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EFTA01194830

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From: Thomas Turrin To: Jeffrey E. <[email protected]> Subject: Grantor of grantor trust Date: Mon, 08 Jun 2015 22:40:18 +0000 Attachments: FBAR _ Line _ Item _Filinginstructions_---_Page_4_-_Grantors_of grantor_trusts.pdf Inline-Images: rem-newlogo_sm29.png; primeglobal_color_blktext_tagline4823.jpg; 2014_ipa100_webl8be.png Jeffrey, The instructions attached ...see page 4 specifically includes grantors of grantor trusts. A grantor of a grantor trust is considered to be an "owner of record" ..."or holder of legal title". A trust grantor has an "ownership interest in the trust for US federal tax purposes". has such ownership interest for US tax purposes. He must report the trust's income on his personal return (If Phaidon had income flowing up to the APO2 Declaration, he would have to report the trust income from Phaidon on his personal return. ) I understand the form is not clear in its presentation. You are required to list the accounts as if they're your own personal accounts. The form does not provide for more explanatory options. I will also double check with our people in the morning. THOMAS TURRIN, CPA Partner Raich Ende Molter & Co. LLP 1375 Broadway New York, New York 10018 Email: Website: www.rem-co.com EFTA01194830

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