The document discusses strategies for avoiding required distributions until the owner's age 95 or 100, and eliminating taxes on investment gains if a private foundation or public charity is named as the beneficiary. It includes a confidentiality notice and a disclaimer about legal and tax advice.
documents/vol00010-efta01456732-pdf.pdf
{"key_people":["Brian Gartner"],"document_type":"correspondence","document_subtype":"fax","key_organizations":["Winged Keel Group, Inc.","M Holdings Securities, Inc.","Deutsche Bank"],"reference_numbers":["DB-SDNY-0116011","SDNY_GM_00262195","EFTA01456732"]}