EFTA02604158.pdf

From: jeffrey E. <[email protected]> Sent: Thursday, December 21, 2017 6:02 PM To: Valeria Chomsky Subject: Re: Summary of call with Max re financial information needed give him the assurance i llS oWo you in we sou answer. i Forwarded message F=om: Deborah Pechet Quinan <[email protected] <mailto:[email protected]»<=span> Date: Thu, Dec 21, 2017 at 12:52 PM Subject: Summary of call w=th Max re financial information needed Dear Noam and Valeria, As you know I spoke with Max on Monday afternoon reg=rding his requirements for financial information from you in order to make=the additional principal distributions from the marital trust that we requ=sted. He has reduced the scope of the financial information request he sent previously, to something that is=more reasonable. As a result, he would like to see the following:=/u> <=>1. =C2 A current balance sheet (assets and liabilities) <=>2. =C2 A listing of gifts made (I believe gifts made in 2016 =nd 2017 will suffice.) a. =AO I am not aware of any gifts in addition to the Assignm=nt to Valeria of the copyright to Who Rules the World; please let me know =f any additional gifts. b. =AO Transfers of funds to Valeria that are used for the pa=ment of ongoing household expenses are not gifts. <=>3. =C2 The extent to which your expenses exceed your income; =nd EFTA_R1_01794004 EFTA02604158 <=>4. =C2 The extent to which you will be needing periodic distr=butions from the trust. Max indicated that he is not interested in the detai=s of your expenses. He is looking for big picture information. I believe we are at the point in this negotiation wi=h Max where we have reduced his information request to a more reasonable s=ope. I would like your permission to represent to him that he will b= provided with the above. He is balking at making the Massachusetts estimate until he receives thi= assurance. My and Max's brief email correspondence of y=sterday evening regarding the Massachusetts estimate (and confirmation tha= the federal payment has been sent) will follow this email. If you need time to consider this, please ensure that=you make the estimated tax payment by 12/31 directly to the Mass D.O.R. fr=m other funds, with the voucher that Matthew Mazotas sent yesterday via em=il and please let me know to keep me updated. I also discussed with Max the status of the list he =s preparing for a successor independent trustee. His belief is that = corporate trustee may not be willing to serve given the asset size of the=trusts. As a result he is considering lawyers who serve as trustee. He is not knowledgeable regarding the =urrent balance of your IRAs and this may influence him to include certain =orporate trustees on the list he is preparing for Harry. May I discl=se this information to him? I look forward to hearing from you. Best, Deborah Deborah Pechet Qui=an, Esq. LL.M. =A0 Shareholder Chair, Trusts & E=tates Group chttps://maps.google.com/?q=255+State+Street,+7th+FloorcA,C2%A0%7=%C2V0A0Boston,+MA+02109&entry=gmail&sou rce=g> <https://maps.google.com/?q=255=State+Street,+7th+Floor%C2V0A0%7C+%3Chttps://maps.google.com/?q%3D255%2B Sta=e%2BStreet,%2B7th%2BFloor%25C2%25ACe4257C%25C2%25A0Boston,%2BMA%2B02109%26e=try%3Dgmail%26so urce%3Dg%3E%C2%A0Boston,+MA+02109+%3Chttps://maps.google.c=m/?q%3D255%2BState%2BStreet,%2B7th%2BFI oor%25C2%25A0%257C%25C2%25A0Boston,=2BMA%2B02109%26entry%3Dgmail%26source%3Dg%3E&entry=gmail&s ource=3Dg> I chttps://map..google.com/?q=255+State+Street,+7th+Floor%C2V0A0%7C+%3Chttps://maps.goog=e.com/?q%3D255%2 BState%2BStreet,%2B7th%2BFloor%25C2%25A0%257C%25C2%25A0Bos=on,%2BMA%2B02109%26entry%3Dgmail%26s ource%3Dg%3E%C2%A0Boston,+MA+02109+%3C=ttps://maps.google.com/?q%3D255%2BState%2BStreet,%2B7th%2BF loor%2502%25A0%=57C%2502%25A0Boston%2BMA%2802109%26entry%3Dgmail%26source%30g%3E&entr==gmail& source=g> Boston, MA 02109 <https://maps.google.com/?q=3D255+State+Street,±7th+Floor%CricA0%7C%Cr/cA0Boston,+MA+02109&entry=g=ail&s ource=g> 2 EFTA_R1_01794005 EFTA02604159 617.570.3521 <tel:(617)%20570.3521> <https://maps.google.com/?q=255-EState-i-Street,+7th+Floor%C2%A0%=C+%3Chttps://maps.google.com/?q%3D255%2B State%2BStreet,%287th%2BFloor%25C2=25A0%257C%25C2%25A0Boston,%2BMA%2E102109%26entry%3Dgmail%26sou rce%3Dg%3E%C2=A0Boston,+MA+02109+%3Chttps://maps.google.com/?q%3D255%2BState%2BStreet,%2=7th%2BFloo r%25C2%25A0%257C%25C2%25A0Boston,%2BMA%2802109%26entry%3Dgmail%2=source%3Dg%3E&entry=gmail&sou rce=g> Cell: 617.832.5726 <tel:(617)%20832-5726> Assistant - Jayne Mahoney: 617.570.3581 <tel:(617)%20570-3581> Office: 617.742.4200 <tel:(617)%2=742-4200> =C2 I Fax: 617.742-2355 <tel:(617)%20742-2355> e-mail: [email protected] <mailto:[email protected]> www.riw.com <http://www.riw.com/> I BIO</=pan> <http://www.riw.com/attorney=deborah-pechet-quinant> NOTICE: This email with its attachments, if any, is intended solely for per=itted use by authorized recipients. If you are not an authorized recipient=of this email, your retention, transmission, disclosure, or use of this em=il is prohibited. If you received this email in error, please notify the sender and delete this email and it= attachments from your devices and systems. =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:[email protected]" target="_blank">jeevacation@gmai=.com, and destroy this communication and all copies thereof, inc=uding all attachments. copyright -all rights reserved 3 EFTA_R1_01794006 EFTA02604160