EFTA02560170
EFTA02560171 DataSet-11
EFTA02560177

EFTA02560171.pdf

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From: Noam Chomsky < Sent: Tuesday, November 28, 2017 8:23 PM To: Jeffrey E. Subject: Fwd: Transfers to/for Noam Forwarded messa - From: Noam Chomsky < <=a» <mailto Date: Tue, Nov 28, 2017 at 1:21PM Subject: Re: Transf=rs to/for Noam To: Deborah Pechet Quinan < Cc: Valeria Chomsky < », Gene Landy >, Richard Kahn < =div dir="Itr">We've been trying to figure out the matter of the dist=ibutions from the Marital Trust. We received no notice of this from Max. 1= seems, from what you say here, that the distributions would have gone dir=ctly to the Treasury, for taxes. In order to keep our records straig=t, we contacted Nick almost 3 weeks ago to find out what the full tax bill=was and how much we actually paid, assuming that the distribution must hav= paid the rest. But we have not heard from him. <=iv>So at the moment it's unclear just what happened with these distrib=tions from the Marital Trust. On the distribution= to the grandchildren, at least in 2016 I have no record of even being con=ulted, and have no record of any formal authorization for earlier years4=iv> In case I hadn't made it clear before, yes, ple=se do keep Richard Kahn copied. Noam On Thu, Nov 9, 2017 at 2:=4 PM, Deborah Pechet Quinan < <mailtc > wrote: Dear Noam,<=span> The distributions that we=e made for taxes in 2015 and 2016 were to pay your and Valeria's e=timated income taxes for tax year 2015. These were the distributions that I succeeded in getting Max to agree to make from the Marital Trusts a= I was disturbed at the time, and still am, by the fact that distributions=for your and Valeria's lifestyle and all income tax payments were =eing made from your IRA and subjected to a much high level of taxation than necessary, thus unnecessarily running d=wn the IRA funds, considering that your funds in the Marital Trusts were a=ailable for your needs. EFTA_R1_01721033 EFTA02560171 With regard to the gifts =o your children and grandchildren, according to Max's summary dist=ibutions to your Charitable Gift Fund, to your children, to your grandchildren, and to the Chomsky Grandchildren's Trust were made =rom January 12, 2010 through January 13, 2016. Since you are t=e only beneficiary of the Marital Trusts (this is a legal requirement) the=e would be considered gifts from you, and as such you would have had to have given Max permission or direction to make these=distributions. I hope this is helpful.=C2* Noam do you want me to keep Richard Kahn copied on our correspondenc=? You would be waiving attorney client privilege as we have discusse= and I am concerned that he and I will be working inefficiently if we are b=th not copied on all emails regarding your and Valeria's financial=affairs. Please let me know as I think his input is helpful. l=am not copying him on replies to you where you have not copied him on your initial email to me, hence my question.</=> I look forward to hearing=from you. Best, Deborah =C240 Deborah Pechet Quinan, Esq. ll.M. Shareholder Assistant - Jayne Mahoney: Office: e-mail: > = www.riw.com <http://www.riw.co=/> I BIO <http://wwwsiw. m/attorney/deborah-pechet-quinanh From Sent: Thursday, November 09, 2017 4:10 PM To: Deborah Pechet Quinan Cc: Valeria Chomsky; Gene Landy Subject: Fwd: Transfers to/for Noam =div> Please do send hard copies to us, and either fax or =ard copies to Richard Kahn, depending on his preference. 2 EFTA_R1_01721034 EFTA02560172 I looked over what Max sent. It is of no use.=C24> The distributions that allegedly went to me are for taxes, but I hav= no record of this and have no idea what it means. Taxes for what?