Epstein File EFTA02674239: Leon Black, Recording and Arrangement (DS11)

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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA02674239: Leon Black, Recording and Arrangement (DS11)

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Document containing references to Leon Black, a split-dollar arrangement with tax implications, and an annual review dated February 2013 prepared by Agent Don Bryant. The document includes legal language regarding recording and reproduction restrictions, and references IRS Notice 2002-8 regarding policy equity taxation.

👤 Named in This Document

Leon Black

🔑 Evidence Keywords

recording arrangement

📋 Key Excerpts5

PersonKeyword

Excerpt 1

of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means (electronic, mechanical, photocopying, **recording**

Excerpt 2

Notice 2002-8 provides a "safe harbor provision" which guarantees complete protection from taxation of policy equity in the future when the split-dollar **arrangement**

Excerpt 3

B:\Agent Don BryanfA thru FBlack, LeoriReviews/Fetruary 2013 Annual Review dock Bryant INCORPORATED Group I- 2 EFTA_R1_01954593 EFTA02674243 **LEON** **BLACK**