EFTA00993062.pdf

From: Ada Clapp <1 To: jeffrey E. <[email protected]> Subject: RE: Split-interest property purchase Date: Wed, 02 Jul 2014 19:00:36 +0000 I know you prefer single life—my question is why? The Trustees seem to be leaning toward successive lives so I wanted your input on why single life is preferable in your view. Here is the dilemma that I have not yet communicated to the Trustees. Debra has the independent funds but may not want to significantly deplete them with this planning technique. If Leon were to gift her additional funds to replace them, that could be a problem (step transaction resulting in gift to Leon). Even if we wait a couple of years, until all contributions to the townhouse are complete, I think we may have to keep the newly gifted funds segregated from her "old and cold" independent funds. At least for a while. Ada Clapp Elysium Management LLC Email: This communication and any attachment is for the intended recipient(s) only and may contain information that is privileged, confidential and/or proprietary. If you are not the intended recipient, you are hereby notified that further dissemination of this communication and its attachments is prohibited. Please delete all copies of this communication and its attachments and notify me immediately that you have received them in error. Thank you. From: jeffrey E. [[email protected]] Sent: Wednesday, July 02, 2014 2:01PM To: Ada Clapp Subject: Re: Split-interest property purchase Single On Wednesday, July 2, 2014, Ada Clapp ffi wrote: Jeffrey, The Trustees are still debating the single vs. successive life estates for the townhouse purchase. What are your thoughts about preferring the single life estate? Ada Clapp Elysium Management LLC EFTA00993062  Email: This communication and any attachment is for the intended recipient(s) only and may contain information that is privileged, confidential and/or proprietary. If you are not the intended recipient, you are hereby notified that further dissemination of this communication and its attachments is prohibited. Please delete all copies of this communication and its attachments and notify me immediately that you have received them in error. Thank you. From: jeffrey E. (mailto:[email protected] Sent: Wednesday, July 02, 2014 6:44 AM To: Ada Clapp; Eileen Alexanderson; Richard Joslin Subject: single life. for house. , painting woudl be valued by contract price, as fair market is third party buyer with all the info 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 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 EFTA00993063