📄 Extracted Text (565 words)
From: "Jeffrey E." <[email protected]>
To: Brad Wechsler -4
Subject: Re:
Date: Fri, 04 Mar 2016 13:17:31 +0000
ok, waiting to talk to leon, i reviewed and amended part does with alan, . if leon will allow heather or someone
else to be trustee of b trust , at least for a while , i am almost done.
On Fri, Mar 4, 2016 at 6:14 AM, Brad Wechsler -q l> wrote:
Jeffrey-given delays at PW on estate flow doc (and Akin on death implications memo on brh/bfp/tra) we have to
resched next tuesday meeting. Today I can forward you:1. Heather note on operating mechanics of art pshp; 2. Trust
and Ldb balance sheets. 3. A first draft of akins note (tho I'd prefer we/alan interact with akin before distributing). 4.
Summary of all estate docs. 5. Previously you r'cd all art pshp docs. 6. I don't believe we can get to you the fire drill docs
today since yesterday afternoon I told ada, alan and PW actuarial to take their foot off the gas (and not work on this
material last night). These items shld be complete next week for a conversation the week after. 7. Happy to talk to you
on the phone abt the broad sweeps which are all somewhat obvious when discussed.
8. Wld like to understand how the phaidon t/a did or shld effect art pshp docs. Thx, b
From: Jeffrey E. [mailto:jeemcS©gmail.corn]
Sent: Friday, March 04, 2016 07:43 AM
To: Brad Wechsler; Melanie Spinella <
Subject:
fire drill report? leon, i have free time sunday, if you want to review will plus details. need a fixed time to
call today , re questions to finish partnership does
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