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efta-efta00989299DOJ Data Set 9OtherFrom: "jeffrey E." <[email protected]>
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DOJ Data Set 9
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efta-efta00989299
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From: "jeffrey E." <[email protected]>
To:
Subject: Fwd: Fire Drill
Date: Sun, 18 May 2014 17:28:55 +0000
Attachments: UST-Black_Estate_Planning_Overview_as_of 04-16-14_(Dated_5.16.14).pdf
Forwarded message
From: Ada Clapp
Date: Fri, May 16, 2014 at 1:28 PM
Subject: Fire Drill
To: "jeffrey E." <[email protected]>, Eileen Alexanderson
Cc: "Lawrence Delson
Jeffrey and Eileen,
Attached is the Estate Planning Overview prepared by US Trust. I am sending it to you before the broader team
in case you want to make changes/revisions. Of course, the cash needs pages show one version of how assets
would be sold to pay estate taxes and can be revised to better reflect the family's wishes in that regard.
I look forward to receiving your comments.
Ada Clapp
Elysium Management LLC
445 Park Avenue
Suite 1401
New York, New York 10022
Direct Dial:
Fax:
Email:
IRS Circular 230 Disclosure: Pursuant to IRS regulations, I inform you that any tax advice contained in this
communication (including attachments) is not intended or written to be used, and cannot be used, by any person
EFTA00989299
or entity for the purposes of (i) avoiding tax related penalties imposed by any governmental tax authority, or (ii)
proposing, marketing or recommending to another party any transaction or matter discussed herein. I advise you
to consult with an independent tax advisor on your particular tax circumstances.
This communication and any attachment is for the intended recipient(s) only and may contain intormation
that is privileged, confidential and/or proprietary. If you are not the intended recipient, you are hereby
notified that further dissemination of this communication and its attachments is prohibited. Please delete all
copies of this communication and its attachments and notify me immediately that you have received them in
error. Thank you.
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
EFTA00989300
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