EFTA02603570.pdf

From: Valeria Chomsky Sent: Thursday, December 21, 2017 6:59 PM To: jeffrey E. Subject: Fwd: Summary of call with Max re financial information needed Thanks. Valeria Forwarded message From: jeffrey E. cc= href="mailto:[email protected]">[email protected]> Da=e: Thu, Dec 21, 2017 at 11:56 AM Subject: Re: Summary of call with Max =e financial information needed To: Noam Chomsky Valeria Chomsky For the moment just say yes . His intrusive =eeds will help to hang him /- but later On Thu, Dec 21, 2017 at 1:55 PM Valeria Chomsky > wrote: =effrey, Noam needs your reassurance about this he wrote=you. Could you please write him? Valeria Cr> Forwarded messa e F=om: Noam Chomsky Date: Thu, Dec 21, 2017 at 1:28 PM Subject: Fwd: Summary of call =ith Max re financial information needed To: "jeffrey E." <=a href="mailto:[email protected]" target="_blank">jeevacation@gmai=.com>, Valeria Chomsky Max seems to be trying to make this as difficult and unpleasant as possi=le. Do you think we should provide this information? If so, I would be inclined to answer the question abo=t expenses and income by spelling out how they were taking money from the =RA for distribution to family and taxes/management fees for the whole esta=e, exhausting it. EFTA_R1_01792886 EFTA02603570  Forwarded message F=om: Deborah Pechet Quinan </=pan>Date: Thu, Dec 21, 2017 at 10:52 AM Subject: Summary of call =ith Max re financial information needed To: "Noam Chomsky Va ena C oms y Cc: "Richard Kahn 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. A current balance sheet (assets and liabilities) 2. 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. The extent to which your expenses exceed your income; =nd 4. 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 2 EFTA_R1_01792887 EFTA02603571 estimated tax payment by 12/31 directly to the Mass O.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 <https://maps.google.com/?q=255+State+Street,+7th+Floor%CrY0A0%7=%C2V0A0Boston,+MA+02109&entry=g mail&source=g> <https://maps.google.com/?q=255=State+Street,+7th+Floor%C2%A0%7C+%3Chttps://maps.google.com/?q%3D255%2B Sta=e%2BStreet,%2B7th%2BFloor%25C2%25A0%257C%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%25A08oston,=2BMA%2B02109%26entry%3Dgmail%26source%3Dg%3E&entry=gmail&s ource=3Dg> <https://maps.google.com/?q=255+State+Street,+7th+=loor%C2V0A0%7C%C2%A0Boston,+MA+02109&entry=gmail&so urce=g> Bo=ton, MA 02109 Direct: <https://maps.google.c=m/?q=255+State+Street,+7th+Floor%CNA0%7C+%3Chttps://maps.google.com/?q%=D255%2B State%2BStreet,%2B7th%2BFloor%25C2%25A0%257C%25C2%25A0Boston,%2BMA%=B02109%26entry%3Dgmail%26so urce%3Dg%3E%C2%A0Boston,+MA+02109+%3Chttps://ma=s.google.com/?q%3D255%2BState%2BStreet,%2B7th%2BFI oor%25C2%25A0%257C%25C2%=5A0Boston,%2BMA%2B02109%26entry%3Dgmail%26source%3Dg%3E&entry=gmail&= mp;source=g> Cell: 617.832.5726 <tel: 617 %20=32-5726> Assistant - Jayne Mahoney: el: Office: te Fax: e-mail: www.riw.com <http://=ww.riw.com/> I BIO <http://w=w.riw.com/attorney/deborah-pechet-quinan/> =A0 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. 3 EFTA_R1_01792888 EFTA02603572  please note The i=formation contained in this communication is confidential, may be attor=ey-client privileged, may constitute inside information, and is intende= only for the use of the addressee. It is the property of JEE Una=thorized use, disclosure or copying of this communication or any part t=ereof is strictly prohibited and may be unlawful. If you have received =his communication in error, please notify us immediately by return e=mail or by e-mail to [email protected] <mailto:[email protected]> , and destroy this communication and all =opies thereof, including all attachments. copyright -all rights reserve= Valeria Chomsky 4 EFTA_R1_01792889 EFTA02603573