EFTA02543360.pdf

From: jeffrey E. <[email protected]> Sent: Tuesday, January 2, 2018 8:10 PM To: Valeria Chomsky Subject: Re: Re: a balance sheet. . for 2017, =and a rought income statement for 16 and 17. On Tue, Jan 2, 2018 at 2=50 PM, Valeria Chomsk =rote: What kind of financial statement a=d covering which period? Forwarded message From: jeffrey E. <jeevacation@g=ail.com <mailto:[email protected]» Date: Tue, Jan 2, 2018 at 12:45 PM Subject: Re: Re: To: Valeria Chomsky Noam Chomsky also ask nick to put together a rough financial statment ONLY F=R YOU AND NOAM , he is not to discuss it witl ,max or harry On Tue, Jan 2, 2018 at 10:57 AM, Valeria Chomsky wrote: > What do you think? Should we meet before with Harry? > This is the lawyer we are going to hire in AZ because she is also lice=sed in MA. > Coincidentally, she was contacted by Max to become a trustee to replac= him in the marital trusts. She realized Max was talking about=us. We haven't mentioned any of the Trusts' problems= so I'm assuming Max mentioned to her. Assuming also Max pre=ented his version. • Forwarded messa•e > From > Date: Tue, Jan 2, 2018 at 1:30 PM > Sub'ect: RE: Re: > To > Cc: EFTA_R1_01694885 EFTA02543360  > Happy new year — I know you're not quite back yet, but=neither am I. I'm looking at January 22, 23 or 24 late morni=g to meet at your home. Do any of those dates work for you? It=will be important for me to see copies of the trust(s) in advance of our m=eting. Best, Shari > Shari Levitan I Holland & Knight > Private Wealth Services I Chair — New England > Holland & Knight LLP > 10 Saint James Avenue, 11th Floor I Boston, MA 02116 > Phone a> I Fax <tel a> > <tel > Add to address book I View professional biography > From: Noam Chomsky > Sent: Wednesday, Decem ter 20, 2017 1:20 M > To: Levitan, Shari A (BOS - X71405 Savage, Stephen > Subject: Re: > Thanks for handling it this way. Just right. > We're back in Tucson from January 5, and will be there from then o=, occasional days away. So whatever is convenient for you. > Noam > On Wed, Dec 20, 2017 at 6:58 AM, wrote: > Dear Noam and Valeria, > I had a call from Attorney Max Kohlenberg, unsolicited. He was c=lling to determine whether I might be able to serve as trustee of a marita= trust and he began to describe the situation. I stopped him as I thought =e was 2 EFTA_R1_01694886 EFTA02543361 describing your situation. He is now aware that we plan to mee= in January, but nothing else. He seemed glad that you were thinking=of having local representation. > Shall we set a date to meet? Best, Shari > Shari Levitan I Holland & Knight > Private Wealth Services I Chair — New England > Holland & Knight LIP > 10 Saint James Avenue, 11th Floor Boston, MA 02116 > Phon > <tel > Add to address book I View professional biography > From: Levitan, Shari A (BOS - X71405) > Se > To: > Cc: 'Savage, Stephen M Bennett, Denise M (BOS - X7S81=) > Subject: > Dear Noam and Valeria, > It was a pleasure to speak with you briefly yesterday from the Phoenix=airport on my way back to Boston. As we discussed, you plan to send =e copies of the estate planning documents you have, any emails, and make e=ail introductions to various individuals you'd like me to contact =or additional information. My assistant, Denise Bennett, will prepar= an engagement letter for estate planning, and we will look for a date in =id to late January for me to visit with you in Tucson. Best regards,=Shari > Shari Levitan I Holland & Knight > Private Wealth Services I Chair — New England > Holland & Knight LIP > 10 Saint James Avenue, 11th Floor I Boston, MA 02116 > Phone >< 3 EFTA_R1_01694887 EFTA02543362  > Add to address book I View professional biography > NOTE: This e-mail is from a law firm, Holland & Knight LLP =9CH&K"), and is intended solely for the use of the individual(=) to whom it is addressed. If you believe you received this e-mail in erro=, please notify the sender immediately, delete the e-mail from your comput=r and do not copy or disclose it to anyone else. If you are not an existin= client of H&K, do not construe anything in this e-mail to make you a =lient unless it contains a specific statement to that effect and do not di=close anything to H&K in reply that you expect it to hold in confidenc=. If you properly received this e-mail as a client, co-counsel or retained=expert of H&K, you should maintain its contents in confidence in order=to preserve the attorney-client or work product privilege that may be avai=able to protect confidentiality. > Valeria Chomsky 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] <mailto:[email protected]> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved =AO please note The information contained i= this communication is confidential, may be attorney-client privileged,=may constitute inside information, and is intended only for the use =f the addressee. It is the property of JEE Unauthorized use, 4 EFTA_R1_01694888 EFTA02543363 disclos=re or copying of this communication or any part thereof is strictly pro=ibited and may be unlawful. If you have received this communication =n error, please notify us immediately by return e-mail or by e-mail to =a href="mailto:[email protected]" target="_blank">jeevacation@gmai=.com, and destroy this communication and all copies thereof, inc=uding all attachments. copyright -all rights reserved --94eb2c036ff0c6c64f0561d0af67-- conversation-id 19574 date-last-viewed 0 date-received 1514923813 flags 8590195713 gmail-label-ids 7 6 remote-id 782913 5 EFTA_R1_01694889 EFTA02543364