Epstein Index›Documents›EFTA00866096
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA00866096: Memorandum (DS9)

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Memorandum concerning trust administration for a grantor identified as Leon. The document discusses Trustee resolutions, investment decisions, and references a Memorandum of Intention related to APO1 Agreement and APO2 Declaration, reflecting trust governance and fiduciary decision-making processes.

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PersonKeyword
Excerpt 1
Leon provided the Trustees with a **Memorandum** of Intention reminding the Trustees of the reasons for which he created the trusts was and the purposes for
Excerpt 2
prepared a Trustee resolution articulating the reasons why the Trustees decided to make the investment (reciting the grantor's intention as expressed in the **memorandum**
Excerpt 3
If you agree, I can prepare a **Memorandum** of Intention for Leon to sign in connection with the APO1 Agreement and the APO2 Declaration.

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