EFTA02403728.pdf

From: Richard Kahn < Sent: Monday, November 6, 2017 8:51 PM To: Jeffrey E. Subject: Fwd: Trust Statements Richard Kahn HBRK Associates Inc. Begin forwarded message: From: =/b>Deborah Pechet Quinan Subject: =/b>RE: Trust =tatements Date: =/b>November 6, 2017 at 3:54:26 PM =ST To: =/b>Richard Kahn Hi Richard, I think Max is the one =ho needs to determine what his responsibilities as a trustee are. = can't advise him as that would be a conflict of interest with =y representation of Noam. I can, however, advocate for Noam and =rge Max to be more liberal with regard to distributions. I can =Iso let Max know that in my view he is not required to confer with =arry when making his distribution decisions. Not only is he not =equired to confer with Harry, doing so gives Harry a voice that the =rust prohibits him from having. Perhaps I should give Max a call =o explore why he believes he needs to get Harry on board with the =ecisions, and that might help the situation. I can also write him = letter with regard to my interpretation of the trust terms. All =e is required to do is to consider the interests of the remainder =eneficiaries, not obey them. I agree the whole thing is a bit =dd. Does this help? Thanks, Deborah EFTA_R1_01442832 EFTA02403728  Deborah Pechet Quinan, Esq. =1.M. Shareholder Chair, Trusts =amp; Estates Group Assistant -Jayne Mahoney: Office I Fax: e-mail: cmailto > I www.riw.com I BIO From: Richard Kahn imailto Sent: Monday, November 06, 2017 =:19 PM To: Deborah Pechet Quinan Subject: Re: Trust Statements deborah, spoke to max. he said that the =eason he was hesitant about sending noam money was that in the past =pproximately 70k had gone 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 would have a view as to his ultimate =esponsiblity that would inform his decision. I find it =dd... Richard Kahn HBRK Associates Inc. On Nov 6, 2017, at =:26 PM, Deborah Pechet Quinan > wrote: Dear Max, Please send to Rich Kahn, copied above, all of the trust =tatements for both trusts, from 2013 through the present. If you =ave copies of all of the IRA statements for both of Noam's IRAs =or the same period please include those as well. Please keep me =opied on the correspondence but please do not send me the statements at =his time. Please provide this information to Richard by the end =f this week, if possible. Richard's complete contact information =s as follows: 2 EFTA_R1_01442833 EFTA02403729  Richard Kahn HBRK Associates Inc Noam, I am basing my instruction to Max on your =rior notes to me and Max giving us your permission to provide Richard =ith everything that he requests. Best, Deborah Deborah Pechet Quinan, Esq. =L.M. Shareholder Chair. Trusts & =states Grou Direct: Cella Assistant - Jayne =ahoney: Office: = Fax: e-mail: I www.riw.com I BIO <image001.gif> NOTICE: This email with =ts attachments, if any, is intended solely for permitted use by =uthorized recipients. If you are not an authorized recipient of this =mail, your retention, transmission, disclosure, or use of this email is =rohibited. If you received this email in error, please notify the =ender and delete this email and its attachments from your devices and =ystems. 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. 3 EFTA_R1_01442834 EFTA02403730