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efta-efta00918986DOJ Data Set 9Other

From: Valeria Chomsky

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DOJ Data Set 9
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efta-efta00918986
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EFTA Disclosure
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From: Valeria Chomsky To: "Jeffrey E." <jeevacation®gmail.com> Subject: Fwd: Re: Date: Tue, 02 Jan 2018 15:57:36 +0000 What do you think? Should we meet before with Harry? This is the lawyer we are going to hire in AZ because she is also licensed in MA. Coincidentally, she was contacted by Max to become a trustee to replace him in the marital trusts. She realized Max was talking about us. We haven't mentioned any of the Trusts' problems, so I'm assuming Max mentioned to her. Assuming also Max presented his version. Forwarded message From: Date: Tue, Jan 2, 2018 at 1:30 PM Subject: RE: Re: To: Cc: < Happy new year - I know you're not quite back yet, but neither am I. I'm looking at January 22, 23 or 24 late morning to meet at your home. Do any of those dates work for you? It will be important for me to see copies of the trust(s) in advance of our meeting. Best, Shari Shari Levitan I Holland & Knight Private Wealth Services I Chair — New England Holland & Knight LLP 10 Saint James Avenue, 11th Floor I Boston, MA 02116 www.hklaw.com Add to address book I View professional biography From: Noam Chomsky [mailto: Sent: Wednesday, December 20, 2017 1:20 PM To: Levitan, Shari A (BOS - X71405) Cc: Valeria Chomsky •: M); Savage, Stephen M. Subject: Re: Thanks for handling it this way. Just right. EFTA00918986 We're back in Tucson from January 5, and will be there from then on, occasional days away. So whatever is convenient for you. Noam On Wed, Dec 20, 2017 at 6:58 AM, < wrote: Dear Noam and Valeria, I had a call from Attorney Max Kohlenberg, unsolicited. He was calling to determine whether I might be able to serve as trustee of a marital trust and he began to describe the situation. I stopped him as I thought he was describing your situation. He is now aware that we plan to meet in January, but nothing else. He seemed glad that you were thinking of having local representation. Shall we set a date to meet? Best, Shari Shari Levitan I Holland & Knight Private Wealth Services I Chair — New England Holland & Knight LLP 10 Saint James Avenue. 11th Floor I Boston, MA 02116 www.hklaw.com Add to address book View professional biography From: Levitan, Shari A (BOS - X71405) Sent: Tuesda , November 28, 2017 4:22 PM To: >. Subject: Cc: 'Sava ; Bennett, Denise M (BOS - X75810) Dear Noam and Valeria, EFTA00918987 It was a pleasure to speak with you briefly yesterday from the Phoenix airport on my way back to Boston. As we discussed, you plan to send me copies of the estate planning documents you have, any emails, and make email introductions to various individuals you'd like me to contact for additional information. My assistant, Denise Bennett, will prepare an engagement letter for estate planning, and we will look for a date in mid to late January for me to visit with you in Tucson. Best regards, Shari Shari Levitan I Holland & Knight Private Wealth Services I Chair —New England Holland & Knight LLP 10 Saint James Avenue, 11th Floor I Boston, MA 02116 www.hklaw.com Add to address book I View professional biomarc NOTE: This e-mall is from a law firm, Holland & Knight LIP ("H&K"), and is intended solely for the use of the individual(s) to whom It is addressed. If you believe you received this e-mall in error, please notify the sender immediately, delete the e-mail from your computer and do not copy or disclose it to anyone else. If you are not an existing client of H&K, do not construe anything in this e-mail to make you a client unless it contains a specific statement to that effect and do not disclose anything to H&K in reply that you expect it to hold in confidence. If you properly received this e-mall as a client, co-counsel or retained expert of H&K, you should maintain its contents in confidence in order to preserve the attorney-client or work product privilege that may be available to protect confidentiality. Valeria Chomsky EFTA00918988

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