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You are correct that the intraperson exemption does not apply to this scenario.

As long as the single individual trustee is able to act, he/she controls the trust, and would be the UPE. Given that the trust is an entity within the individual/UPE, to the extent you have determined...

What you propose for the affidavit is acceptable. If the letter of intent itself provides sufficient detail about the scope of the entire transaction, it is also acceptable to reference it alone...

The tip sheet is intended to help filers determine the value of voting securities whose acquisition is being reported. It is not a tool for evaluating the reportability of a transaction. Using the tip...

Based on the facts provided, Corp does control the acquired assets. If Person A and Person B control the trusts (i.e., the trusts are not their own UPEs), then Person A and Person B would each be an...

Rule 803.8 requires accuracy but does not require a particular method of translation.

No, you may not limit production of Plans and Reports as you propose. Please reference the Instructions for more detail.