EFTA02546975.pdf

From: Richard Kahn < Sent: Thursday, December 14, 2017 5:37 PM To: jeffrey E. Subject: Fwd: Scheduling a call Richard Kahn HBRK Associates Inc. 575 =exington Avenue 4th Floor New York, NY 10022 tel fax cel Begin forwarded message: From: =/b>Deborah Pechet Quinan Subject: =/b>RE: Scheduling a =all Date: =/b>December 14, 2017 at 12:37:51 =M EST To: Cc: Dear Harry, I would welcome a call =omorrow. I have a client meeting at 8:00 a.m. Pacific but I =hould be available at 10:30 Pacific (1:30 p.m. Eastern). Please =et me know if that works for you and if so a good telephone number to =each you. Thanks, Deborah Deborah Pechet Quinan, Esq. =1.M. Shareholder Chair, Trusts =amp; Estates Group 255 State Street, =th Floor I Boston, MA 02109 Direct: EFTA_R1_01701129 EFTA02546975  Assistant - Jayne Mahoney: Office: - e-mail:- I www.riw.com I BIO From On Behalf =f Harry =homsky Sent: Thursday, December 14, 2017 =2:21 PM To: Deborah Pechet Quinan Cc: Noam Chomsky Subject: Re: Scheduling a call Deborah, I understand you and Max have been discussing the =arital trusts during the past few days. Do you still feel it is =rgent for you to speak to me on the phone separately from Max? I =on't yet have a new lawyer to advise me, so I probably won't want to =espond to your ideas or answer your questions over the phone. =owever, if you'd like to have a call in which you tell me what's on =our mind and I just listen and promise to respond later, we could do =hat tomorrow (Friday). I'm free all day, starting at 8am Pacific =ime. On Mon, Dec 11, 2017 =t 4:57 PM, Harry Chomsky .: > wrote: Yes, I have a copy of the trust and I understand the =rocedure for selecting a trustee to replace Max should that become =ecessary. Can you say more about why it is imperative for us to =peak to each other this week in particular? Is the topic of the =all simply to consider the possibility of seeking a different =o-trustee? If so, I'm not sure where the time pressure is coming =rom. If you need to tell me something and don't want to =ait until I have established a relationship with a new attorney who can =ssist me during a call, perhaps you could send me the urgent =nformation by e-mail. On Mon, Dec 11, 2017 at 4:08 AM, Deborah Pechet Quinan wrote: Harry, Even though I do not represent you I would like to facilitate =our understanding of the terms of the trust which are very =traightforward relative to your appointment duties. Please let me know =f you have a copy of the trust that contains the appointment powers. In =he interest of moving your father's desires forward may we =lease schedule a call for this week. It is imperative that we do =o for a number of reasons which I can explain when we speak. Deborah Sent from my iPhone. =lease excuse brevity and typos. On=Dec 9, 2017, at 8:06 PM, Harry Chomsky =rote: Deborah, I'd like to offer an update on =y preparation for the call we are considering. I am still looking =or a professional who can advise me during the call. I hope to =rite to you again with more concrete information soon. On Sat, Dec 2, 2017 at 3:45 PM, Harry =homsky wrote: Thank you Max for the clarification. Deborah, I'd be happy to talk to you =bout the question of who should serve as my co-trustee. I would =eed guidance from someone who is an expert in trust law and =dministration. Since Max cannot fill that role in this 2 EFTA_R1_01701130 EFTA02546976 particular =onversation, I will need to find another professional to advise =e. I will begin my search process right away. When I have =ound someone, I will send a message of introduction to both of you and =e can begin looking for a time that we can all talk. I will get back in touch with you =oon. -- Harry On Sat, Dec 2, 2017 at 1:27 PM, Deborah Pechet Quinan wrote: Thank you Max. I did not feel it necessary to include the =act that a successor that is agreeable to Harry and Noam needs to be =ppointed as I felt that to be obvious since Harry has the appointment rower subject to Noam's approval. Harry now that Max has offered this clarification please send =e your availability to talk at a mutually convenient time on Monday and =uesday. Thank you, Deborah Sent from my iPhone. Please excuse brevity and =ypos. On Dec 2, 2017, =t 3:31 PM, Max Kohlenberg cmailto wrote: Harry and Deborah — I am not sure how this misunderstanding =as arisen but what I said to Harry and Rich in our call on Monday and =hat I said again to Deborah and Rich yesterday is not fully captured by =he statement that "Your father has asked Max Kohlenberg =o resign and he has agreed." =hat I said in both of those calls is that I have agreed to =esign if =oam and Harry wish to name a successor to me and are in agreement as to =ho that successor should be. Thank you for giving me the opportunity to =tear up this misunderstanding. Max A. Max Kohlenberg Howland Evangelista Kohlenberg Burnett, =LP One Financial Plaza Q=93 Suite 1600 Providence, Rhode =sland 02903 Direct: Main: Fax: www.hekblaw.com <http://www.hekblaw.com/> This email and any attachments thereto are =ntended only for use by the addressee(s) named herein and may contain =egally privileged and/or confidential information. If you are not =he intended recipient of this email, you are hereby notified that any =issemination, distribution or copying of this email, and any =ttachments thereto, is strictly prohibited. If you have received =his email in error, please immediately notify me by return email and =ermanently delete the original and any copy of this message or =ttachment. Thank you. 3 EFTA_R1_01701131 EFTA02546977  From On Behalf =f Harry =homsky Sent: Saturday, December 02, 2017 =:42 PM To: Deborah Pechet Quinan; Max =ohlenberg Cc: Noam Chomsky Subject: Re: Scheduling a =all I have not heard from =ax that he has decided to resign. The last time I was told (by =oam, citing Richard) that Max had decided to resign, it was not the =ase. Max, will you please clarify your intentions? On Sat, Dec 2, 2017 at 8:58 AM, Deborah =echet Quinan wrote: Dear =arry, I am writing to =ntroduce myself, and to schedule a call with you to discuss the change =f independent trustee that your father desires with respect to the =arol Chomsky Marital Trusts. As you may know, I represent your father =ith respect to his beneficial interest in the Trusts, and I represent =our father and his wife with respect to their estate planning =atters. Your father has asked Max Kohlenberg to resign and he has =greed. Under the terms of the trust you are to make the appointment of =he successor independent trustee, subject to your father's =pproval. Are you available to speak on Monday =nbsp;between 8:00 a.m and 11:30 a.m. Eastern or between 2:00 p.m and =:00 p.m. Eastern, or after 8:30 p.m. Eastern, or on Tuesday any time at =our convenience except from 2:00 - 3:00 p.m. Eastern? Please send =e a time on Monday and Tuesday that is mutually convenient. I look forward to hearing from you at =our earliest convenience. Thank you, Deborah Pechet =uinan, Esq. Deborah Pechet Quinan, Esq. =L.M. Shareholder Chair, Trusts & Estates =roup 255 =tate Street, 7th Floor I Boston, MA 02109 Direct: Assistant - Jayne =ahoney: Office: e-mail: I =nbsp;www.riw.com <http://www.riw.com/> I =1O 4 EFTA_R1_01701132 EFTA02546978  Sent from my iPhone. Please excuse =revity and typos. NOTICE: This email with its attachments, =f any, is intended solely for permitted use by authorized recipients. =f you are not an authorized recipient of this email, your retention, =ransmission, disclosure, or use of this email is prohibited. If you =eceived this email in error, please notify the sender and delete this =mail and its attachments from your devices and systems. NOTICE: This email with its attachments, =f any, is intended solely for permitted use by authorized recipients. =f you are not an authorized recipient of this email, your retention, =ransmission, disclosure, or use of this email is prohibited. If you =eceived this email in error, please notify the sender and delete this =mail and its attachments from your devices and systems. NOTICE: This email with its attachments, =f any, is intended solely for permitted use by authorized recipients. =f you are not an authorized recipient of this email, your retention, =ransmission, disclosure, or use of this email is prohibited. If you =eceived this email in error, please notify the sender and delete this =mail and its attachments from your devices and systems. NOTICE: This email with its attachments, =f any, is intended solely for permitted use by authorized recipients. =f you are not an authorized recipient of this email, your retention, =ransmission, disclosure, or use of this email is prohibited. If you =eceived this email in error, please notify the sender and delete this =mail and its attachments from your devices and =ystems. 5 EFTA_R1_01701133 EFTA02546979