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efta-01455478DOJ Data Set 10Other

EFTA01455478

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DOJ Data Set 10
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efta-01455478
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EFTA Disclosure
Text extracted via OCR from the original document. May contain errors from the scanning process.
From: Paul Morris (paul.morris@db.com) Sent: 9/10/2014 5:58:02 PM To: Mike Liebeskind tmliebeskind@wingedkeelcom) CC: Brian Gartner lbgartner@wingedkeel.comi Subject: Re: Richard Kahn: Private Placement Variable Annuity (PPVA) Investment Account Classification: External Communication Ycs feel free to call him Fmm: Michael Licbcskind ImliebeskindAwingedkcel.coml Sent: 09/10/2014 09:45 PM GMT To: Paul Morris Cc: Brian Gartner <bgartnerawingedkeel.com> Subject: Richard Kahn: Private Placement Variable Annuity (PPVA) Investment Account Paul, I don't recall hearing back from Richard Kahn. Should I reach out to him for a status report? Michael From: Michael Liebeskind Sent: Tuesday, June 10, 2014 1:24 PM To: 'Richard Kahn' Cc: 'paul.morris@db.com'; Brian Gartner Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account Hi Rich, How did the meeting with your Principal go? Michael From: Michael Liebeskind Sent: Friday, June 06, 2014 1:34 PM To: 'Richard Kahn' Cc: 'paul.morris@db.com'; Brian Gartner Subject: RE: Private Placement Variable Annuity (PPVA) Investment Account There will be no estate taxes. The value of the PPVA Investment Account is included in the taxable estate, but there is a dollar-for-dollar estate charitable tax deduction. From: Richard Kahn [mailto:richardkahn12@gmailcom] Sent: Friday, June 06, 2014 1:30 PM To: Michael Liebeskind CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 114256 CONFIDENTIAL SDNY_GM_00260440 EFTA01455478

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Domainbgartnerawingedkeel.com
Emaillbgartner@wingedkeel.comi
Emailpaul.morris@db.com

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