Case File
efta-02709905DOJ Data Set 11OtherEFTA02709905
Date
Unknown
Source
DOJ Data Set 11
Reference
efta-02709905
Pages
1
Persons
0
Integrity
Extracted Text (OCR)
EFTA DisclosureText extracted via OCR from the original document. May contain errors from the scanning process.
From:
Brad Wechsler
Sent:
Sunday, January 25, 2015 8:45 PM
To:
[email protected]'
Cc:
Subject:
Follow-up
A couple of things I forgot to mention:
1. I want to confirm that the 1/2 dozen or so intra family notes that compo=nd annually should be amended to annual
cash pay. I also want to confirm t=at you want the interest rates somewhat higher than the AFR safe harbor r=tes.
2. I plan to institute quarterly meetings between the Trustees and benefici=ries where they will be provided (by the
trustees) a quarterly update on t=e trust assets. This will also be a forum for general discussion between t=ustees and
beneficiaries. At some point we may also invite relevant guests=for part of the meeting presenting on topics of interest
or relevance. Fro= my perspective Leon should obviously attend as well. Should there be an e=ecutive session between
trustees and beneficiaries? (No me, no leon) 3. I want to push the internal team to do all relevant administration for a=t
partnership and Nar. Anything going on why I shldnt push. (I know we may=fund/contribute assets incrementally).
4. I plan to keep Elysium Ilc as owned and funded (overhead) by leon. Any i=sues? I am also going to be appointed a
managing director (with leon) so l=can sign for the office.
Let's discuss the above as relevant. B
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EFTA_R1_02119187
EFTA02709905
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