EFTA02720696.pdf

To: jeeyacationepgmail.comBeeyacation©gmail.com]; jeffrey EjleevacationCgmailcom] Cc: Eileen Alexanderson From: Ada Clapp Sent Wed 6/25/2014 10:14:52 PM Subject: FW: Summary of open Will/Heritage Trust items Oven Items for Rev Trust and Heritage Legacy Trust.DOCX Hi Jeffrey, This is what Alan sent today. I will look it over and let you know if I think we need to add anything. Ada Clapp Elysium Management LLC 445 Park Avenue Suite 1401 New York, New York 10022 Direct Dial: Fax: Email: This communication and any attachment is for the intended recipient(s) only and may contain information that is privileged, confidential and/or proprietary. If you are not the intended recipient, you are hereby notified that further dissemination of this communication and its attachments is prohibited. Please delete all copies of this communication and its attachments and notify me immediately that you have received them in error. Thank you. From: Hurtado, Christopher L [mailto Sent: Wednesday, June 25, 2014 3:57 PM To: Ada Clapp Cc: Halperin, Alan S Subject: RE: Summary of open Will/Heritage Trust items EFTA_R1_02204236 EFTA02720696 Hi Ada, On behalf of Alan, I am forwarding the summary of open items relating to the LB Revocable Trust Agreement and the LB Heritage and Legacy Trust Agreement. Best, Chris Christopher L. Hurtado I Associate Paul, Weiss, Rifkind, Wharton & Garrison LLP 1285 Avenue of the Americas I 0019-6064 Direct Phone) (Direct Fax) I www.0au weiss.com From: Halperin, Alan S Sent: Tuesday, June 24, 2014 6:02 PM To: Ada Clapp Cc: Hurtado, Christopher L Subject: RE: Summary of open Will/Heritage Trust items Hi Ada. We will get our list to you tomorrow. JEE had us looking at some other issues that arose at the meeting (split purchase of artwork and charitable deduction rules concerning fractional gifts under 170(o)). We will put those other projects aside and focus on the list of open items. Thanks. Alan Alan S. Halperin I Partner Paul, Weiss, Rifkind, Wharton & Garrison LLP 1285 Avenue of the Americas I Ncw York, NY 10019-6064 Direct Phone) I..= (Direct Fax) www.pau wetss.com From: Ada Clapp mailto Sent: Tuesday, June 24, 2014 5:53 PM To: Halperin, Alan S EFTA_R1_02204237 EFTA02720697 Subject: Summary of open Will/Heritage Trust items Hi Alan, JEE wants to know how soon he can get the list of open items. Thanks. Ada Clapp Elysium Management LLC 445 Park Avenue Suite 1401 New York, New York 10022 Direct Dial: Fax: Email: This communication and any attachment is for the intended recipient(s) only and may contain information that is privileged, confidential and/or proprietary. If you are not the intended recipient, you arc hereby notified that further dissemination of this communication and its attachments is prohibited. Please delete all copies of this communication and its attachments and notify me immediately that you have received them in error. Thank you. This message is intended only for the use of the Addressee and may contain information that is privileged and confidential. If you are not the intended recipient, you are hereby notified that any dissemination of this communication is strictly prohibited. If you have received this communication in error, please erase all copies of the message and its attachments and notify us immediately. EFTA_R1_02204238 EFTA02720698