EFTA00861758.pdf

From: "Jeffrey E." <[email protected]> To: Richard Merkin Subject: Date: Mon, 02 Jul 2018 14:38:03 +0000 you will get two documents. 1 a will that says everything is put into a pourover trust. . this keeps it confidential. the public has a right to see wills but not trusts. . it will have an executor whose only job is to see that the assets get put wher they belong , taxes if any filed and paid. . the trust is the meat. it will have trustees. or trustee. terms of all inside trust. benficialries. terms restritions, investment goals. etc. trusgee releases and responsibilies. . if there are private foundations . they willl be designated, but the trustee should have most of the power so you dont try to dictate from the grave. . in the trust you can leave gifts to people if you so choose. keep the running of the biz and its sucssions leaders etc. it is one of the rare documents that needs two or three witnesses to your signature. . the trust is changable. every day. but the idea is to form one , fill it. and then tweak each year or anytime you choose 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 EFTA00861758