EFTA01744739.pdf
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Front:
To: Jeffrey E. <[email protected]>
Subject Re:
Sent Saturday, January 16, 2016 1:12:21 PM
Hi Jeff , thk u so much for your time and help.
U re right - time to plan if anything hsppens
Ariane de Rothschild
On 16 Jan 2016, at 08:41, jeffity E. leevacationagmail.com> wrote:
Arianc , I propose that Kathy go to Europe sometime in the next few weeks. I
would ask that she along side you. prepare what i refer to as a fire drill
documents. People run drills so that errors , consequences of actions under
stress are reviewed with a cold hard eye. . Her job would be to lay out a book .
of steps to take , file, contact, in case of death or accident of either you, Benjamin
, or both at the same time. . A comprehensive list of all trusts. co. entities.
emergency contacts. inventory, taxes due, plan on how they get paid. ,
distribution of assets. liabilites. potential attacks. lawyers to bring in. . this
would of course include, houses, jewelry, investments. charitable pledges. filigns
required, guardians, trustee appointments . etc. Gathering the info. will be
the first step - its restructuring the second.
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EFTA_R1_00037145
EFTA01744739
ℹ️ Document Details
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45ddf44c1f3af961a073c197faa1773db3304f78f4b5790ca98b26cf807d8ba6
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EFTA01744739
Dataset
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document
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1
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