EFTA02603909.pdf

From: jeffrey E. <[email protected]> Sent: Wednesday, August 8, 2018 9:28 AM To: Valeria Chomsky Subject: Re: FW: Accountings/reports let vincent decide every step. along the way.=C24› =n Wed, Aug 8, 2018 at 1:30 AM, Valeria Chomsky < > wrote: Should a letter=like this be written to Max? Could you suggest what else should be included o= modified? From the dates of these e-mails exchange (below), we can=see that the waiting time elapsed since one of my first request to receive=the accountings/ reports of the Trusts is unacceptable in a professional r=lationship. Your law firm i= not only not corresponding to my expectations -- I expected all this info=mation to be available at your fingertips, but also I can see some intenti=nal delay that I would like an explanation about. On August 15, 2017= you wrote to Deborah Quinan: "I asked o=e of the accountants in our office to review the annual reports (2009 40=80.2016) for the As I noted to you, the reports are from both Goulston & Storrs (as successor trust company affiliate to Edwards Wildman Palmer and Loc=e Lord) and Bainco and the total runs between 2,500 and 3,000 pages. =C24>Based on this volume we are estimating tha= the cost of a full-blown accounting would be around $10,000 for each trus=. Alternatively, we could compile the data into summary report forma= (with the annual reports attached as exhibits) for around $5,500 per trus=." One year has passed =ow long more should I wait to have access to information that I put you in=charge and responsible for them? I would like to =equest an immediate explanation why my files, records and reports were not=being kept in order -- otherwise what else explanation for this endless an= constant delay. Forwarded message From: Deborah Pechet Quinan < <mailto Date: Sun, Aug 20, 2017 at 9:52 AM Subject: FW: Accounti=gs/reports EFTA_R1_01793543 EFTA02603909  To: "Noam Chomsky <mailto => )" < <mailto >> Cc: &q=ot;Valeria Chomsky <mailto > )11 <mailto », Ge=e Landy < /=» <mailto Dear Noam,</=> </=pan> Max is able to provide=two forms of accounts for the trusts. Please see our correspondence =elow. </=pan> One is a summary repor=, which I what I generally provide to my clients where I am the trustee.=C240 This approach is far less costly to the trust, provides all of the f=nancial information for each year in categories and has the annual account statement with all of the transaction details a=tached. This will be the information you will need in order to deter=ine if you have any additional questions, and can be accomplished more qui=kly. The cost to each trust for each year will be $5,000 per account. </=pan> The alternative approa=h is a much more detailed account which will double the cost to each trust=for each year, and take longer to deliver to you. The cost to each t=ust for each year will be $10,000. </=pan> The above costs are re=sonable in my estimation given the amount of time involved to prepare each=account. I recommend that Max prepares the summary report form of ac=ount for you. </=pan> Please let me or Gene,=in my absence, know which form of account you would like Max to prepare an= we will let him know so that he can get started. </=pan> Best, Deborah<=span> Deborah Pechet Qui=an, Esq. LL.M.40=A0 Shareholder Chair, Trusts & E=tates Group 255 State Stree=, 7th Floor <https://maps.google.com/?q=255+State+Street,+7th+Floor%C2%A0+%=C+VoC2V0A0Boston,+MA+02109&entry=gmail&s ource=g> I <https://maps.google.com/?q=255+State+Street,+7th+Floor%C2V0A0+=7C+%C2%A0Boston,+MA+02109&entry=gmail&s ource=g> Boston, MA 02109 2 EFTA_R1_01793544 EFTA02603910 <https://maps.google.c=m/?q=255+State+Street,+7th+Floor%C2%A0+%7C+%C2VOA0Boston,+MA+02109&en=ry=gmail& source=g> Direct: I Cell: Assistant - Jayne Mahoney: Office: e-mail: <mailto > 4>=A0 I www.riw.com<http://ww=.riw.com/> I BIO <http://www.riw.com/attorney/deborah-pechet=quinan/> </=pan> From: Max Kohl=nberg [mailto:m <mailto >1 Sent: Tuesday, August 15, 2017 8:27 AM To: Deborah Pechet Quinan Subject: RE: Accountings/reports Yes indeed — t=e summary reports would show all of those elements.