EFTA01014548.pdf

From: Valeria Chomsky To: "Jeffrey E." <jeevacation®gmail.com> Subject: Fwd: Date: Wed, 20 Dec 2017 17:08:24 +0000 This is the new lawyer, we were considering to hire to represent us, because she practices in both States MA and AZ. It seems to be one of Max's friends. What now? Valeria Forwarded messa e From: Date: Wed, Dec 20, 2017 at 8:58 AM Subject: RE: To: Cc: Dear Noam and Valeria, I had a call from Attorney Max Kohlenberg, unsolicited. He was calling to determine whether I might be able to serve as trustee of a marital trust and he began to describe the situation. I stopped him as I thought he was describing your situation. He is now aware that we plan to meet in January, but nothing else. He seemed glad that you were thinking of having local representation. Shall we set a date to meet? Best, Shari Shari Levitan I Holland & Knight Private Wealth Services I Chair — New England Holland & ICni ht LLP Boston, MA 02116 Phone Add to address book I View professional biography From: Levitan, Shari A (BOS - X71405) EFTA01014548 Sent: Tuesda , November 28, 2017 4:22 PM To: Cc: 'Savage, Stephen M.' ; Bennett, Denise M (BOS - X75810) Subject: Dear Noam and Valeria, It was a pleasure to speak with you briefly yesterday from the Phoenix airport on my way back to Boston. As we discussed, you plan to send me copies of the estate planning documents you have, any emails, and make email introductions to various individuals you'd like me to contact for additional information. My assistant, Denise Bennett, will prepare an engagement letter for estate planning, and we will look for a date in mid to late January for me to visit with you in Tucson. Best regards, Shari Shari Levitan I Holland & Knight Private Wealth Services I Chair — New England Holland & Knight LLP I Boston, MA 02116 Phone Fax Add to address book I View professional biography NOTE: This e-mail is from a law firm, Holland & Knight LLP ("H&K"), and is intended solely for the use of the individual(s) to whom it is addressed. If you believe you received this e-mail in error, please notify the sender immediately, delete the e-mail from your computer and do not copy or disclose it to anyone else. If you are not an existing client of H&K, do not construe anything in this e-mail to make you a client unless it contains a specific statement to that effect and do not disclose anything to H&K in reply that you expect it to hold in confidence. If you properly received this e-mail as a client, co-counsel or retained expert of H&IC, you should maintain its contents in confidence in order to preserve the attorney-client or work product privilege that may be available to protect confidentiality. EFTA01014549