EFTA02603795.pdf

From: Valeria Chomsky Sent: Wednesday, August 8, 2018 5:30 AM To: jeffrey E. Cc: Noam Chomsky Subject: Fwd: FW: Accountings/reports Should a letter like this be=written to Max? Could you suggest what else should be included o= modified? Fr=m the dates of these e-mails exchange (below), we can see that the waiting=time elapsed since one of my first request to receive the accountings/ rep=rts of the Trusts is unacceptable in a professional relationship. Your law firm is not only=not corresponding to my expectations -- I expected all this information to=be available at your fingertips, but also I can see some intentional delay=that I would like an explanation about. On August 15, 2017, you wrot= to Deborah Quinan: "I asked one of the acrountants in our office to review the annual reports (2009 — 2016) =or the Carol Chomsky GST Exempt and GST Non-Exempt Marital Trusts. A= I noted to you, the reports are from both Goulston & Storrs (as succe=sor trust company affiliate to Edwards Wildman Palmer and Locke Lord) and =ainco and the total runs between 2,500 and 3,000 pages. Based on this volume we are estimating that the cost of=a full-blown accounting would be around $10,000 for each trust. Alternatively, we could compile the data into summary report format (with the a=nual reports attached as exhibits) for around $5,500 per trust." One year has passed how long more=should I wait to have access to information that I put you in charge and r=sponsible for them? I would like to request an im=ediate explanation why my files, records and reports were not being kept i= order -- otherwise what else explanation for this endless and constant de=ay. Forwarded messag= From: Deborah Pechet Quinan</=> Date: Sun, Aug 20, 2017 at 9:52 AM Subject: F=: Accountin:s re.orts To: "Noam Chomsky ( Cc: "Valeria Chomsky Gene Landy EFTA_R1_01793205 EFTA02603795 Dear Noam,</=> </=pan> Max is able to provide=two forms of accounts for the trusts. Please see our correspondence =elow. </=pan> One is a summary repor=, which I what I generally provide to my clients where I am the trustee.=C2 This approach is far less costly to the trust, provides all of the f=nancial information for each year in categories and has the annual account statement with all of the transaction details a=tached. This will be the information you will need in order to deter=ine if you have any additional questions, and can be accomplished more qui=kly. The cost to each trust for each year will be $5,000 per account. </=pan> The alternative approa=h is a much more detailed account which will double the cost to each trust=for each year, and take longer to deliver to you. The cost to each t=ust for each year will be $10,000. </=pan> The above costs are re=sonable in my estimation given the amount of time involved to prepare each=account. I recommend that Max prepares the summary report form of ac=ount for you. </=pan> Please let me or Gene,=in my absence, know which form of account you would like Max to prepare an= we will let him know so that he can get started. </=pan> Best, Deborah<=span> Deborah Pechet Qui=an, Esq. LL.M. =A0 Shareholder Chair, Trusts & E=tates Group 255 State Street, 7th Floor I Bost=n, MA 02109 Direct: Cell: Assistant - Jayne Mahoney: Office: e-mail: =AO I www.riw.com <http://ww=.riw.com/> I BIO <http://www.riw.com/attorney/deborah-pechet=quinant> <=u> </=pan> From: Max Kohl=nberg Sent: Tuesday, August , : To: Deborah Pechet Quinan Subject: RE: Accountings/reports 2 EFTA_R1_01793206 EFTA02603796 Yes indeed — t=e summary reports would show all of those elements.</=> </=pan> </=pan> A. Max Kohlenberg</=> Howland Evangelista Ko=lenberg Burnett, LLP One Financial Plaza =E2 Suite 1600 Providence, Rhode Islard 02903 Direct Main: Fax: www.hekblaw.com <http://www.=ekblaw.com/> </=pan> </=pan> This email and any att=chments thereto are intended only for use by the addressee(s) named herein=and may contain legally privileged and/or confidential information. =f you are not the intended recipient of this email, you are hereby notified that any dissemination, distribution o= copying of this email, and any attachments thereto, is strictly prohibite=. If you have received this email in error, please immediately notif= me by return email and permanently delete the original and any copy of this message or attachment. Than= you. </=pan> </=pan> </=pan> </=pan> From: Deborah =echet Quinan Sent: Tuesday, August 15, 201 To: Max Kohlenberg iii Subject: RE: Accountings/reports 3 EFTA_R1_01793207 EFTA02603797 Max, </=pan> One follow-up question= Can you confirm that the annual summary accountings will each show =otals for each category of income, i.e.; total interest, total dividends, =tc. and each category of disbursement, i.e. total distributions to Noam, total investment management fees, total trust=e fees, etc. </=pan> Thanks,<=span> Deborah<=span> </=pan> Deborah Pechet Qui=an, Esq. LL.M. =A0 Shareholder Chair, Trusts & E=tates Group 255 State Street, 7th Floor I Bost=n, MA 02109 Direct: I Cell: Assistant - Jayne Mahoney: Office: e-mail AO I www.riw.com <http://ww=.riw.com/> I BIO chttp://www.riw.com/attorney/deborah-pechet=quinan/> =u> </=pan> From: Max Kohl=nber Sent: Tuesday, August 15, 2017 8:12 AM To: Deborah Pechet Quinan Cc: Verena Valle Subject: RE: Accountings/reports Thanks for the quick r=ply Deborah — </=pan> Your understanding is =orrect — the trusts will bear the cost of the accountings/reports.