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efta-02562039DOJ Data Set 11Other

EFTA02562039

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DOJ Data Set 11
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efta-02562039
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EFTA Disclosure
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From: Noam Chomsky Sent: Wednesday, Novem er , : To: Jeffrey E.; Valeria Chomsky Subject: Fwd: FW: trustee I'll write her to approve the steps and to forwar= the correspondence. The only conversation about =axes was between Deborah and me. She told me that she thought tax pa=ments should come from the marital trust, not the IRA, and we agreed that =he would contact Max about it. The rest is the mystery I described t= you about tax payments, where we have no record of any kind -- notificati=ns, anything. Deborah just wrote something more about these taxes bu= I have no time to check right now. Off to class. I'll wri=e again when I get back. No idea what the story i= about the gifts to grandchildren. =div class="gmail_quote"> Forwarded message D=te: Wed, Nov 29, 2017 at 10:59 AM Subject: Re: FW: trustee To: Noam =homsky From: =jeffrey E. <[email protected]> approve her steps. you might al=o ask her to foward any correspondence that she has with respect to =hose fed tax payments. she told me she thought she was talking at th= time to valeria . also we discussed that the gifts to the gra=ddchildren came DIRECTLY from the trust, neither she nor i do things=like that we normallly send the money to the principal=C2 ( you ) and if they want to make a gift they do. On Wed, Nov 29, 2017 at 11:38 AM, Noam Chomsky wrote: OK On Wed, Nov 29, 2017 at 9:30 AM, jeffrey E. <[email protected]=> wrote: =he would like to speak with max and harry, its ok=C2 , but i told her asap. 017 at 11:14 AM, Noam Chomsky wrote: Please do write to Max to respond to my request that he resig=. And depending on what happens, we can proceed from there. EFTA_R1_01723809 EFTA02562039 Noam On Wed, Nov 29, 2017 at 7:42 AM, Deborah Pechet Quinan la wrote: Dear Noam,<=span> Pursuant to Richard =99s request I am re-sending my email of 11/14, referenced in my email yest=rday. Please let me know if you agree with my proposed plan. Best, Deborah =C2 Deborah Pechet Quinan, Esq. LL.M. Shareholder Chair, Trusts & Estates Group<=pan style="font-size:10.5pt;font-family:"Calibri","sans- s=rif";color:black"> chttps://maps.google.com/?q=255+State+Street,+7th+Floor%C2%A0%7=%C2V0A0Boston,+MA+02109&entry=g mai l&source=g> <https://maps.google.comfiq=255=State+Street,+7th+Floor%C2%A0%7C+%3Chttps://maps.google.com/?q%3D255%2B Sta=e%2BStreet,%2B7th%2BFloor%25C2%25ACP/0257C%25C2%25A0Boston,%2BMA%2B02109%26e=try%3Dgmail%26so urce%3Dg%3E%C2%A0Boston,+MA+02109+%3Chttps://maps.google.c=m/?q%3D255%2BState%28Street,%2B7th%2BFI oor%25C2%25A0%257C%25C2%25A0Boston,=2BMA%2B02109%26entry%3Dgmail%26source%3Dg%3E&entry=gmail&s ource=3Dg> I <=span> <https://maps.google.com/?q=255+=tate+Street,+7th+Floor%C2V0A0%7C+%3Chttps://maps.googIe.com/?q%3D255%2B Stat=%2BStreet,%2B7th%2BFloor%25C2%25A0%257C%25C2%25A0Boston,%2BMA%2B02109%26en=ry%3Dgmail%26so urce%3Dg%3E%C2%A0Boston,+MA+02109+%3Chttps://maps.google.co=/?q%3D255%2BState%2BStreet,%287th%28Flo or%25C2%25A0%257C%25C2%25A0Boston,%=BMA%2B02109%26entry%3Dgmail%26source%3Dg%3E&entry=gmail&so urce=3Dg> Boston, MA 02109 chttps://maps.google.comfiq=2=5+State+Street,+7th+Floor%C2%A0%7O10C2%A0Boston,+MA+02109&entry=gmail=am p;source=g> Direct <https://maps.google.com/?q=255+5=ate+Street,+7th+Floor%C2V0A0%7C+%3Chttps://maps.google.com/?q%3D255%2B State=2BStreet,%2B7th%2BFloor%25C2%25A0%257C%25C2%25A0Boston,%2BMA%2B02109%26ent=y%3Dgmail%26so urce%3Dg%3E%C2%A0Boston,+MA+02109+%3Chttps://maps.google.com=?q%3D255%2BState%2BStreet,%2B7th%2BFI oor%25C2%25A0%257C%25C2%25A0Boston,%2=MA%2802109%26entry%3Dgmail%26source%3Dg%3E&entry=gmail&s ource==> Cell: 617.832.5726 <tel:(617)%20832.5726> Assistant - Jayne Mahoney: Office: I Fax: = e-mail: =a href="https://maps.google.com/?q=255+State+Street,+7th+Floor%C2%A0+%=Chttps://maps.google.com/?q%3D255%2 BState%2BStreet,%2B7th%2BFloor%25C2%25A=%257C%2B%253Chttps://maps.google.com/?q%253D255%252BState% 2 