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Communication Details

From
Halperin, Alan S Linked to Halperin, Alan S
To
Jeffrey E. [jeevacation@gmail.com] jeffrey E. [jeevacation@gmail.com]
Date
July 02, 2014
Subject
Post-Death Actions of Foundation Affecting Estate Tax Value
Message Content

Sharing an article about estate tax valuation strategies and asking 'Was this your idea?'

📄 Source Document

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ESTATE Collection
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Document Summary

An email from Alan Halperin to Jeffrey Epstein (jeevacation@gmail.com) dated July 2, 2014. Halperin forwards an article by Matt Levine about the estate of billionaire Harold Simmons, specifically focusing on strategies to lower estate taxes by using the 'alternate valuation date.' Halperin asks Epstein, 'Was this your idea?' suggesting Epstein may have devised or advocated for similar aggressive tax avoidance strategies.

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