EFTA02561447

From: jeffrey E. <[email protected]> Sent: Thursday, November 30, 2017 3:49 PM To: Richard Kahn Subject: Re: Questions deborah, i think some of these questions=are ludicrous, what gifts he has made? =C2 no trustee has a right to that On Thu, Nov 30, 2017 at 10:42 AM, Richa=d Kah wrote: Richard Kahn =A0 HBRK Associates Inc. =75 Lexington Avenue, 4th Floor <https://maps.google.com/?q=575+Lexin=ton+Avenue,+4th+FloorNew+York,+NY+10022&entry=gmail&source=g> < = href="httpslimaps.google.com/?q=575+Lexington+Avenue,+4th+FloorNew+Y=rk,+NY+10022&entry=gmail&source=g"> New York, NY 10022 =AO I www.riw.com <http://ww=.riw.com/> I BIO <http://www.nw.com/attorney/deborah-pechet=quinank </=pan> From: Richard =ahn Sent: Thursday, Novem er , : To: Deborah Pechet Quinan Subject: Fwd: Questions Richard Kahn HBRK Associates Inc.</=> 575 Lexington Avenue, 4th Floor <https://maps.g=ogIe.com/?q=575+Lexington+Avenue,+4th+Floor%0D+%0D+%0D+New+York,+NY+1002=&entry=gmail &source=g> <=u> EFTA_R1_01723008 EFTA02561447 New York, NY 10022 chttps://maps.g=ogle.com/?q=575+Lexington+Avenue,+4th+Floor%0D+%0D+%0D+New+York,+NY+1002=&entry=gmail &source=g> Begin forwarded message: From: November 30, 2017 at 6:02:12 AM EST To: 'Harry Chomsky' < Dear Rich — Following up on our call on Monday I have reviewed t=is matter with my trust committee partners once more, and we are in agreem=nt that the following questions are those which we'd need answered to properly evaluate a request for a principal distribution =o Noam from the Carol S. Chomsky Exempt Marital Trust or the Carol S. Chom=ky Non-Exempt Marital Trust (hereinafter "the Trusts") all=wing us to take into consideration Noam's resources and needs and the part the Trusts should play in meeting those needs: <=u> 1. What is the balance in =oam's IRA? 2. What was Noam's=RMD in each of the last 3 years and what were his actual withdrawals? 3. What other sources of i=come does Noam now have (including investments, lecture fees, royalties an= teaching salary)? 4. What has the annual =AO income been from those other sources in the last three years.=/u> 5. What other assets does =oam have (including non-income producing assets, such as interests in real=estate)? 6. What are Noam's=debts, including any taxes not paid? 7. What gifts or other pay=ents to third party has Noam made in the last 4 years? (including tr=nsfers of copyrights)? 2 EFTA_R1_01723009 EFTA02561448 8. What have Noam's annual expenditures been for e=ch of the last 4 years (including tax obligations) and what are his antici=ated annual needs going forward. Please understand that we are open to discussing the scope and=particulars of these questions before they are addressed. Please als= understand that answers that are provided may lead to additional questions if we feel some of the answers need to be clarified.4=> Thank you, Max A. Max Kohlenberg Howland Evangelista Kohlenberg Burnett, LLP One Financial Plaza — Suite 16004=> Providence, Rhode Island 02903 www.hekblaw.com <http://www.hekblaw.com/> 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 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. 3 EFTA_R1_01723010 EFTA02561449 please note Th= information contained in this communication is confidential, may be at=orney-client privileged, may constitute inside information, and is inte=ded only for the use of the addressee. It is the property of JEE =nauthorized use, disclosure or copying of this communication or any par= thereof is strictly prohibited and may be unlawful. If you have receiv=d this communication in error, please notify us immediately by retur= e-mail or by e-mail to [email protected] <mailto:[email protected]> , and destroy this communication and a=l copies thereof, including all attachments. copyright -all rights rese=ved 4 EFTA_R1_01723011 EFTA02561450