EFTA02577544.pdf

From: jeffrey E. <[email protected]> Sent: Monday, November 6, 2017 8:53 PM To: Richard Kahn Subject: Re: Trust Statements yes, please reach out to him by phone or email.,=A0 he said the trust is for noams benefit and not valerias. 41=A0 issue is that it was carol and noams assets and carol was unaware=of the new wife. ?! On Mon, Nov 6, 2017 at 3:51 PM, Richar= Kahn < <mailto:ra wrote: Richard Kahn HBRK Associates Inc. <https &e=try=gmail& source <https &entry=gmail& source Begin forwarded message: From: Deborah Pechet Quinan <=a href="mailto _blank">. Subject: Richard Kahn <[email protected] <mailtolliMMIMIMh» Hi Richard,<=> <1=> I think Max is the one who ne=ds to determine what his responsibilities as a trustee are. I car4=8040t advise him as that would be a conflict of interest with my represen=ation of Noam. I can, however, advocate for Noam and urge Max to be =ore liberal with regard to distributions. I can also let Max know th=t in my view he is not required to confer with Harry when making his distr=bution decisions. Not only is he not required to confer with Harry, =oing so gives Harry a voice that the trust prohibits him from having.Q=A0 Perhaps I should give Max a call to explore why he believes he needs to=get Harry on board with the decisions, and that might help the situation.=C24, I can also write him EFTA_R1_01750385 EFTA02577544 a letter with regard to my interpretation of th= trust terms. All he is required to do is to consider the interests =f the remainder beneficiaries, not obey them. I agree the whole thin= is a bit odd. Does th=s help? =C2* Thanks,<=u> Deborah=/div> Deborah Pechet Quinan, Esq. L=.M. Shareholder Chair, T=usts & Estates Group chttps://maps.g ,+MA+02109&entry=gmail&am =;source=g> I B if;color:rgb(31,7=,125)"> Assistant - Jayne Mahoney: Office: I <= pan style="font-size:11pt;font-family:Calibri,sans- seriecolor:rgb(31,73=125)"> Fax: e-mail:[email protected] <mailto:[email protected]> I www. <http://www.riw.com/> I BIO =span style="font-size:11mfont-family:Calibri,sans-serif;color:rgb(31,7=,125)"> =/u> From: Richard Kahn (mailto <mailto Sent: Monday, November 06, 2017 3:19 PM=br>To:=C2*Deborah Pechet Quinan Subject: Re: Trust Statements<=u> <=u> deborah, since it was a marital trust he wanted to protect himself and had a duty =o determine how the money was going to be spent. =/div> he thought you would have a view as to hi= ultimate responsiblity that would inform his decision. I finthit odd... <=u> =div> Richard Kahn HBRK Associates=C24,Inc. <https:// xington%C2%A0Av=nue+4th+Floor+New+York,+NY%CricA010022&entry=gmail&s ource=g> <https://maps.googe.com .q=575+Lexington%=2%.A0Avenue+4th+Floor+New+Vork,+NY%C2Y0A010022&entry=gmail&s ource=3Dg> chttps://maps.google.com/?q=575+L=xington%C2%A0Avenue+4th+Floor+New+York,+NY%C2%A010022&entry=gmail& am=;source=g> 10022 <https://maps.google.com/?q=3D575+Lexington%C2%A0Avenue+4th+Floor+New+York,+NW0C2%A010022&entry==mai l&source=g> 2 EFTA_R1_01750386 EFTA02577545  On Nov 6, 2017, =t 1:26 PM, Deborah Pechet Quinan <=> Dear Max, <=iv> Please =end to Rich Kahn, copied above, all of the trust statements for both trust=, from 2013 through the present. If you have copies of all of the IR= statements for both of Noam's IRAs for the same period please inc=ude those as well. Please keep me copied on the correspondence but p=ease do not send me the statements at this time. Please provide this=information to Richard by the end of this week, if possible. <=> </=iv> Richard's complete contact information is as fol=ows: </=pan> Richard Kahn HBRK Associates Inc. <https://maps.google.com/?q entry=gmail&source=g> =a href="https://maps.google.comilq=aentry= gmail&source=g"> Phone midafin> Fax SISISSISSIONSISIONSei Cell Noam, I am basing my instruction to Max on your prior notes to me and M=x giving us your permission to provide Richard with everything that he req=ests. <=span> Best, Deborah Deborah Pechet Quinan, Esq. LL.M.=C24> Shareholder Chair, Trusts & Estates Group chttps://m . I . = ' urce=g> <https://maps.google.com/?q= try=gmail&sou rce=g> Direct: Assistant - Jayne Mahoney: VS= 3 EFTA_R1_01750387 EFTA02577546  Office: /=pan> e- =ail:=C2Qwww.riw.com=/a> I HO <image001.gif><=> NOTICE: This email with its attachments, if any, is intended solely=for permitted use by authorized recipients. 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