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efta-efta00949859DOJ Data Set 9Other

From: Eileen Alexanderson

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DOJ Data Set 9
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efta-efta00949859
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From: Eileen Alexanderson To: ' " <[email protected]> Subject: Fw: BEB 2012 Family Trust Date: Sat, 08 Dec 2012 00:24:17 +0000 Attachments: UST_Comments_to_11.12_DRAFT BEB_2012_Trust.DOC I don't believe I forwarded what Elyse sent re the kids trust.(l am hoping Carlyn may have). I am forwarding this way so that you can see Ada's comments. If the attachment doesn't come through let me know. From: Clapp, Ma [mallto: Sent: Thursday, November 29, 2012 02:02 PM To: Eileen Alexanderson Subject: BEB 2012 Family Trust Hi Eileen, Attached are some minor comments to Ben's family trust. Have you worked out how each of the children will fund their trusts? Ada Clapp Managing Director, Wealth Strategist U.S. Trust Bank of America Private Wealth Management 114 West 47th Street New York, New York 10036 Phone: Fax: Email: IRS Circular 230 Disclosure: Pursuant to IRS regulations, we inform you that any tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used by any person or entity for the purpose of (i) avoiding tax related penalties imposed by any governmental tax authority or agency, or (ii) promoting, marketing or recommending to another party any transaction or matter discussed herein. We advise you to consult with an independent tax advisor on your particular tax circumstances. This message, and any attachments, is for the intended recipient(s) only, may contain information that is privileged, confidential and/or proprietary and subject to important terms and conditions available at http://www.bankofamerica.com/emaildisclaimer. If you are not the intended recipient, please delete this message. This email and any files transmitted with it are confidential and intended solely for the person or entity to whom they are addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient is prohibited. If you have received this email in error please contact the sender and delete the material from any computer. Apollo Global Management, LLC EFTA00949859

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