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efta-02579717DOJ Data Set 11Other

EFTA02579717

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DOJ Data Set 11
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efta-02579717
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EFTA Disclosure
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From: Valeria Chomsky Sent: Tuesday, October 17, 2017 3:59 PM To: Jeffrey E. Subject: Previous request that was denied =div dir="Itr">This was the previous request and how it ended> From: 4>=A0Noam Chomsky Dian= Chomsky <mailto Date: =C24, 19/04/201= 14:55 Subject: Re: taxes You are the =rustee for the marital trust, not for my assets. We are in charge of=C24>our assets. There are no m=xed signals. As I have explained, the marital trust was set up many=years ago on the assumption that the funds would be available both to Caro= and me, and to the survivor -- which we took for granted would be Carol, =hich is why it is in her name. After I appointed you as trustee a fe= years ago, you certainly have the legal right to determine whether funds =hould be available, even for partial tax payments as in this case. = am indeed surprised, in fact shocked, that you feel that you cannot permi= a small payment from the marital trust -- even less that what I was provi=ing annually as distributions and for Alex's health care -- without in=isting on some professional supervision of my financial affairs. It =f course never would have occurred to me over the years to ask for anything similar. That is the sol= issue. Nothing else. We take care of our own financial affairs, just as you do of yours. =lt is no one else's concern. The marital trust, and that alone, =s your proper concern, since the time when I appointed you as trustee.40=A0 I will not ask for anyt=ing further from the marital trust, and there is no reason for you to.=A0ask again to be [email protected]<=ont size="3"» wrote: Dear Doddoy, It sounds li=e you are very angry about my decision yesterday, and I'm deeply sorry=that it has come to this. I still hope that we can sit down at a mee=ing someday and resolve this. I'd like to use the funds from the=marital trust to support you, but I can't do that without some understanding of your overall financial pictu=e. If we were to meet with any professional advisor of your choosing= I'm confident we could work out a plan that ensures your long-term so=vency and comfort, helps Valeria after your death, and uses the marital tr=st in a way that we both agree is reasonable and sustainable. It wou=d be up to you how much detail to share with me at this meeting and how mu=h to keep private. The more I understand your circumstances, the bet=er I can fill my role as trustee. EFTA_R1_01754590 EFTA02579717 You are sending me mixed si=nals about whether you want me involved in your financial affairs or not. Several times you've de=lared that your own IRA is plenty, you are managing fine without using the=marital trust, and you don't want=to discuss it with me anymore. But yesterday you came to me out of t=e blue, demanded a six-figure sum on three hours' notice, and reacted =ngrily when I insisted on taking time to discuss it first. You can&#=93 have it both ways. I am the=trustee for part of your assets, like it or not, and you have to decide wh=ther to include me in a genuine ongoing conversation (with professional ad=ice) about your finances, or forgo your access to this money. 11= like to know which it is going to be. Please don't ask for furth=r trust distributions until we have begun a conversation. I will be =eady for the conversation anytime you like. 2 EFTA_R1_01754591 EFTA02579718

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