Epstein File EFTA00958658: Memorandum and Apollo Global (DS9)

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Epstein File EFTA00958658: Memorandum and Apollo Global (DS9)

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This document is a memorandum addressing gift reporting requirements for family members Debra, Ben, Josh, Alex, and Victoria regarding new trusts created in 2012. The memorandum, prepared by Elyse, discusses the allocation of Generation-Skipping Transfer (GST) exemption under Treasury regulations and references Apollo Global Management, LLC.

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memorandum Apollo Global

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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 EFTA00958661