EFTA02577118.pdf

From: jeffrey E. <[email protected]> Sent: Monday, June 18, 2018 11:55 PM To: Richard Kahn Subject: Re: Max Nothing attached On Mon, Jun 18, 2018 at 6:15 PM Richard Kahn wro=e: max reply in encyrpted message: Rich — I now have the information for 2017 and 2018 (to date) and it's a=tached to this email. Two items to keep in mind: 1. <=span>The information was provided to me by Bainco, in a format that'= a bit different from the 2010- 2016 reports, which we generated here..>=A0 As a result the report is a bit "cut and paste", but I =an prepare a cleaner version in due course. As you will also see, th= report is in quarterly blocs, with each block showing separate figures fo= the Exempt and the Non-Exempt trusts. 2. Historic=lly, our fees have been charged against Principal and Income on a 50/50 ba=is, which is the default for most trust administration. But as the l=gal fees have mounted I am (starting in 2018) exercising my discretion to =harge legal fees against Principal and Income on an 80/20 basis, so that t=e fees will not have such a severe impact on the net income distributable =o Noam. I will continue to follow that practice going forward. <=pan style="box-sizing:border-box;color:rgb(31,73,125)"> Thanks, Max A. Max Kohlenberg Howland Evangelista Kohl=nberg Burnett, LLP One Financial Plaza — Suite 1600 =div style="box-sizing:border-box;margin:0in 0in 0.0001ptpadding:0px;fon=-size:11pt;font-family:Calibri,sans- serif;color:rgb(43,49,53);font-variant=ligatures:normal;background-color:rgb(255,255,255)">Providence, Rhode Island 02903<=> Direct: Main= Fax: www.hekblaw.com <http://www.hekblaw.com/> This email and any attachments thereto are intended only for use by=the addressee(s) named herein and may contain legally privileged and/or co=fidential information. If you are not the intended recipient of this=email, you are hereby notified that any dissemination, distribution or cop=ing of this email, and any attachments thereto, is strictly EFTA_R1_01749620 EFTA02577118 prohibited.4>=A0 If you have received this email in error, please immediately notify me =y return email and permanently delete the original and any copy of this me=sage or attachment. Thank you. </=iv> Richard Kahn HBRK Associates Inc. 575 Lexington Avenue, 4th Floor <https:Thaps.google.comPq=575+Lexington+Avenue,+4th+Floor+New+YorkiENY+10022&=entry=gmail&source=g> New York, N= 10022 <https://maps.google.com/?q=575+Lexington+Avenue,=4th+Floor+New+York,+NY+10022&entry=gmail&source=g> tel fa= cell <=div> Begin forwarded message: From: Richard Kahn Subject:=Re: Your message Date: June 18, 2018 at 8:41:5= AM EDT To: </=pan>Max Kohlenberg c > =span style="font-family:Helvetica;font-size:24px;font-style:normal;font-=ariant-caps:normal;font- weight:normal;letter-spacing:normal;text-align:sta=t;text-indent:0px;text-transform:none;white-space:normal;word- spacing:0px;=ackground-color:rgba(255,255,255,0)">What you sent were the net numbers,=C2* i had asked for a list of total income , and a detailed =ist of expenses that result in your attached email. thx. =C240 Rich=rd Kahn HBRK Associates Inc.</=iv> 575 Lexington Avenue, 4th Floor <https://maps.google.com/?q=3D575+Lexington+Avenue,+4th+Floor+New+York,+NY+10022&entry=gmail&=source=g> New York, NY =0022 <https://maps.google.com/?q=575+Lexington+Avenue,+4=h+Floor+New+York,+NY+10022&entry=gmail&source=g> Phone Fa Celt= On Jun 16, 2018, at 9:49 PM= Richard Kahn > wrote: 2 EFTA_R1_01749621 EFTA02577119  max you were going to send me a list =f the total income and detailed expenses for the trust. I would app=eciate it. thx Richard Kahn HBR= Associates Inc. 575 Lexington Avenue, 4th Floor <https://maps.google.com/?q=575+Lex=ngton+Avenue,+4th+Floor+New+York,+NY+10022&entry=gmail&source==> New York, NY 10022 chttps://maps.gorgle.com/?q=575+Lexington+Avenue,+4th+Floor+New+York,+NY+10022&entry=3Dgmail&source=g> Tel Fax Cel On Jun 5, 2018, at 4:39 PM, Max Kohlenberg > wrote: Rich — I have received your message and tried to call you. I am o= the west coast and will be back in the office on Monday. This morni=g I received notice of the filing of the Petition by Harry's attor=ey and Harry also copied me on his message to Noam, forwarding a copy of t=e pleadings to him. I assume you have seen the Petition and the supp=rting materials and that you understand that the Petition is limited to an=action seeking the court's guidance as to the method by which my s=ccessor is to be chosen. =/div> As I am with family and an ill friend I'd be gratef=l if you would reply to me by email, rather than call. But if you wa=t to set up a phone call I will try to call you at a time that's c=nvenient for both of us. =/div> Max =div style="margin:0in 0in 0.0001ptfont-size:11ptfont-family:Calibri,sa=s-serif">A. Max Kohlenberg Howland Evangelist= Kohlenberg Burnett, LLP One Financial Plaza =E24>40 Suite 1600 Providence, Rhode Island =2903 Direct: Main: Fax:=C www.hekblaw.com </=> This ema=I and any attachments thereto are intended only for use by the addressee(s= named herein and may contain legally privileged and/or confidential infor=ation. If you are not the intended recipient of this email, you are =ereby notified that any dissemination, distribution or copying of this ema=l, and any attachments 3 EFTA_R1_01749622 EFTA02577120 thereto, is strictly prohibited. If you have =eceived this email in error, please immediately notify me by return email =nd permanently delete the original and any copy of this message or attachm=nt. Thank you. please=note The information contained in this communication is confide=tial, may be attorney-client privileged, may constitute inside informat=on, and is intended only for the use of the addressee. It is the proper=y of JEE Unauthorized use, disclosure or copying of this communic=tion or any part thereof is strictly prohibited and may be unlawful. If=you have received this communication in error, please notify us immedia=ely by return e-mail or by e-mail to [email protected] <mailtcyjeevacation@gmai=.com> , and destroy this com=unication and all copies thereof, including all attachments. copyright =all rights reserved --00000000000018b9cf056ef34bcf-- conversation-id 2867 date-last-viewed 0 date-received 1529366113 flags 8590195713 gmail-label-ids 7 6 remote-id 829153 4 EFTA_R1_01749623 EFTA02577121