EFTA00919053.pdf

From: "jeffrey E." <[email protected]> To: Valeria Chomsky Subject: Re: Re: Date: Tue, 02 Jan 2018 17:23:36 +0000 send max a note , asking for his list of trustees. On Tue, Jan 2, 2018 at 10:57 AM, Valeria Chomsky < wrote: What do you think? Should we meet before with Harry? This is the lawyer we are going to hire in AZ because she is also licensed in MA. Coincidentally, she was contacted by Max to become a trustee to replace him in the marital trusts. She realized Max was talking about us. We haven't mentioned any of the Trusts' problems, so I'm assuming Max mentioned to her. Assuming also Max presented his version. ----- Forwarded message From: -4 Date: Tue, Jan 2, 2018 at 1:30 PM Subject: RE: Re: To: Cc: Happy new year - I know you're not quite back yet, but neither am I. I'm looking at January 22, 23 or 24 late morning to meet at your home. Do any of those dates work for you? It will be important for me to see copies of the trust(s) in advance of our meeting. Best, Shari Shari Levitan I Holland & Knight Private Wealth Services I Chair — New England Holland & Knight LLP 10 Saint James Avenue, 11th Floor I Boston MA 02116 Phone -I Fax www.hklaw.com Add to address book I View professional biography From: Noam Chomsky [mailto Sent: Wednesday, December 20, 2017 1:20 PM To: Levitan, Shari A (BOS - X71405) Cc: Valeria Chomsky •: )• Savage, Stephen M. Subject: Re: EFTA00919053 Thanks for handling it this way. Just right. We're back in Tucson from January 5, and will be there from then on, occasional days away. So whatever is convenient for you. Noam On Wed, Dec 20, 2017 at 6:58 AM, < > wrote: Dear Noam and Valeria, I had a call from Attorney Max Kohlenberg, unsolicited. He was calling to determine whether I might be able to serve as trustee of a marital trust and he began to describe the situation. I stopped him as I thought he was describing your situation. He is now aware that we plan to meet in January, but nothing else. He seemed glad that you were thinking of having local representation. Shalt we set a date to meet? Best, Shari Shari Levitan I Holland & Knight Private Wealth Services I Chair — New England Holland & Knight LLP 10 Saint James Avenue, 11th Floor I Boston, MA 02116 Phone I Fax www.hklaw.com Add to address book View professional biographx From: Levitan, Shari A (BOS - X71405) Sent: Tuesda , November 28, 2017 4:22 PM To: >; Cc: 'Sava ; Bennett, Denise M (BOS - X75810) Subject: EFTA00919054  Dear Noam and Valeria, It was a pleasure to speak with you briefly yesterday from the Phoenix airport on my way back to Boston. As we discussed, you plan to send me copies of the estate planning documents you have, any emails, and make email introductions to various individuals you'd like me to contact for additional information. My assistant, Denise Bennett, will prepare an engagement letter for estate planning, and we will look for a date in mid to late January for me to visit with you in Tucson. Best regards, Shari Shari Levitan I Holland & Knight Private Wealth Services I Chair — New England Holland & Knight LLP 10 Saint James Avenue, 11th Floor I Boston, MA 02116 Phone I Fax www.hklaw.com Add to address hook I View professional biography NOTE: This e-mall is from a law firm, Holland & Knight LLP ("H&X"), and is intended solely for the use of the individual(s) to whom it is addressed. If you believe you received this e-mall in error, please notify the sender immediately, delete the e-mall from your computer and do not copy or disclose it to anyone else. If you are not an existing client of H&K, do not construe anything in this e-mall to make you a client unless it contains a specific statement to that effect and do not disclose anything to H&K in reply that you expect it to hold in confidence. If you properly received this e-mall as a client, co-counsel or retained expert of H&X, you should maintain its contents in confidence in order to preserve the attorney-client or work product privilege that may be available to protect confidentiality. Valeria Chomsky 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 EFTA00919055