EFTA01007179.pdf

From: "jeffrey E." <jeevacation®gmail.com> To: Noam Chomsky Subject: Re: Accounting of the marital trusts - Date: Wed, 08 Aug 2018 09:26:28 +0000 From: Max Kohlenberg Subject: RE: Date: May 21, 2018 at 3:45:25 PM EDT To: 'Richard Kahn' < Rich - Sony for the delay on the income distribution information. I'll try to get that for you tomorrow. I'm afraid I disagree (as does Harry's attorney) as to the existence of legal issues relating to liquidation of the trusts. As you know, the trusts avoided federal and Massachusetts estate tax at Carol's death by virtue of qualifying for the marital deduction. Unless the termination is handled properly the deferred tax could be triggered on the entire remaining balance. It's not an insurmountable problem, but it needs to be done right and Noam's attorneys and Harry's attorney and I need to be on the same page about whatever settlement is worked out (and how it's documented) or we could all be in big trouble over taxes. I really do hope that Noam can be prevailed upon to let his attorneys speak with Harry's. I'm in the middle here and whether or not I'm sued by anyone there won't be a settlement until the real "parties in interest" start communicating. A. Max Kohlenberg Howland Evangelista Kohlenberg Burnett, LLP One Financial Plaza - Suite 1600 Providence Rhode Island 02903 Direct: Mai • Fax: On Wed, Aug 8, 2018 at 3:49 AM, Noam Chomsky > wrote: I found another letter, Nov. 3 2017, that I wrote to Max and our lawyer: It says that I had received from her some information 'that you sent to her about the accounting of the marital trusts. It is quite puzzling. It refers to distributions to and on behalf of me. I am unaware of any distributions "to" me, nor "on behalf of me. And there is no indication of to whom the distributions were made and who might have authorized them. Can we obtain a complete accounting of the trusts without any further delay, each account statement for the past four years. I will pay to have them scanned or copied' EFTA01007179  please note 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 [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA01007180