EFTA02403713.pdf

From: Richard Kahn Sent: Monday, November 6, 2017 9:19 PM To: Jeffrey E. Subject: Fwd: Trust Statements Richard Kahn HBRK Associates Inc. Begin forwarded message: From: =/b>Deborah Pechet Quinan Subject: =/b>RE: Trust =tatements Date: =/b>November 6, 2017 at 4:21:54 PM =ST To: =/b>Richard Kahn ‹ > I know people do remarry though, =nd spouses can make gifts to one another, but if that is the purpose of =11 or a part of a distribution and Max knows it that may be a =egitimate concern. Seems a silly statement to say that Carol =idn't know he would remarry! Deborah Deborah Pechet Quinan, Esq. =L.M. Shareholder Chair, Trusts =amp; Estates Group 255 State Street, =th Floor I Boston MA 021O9 Direct I Cell: Assistant - Jayne Mahoney: Qffice: Fax: e-mail: mailto I www.riw.com I BIO EFTA_R1_01442794 EFTA02403713  From: Richard Kahn imailto Sent: Monday, November 06, 2017 =:56 PM To: Deborah Pechet Quinan Subject: Re: Trust Statements yes, please reach out to him by =hone or email. he said the trust is for noams benefit =nd not valerian. issue is that it was carol and noams =ssets and carol was unaware of the new wife. """"?! Richard Kahn HBRK =ssociates Inc. On =ov 6, 2017, at 3:54 PM, Deborah Pechet Quinan wrote: Hi =ichard, I think Max is the one who needs to =etermine what his responsibilities as a trustee are. I can'= advise him as that would be a conflict of interest with my =epresentation of Noam. I can, however, advocate for Noam and urge =ax to be more liberal with regard to distributions. I can also =et Max know that in my view he is not required to confer with Harry =hen making his distribution decisions. Not only is he not =equired to confer with Harry, doing so gives Harry a voice that the =rust prohibits him from having. Perhaps I should give Max a call =o explore why he believes he needs to get Harry on board with the =ecisions, and that might help the situation. I can also write him = letter with regard to my interpretation of the trust terms. All =e is required to do is to consider the interests of the remainder =eneficiaries, not obey them. I agree the whole thing is a bit =dd. Does this help? Thanks, Deborah Deborah Pechet Quinan, Esq. =L.M. Shareholder Chair, Trusts & =states Group 2 EFTA_R1_01442795 EFTA02403714  Assistant - Jayne Mahoney: Office: I Fax e-mailer I www.riw.com <http://www.riw.com/> I BID <image001.gif> From: Richard Kahn [mailto: <mailto [ Sent: Monday, November To: Deborah Pechet Quinan Subject: Re: Trust =tatements deborah, spoke =o max. he said that the reason he was hesitant about =ending noam money was that in the past approximately 70k had gone to =aleria. since =t was a marital trust he wanted to protect himself and had a duty to =etermine how the money was going to be spent. he thought you would have a view as to =is ultimate responsiblity that would inform his decision. I =ind it odd... Richard Kahn HBRK Associates Inc. On =ov 6, 2017, at 1:26 PM, Deborah Pechet Quinan <a wrote: Dear Max, Please send to Rich Kahn, =opied above, all of the trust statements for both trusts, from 2013 =hrough the present. If you have copies of all of the IRA =tatements for both of Noam's IRAs for the same period please =nclude those as well. Please keep me copied on the correspondence =ut please do not send me the statements at this time. Please =rovide this information to Richard by the end of this week, if =ossible. Richard's complete contact information is as =ollows: Richard Kahn HBRK Associates =nc. 3 EFTA_R1_01442796 EFTA02403715  Noam, I am basing my =nstruction to Max on your prior notes to me and Max giving us your =ermission to provide Richard with everything that he =equests. Best, Deborah Deborah Pechet Quinan, Esq. =L.M. Shareholder Chair, Trusts & =states Group Office: = Fax: e-mail: I www.riw.com I BIO <image003..gi > NOTICE: This email with its attachments, if any, is intended =olely for permitted use by authorized recipients. If you are not an =uthorized recipient of this email, your retention, transmission, =isclosure, or use of this email is prohibited. If you received this =mail in error, please notify the sender and delete this email and its =ttachments from your devices and systems. NOTICE: This email with its attachments, if any, =s intended solely for permitted use by authorized recipients. If you =re not an authorized recipient of this email, your retention, =ransmission, disclosure, or use of this email is prohibited. If you =eceived this email in error, please notify the sender and delete this =mail and its attachments from your devices and systems. NOTICE: This email with its =ttachments, if any, is intended solely for permitted use by authorized =ecipients. If you are not an authorized recipient of this email, your =etention, transmission, disclosure, or use of this email is prohibited. =f you received this email in error, please notify the sender and delete =his email and its attachments from your devices and =ystems. 4 EFTA_R1_01442797 EFTA02403716