications, it is unclear how often they are actually implemented: donors who use their GST exemption for multi-generational trusts often feel that they've done “enough” for those lower generation...

due to adverse political, economic or other developments. These risks are magnified for investments
document IMAGES-004-HOUSE_OVERSIGHT_016803.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

due to adverse political, economic or other developments. These risks are magnified for investments made in emerging markets. Investments in a certain industry or sector may pose additional risk due to lack of diversification and sector concentration. There are special risks asso...