EFTA_R1_01723810 EFTA02562040 252BStreet,%252B=th%252BFloor%2525C2%2525A0%25257C%2525C2%2525A0Boston,%252BMA%2S2B02109%25=6e ntry%2530gmail%2526source%253Dg%253E%25C2%25A0Boston,%2BMA%2802109%28%25=Chttps://maps.google.co m/?q%253D255%252BState%252BStreet,%252B7th%2S2BFloo=%2525C2%2525A0%2S257C%252SC2%2525A0Boston,% 252BMA%252802109%2526entry%2S3D=mail%2526source%253Dg%253E%26entry%3Dgmail%26source%3Dg%3E%7C+ %3Chttps://m=ps.google.com/?q%3D2SS%2BState%2BStreet,%2B7th%2BFloor%25C2%25A0%2S7C%25C2=25A0Boston, %2BMA%2B02109%26entry%3Dgmail%26source%3Dg%3E%C2%A0+%3Chttps:Thaps.google.com/?q%3D255%2BState% 2BStreet,%2B7th%2BFloor%25C2%25A0%257C%26%=53Chttps://maps.google.comPq%253D255%252BState%252BStre et,%252B7th%252BFIror%2525C2%2525A0%25257C%2525C2%2525A0Boston,%252BMA%252602109%2526entry%25= Dgmail%2526source%253Dg%253E%25C2%25A0Boston,%2BMA%2B02109%2B%253Chttps://=aps.google.com/?q%253 D255%252BState%252BStreet,%252B7th%252BFloor%2525C2%2=25A0%25257C%2525C2%2525A0Boston,%252BMA%2 52602109%2526entry%253Dgmail%2526=ource%253Dg%253E%26entry%3Dgmail%26source%3Dg%3EBoston,+MA+02 109+%3Chttps:=/maps.google.com/?q%3D2S5%2BState%2BStreet,%2B7th%2BFloor%25C2%25A0%257C%2=C2%25A0B oston,%2BMA%2B02109%26entry%3Dgmail%26source%3Dg%3E&entry=gm =il&source=g" target="_blank"> I www.ri=.com <http://www.riw.com/> laspan> BI From: Deborah =echet Quinan Sent: Monday, November 13, 2017 11:31 AM To: 'Noam Chomsky'; Richard Kahn Cc: Valeria Chomsky Subject: RE: trustee Dear Noam and Richard,=/u> I wanted to let you know =hat I am in receipt of both Rich's email of yesterday evening requ=sting that I prepare documentation to replace Max as the independent trustee with Richard based on Richard's discussions with Max and N=am, and of Max's email below. (Rich please review Max =99s email, below.) My advice: let me w=ite to Max and request that he responds within a week to Noam's re=uest that he resigns. If the response is not positive, I suggest tha= we move back to the plan Noam and I had established on October 29th<Rup> and which was on hold, i.e. that I help him craft a letter to his chil=ren requesting that a majority of them agree to remove Max. Please r=call that removing Max is an option if he is not willing to resign, but that requires that a majority of Noam=E2 s children participate in the removal. Barring that, we woul= need to institute a court action to remove him, which I am sure everyone =opes to avoid. Noam please let me know if you agree with the plan I have outlined above. Richard, assuming we are =ble to resolve this issue in the short term please let me know under which=provision of the independent trustee definition in the trust you qualify. 3 EFTA_R1_01723811 EFTA02562041 Based on Max's re=ponse below I believe we are at a point where all communications should be=between me and Max regarding this issue. Richard this is because you are not Noam's attorney and I need to establish the case direc=ly with Max, as Noam's counsel, as to why he needs to resign, as l=build my file. I intend to set forth the manner in which the trust h=s been administered in this regard, if we have to get to that point, and I will get input from all of you on this issue. =C2 I look forward to hearing=from you both regarding the issues I have raised above and to receiving sp=cific direction from Noam. Best, Deborah =C2 Deborah Pechet Quinan, Esq. LL.M. Shareholder Chair, Trusts & Estates Group<=pan style="font-size:10.5ptIont-family:"Calibri","sans- s=rif";color:black"> chttps://maps.google.com/?q=255+State+Street,+7th+Floor%C2%A0%7=%CricA0Boston,+MA+02109&entry=g mai l&source=g> <https://maps.google.com/?q=255=State+Street,+7th+FloorA,C2%A0%7C+%3Chttps://maps.google.com/?q%3D255%2B Sta=e%2BStreet,%2B7th%2BFloor%25C2%25ACP/0257C%25C2%25A0Boston,%2BMA%2B02109%26e=try%3Dgmail%26so urce%3Dg%3E%C2%A0Boston,+MA+02109+%3Chttps://maps.google.c=m/?q%3D255%2BState%2BStreet,%2B7th%2BFI oor%25C2%25A0%257C%25C2%25A0Boston,=2BMA%2B02109%26entry%3Dgmail%26source%3Dg%3E&entry=gmail&s ource=3Dg> I aspan> <https://maps.google.com/?q=255+=tate+Street,+7th+Floor%C2V0A0%7C+%3Chttps://maps.google.com/?q%30255%2B Stat=%2BStreet,%2B7th%2BFloor°425C2%25A0%257C%25C2%25A0Boston,%2BMA%2B02109%26en=ry%3Dgmail%26so