Epstein File EFTA01454373: Holder (DS10)

Epstein Index›Documents›EFTA01454373

⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01454373: Holder (DS10)

General DocumentDate unavailableEFTA014543731 keyword hits

0

views

0

shares

0

reactions

1

persons

0

keywords

2

excerpts

This document is an excerpt from a Pooled Planned Giving Vehicle (PPVA) agreement describing the holder's right to designate a tax-exempt charity or tax-exempt private foundation as a beneficiary upon the policy holder's death. The excerpt references the Internal Revenue Code of 1986 and Treasury Regulations governing tax-exempt charitable designations. The document establishes beneficiary designation procedures for the PPVA.

👤 Named in This Document

Eric Holder

🔑 Evidence Keywords

📋 Key Excerpts2

PersonKeyword

Excerpt 1

The PPVA will permit the **holder** to designate a tax-exempt charity or tax-exempt private foundation as a beneficiary of the PPVA upon death of the policy

Excerpt 2

**holder**. 1 All "Code" or "section" references are to the Internal Revenue Code of 1986, as amended, and the Treasury Regulations promulgated thereunder