Epstein File EFTA00958662: Memorandum, Apollo Global and Apollo Management (DS9)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA00958662: Memorandum, Apollo Global and Apollo Management (DS9)

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This memorandum concerns gift reporting and trust creation by family members Debra, Ben, Josh, Alex, and Victoria in 2012, with guidance on GST exemption allocation under Treasury regulations. The document is addressed to Ada Clapp Black Family Partners, with Apollo Management and Apollo Global Management, LLC listed at 9 W 57th Street, New York, NY 10019. The communication is marked as confidential and potentially attorney-client privileged.

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🔑 Evidence Keywords

memorandum Apollo Global Apollo Management client

📋 Key Excerpts5

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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

**Apollo** **Global** Management, LLC The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside