EFTA00815612.pdf

From: "jeffrey E." <[email protected]> To: Subject: Re: Petition with the Court Date: Sun, 08 Jul 2018 09:39:00 +0000 yes, you are right. . but to your advantage as his exhibit and proposal , make his horribble position clear. . that s what we wanted so there is no he said ,she said. He also believes that you will not go to court and defend yourself. He believes that there are other facts that will come out that will discourage you. ( Id rather not put this in an email ). On Sun, Jul 8, 2018 at 12:53 AM, > wrote: I have just read the attachment in full. The crucial part is Exhibit B. Starting with section 9 it is full of lies, formulated as an implicit, and vicious and ugly, attack on M. As knows full well, the sharp escalation of expenses was because half of the mandatory withdrawals from my IRA were being distributed to family and the other half was being taken for taxes and management fees for the entire estate. That meant that to pay medical expenses, and $50,000 for rent and upkeep of the house in Wellfleet that we gave to him and his sisters, I had to make extra withdrawals with a huge tax penalty. The same for withdrawal for living expenses. That of course required further over the limit withdrawals, with a tax burden, until we finally got rid of it all in 2017. The rest of the appendix is also full of distortions and deceit. I have written to. and asking whether they have seen this, and whether they agree with it. Question is: what is the next step? Separately, I will write to with the modifications you suggested. ------- Forwarded messa e From: Date: Tue, Jun 5, 2018 at 10:08 AM Subject: Petition with the Court To: Today I filed a petition with the Court in Massachusetts to ask for assistance in appointing a new independent trustee to replace M. You will receive a formal notification of the filing, as required by the Court. In the meantime, I have attached a copy of the petition for you to review. As you can see, I do not believe that the trust provides me with clear direction as to how to appoint a new trustee; I am hoping the Court can do so. remains open to discussing this or any other concerns about the trust with your attorney. please note EFTA00815612 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], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA00815613