From: Eileen Alexanderson
To: ' " <jeevacation@gmail.com>
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