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efta-efta00840210DOJ Data Set 9Other

From: "Jeffrey E." <[email protected]>

Date
Unknown
Source
DOJ Data Set 9
Reference
efta-efta00840210
Pages
1
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0
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EFTA Disclosure
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From: "Jeffrey E." <[email protected]> To: Lisa Cohen Subject: Date: Sat, 21 Nov 2015 11:38:08 +0000 questions.. something happens to him, who are your trustees that withstand heat? , who are the kids trustees ? , how are the kids protected from outsiders > wives etc and themselves. . creditors. . 1 ,good excercise is a fire drill for the estate. your lawyers and accountants are tasked with the job of preparing doc s as if you both died . either one died. you get to see the holes in the plan only when actually doing it. . grantor trusts that are no longer tax neutral. , filings. etc. RULE 1 DO NOT HARM!! RULE 2. protection protection protection.. 3 flexibility. please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation®gmail.com, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA00840210

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