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3.58 MB
Extraction Summary
14
People
9
Organizations
2
Locations
2
Events
3
Relationships
5
Quotes
Document Information
Type:
Email draft / memorandum
File Size:
3.58 MB
Summary
This document is a contentious memo or email draft, likely from Jeffrey Epstein to Leon Black (inferred from family names and business entities like Phaidon/Apollo). The text begins with urgent estate planning and financial advice, suggesting specific executors (Suydam), trust changes, and tax strategies. The second half shifts to a dispute over advisory fees; Epstein claims he was promised $50-60 million for a transaction but was later told by lawyer Brad Karp he would only receive $20 million, a reduction he finds 'remarkably unfair' given his detailed work and their close friendship.
People (14)
| Name | Role | Context |
|---|---|---|
| Jeffrey Epstein | Author (Implied) |
Writing to a client/friend demanding payment for advisory services.
|
| Leon Black | Recipient (Implied) |
Based on references to 'Debra' (wife), 'Alex and Victoria' (children), 'Phaidon', 'Apollo' associates, and 'Judy Blac...
|
| Debra | Family Member |
Recipient's wife (Debra Black); mentioned regarding estate planning and tenants in common agreements.
|
| Alex | Family Member |
Recipient's child (Alexander Black); mentioned regarding trust protections.
|
| Victoria | Family Member |
Recipient's child (Victoria Black); mentioned regarding trust protections.
|
| Richard | Associate |
Possibly Richard Leggett; mentioned regarding Phaidon/Artspace and no longer being a trustee.
|
| Suydam | Suggested Executor |
John Suydam (Apollo Global Management CLO); suggested as executor of the will.
|
| Barry | Backup Executor |
Suggested backup executor.
|
| John | Backup Executor |
Suggested backup executor.
|
| Rick Bronstein | Advisor |
Criticized by author for lack of tax experience ('only 1040 he ever filled out was his own').
|
| Brad Karp | Lawyer |
Paul Weiss attorney; involved in fee negotiations and estate planning advice.
|
| Halperin | Advisor |
Mentioned as having a conflict that should be addressed.
|
| Alan | Advisor |
Criticized for lack of unique ideas; his involvement was used as a reason to discount the author's fee.
|
| Rowen | Associate |
Marc Rowan (Apollo co-founder); mentioned regarding a request about 'Athene'.
|
Organizations (9)
| Name | Type | Context |
|---|---|---|
| Phaidon |
Publishing company owned by Leon Black; central to the financial dispute.
|
|
| Artspace |
Company to be merged with 49% of Phaidon.
|
|
| Judy Black Trust |
Trust entity mentioned for removal.
|
|
| Rothschild Bank |
Financial institution mentioned regarding distribution networks.
|
|
| Rockefeller |
Private bank mentioned.
|
|
| Athene |
Insurance company (Apollo affiliate); mentioned regarding tax/transaction issues.
|
|
| TRA |
Tax Receivable Agreement (financial term/entity).
|
|
| BRH |
Financial entity.
|
|
| SEC |
Securities and Exchange Commission (referenced via 'sec disclosures').
|
Locations (2)
| Location | Context |
|---|---|
|
Mentioned regarding a visa issue.
|
|
|
Location of a meeting where fee payment was discussed.
|
Relationships (3)
Author refers to recipient as 'closest of friends' and provides detailed estate/financial advice.
Epstein questions Karp's knowledge of agreements and criticizes his choice of advisors.
Context of estate planning: 'as if you and Debra died today'.
Key Quotes (5)
"you are my closest of friends ,but my experience is that when amounts get large, people tend to get unhappy when it actually comes time for them to pay"Source
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Quote #1
"unless they were wearing a brightly colored clown suit"Source
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Quote #2
"rick bronstein said the only 1040 he ever filled out was his own. ( this is brads chosen advisor??!)"Source
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Quote #3
"I feel It was remarkably unfair."Source
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Quote #4
"Did brad even know of our prior agreement.? I called him and he said he was never told.?"Source
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Quote #5
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