EFTA02652684.pdf

From: jeffrey E. <jeevacation@gmail.com> Sent: Thursday, April 13, 2017 2:08 PM To: Thomas Turrin Subject: Re: gift tax is Judy balck irrevaocble? On Thu, Apr 13, 2017 at 9:47 AM, Thomas=Turrin < <mailto > wrote: Both trusts are irrevocab=e trusts and they are grantor trusts. Whenever you make a gift =o an irrevocable trust (whether a grantor trust or not), you must attach the trust=document to the gift tax return in the year a gift is made to that trus=. A gift to an irrevocable trust is a "completed gift=E2 (and therefore reported on gift tax return).=/p> From: jeffrey =. (mailto:jeeva=ation@gmail.com <mailto:jeevacation@gmail.com> j Sent: Thursday, April 13, 2017 9:44 AM To: Thomas Turrin Subject: Re: gift tax so why do grantor trust need to be attached to retur= On Thu, Apr 13, 2017 at 9:42 AM, Thomas Turrin «= href="mailto target="_blanks </=» wrote: yes, both are grantor tru=ts </=> EFTA_R1_01896041 EFTA02652684  From: Jeffrey =. [mailto:jeeva=ation@gmail.com <mailto:jeevacation@gmail.com> I Sent: Thursday, April 13, 2017 9:33 AM To: Thomas Turrin Subject: Re: gift tax it is a grantor trust? On Thu, Apr 13, 2017 at 8:59 AM, Thomas Turrin «= href="mailto target="_blank' </a> wrote: Trust dots get attached e=ch and every year when gift made to a particular trust, =A0....otherwise it's considered an incomplete filing.=u> </=> From: Jeffrey =. [mailto:jeeva=ation@gmail.com <mailto:jeevacation@gmail.com> I Sent: Thursday, April 13, 2017 8:57 AM To: Thomas Turrin Subject: Re: gift tax are you required to send the trust dot each ye=r? or can we add trust dots already sent On Thu, Apr 13, 2017 at 8:35 AM, Thomas Turrin «- href="mailto target="_blank" </=» wrote: Jeffrey, The password is in next email. I have the gift tax return ready to go. I had sent the draft on March 8th. =C2 Attached is the final version with trusts attached. 2 EFTA_R1_01896042 EFTA02652685 If you have any questions, let me know. Thanks, Tom THOMAS TURRIN, CPA Partner Raich Ende Malter & Co. LLP 1375 Broadway New York, New York =0018 <tel: <tel:i> (Direct line)<=> <tel: > (Fax) <tel: > (Cell)<=> Email: <mailto Website: http://w=w.rem-co.comf<http://www.rem-co.comi> From: Thomas T=rrin Sent: Wednesday, March 08, 2017 1:55 PM To: 'jeffrey E.' 3 EFTA_R1_01896043 EFTA02652686 Subject: Draft - gift tax Jeffrey, Draft of gift tax return attached. Passw=rd in next email. I reconciled the trust bank account for 2016. =C2 What is reported on the gift tax return is the gift to the trust. Per the family office, there were no new GRATS in 20=6. Let me know if you have any questions.=/p> Tom please no=e The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation@gmail.com <mailto:jeevacation@gmail.com> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved 4 EFTA_R1_01896044 EFTA02652687  please no=e The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation@gmail.com crailto:jeevacation@gmail.com> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved please no=e The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation@gmail.com <mailtoleevacation@gmail.com> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved =AO please note The information contained i= this communication is confidential, may be attorney-client privileged,=may constitute inside information, and is intended only for the use =f the addressee. It is the property of JEE Unauthorized use, disclos=re or copying of this communication or any part thereof is strictly pro=ibited and may be unlawful. If you have received this communication =n error, please notify us immediately by return e-mail or by e-mail to =a href="mailto:jeevacation@gmail.com" target="_blank">jeevacation@gmai=.com, and destroy this communication and all copies thereof, inc=uding all attachments. copyright -all rights reserved 5 EFTA_R1_01896045 EFTA02652688 --001a11c14f52albd81054d0cd83b-- conversation-id 47679 date-last-viewed 0 date-received 1492092452 flags 8590195713 gmail-label-ids 7 6 remote-id 704616 6 EFTA_R1_01896046 EFTA02652689