EFTA00713412.pdf

From: Eileen Alexanderson < To: "lieevacation@gmail.conf" czjeevacation@gmail.corn> Subject: Fw: FW: 2006 Trust GRAT proposal.ppt Date: Fri, 17 Aug 2012 12:54:10 +0000 Obviously, still evolving From: Alan S Halperin [mailto: Sent: Friday, August 17, 2012 08:43 AM To: Eileen Alexanderson Subject: Re: FW: 2006 Trust GRAT proposal.ppt Sure. At this point, I am available this afternoon other than between 2:30 and 3:30. Did Carlyn share with you her idea of Leon purchasing the remainder interest rather than using a GRAT? IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. Click Here for More Information Alan S. Halperin I Partner Paul, Weiss. Rifkind, Wharton 8. Garrison LLP 19-6064 (Direct Fax) www.pau wo'ss.com From: 'Eileen Alexanderson" To: Alan S Halperin/PaufWeiss®PaulWeiss Dale: 08/17/2012 08:38AM Subject: Re: FW: 2006 Trust GRAT proposal.ppt Would you be available for a call anytime after noon today? From: Alan S Halperin [mailto Sent: Friday, August 17, 2012 07:05 AM To: Eileen Alexanderson Subject: Re: 1W: 2006 Trust GRAT proposal.ppt Thanks, Eileen. I have a few comments and suggestions. I also have been continuing the dialogue with Carlyn to see whether we can improve "the fix." I am happy to discuss the details. Alan IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any EFTA00713412 transaction or matter addressed herein. Click Here for More Information Alan S. Halperin I Partner Paul, Weiss, Rifkind, Wharton 8, Garrison LLP 1285 Avenue of the Americas I New York NY 10019-6064 From: 'Eileen Alexanderson" To: Alan S Halperin/PaurWeiss®PaulWeiss Dale: 08/16/2012 12:45 PM Subject: FW: 2006 Trust GRAT proposal.ppt For your review, thank you. From: Clapp, Ma [mailto: Sent: Wednesday, August 15, 2012 5:57 PM To: Eileen Alexanderson Subject: 2006 Trust GRAT proposal.ppt Hi Eileen, Here is the revised power point. If you approve, I will forward to Carlyn and Elyse. Have a good night. Ada Clapp Managing Director, Wealth Strategist U.S. Trust Bank of America Private Wealth Management 114 West 47th Street New York. New York 10036 Pho 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. EFTA00713413 This message w/attachments (message) is intended solely for the use of the intended recipient(s) and may contain information that is privileged, confidential or proprietary. 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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 EFTA00713414 This message is intended only for the use of the Addressee and may contain information that is privileged and confidential. If you are not the intended recipient, you are hereby notified that any dissemination of this communication is strictly prohibited. If you have received this communication in error, please erase all copies of the message and its attachments and notify us immediately. 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 EFTA00713415