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From: Eileen Alexanderson To: [email protected] <[email protected]> Subject: Fw: 2006 Trust GRAT proposal.ppt Date: Wed, 15 Aug 2012 22:50:30 +0000 Attachments: 2006_Trust_GRAT_proposal.pdf Still may need some refinement but take a look. I checked income that fows to the trust through BFP is passive.headed to a dinner now, in the office all day tomorrow if you want to talk more. From: Clapp, Ada [mato: Sent: Wednesday, August 15, 2012 05:56 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 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 w/attachments (message) is intended solely for the use of the intended recipient(s) and may contain information that is privileged, confidential or proprietary. If you are not an intended recipient, please notify the sender, and then please delete and destroy all copies and attachments, and be advised that any review or dissemination of, or the taking of any action in reliance on, the information contained in or attached to this message is prohibited. Unless specifically indicated, this message is not an offer to sell or a solicitation of any investment products or other financial product or service, an official confirmation of

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