EFTA02603365.pdf

From: Richard Kahn < Sent: Thursday, December 21, 2017 7:18 PM To: jeffrey E. Subject: Fwd: Summary of call with Max re financial information needed Richard Kahn HBRK Associates Inc. 575 =exington Avenue 4th Floor New York, NY 10022 tel fax cell Begin forwarded message: From: =/b>Noam Chomsky < Subject: =/b>Re: Summary of =all with Max re financial information needed Date: =/b>December 21, 2017 at 2:16:22 PM =ST To: =/b>Deborah Pechet Quinan < Cc: =/b>"Valeria Chomsky " >, "Richard Kahn These demands are =bsurd. Max is simply trying to make things as difficult and =npleasant as possible. But in order to get all of this over with quickly, OK to give =im the assurances -- however, making it clear that no information can =e provided to him without our explicit authorization. Noam On Thu, =ec 21, 2017 at 10:52 AM, Deborah Pechet Quinan < <mailto > wrote: Dear Noam and Valeria, EFTA_R1_01792522 EFTA02603365  As you know I spoke with Max =n Monday afternoon regarding his requirements for financial information =rom you in order to make the additional principal distributions from =he marital trust that we requested. He has reduced the scope of the financial information request he sent previously, to something that =s more reasonable. As a result, he would like to see the =ollowing: 1. A current balance sheet (assets and =iabilities) 2. A listing of gifts made (I believe gifts =ade in 2016 and 2017 will suffice.) a. I am not aware of any gifts in addition =o the Assignment to Valeria of the copyright to Who Rules the World; =lease let me know of any additional gifts. b. Transfers of funds to Valeria that are =sed for the payment of ongoing household expenses are not gifts. 3. The extent to which your expenses exceed =our income; and 4. The extent to which you will be needing =eriodic distributions from the trust. Max indicated that he is not =nterested in the details of your expenses. He is looking for big =icture information. I =elieve we are at the point in this negotiation with Max where we have =educed his information request to a more reasonable scope. I =ould like your permission to represent to him that he will be provided =ith the above. He is balking at making the Massachusetts estimate until =e receives this assurance. My and Max's brief email =orrespondence of yesterday evening regarding the Massachusetts estimate =and confirmation that the federal payment has been sent) will follow this email. If you need time to consider this, =lease ensure that you make the estimated tax payment by 12/31 directly =o the Mass D.O.R. from other funds, with the voucher that Matthew =azotas sent yesterday via email and please let me know to keep me updated. I also discussed with Max =he status of the list he is preparing for a successor independent =rustee. His belief is that a corporate trustee may not be willing =o serve given the asset size of the trusts. As a result he is =onsidering lawyers who serve as trustee. He is not knowledgeable regarding =he current balance of your IRAs and this may influence him to include =ertain corporate trustees on the list he is preparing for Harry. =ay I disclose this information to him? I look forward to hearing from =ou. 2 EFTA_R1_01792523 EFTA02603366  Best, Deborah Deborah Pechet Quinan, Esq. LL.M. Shareholder Chair, =rusts & Estates Group 255 =tate Street, 7th Floor Boston,=MA 02109 Direct: <tel: > I Cell: Assistant - Jayne Mahoney: el: Office: <tel: e-mail: > I www.riw.com <http://www.riw.com/> I BIO NOTICE: This email with its attachments, if any, is intended solely for =ermitted use by authorized recipients. If you are not an authorized =ecipient of this email, your retention, transmission, disclosure, or =se of this email is prohibited. If you received this email in error, please notify the sender and delete this email and =ts attachments from your devices and systems. 3 EFTA_R1_01792524 EFTA02603367