EFTA02549279.pdf

From: Richard Kahn < Sent: Tuesday, December 12, 2017 6:47 PM To: jeffrey E. Subject: Fwd: Scheduling a call Richard Kahn HBRK Associates Inc. 575 =exington Avenue 4th Floor New York, NY 10022 Begin forwarded message: From: =/b>Deborah Pechet Quinan < Subject: =/b>RE: FW: =cheduling a call Date: December 12, 2017 at 12:48:59 PM EST To: =/b>Noam Chomsky < Cc: "Valeria Chomsky >, "Richard Kahn "< Dear Noam, Could you please forward me the note =ou wrote to Harry. I just got off the telephone with Max and I =ill write a summary of my call to you, Valeria and Richard and send it to you. I did not mention the house or the anxiety =ssue when I spoke with Max. Thanks, EFTA_R1_01704459 EFTA02549279  Deborah Deborah Pechet Quinan, Esq. =L.M. Shareholder Chair, Trusts & Estates =roup 255 State Street, 7th Floor I Boston, MA =2109 From: Noam Chomsky [maiIto Sent: Tuesday, December 12, 2017 12:07 PM =To: Deborah Pechet Quinan Cc: Valeria Chomsky ); Richard Kahn Subject: Re: FW: Scheduling a call I wrote Harry a strong letter say =hat the matter was indeed urgent and shouldn't be delayed, and asked =im to please arrange the call as quickly as possible. I don't =hink you should bring up any special considerations (health, house, anything). The urgency has to do with the taxes, and there is no =eason for Max or Harry to have any elaborate explanation of why we need =he money. When money was being withdrawn =egularly from my IRA to pay taxes and management fees for the entire =state, neither Max nor anyone else asked for an explanation or a =inancial review of the beneficiaries, or any account of how money from the trusts was being used (not for or by me). The withdrawal from =he IRA for taxes and management fees for the entire estate was just =one. There are even stronger reasons to keep to that procedure in =he present case, since I am simply asking for tax payments from funds that I should have full access to. Doesn't seem to me that anything =s needed beyond that. Noam On Tue, Dec 12, 2017 at 7:26 AM, =eborah Pechet Quinan < <mailto > wrote: Noam, 2 EFTA_R1_01704460 EFTA02549280  Please see the email from Harry below =nquiring into the urgency of speaking this week. In my email response to Harry (and in my call with Max today) I would like to make =eference to your increasing anxiety level and its detrimental effect on =our health that Richard has told me of, which is the primary reason, in =ddition to the delays in addressing the issues at stake, to insist on some progress this week via a call with =arry. I would also like to make reference to the fact that your =ecent distribution request was for the purchase of your new home in =rizona since I did not see that specifically referenced in your request to Max. Since these are private matters to you =nd I do not know whether Harry is aware of the above health and purpose I would like your permission to disclose them to him, and =Iso to Max. Please let me know. Thank you, Deborah Deborah Pechet Quinan, Esq. =L.M. Shareholder Chair, Trusts & Estates =roup 255 =tate Street, 7th Floor ! Eloston,= MA 02109 From: On Behalf Of Harry Chomsky Sent: Monday, December 11, 2017 7:57 PM To: Deborah Pechet Quinan Cc: Noam Chomsky Subject: Re: Scheduling a call Yes, I have = copy of the trust and I understand the procedure for selecting a =rustee to replace Max should that become necessary. 3 EFTA_R1_01704461 EFTA02549281  Can you say =ore about why it is imperative for us to speak to each other this week =n particular? Is the topic of the call simply to consider the =ossibility of seeking a different co-trustee? If so, I'm not sure where the time pressure is coming =rom. If you need =o tell me something and don't want to wait until I have established a =elationship with a new attorney who can assist me during a call, =erhaps you could send me the urgent information by e-mail. On Mon, Dec =1, 2017 at 4:08 AM, Deborah Pechet Quinan < :.=wrote: Harry, Even though = do not represent you I would like to facilitate your understanding of =he terms of the trust which are very straightforward relative to your =ppointment duties. Please let me know if you have a copy of the trust that contains the =ppointment powers. In the interest of moving your father's =esires forward may we please schedule a call for this week. It is =mperative that we do so for a number of reasons which I can explain when we speak. Deborah Sent from =y iPhone. Please excuse brevity and typos. On Dec 9, 2017, at 8:06 PM, Harry Chomsky <-> wrote: Deborah, ='d like to offer an update on my preparation for the call we are =onsidering. I am still looking for a professional who can advise =e during the call. I hope to write to you again with more concrete information soon. On Sat, Dec =, 2017 at 3:45 PM, Harry Chomsky < <mailto >> wrote: Thank you =ax for the clarification. Deborah, ='d be happy to talk to you about the question of who should serve as my =o-trustee. I would need guidance from someone who is an expert in =rust law and administration. Since Max cannot fill that role in this particular conversation, I will =eed to find another professional to advise me. I will begin my =earch process right away. When I have found someone, I will send = message of introduction to both of you and we can begin looking for a time that we can all talk. I will get =ack in touch with you soon. 4 EFTA_R1_01704462 EFTA02549282  =arry On Sat, Dec =, 2017 