EFTA01923654.pdf

To: jeffrey [email protected] From: Eileen Alexanderson Sent Fri 5/30/2014 5:53:41 PM Subject: RE: Timing Yes should I set her up for 2 or 2:15 i.e. after we are done? From: jeffrey E. [[email protected]] Sent: Friday, May 30, 2014 1:33 PM To: Eileen Alexanderson Subject: Re: Timing Of course can heather stop by On Friday, May 30, 2014, Eileen Alexanderson a wrote: Ada has a meeting with Barry Cohen at Herrick Feinstein with a potential "Ralph Lerner alternative" for the upcoming 1031 exchange by the 1997 Trust at 1pm and will need to leave at 12:45 to get there. I was thinking we could begin with the firedrill review while Ada is with us and then move on to the financial statements. Ada will not have the addl illustrations at other stock prices by Monday but would definitely like to review assumptions she used in the drill for cash needs at death, etc. ok by you? From: jeffrey E. [mailto:[email protected]] Sent: Friday, May 30, 2014 10:00 AM To: Eileen Alexanderson Subject: Re: for consideration Yes On Friday, May 30, 2014, Eileen Alexanderson wrote: Heather worth pursuing? From: Jeffrey E. fmaiIto:ieevacation @gmail.com] Sent: Friday, May 30, 2014 9:02 AM To: Eileen Alexanderson Subject: Re: for consideration EFTA_R1_00368131 EFTA01923654 No but 12 would work On Friday, May 30, 2014, Eileen Alexandcrson a> wrote: Good morning, Jeffrey. Ada sourced the attached. Please review in the context of the family office "Art professional" position we have spoken about. Heather is more senior in experience than what we might have looked for but because of her level and where she comes from she could potentially be integrated in Leon's investing process. Her skill set would also allow for the elimination or at least a diminishment of need for outside art counsel. RE Monday, would 10am work for you? Thanks,E. 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 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 pan 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 EFTA_R1_00368132 EFTA01923655 destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved 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 jeevacatigiCagmail.com, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA_R1_00368133 EFTA01923656