EFTA01153829.pdf

From: "Jeffrey E." <[email protected]> To: Melanie Spinella la> Subject: Fwd: Date: Sat, 11 Apr 2015 11:05:52 +0000 Attachments: Scan_A_4-10-2015.pdf; Scan_C_4-10-2015.pdf; Scan_B_4-10-2015.pdf; Chart_4-7- 2015.pptx gobbley gook, doesn't tell me what is owned by the enitty , what bank accounts are needed and why, checks approvals and balances.. steps needed to implement. what does managers manage co mean if there is only one manager, three( majoirty ). every co will have to be reviewed by itself. , should it exist , why, how does it fit into paattern. etc. Forwarded message From: Brad Wechsler <1 Date: Fri, Apr 10, 2015 at 5:20 PM Subject: To: [email protected]" <[email protected]>, "Melanie Spinella Guys, please find attached the following items: I. BJW memo and back up authorities chart which was sent to Jeffrey on April 6th and Leon April 8th. 2. List of bank accounts with Eileen authorities both for wire transfers and check writing. On all but a dozen my substitution for Eileen is underway; there are 10 or so accounts where I want to speak to Leon first. Leon will have to sign new documents/signature cards transferring delegations to me. 3. First cut of an outline prepared by Alan with respect to an administrative services agreement between the Trusts and this office. I want to expand the general notion to include cross Trustee delegations to facilitate administration. 4. My internal early draft (definitely open to change) reflecting my general expectations of how the office may be organized. Today's conversation was exhausting; it's difficult to be constantly pounded. EFTA01153829  please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA01153830