EFTA02603496.pdf

From: Valeria Chomsky Sent: Thursday, December 21, 2017 6:00 PM To: jeffrey E. Cc: Noam Chomsky Subject: Fwd: Summary of call with Max re financial information needed How do you think we should a=swer? Forwarded message F=om: Deborah Pechet Quinan Date: Th=, Dec 21, 2017 at 12:52 PM Subject: Summary of call with Max re financi=l information needed To: "Noam Chomsk "Valeria Chomsky c: is ar a n Dear Noam and Valeria, As you know I spoke with Max on Monday afternoon reg=rding his requirements for financial information from you in order to make=the additional principal distributions from the marital trust that we requ=sted. He has reduced the scope of the financial information request he sent previously, to something that is=more reasonable. As a result, he would like to see the following:=/u> 1. 40=A0 A current balance sheet (assets and liabilities) 2. 4P=A0 A listing of gifts made (I believe gifts made in 2016 =nd 2017 will suffice.) a.4>=A0 I am not aware of any gifts in addition to the Assignm=nt to Valeria of the copyright to Who Rules the World; please let me know =f any additional gifts. b.430=A0 Transfers of funds to Valeria that are used for the pa=ment of ongoing household expenses are not gifts. 3. 40=A0 The extent to which your expenses exceed your income; =nd 4. 4,=A0 The extent to which you will be needing periodic distr=butions from the trust. EFTA_R1_01792746 EFTA02603496 Max indicated that he is not interested in the detai=s of your expenses. He is looking for big picture information. I believe we are at the point in this negotiation wi=h Max where we have reduced his information request to a more reasonable s=ope. I would like your permission to represent to him that he will b= provided with the above. He is balking at making the Massachusetts estimate until he receives thi= assurance. My and Max's brief email correspondence of y=sterday evening regarding the Massachusetts estimate (and confirmation tha= the federal payment has been sent) will follow this email. If you need time to consider this, please ensure that=you make the estimated tax payment by 12/31 directly to the Mass D.O.R. fr=m other funds, with the voucher that Matthew Mazotas sent yesterday via em=il and please let me know to keep me updated. I also discussed with Max the status of the list he =s preparing for a successor independent trustee. His belief is that = corporate trustee may not be willing to serve given the asset size of the=trusts. As a result he is considering lawyers who serve as trustee. He is not knowledgeable regarding the =urrent balance of your IRAs and this may influence him to include certain =orporate trustees on the list he is preparing for Harry. May I discl=se this information to him? I look forward to hearing from you. Best, Deborah Deborah Pechet Qui=an, Esq. LL.M.4=AO Shareholder Chair, Trusts & E=tates Group 255 State Street,=7th Floor chttps://maps.google.com/?q=255+State+Street,+7th+Floor%C2%A0%7=%C2%A0Boston,+MA+02109&entry=gmail&sou rce=g> <= href="https://maps.google.com/?q=255+State+Street,+7th+Floor%C2%A0%7C=C2%,A0Boston,+MA+02109&entry=gmail &source=g"> I Boston, MA 02109 <https://maps.google=com/?q=255+State+Street,+7th+Floor%C2V0A0%7C%C2%A0Boston,+MA+02109&en=ry=gmail&so urce=g> Direct: Cell: Assistant - Jayne Mahoney: Office: Fax: • e-mail: www.riw.com <http://www.riw.com/> BIO</=pan> <http://www.riw.com/attorney=deborah-pechet-quinan/> =u> NOTICE: This email with its attachments, if any, is intended solely for per=itted use by authorized recipients. If you are not an authorized recipient=of this email, your retention, transmission, disclosure, or use of this em=il is prohibited. If 2 EFTA_R1_01792747 EFTA02603497 you received this email in error, please notify the sender and delete this email and it= attachments from your devices and systems. 3 EFTA_R1_01792748 EFTA02603498