=u> </=pan> I will check the files=for the Memorial Drive records and send them along in the next day or two.=u> </=pan> Yours,</=pan> </=pan> 4 EFTA_R1_01793208 EFTA02603798 Max </=pan> </=pan> A. Max Kohlenberg<P> Howland Evangelista Ko=lenberg Burnett, LLP One Financial Plaza =E2 Suite 1600 Providence, Rhode Islard 02903 Direct: Main: Fax: www.hekblaw.com <http://www.=ekblaw.com/> </=pan> </=pan> This email and any att=chments thereto are intended only for use by the addressee(s) named herein=and may contain legally privileged and/or confidential information. =f you are not the intended recipient of this email, you are hereby notified that any dissemination, distribution o= copying of this email, and any attachments thereto, is strictly prohibite=. If you have received this email in error, please immediately notif= me by return email and permanently delete the original and any copy of this message or attachment. Than= you. </=pan> </=pan> </=pan> </=pan> From: Deborah =echet QuinanIlli Sent: Tuesday, August 15, 201 : To: Max Kohlenberg Subject: RE: Accountings/reports Dear Max, 5 EFTA_R1_01793209 EFTA02603799 </=pan> Thanks very much. =AO I will let you know. Please confirm my understanding that the tru=ts will bear this expense, not Noam personally. </=pan> On another matter, cou=d you please check your files for a copy of the Memorial Drive lease, stoc= certificate, by-laws, and any other documents related to the Memorial Dri=e home? As you may recall it is a cooperative, not a condominium, and the corporate documents are not among =he materials you sent me. I do have the deed, title policy, promisso=y note, Notice of Lease and mortgage but I don't have any of the c=rporate documents. </=pan> Thanks,<=span> Deborah<=span> </=pan> Deborah Pechet Qui=an, Esq. LL.M. =A0 Shareholder Chair, Trusts & E=tates Group 255 State Street, 7th Floor I Bost=n, MA 02109 Direct Cell: assistant - Jayne Mahoney Office e-mail mailto: I www.riw.com <http://ww=.riw.com/> I BIO <http://www.riw.com/attorney/deborah-pechet=quinan/> <=u> </=pan> From: Max Kohl=nber Sent: Tuesday, August 15, 2017 7:53 AM To: Deborah Pechet Quinan Subject: Accountings/reports Good morning Deborah — I asked one of the accountants in our office to revi=w the annual reports (2009 — 2016) for the Carol Chomsky GST Exemp= and GST Non-Exempt Marital Trusts. As I noted to you, the reports a=e from both Goulston & Storrs (as successor trust company affiliate to Edwards Wildman Palmer and Locke Lord) and Bainco and=the total runs between 2,500 and 3,000 pages. Based on this volume w= are estimating that the cost of a full-blown accounting would be around $=0,000 for each trust. Alternatively, we could compile the data into summary report format (with the annual repo=ts attached as exhibits) for around $5,500 per trust. 6 EFTA_R1_01793210 EFTA02603800 I will stand by to hear how Noam and Valeria would l=ke us to proceed. Thanks, Max A. Max Kohlenberg Howland Evangelista Kohlenberg Burnett, LLP One Financial Plaza — Suite 1600</=> Providence, Rhode Island 02903 Direct: Main: Fax: www.hekblaw.com <mailto: This email and any attachments thereto are intended =nly for use by the addressee(s) named herein and may contain legally privi=eged and/or confidential information. If you are not the intended re=ipient of this email, you are hereby notified that any dissemination, distribution or copying of this email, and any att=chments thereto, is strictly prohibited. If you have received this e=ail in error, please immediately notify me by return email and permanently=delete the original and any copy of this message or attachment. Thank you. NOTICE: This email with its attachme=ts, if any, is intended solely for permitted use by authorized recipients.=lf you are not an authorized recipient of this email, your retention, transmission, disclosure, or use of this email is prohibited. 1= you received this email in error, please notify the sender and delete thi= email and its attachments from your devices and systems. NOTICE: This email with its attachme=ts, if any, is intended solely for permitted use by authorized recipients.=lf you are not an authorized recipient of this email, your retention, transmission, disclosure, or use of this email is prohibited. 1= 7 EFTA_R1_01793211 EFTA02603801 you received this email in error, please notify the sender and delete thi= email and its attachments from your devices and systems. 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 you received this email in error, please notify the sender and delete this email and it= attachments from your devices and systems. 8 EFTA_R1_01793212 EFTA02603802