=C24> For which accounts? Did that relieve taxes that I was supposed to pay? If so, how? With no details given, this d=esn't tell me anything useful. As for distribution to grandchild=en's trusts, that was in 2014. I don't recall giving authorisation then. Noam Forwarded =essage From: Deborah Pechet Quinan < >> Date: Thu, Nov 9, 2017 at 12:36 PM Subject: RE: Transfers to/for Noam To: Noam Chomsky <mailto > >, >"< Dear Noam and Valeria, < => Further to my note to you=of yesterday, below, please let me know if you would like my office to send you hard or fax copies of Max's latest information and if you=would like me to forward to Richard. Please also let me know if all =f the distributions to the children and grandchildren over the years were =ade with Noam's agreement. </=> I look forward to your re=ponses to my emails over the course of this week which raised various issu=s. </=> I hope you are both well.=/span> </=> Best, Deborah<=u> < => =C24e 3 EFTA_R1_01721035 EFTA02560173 Deborah Pechet Quinan, Esq. WM. Shareholder Chair, Trusts & Estates Group<=pan style="font-size:10.5ptfont-family:"Calibri","sans-s=rif";color:black"> <https://maps.google.com/?q=255+State+Street,+7th+Floor%C2V0A0%7=%CrY0A0Boston,+MA+02109&entry=g mail&source=g> I <=a> Boston, MA 02109 <https://maps.google.com=?q=255+State+Street,+7th+Floor%C2%A0%7C%CrY0A0Boston,+MA+021098(entry=3Dgmail& source=g> Direct: > =C2.I <https://maps.google.com/=q=255+State+Street,+7th+Floor%C2V0A0%7C+%3Chttps://maps.google.com/?q%3D2=5%2B State%2BStreet,%2B7th%2BFloor%25C2%25A0%257C%25C2%25A0Boston,%2BMA%2B0=109%26entry%3Dgmail%26so urce%3Dg%3E%C2%A0Boston,%0D+MA+02109+%3Chttps://ma=s.google.com/?q%3D255%2BState%2BStreet,%2B7th% 2BFloor%25C2%25A0%257C%25C2%=5A0Boston,%2BMA%2B02109%26entry%3Dgmail%26source%3Dg%3E&entry=gm ail&=mp;source=g> 4,=A0Cell: 617.832.5726 <tel:(617)%20832-5726> </=pan> Assistant - Jayne Mahoney: > <=pan style="font-size:11.0pt;font-family:"Calibri","sans- s=rif";color:#1f497d"> I<=pan style="font-size:11.0pt;font-family:"Calibri","sans-s=rif";colorllf497d"> > <=pan style="font-size:11.0ptfont-family:"Calibri","sans-s=rif";color:#1f497d"> e-mail: = www.riw.com <http://www.riw.co=/> I BIO <http://www.riw.c=m/attorney/deborah-pechet-quinan/> < /=> From: Deborah =echet Quinan Sent: Wednesday, November 08, 2017 5:03 PM To: Noam Chomsky; <mailto Subject: Fwd: Transfers to/for Noam Dear Noam and Valeria, Were you able to open and access the secure email fr=m Max? If not would you like me to have the contents faxed to you tomorrow= Please also let me know if you would like my office =o fax the contents to Richard. The information is quite interesting. It looks as th=ugh much more in distributions was made to your children and grandchildren=from the marital trusts than to you and I wonder whether this was done with your agreement? I am home sick today but will be able to coordinate =or you tomorrow when I hope to be back in the office. Best, Deborah <=p> Sent from my iPhone. Please excuse brevity and typos= Begin forwarded message: 4 EFTA_R1_01721036 EFTA02560174 From: "Pr=of. •int Essentials on behalf of >ar> Date: November 7, 2017 at 5:05:14 PM EST To: < /.» Subject: Transfers to/for Noam Re -To: « <mailto:do-not- => >c=u> Encrypted=Message Received: Transfers to/for Noam You have received an encrypted email from: © Proofpoint Inc. 2017 A=l Rights Reserved. NOTICE: This email with its attachments, if any, is =ntended solely for permitted use by authorized recipients. If you are not =n authorized recipient of this email, your retention, transmission, disclo=ure, or use of this email is prohibited. If you received this email in error, please notify the sender and delete t=is email and its attachments from your devices and systems. NOTICE: This email with its attachments, if any, is intended solely for per=itted use by authorized recipients. If you are not an authorized recipient=of this email, your retention, transmission, disclosure, or use of this em=il is prohibited. If you received this email in error, please notify the sender and delete this email and it= attachments from your devices and systems. 5 EFTA_R1_01721037 EFTA02560175 6 EFTA_R1_01721038 EFTA02560176
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EFTA02560171
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