</=> </=pan> </=pan> A. Max Kohlenberg</=> Howland Evangelista Ko=lenberg Burnett, LLP One Financial Plaza =E2$4 Suite 1600 Providence, Rhode Isla=cl 02903 Direct: Main: Fax: <mailto www.hekblaw.com <http://www.=ekblaw.com/> </=pan> </=pan> This email and any att=chments thereto are intended only for use by the addressee(s) named herein=and may contain legally privileged and/or confidential information. =f you are not the intended recipient of this email, you are hereby notified that any dissemination, distribution o= copying of this email, and any attachments thereto, is strictly prohibite=. If you have received this email in error, please immediately notif= me by return email and permanently delete the original and any copy of this message or attachment. Than= you. 3 EFTA_R1_01793545 EFTA02603911  </=pan> </=pan> </=pan> </=pan> From: Deborah =echet Quinan (mailto <mailto >] Sent: Tuesday, August 15, 2017 8:22 AM To: Max Kohlenberg Subject: RE: Accountings/reports Max, </=pan> One follow-up question= Can you confirm that the annual summary accountings will each show =otals for each category of income, i.e.; total interest, total dividends, =tc. and each category of disbursement, i.e. total distributions to Noam, total investment management fees, total trust=e fees, etc. </=pan> Thanks,<=span> Deborah<=span> </=pan> Deborah Pechet Qui=an, Esq. LL.M.4>=A0 Shareholder Chair, Trusts & E=tates Group 255 State Stree=, 7th Floor <https://maps.google.com/?q=255+State+Street,+7th+Floor%C2%A0+%=C+%C2%A0Boston,+MA+02109&entry=gmail&s ource=g> <https://maps.google.com/?q=255+State+Street,+7th+Floor%C2%A0+=7C+%C2%/%0Boston,+MA+02109&entry=gmail&s ource=g> Boston, MA 02109 <https://maps.google.c=m/?q=255+State+Street,+7th+Floor%C2%ACH-%7C+%C2VOA0Boston,+MA+02109&en=ry=gmail& source=g> Direct: -I Cell: Assistant - Jayne Mahoney: Office: e-mail: <mailto > 4>=A0 I www.riw.com <http://ww=.riw.com/> I BIO <http://www.riw.com/attorney/deborah-pechet=quinan/> </=pan> From: Max Kohl=nberg ([email protected] <mailto >1 4 EFTA_R1_01793546 EFTA02603912 Sent: Tuesday, August 15, 2017 8:12 AM To: Deborah Pechet Quinan Cc: Verena Valle Subject: RE: Accountings/reports Thanks for the quick r=ply Deborah — </=pan> Your understanding is =orrect — the trusts will bear the cost of the accountings/reports.=u> q=pan> I will check the files=for the Memorial Drive records and send them along in the next day or two.=u> q=pan> Yours,</=pan> 4=pan> Max </=pan> 4=pan> A. Max Kohlenberg4=> Howland Evangelista Ko=lenberg Burnett, LLP One Financial Plaza =E24›. Suite 1600 Providence, Rhode Isla=d 02903 Direct: Main: Fax: <mailto www.hekblaw.com <http://www.=ekblaw.com/> q=pan> .c/=pan> 5 EFTA_R1_01793547 EFTA02603913  This email and any att=chments thereto are intended only for use by the addressee(s) named herein=and may contain legally privileged and/or confidential information. =f you are not the intended recipient of this email, you are hereby notified that any dissemination, distribution o= copying of this email, and any attachments thereto, is strictly prohibite=. If you have received this email in error, please immediately notif= me by return email and permanently delete the original and any copy of this message or attachment. Than= you. </=pan> </=pan> </=pan> </=pan> From: Deborah =echet Quinan (mailto <mailto > Sent: Tuesday, August 15, 2017 8:10 AM To: Max Kohlenberg Subject: RE: Accountings/reports Dear Max, </=pan> Thanks very much.4>=A0 I will let you know. Please confirm my understanding that the tru=ts will bear this expense, not Noam personally. </=pan> On another matter, cou=d you please check your files for a copy of the