Epstein File EFTA00958654: Memorandum and Apollo Management (DS9)

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Epstein File EFTA00958654: Memorandum and Apollo Management (DS9)

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This document is correspondence discussing gifts made by family members Debra, Ben, Josh, Alex, and Victoria to new trusts created in 2012, with reference to an attached memorandum by Elyse regarding GST exemption allocation under Treasury regulations. It is addressed to Ada Clapp at Ada Clapp Black Family Partners c/o Apollo Management, 9 W 57th Street, New York, NY 10019.

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memorandum Apollo Management

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Excerpt 1

the need to report the gifts each of Debra, Ben, Josh, Alex and Victoria made to new trusts they each created in 2012, as outlined in Elyse's attached **memorandum**

Excerpt 2

The **memorandum** implies that the family members will rely on the automatic allocation rules under the Treasury regulations for the allocation of GST exemption

Excerpt 3

Ada Clapp Black Family Partners c/o **Apollo** **Management** 9 W 57th Street New York NY 10019 email: IRS Circular 230 Disclosure: Pursuant to IRS regulations