urce%3Dg%3E%C2%A0Boston,+MA+02109+%3Chttps://maps.google.co=/?q%3D2SS%2BState%2BStreet,%2B7th%2BFlo or%25C2%2SA0%257C%2SC2%25A0Boston,%=BMA%2B02109%26entry%3Dgmail%26source%3Dg%3E&entry=gmail&so urce=3Dg> Boston, MA 02109 <https://maps.google.com/?q=2=5+State+Street,+7th+FloorY0C 2%A0%7C%C2%A0Boston,+MA+02109&entry=gmai I =am p;source=g> Direct: I Cell: =a href Assistant - Jayne Mahoney Office: I <https://=aps.google.com/?q=255+Stateflc770727ATZ7 Chttps://maps.g=ogle.com/?q%3D255%2BS tate%2BStreet,%2B7th%2BFloor%25C2%25A0%257C%25C2%25A0=oston,%2BMA%2B02109%26entry%3Dgmail%26sour ce%3Dg%3E%C2V0A0Boston,+MA+02109+=3Chttps://maps.google.com/?q%3D255%2BState%2BStreet,%2B7th%2BFloor %25C2%25=0%257C%25C2%25A0Boston,%2BMA%2B02109%26entry%3Dgmail%26source%3Dg%3E&e=try=gmail&sour ce=g> Fax: =17.742-2355 <tel:(617)%20742-2355> e-mail: I www=riw.com <http://www.riw.com/> BIO<=a> =/u> 4 EFTA_R1_01723812 EFTA02562042 Fr m: M hl=nberg y, ovember 13, 2017 9:04 AM To: 'Noam Chomsky' Cc: Harry Chomsky; Deborah Pechet Quinan Subject: RE: trustee Good morning Noam =E2 I'm afraid that R=ch may have misunderstood me in our conversation with respect to my servin= as trustee of the marital trusts. What I said to Rich was that I would =ever want to serve as trustee of a trust if the beneficiaries did not wish me to serve as trustee, and I was =xplicit in stating that I would resign as trustee of these trusts if you a=d your children no longer wish me to serve as trustee. I'm s=rry if there was some misunderstanding between Rich and me, but I have not asked your children if they wished me to resig= and have not (as of yet) given consideration to whether or not I would re=ign if you wish me to resign and one or more of your children wishes me to=continue to serve as trustee. As you will note, I am ag=in copying Deborah on our exchange. Thanks, Max<=p> A. Max Kohlenberg<=> Howland Evangelista Kohle=berg Burnett, LLP One Financial Plaza =80 Suite 1600 Providence, Rhode Island =2903 Direct: Main: Fax: www.hekblaw.com <http://www.hek=law.com/> 5 EFTA_R1_01723813 EFTA02562043 This email and any attach=ents thereto are intended only for use by the addressee(s) named herein an= may contain legally privileged and/or confidential information. If you are not the intended recipient of this email, you are hereby notifi=d that any dissemination, distribution or copying of this email, and any a=tachments thereto, is strictly prohibited. If you have received this=email in error, please immediately notify me by return email and permanently delete the original and any copy of thi= message or attachment. Thank you. From: Noam Cho=sky Sent: Sunday, November 12, 2017 8:33 PM To: Max Kohlenberg Cc: Harry Chomsky Subject: trustee Max, Could you confirm formally to Harry that you agree t= stand down as Trustee, as you informed Richard Kahn. Thanks. Noam 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. 6 EFTA_R1_01723814 EFTA02562044 =C2 please note The information co=tained in this communication is confidential, may be attorney-client pr=vileged, may constitute inside information, and is intended only for JEE Unauthorized use= disclosure or copying of this communication or any part thereof is str=ctly prohibited and may be unlawful. If you have received this commu=ication in error, please notify us immediately by return e-mail or by e=mail to [email protected] <mailto:[email protected]> , and destroy this communication and all copies thereo=, including all attachments. copyright -all rights reserved </=iv> please note The in=ormation contained in this communication is confidential, may be attorn=y-client privileged, may constitute inside information, and is intended=only for the use of the addressee. It is the property of JEE Unau=horized use, disclosure or copying of this communication or any part th=reof is strictly prohibited and may be unlawful. If you have received t=is communication in error, please notify us immediately by return e-=ail or by e-mail to [email protected] <mailto:[email protected]> , and destroy this communication and all c=pies thereof, including all attachments. copyright -all rights reserved=br> 7 EFTA_R1_01723815 EFTA02562045

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