EFTA02577615.pdf

From: jeffrey E. <[email protected]> Sent: Monday, November 6, 2017 10:05 PM To: Richard Kahn Subject: Re: Trust Statements a concern only if the children are adversarial. =AO , lets see what the account statements say. On Mon, Nov 6, 2=17 at 4:18 PM, Richard Kahn < <mailta: >=wrote: Richard Kahn HBRK Associates Inc. <https: source: <https: source: Begin forwarded message: From: Deborah Pechet Quinan <=a href="mailto:M" target="_blank">[email protected]> Subject: Richard Kahn < McmaiIto Chair, Trusts & Estates Group <https://maps.google.con t,+7th+Floor%C2%A0%7CeYOC2%A0Boston,+MA+02109&entry=gmail&a= p;source=g> chttps://mapirge.o•Jil i .q= 5+State+Str=et,+7th+Floor%C2%A0%7C%C2%A0Boston,+MA+02109&entry=gmail&so urce=3Dg> EFTA_R1_01750574 EFTA02577615  =A0 www.riw.com <http://www.riw.com/> Richard Kahn imailto:[email protected] <mailto:[email protected]> I =b>Sent: =A0Monday, November 06, 2017 3:56 PM To: Deborah Pechet Quina= Subject: Re: Trust Statements yes, please reach out to him by phone or email. he said the trust is for noams benefit =nd not valerian. issu= is that it was carol and noams assets and carol was unaware of the new wi=e. """"?! Richard Kahn HBRK Associates Inc. chttps://ma=s. entry=gmail&s ource=g> Ave href="https:// 0022&entry=g mail&source=g =br> =/div> On Nov 6, 2017, at 3:54 PM, Deborah Pechet Quinan < wrote: Hi Richard, I think Max is the one who needs to determine what his resp=nsibilities as a trustee are. I can't advise him as that wou=d be a conflict of interest with my representation of Noam. I can, h=wever, advocate for Noam and urge Max to be more liberal with regard to di=tributions. I can also let Max know that in my view he is not requir=d to confer with Harry when making his distribution decisions. Not o=ly is he not required to confer with Harry, doing so gives Harry a voice t=at the trust prohibits him from having. Perhaps I should give Max a =all to explore why he believes he needs to get Harry on board with the dec=sions, and that might help the situation. I can also write him a let=er with regard to my interpretation of the trust terms. All he is re=uired to do is to consider the interests of the remainder beneficiaries, n=t obey them. I agree the whole thing is a bit odd. </=> </=> Does this help? Thanks,</=pan> Deborah<=span> <=pan style="font-size:10.5pt;font-family:Calibri,sans- serif;color:rgb(0,1=2,192)"> Deborah Pechet Quinan, Esq. LL.M. 2 EFTA_R1_01750575 EFTA02577616  Shareholder Chair, Trusts & Estates Group 255 State Stree=, 7th Floor <https://maps.google.com/?q=255+State+Street,+7th+Floor%C2VOA0=7C%C2%A0Boston,+MA+02109&entry=gmail&sou rce=g> I Boston, MA 02109 Assistant -Jayne Mahoney: Office: e-mail:=C2 [email protected] =AO www.riw.=om <http://www.riw.com/> I BlOaspan> <image001.gif> =u> =div> From: Richard Kahn (mailto:r Sent:<=pan class="m_-34072154047793317SSapple-converted-space"> Mon=ay, November 06, 2017 3:19 PM To: Deborah Pechet Quinan Subje=t: </=pan>Re: Trust Statements =div style="margin:0in 0in 0.0001pt;font-size:12pt;font-family:1Times=New Roman',serif"> deborah, spoke to max. he said that the reason he was hes=tant about sending noam money was that in the past approximately 70k had g=ne to valeria. since it was a marital trust he wanted to protect himself and =ad a duty to determine how the money was going to be spent. he thought you woul= have a view as to his ultimate responsiblity that would inform his decisi=n. I find it odd... Richard Kahn HBRK Associates Inc. <https://maps.google.c %A010022&entry=gmail&s ource=g> 10022</=> tel <https://maps.google.com/?q=575+Lexington%C2%A0Avenue+=th+Floor+New+York,+NY%C2%A010022&entry=gmail&s ource=g> =AO <tel:(212)%20971-1306> =span style="font-size:11pt;font-family:Calibri,sans-serif">Please send t= Rich Kahn, copied above, all of the trust statements for both trusts, fro= 2013 through the present. If you have copies of all of the IRA stat=ments for both of Noam's IRAs for the same period please include t=ose as well. Please keep me copied on the correspondence but please =o not send me the statements at this time. Please provide this infor=ation to Richard by the end of this week, if possible. =u> Richard's complete contact infor=ation is as follows: Richa=d Kahn HBR= Associates Inc. <https://maps.google.c k,+NY+10022&entry=gmail&source=g> 3 EFTA_R1_01750576 EFTA02577617  Noam, I am basing my i=struction to Max on your prior notes to me and Max giving us your permissi=n to provide Richard with everything that he requests. Best, Deborah </=pan> =br>Deborah Pechet Quinan, Esq. LL.=. Shareholder Chair, Trusts & Est=tes Group <https://maps.google.cialliallacto/40%7C%C2%A0Boston,+MA+02109&entry=gmail&so= rce=g> I chttps://maps...apilte+Street,+7th+Flo=r%C2%.40%7C%C2cY0A0Boston,+MA+02109&entry=gmail&sou rce=g> </=pan> chttps://maps.google.com/?q=255+State+Street,+7th+Fl=or%C2%A0%7C%C2%A0Boston,+MA+02109&entry=gmail&sou rce=g> value="+16178325726" I Fax: 617.742-=355 e-mail I =C2 www.riw.com=/span> <http://www.riw.com/> I BIO <image001.gif> NOTICE: =his email with its attachments, if any, is intended solely for permitted u=e by authorized recipients. If you are not an authorized recipient of this=email, your retention, transmission, disclosure, or use of this email is p=ohibited. If you received this email in error, please notify the sender an= delete this email and its attachments from your devices and systems. NOTICE: This email =ith its attachments, if any, is intended solely for permitted use by autho=ized recipients. 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