Case File
efta-02588817DOJ Data Set 11OtherEFTA02588817
Date
Unknown
Source
DOJ Data Set 11
Reference
efta-02588817
Pages
1
Persons
0
Integrity
Extracted Text (OCR)
Text extracted via OCR from the original document. May contain errors from the scanning process.
From:
jeffrey E. <[email protected]>
Sent:
Tuesday, September 9, 2014 10:59 AM
To:
Bill Gates
Subject:
estate plan
1 your will should be a pour over. the public =hould only have access to a document that says all i own goes to the="
XYZ trust. ". All details are containe= in that trust, including the inclusion of other trusts. etc. 2. the=more living trusts
for you the better so that probate ( public ). wo=ld be faster. and simpler. 3. pay trustees very very well, do not us=
standard fees. committees , majoirty super votes etc can all =e a part of structure. 4. you need to strike a balance
between directions=C2 and wishes. direction being legally determinative, wishes be=ng a safety valve. S. sole
discretion clauses. ( great protection). =ifferent jurisdictions. trust protectors.( in addition to trustees.) . =AO keeping the
corpus out of marital property. but providing substan=ial carrot and sticks for peace.,, just a sample
p=ease note
The information contained in this communication is co=fidential, may be attorney-client privileged, may constitute
inside inf=rmation, and is intended only for the use of the addressee. It is the p=operty of JEE Unauthorized use,
disclosure or copying of this com=unication or any part thereof is strictly prohibited and may be unlawfu=. If you have
received this communication in error, please notify us im=ediately by return e-mail or by e-mail to
[email protected] <mailtojeevacation=gmail.com> , and destroy thi= communication and all copies thereof,
including all attachments. copyr=ght -all rights reserved
--001a11c3348c3ec26d05029fd2fc-- conversation-id 301252 date-last-viewed 0 date-received 1410260333 flags
8590195713 remote-id 437769
1
EFTA_R1_01769872
EFTA02588817
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