💰 Financial Record

This confidential J.P. Morgan document, marked for House Oversight, is a financial analysis comparing two 20-year wealth transfer strategies. It argues that selling an asset to an Intentionally Defective Grantor Trust (IDGT) would generate an additional $2.6 billion for heirs compared to simply holding the asset, due to tax optimization. Although part of a collection of Epstein-related documents, this specific analysis is a generic example and does not mention Jeffrey Epstein or his specific finances.