EFTA02479274.pdf

From: jeffrey E. <[email protected]> Sent: Saturday, November 21, 2015 11:38 AM To: Lisa Cohen questions.. something happens to him, =AO who are your trustees that withstand heat? , who are the ki=s trustees ? , how are the kids protected from outsiders=> wives etc and themselves. . creditors. = 1 ,good excercise is a fire drill for the estate.=C2 your lawyers and accountants are tasked with the job of =reparing doc s as if you both died . either one di=d. you get to see the holes in the plan only when =ctually doing it. . grantor trusts that are no lon=er tax neutral. , filings. etc. RULE 1 =C2 DO NOT HARM!! RULE 2. protection protection prote=tion. . 3 flexibility. =C2 please note The information contained in this communication =s confidential, may be attorney-client privileged, may constitute in=ide information, and is intended only for the use of the addressee. It =s the property of HE Unauthorized use, disclosure or copying of thi= communication or any part thereof is strictly prohibited and may be=unlawful. If you have received this communication in error, please noti=y us immediately by return e-mail or by e-mail to [email protected] <mailto:[email protected]> , and des=roy this communication and all copies thereof, including all attachment=. copyright -all rights reserved --001a11c25blelafebd05250b6d1a-- conversation-id 96854 date-last-viewed 0 date-received 1448105888 flags 8590195713 gmail-label-ids 7 remote-id 564870 1 EFTA_R1_01594838 EFTA02479274