EFTA00869147.pdf

From: "jeffrey E." <jeevacationggmail.eom> To: Mark Epstein Subject: Re: hey Date: Mon, 29 Sep 2014 11:15:59 +0000 tick? bite? perm? On Mon, Sep 29, 2014 at 7:11 AM, Mark L. Epstein < > wrote: So far I put together a will I have small trust accounts for the kids. An aunt and uncle on Joyce's side is are the trustees. I have other people from my side to execute the will. Anthony and I have started to talk about planning for the future. Haven't done anything yet. Have to talk to someone who really know the best way to handle it, of course with an eye to maximized results, if you know what I mean. Recently turned down $100mm on the spring st building. It has become real money. Who would have guessed. I've meant to ask you if you've had any issue with the family history of diabetes? So far IN OK. battling Lyme disease now Just started another, longer, run of the antibiotics. Im OK but have to deal with it. From: jeffrey E. [ma iltojeevacation@gma .com] Sent: Monday, September 29, 2014 6:22 AM To: Mark Epstein Subject: Re: hey im in earib. who are the childrens guardians? did you leave them money in trust. trustees? joyce? if you left them property, estate tax and admin? who decides? maybe consider dividing assets now with anthony to protect probate.? On Mon, Sep 29, 2014 at 3:16 AM, Mark L. Epstein <1 > wrote: Last week I was trying to go through a lot of crap in my safes. There were some old bonds that had. I went to cash them in because bonds only pay interest for 30 years and these bonds were from the 70's. I had the death certificates, power of attorney from Paula (which turns out is moot after one dies) will, and a signed and notarized delegation from you. Some bank moron in the legal department could get his head around this, so the branch manager just bypassed him by getting a green light for you. EFTA00869147  Trying to get rid of a lot of stuff so that Jason and Serena don't have to go through this same ordeal in years to come. Linda Eisenstein is coming to NY this week. Do you have any interest in seeing her? 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 jeevacation®gmail.com, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved 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 EFTA00869148