Memorial Drive lease, stoc= certificate, by-laws, and any other documents related to the Memorial Dri=e home? As you may recall it is a cooperative, not a condominium, and the corporate documents are not among =he materials you sent me. I do have the deed, title policy, promisso=y note, Notice of Lease and mortgage but I don't have any of the c=rporate documents. </=pan> Thanks,<=span> Deborah<=span> </=pan> Deborah Pechet Qui=an, Esq. LL.M.40=A0 Shareholder Chair, Trusts & E=tates Group 255 State Stree=, 7th Floor <https://maps.google.com/?q=255+State+Street,+7th+Floor%C2%A0+%=C+VoC2V0A0Boston,+MA+02109&entry=gmail&s ource=g> I <https://maps.google.com/?q=255+State+Street,+7th+Floor%C2V0A0+=7C+%C2%A0Boston,+MA+02109&entry=gmail&s ource=g> Boston, MA 02109 6 EFTA_R1_01793548 EFTA02603914 <https://maps.google.c=m/?q=255+State+Street,+7th+Floor%C2%A0+%7C+%C2VOA0Boston,+MA+02109&en=ry=gmail& source=g> Direct: I Cell: Assistant - Jayne Mahoney: Office: e-mail: <mailto > 4>=A0 I www.riw.com <http://ww=.riw.com/> I BIO <http://www.riw.com/attorney/deborah-pechet=quinan/> </=pan> From: Max Kohl=nberg imailto mailto >1 Sent: Tuesday, August 15, 2017 7:53 AM To: Deborah Pechet Quinan Subject: Accountings/reports Good morning Deborah — I asked one of the accountants in our office to revi=w the annual reports (2009 - 2016) for the s. As I noted to you, the reports a=e from both Goulston & Storrs (as successor trust company affiliate to Edwards Wildman Palmer and Locke Lord) and Bainco and=the total runs between 2,500 and 3,000 pages. Based on this volume w= are estimating that the cost of a full-blown accounting would be around $=0,000 for each trust. Alternatively, we could compile the data into summary report format (with the annual repo=ts attached as exhibits) for around $5,500 per trust. I will stand by to hear how Noam and Valeria would l=ke us to proceed. Thanks, Max A. Max Kohlenberg Howland Evangelista Kohlenberg Burnett, LLP One Financial Plaza — Suite 1600c/=> Providence, Rhode Island 02903 7 EFTA_R1_01793549 EFTA02603915  Direct: Main: Fax: www.hekblaw.com <mailto This email and any attachments thereto are intended =nly for use by the addressee(s) named herein and may contain legally privi=eged and/or confidential information. If you are not the intended re=ipient of this email, you are hereby notified that any dissemination, distribution or copying of this email, and any att=chments thereto, is strictly prohibited. If you have received this e=ail in error, please immediately notify me by return email and permanently=delete the original and any copy of this message or attachment. Thank you. NOTICE: This email with its attachme=ts, if any, is intended solely for permitted use by authorized recipients.=lf you are not an authorized recipient of this email, your retention, transmission, disclosure, or use of this email is prohibited. 1= you received this email in error, please notify the sender and delete thi= email and its attachments from your devices and systems. NOTICE: This email with its attachme=ts, if any, is intended solely for permitted use by authorized recipients.=lf you are not an authorized recipient of this email, your retention, transmission, disclosure, or use of this email is prohibited. 1= you received this email in error, please notify the sender and delete thi= email and its attachments from your devices and systems. NOTICE: This email with its attachments, if any, is intended solely for per=itted use by authorized recipients. If you are not an authorized recipient=of this email, your retention, transmission, disclosure, or use of this em=il is prohibited. If you received this email in error, please notify the sender and delete this email and it= attachments from your devices and systems. 40=AI) 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. 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