EFTA02378252.pdf

From: Mark L. Epstein • MM Sent: Monday, September 29, 2014 11:12 AM To: Jeffrey E. Subject: RE: hey So far I put =ogether a will I have small trust accounts for the kids. An aunt =nd uncle on Joyce's side is are the trustees. I have =ther people from my side to execute the will. Anthony and I have started to talk about =lanning for the future. Haven't done anything yet. =ave to talk to someone who really know the best way to handle it, of =ourse with an eye to maximized results, if you know what I =ean. Recently turned down $100mm on the spring =t building. It has become real money. Who would =ave guessed. I've meant to ask you if =ou've had any issue with the family history of =iabetes? So far I'm OK. ='m battling Lyme disease now Just started another, =onger, run of the antibiotics. Im OK but have to deal with =t. From: Jeffrey =. (mailto:jeevacation@gmailcom) Sent: Monday, September 29, =014 6:22 AM To: Mark Epstein Subject: Re: =ey im in =arib. who are the childrens guardians? did you =eave them money in trust. trustees? joyce? if you left them =roperty, estate tax and admin? who decides? =aybe consider dividing assets now with anthony to protect probate.? =o:p> On Mon, =ep 29, 2014 at 3:16 AM, Mark L Epstein <[email protected]> =rote: Last week I was trying to =o through a lot of crap in my safes. There were some old bonds =hat P&S had. I went to cash them in because bonds =nly pay interest for 30 years and these bonds were from the =0's. I had the death certificates, power of =ttorney from Paula (which turns out is moot after one dies) will, and a =igned and notarized delegation from you. Some bank moron in the =egal department could get his head around this, so the branch manager =ust bypassed him by getting a green light for you. =/span> Trying to get rid of a lot =f stuff so that Jason and Serena don't have to go through this =ame ordeal in years to come. EFTA_R1_01390072 EFTA02378252  Linda Eisenstein is coming =o NY this week. Do you have any interest in seeing =er? &=bsp; &n=sp; &nb=p; &nbs=; =nbsp; &=bsp; &n=sp; &nb=p; &nbs=; =nbsp; please =ote The information contained =n this communication is confidential, may be attorney-client =rivileged, may constitute inside information, and is intended only =or the use of the addressee. It is the property =f lEE Unauthorized use, disclosure or copying of =his communication or any part thereof is strictly prohibited and =ay be unlawful. If you have received this communication in error, =lease notify us immediately by return e-mail or by e-mail to [email protected], and destroy this =ommunication and all copies thereof, including all attachments. =opyright -all rights =eserved 2 EFTA_R1_01390073 EFTA02378253