EFTA00707593.pdf
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From: Brad Wechsler < >
To: weevacation il.com" leevacation ail.com> "Melanie Spinella
Subject:
Date: Fri, 10 Apr 2015 21:20:08 +0000
Attachments: Scan_A_4-10-2015.pdf; Scan_C_4-10-2015.pdf; Scan_B_4-10-2015.pdf; Chart_4-7-
2015.pptx
Guys, please find attached the following items:
1. BJW memo and back up authorities chart which was sent to Jeffrey on April 6th and Leon April 8th.
2. List of bank accounts with Eileen authorities both for wire transfers and check writing. On all but a
dozen my substitution for Eileen is underway; there are 10 or so accounts where I want to speak to Leon
first. Leon will have to sign new documents/signature cards transferring delegations to me.
3. First cut of an outline prepared by Alan with respect to an administrative services agreement between the
Trusts and this office. I want to expand the general notion to include cross Trustee delegations to
facilitate administration.
4. My internal early draft (definitely open to change) reflecting my general expectations of how the office
may be organized.
Today's conversation was exhausting; it's difficult to be constantly pounded.
EFTA00707593
ℹ️ Document Details
SHA-256
90bb4837035738b009eef6787a167b8ff028417b66c2e3eb8474c96ce9f10df3
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EFTA00707593
Dataset
DataSet-9
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document
Pages
1
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