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efta-02679347DOJ Data Set 11Other

EFTA02679347

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DOJ Data Set 11
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efta-02679347
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EFTA Disclosure
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From: Ada Clapp < Sent: Wednesday, May 22, 2013 3:16 PM To: Jeffrey Epstein; Eileen Alexanderson Subject: Arranging for Trustee/Beneficiary Signatures on Accounts and Agreements Attachments: Trustee Cov Ltr_with_R&I Agreement.doc; Untitled attachment 00077.htm; Bene Coy Ltr_with_R&I Agreement.doc; Untitled attachment 00080.htm Hi =effrey and Eileen, I wanted to discuss the proposal =or distributing the Accountings and Release & Indemnification =greements to the Trustees and the Beneficiaries of the Trusts. rnbsp;Generally, the documents are sent by the law firm representing the =rustees: first to the Trustees to obtain their approval and signature =nd then after this is obtained, to the the beneficiaries for their =pproval and signature. I am assuming that you want this to be =rchestrated by Carlyn's firm since they should be responsible for the =olution to the issue caused by their document. I have attached =roposed cover letters for McDermott to send with the packages they are =utting together. My thought is =hat one of us (me, Eileen, Leon, whomever you think appropriate) would =all the Trustees in advance to let them know the package is coming and =o offer to walk them through it when it arrives. We would do the =ame for the beneficiaries after the Trustees sign off and before the =ackage is sent to the beneficiaries. =nbsp; I am open to alternative suggestions and =elcome your comments. New York NY 10019 phone: IRS Circular 230 =isclosure: Pursuant to IRS regulations, I inform you that =ny tax advice contained in this communication (including attachments) =s not intended or written to be used, and cannot be used by any person =r entity for the purpose of (i) avoiding tax related penalties imposed =y any governmental tax authority, or (ii) promoting, marketing or recommending to another party any transaction or matter discussed =erein. I advise you to consult with an independent tax advisor on your =articular tax circumstances. This =ommunication, and any attachment, is for the intended recipient(s) only =nd may contain information that is privileged, confidential and/or =roprietary If you are not the intended recipient, you are hereby =otified that further dissemination of this communication and its =ttachments is prohibited. Please delete all copies of this =ommunication and its attachments and notify me immediately that =ou have received them in =rror. =/div> EFTA_R1_01982719 EFTA02679347

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