at 1:27 PM, Deborah Pechet Quinan < >=wrote: Thank you =ax. I did not feel it necessary to include the fact that a successor =hat is agreeable to Harry and Noam needs to be appointed as I felt that =o be obvious since Harry has the appointment power subject to Noam's approval. =o:p class=""> Harry now =hat Max has offered this clarification please send me your availability =o talk at a mutually convenient time on Monday and Tuesday. Thank =ou, Deborah Sent from =y iPhone. Please excuse brevity and typos. On Dec 2, 2017, at 3:31 PM, Max Kohlenberg < > wrote: Harry and Deborah — I am not sure how this misunderstanding =as arisen but what I said to Harry and Rich in our call on Monday and what I said again to Deborah and Rich yesterday is not sully captured by the statement that "Your father has =sked Max Kohlenberg to resign and he has agreed." What I said in both of those calls is that I have agreed to =esign if Noam and Harry wish to name a successor to me =nd are in agreement as to who that successor should be. Thank you for giving me the opportunity =o clear up this misunderstanding. Max A. Max Kohlenberg Howland Evangelista Kohlenberg Burnett, =LP One Financial Plaza — Suite =600 Providence, Rhode Island =2903 5 EFTA_R1_01704463 EFTA02549283  www.hekblaw.com <http://www.hekblaw.com/> This email and any attachments thereto =re intended only for use by the addressee(s) named herein and may contain legally privileged and/or confidential =nformation. If you are not the intended recipient of this email, =ou are hereby notified that any dissemination, distribution or copying =f this email, and any attachments thereto, is strictly =rohibited. If you have received this email in error, please immediately notify me =y return email and permanently delete the original and any copy of this =essage or attachment. Thank you. From On Behalf Of Harry Chomsky Sent: Saturday, December 02, 2017 1:42 PM =To: Deborah Pechet Quinan; Max Kohlenberg =Cc: Noam Chomsky Subject: Re: Scheduling a call I have not =eard from Max that he has decided to resign. The last time I was =old (by Noam, citing Richard) that Max had decided to resign, it was =ot the case. Max, will =ou please clarify your intentions? On Sat, Dec =, 2017 at 8:58 AM, Deborah Pechet Quinan < >=wrote: Dear =arry, I am =riting to introduce myself, and to schedule a call with you to discuss =he change of independent trustee that your father desires with respect =ci the Carol Chomsky Marital Trusts. As you may know, I represent your father with respect to his =eneficial interest in the Trusts, and I represent your father and his =ife with respect to their estate planning matters. 6 EFTA_R1_01704464 EFTA02549284  Your father =as asked Max Kohlenberg to resign and he has agreed. Under the terms of =he trust you are to make the appointment of the successor independent =rustee, subject to your father's approval. Are you =vailable to speak on Monday between 8:00 a.m and =1:30 a.m. Eastern or between 2:00 p.m and 6:00 p.m. Eastern, or after =:30 p.m. Eastern, or on Tuesday any time at your convenience except from 2:00 - 3:00 p.m. Eastern? Please =end me a time on Monday and Tuesday that is mutually convenient. I look =orward to hearing from you at your earliest convenience. Thank =ou, Deborah =echet Quinan, Esq. Deborah Pechet Quinan, Esq. LL.M. Shareholder Chair, Trusts & Estates Group 255 State Street, 7th Floor I Boston, MA 02109 Sent from =y iPhone. Please excuse brevity and typos. NOTICE: =his email with its attachments, if any, is intended solely for =ermitted use by authorized recipients. If you are not an authorized =ecipient of this email, your retention, transmission, disclosure, or use of this email is prohibited. If you =eceived this email in error, please notify the sender and delete this =mail and its attachments from your devices and systems. NOTICE: =his email with its attachments, if any, is intended solely for =ermitted use by authorized recipients. If you are not an authorized =ecipient of this email, your retention, transmission, disclosure, or use of this 7 EFTA_R1_01704465 EFTA02549285 email is prohibited. If you =eceived this email in error, please notify the sender and delete this =mail and its attachments from your devices and systems. NOTICE: =his email with its attachments, if any, is intended solely for =ermitted use by authorized recipients. If you are not an authorized =ecipient of this email, your retention, transmission, disclosure, or use of this email is prohibited. If you =eceived this email in error, please notify the sender and delete this =mail and its attachments from your devices and systems. NOTICE: This email with its =ttachments, if any, is intended solely for permitted use by authorized =ecipients. If you are not an authorized recipient of this email, your =etention, transmission, disclosure, or use of this email is prohibited. If you received this email in error, please notify the sender and =elete this email and its attachments from your devices and systems. NOTICE: This email with its attachments, if any, is intended solely for =ermitted use by authorized recipients. If you are not an authorized =ecipient of this email, your retention, transmission, disclosure, or =se of this email is prohibited. If you received this email in error, please notify the sender and delete this email and =ts attachments from your devices and systems. = 8 EFTA_R1_01704466 EFTA02549286