EFTA02507089.pdf

From: jeffrey E. <[email protected]> Sent: Monday, July 2, 2018 2:38 PM To: Richard Merkin you will get two documents. 1 a will tha= says everything is put into a pourover trust. . this ke=ps it confidential. the public has a right to see wills =ut not trusts. . it will have an executor whose only job=is to see that the assets get put wher they belong , taxes if any filed an= paid. . the trust is the meat. it will have trust=es. or trustee. terms of all inside trust. benficialries= terms restritions, investment goals. etc. t=usgee releases and responsibilies. . if ther= are private foundations . they willl be designated, but the t=ustee should have most of the power so you dont try to dictate from the gr=ve. . in the trust you can leave gifts to pe=ple if you so choose. keep the running of the biz and its sucs=ions leaders etc. it is one of the rare documents that n=eds two or three witnesses to your signature. . the trus= is changable. every day. but the idea is to form one ,=C2* fill it. and then tweak each year or anytime you choose conversation-id 1371 date-last-viewed 0 date-received 1530542283 flags 8590195713 gmail-label-ids 7 remote-id 833117 1 EFTA_R1_01637574 EFTA02507089