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efta-efta00995925DOJ Data Set 9OtherFrom: "Jeffrey E." <jeevacation®gmail.com>
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DOJ Data Set 9
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efta-efta00995925
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From: "Jeffrey E." <jeevacation®gmail.com>
To: Melanie Spinella la>
Subject: Fwd: New GRAT.
Date: Wed, 03 Sep 2014 16:09:02 +0000
Attachments: APOI_GRAT No._5.DOC
thanks, no one told me
Forwarded message ------ —
From: Ada Clapp czil
Date: Wed, Sep 3, 2014 at 12:06 PM
Subject: New GRAT.
To: "jeffrey E." <[email protected]>
Cc: Eileen Alexanderson
>, Heather Gray
Hi Jeffrey,
Heather had a meeting with Leon this morning and brought with her the new GRAT Agreement (creating APO I
GRAT No. 5) and the three GRAT annuity assignment documents for Leon to sign (the annuity payments are due
today). Unfortunately Leon did not want to sign anything until he spoke with you on Friday-September 5th
(when you are planning to meet).
This poses a problem if we are to coordinate the annuity payment dates for GRAT No. 5 with the other GRATs.
To do that Leon needs to sign the new GRAT document by tomorrow (it has to be signed in the presence of a
Notary Public) so it can be funded on September 4th. Attached is a copy of the new agreement. Heather left the
execution copy with Melanie, tabbed for Leon's signature. Would you be able to call or email Leon with your
approval to sign?
Thanks in advance.
Ada Clapp
Elysium Management LLC
445 Park Avenue
Suite 1401
New York, New York 10022
Direct Dial:
EFTA00995925
Fax:
Email:
This communication and any attachment is for the intended recipient(s) only and may contain information
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.
From: Hurtado, Christopher L [mailto:
Sent: Tuesday, September 02, 2014 11:01 AM
To: Eileen Alexanderson; Richard Joslin; Heather Gray
Cc: Ada Clapp; Halperin, Alan S
Subject: GRAT Annuity Payments and new GRAT Agreement
Eileen, Rich and Heather,
J
In connection with the upcoming GRAT annuity payments and the new APOI GRAT No. 5, I attach the
following documents:
I. Assignment Agreement for the APO I GRAT No. 2 annuity payment
2. Assignment Agreement for the APO I GRAT No. 3 annuity payment
3. Assignment Agreement for the APO I GRAT No. 4 annuity payment
4. APO I GRAT No. 5 Trust Agreement
5. Assignment Agreement for funding APOI GRAT No. 5
To execute the documents, please print one copy of each of the Assignment Agreements and three copies of the
GRAT Agreement. In connection with the Assignment Agreements for the annuity payments (the first three
documents listed), we have left blanks for the cash distribution amounts. Please pen in the cash distribution
amounts at the top of page two on each of these Assignment Agreements.
EFTA00995926
Please arrange for Leon to sign each agreement where indicated. Each copy of the GRAT Agreement should be
signed in the presence of a notary, who also should sign where indicated. Please note that we have inserted the
date of September 3rd as the date of the GRAT Agreement and the Assignment Agreement funding the new
GRAT.
Once the documents are signed, please arrange for copies to be sent to our office.
Please do not hesitate to contact Alan or me with any questions.
Best,
Chris
Your message contains the Milou.ing attachments:
Q
Name
~j'4 t.r
Size
1
Assignment of BFP from GRAT#2 to LDB for 3rd annuity
payment.DOC
FILE
38
2
Assignment of BFP from GRAT#3 to LDB for 2nd annuity
payment.DOC
FILE
38.5
3
Assignment of BFP from GRAT#4 to LDB for 1st annuity
payment.DOC
FILE
38.5
4
APO1 GRAT No. S.DOC
FILE
103
5
Assignment of BFP to APO1 GRAT No. 5 from Leon in
amount of shortfall annuity Interest from APO1 GRAT, APO1
GRAT No. 2, APO1 GRAT No. 3 and APO1 GRAT No. 4.DOC
FILE
42
Christopher L. Hurtado I Associate
Paul, Weiss, Ritkind, Wharton & Garrison LLP
1285 Avenue of the Americas I New York, NY 10019-6064
www.pautwetss.com
This message is intended only for the use of the Addressee and may contain information that is privileged and
confidential. If you are not the intended recipient, you are hereby notified that any dissemination of this
communication is strictly prohibited. If you have received this communication in error, please erase all copies
of the message and its attachments and notify us immediately.
please note
The information contained in this communication is
confidential, may be attorney-client privileged, may
constitute inside information, and is intended only for
EFTA00995927
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 [email protected], and
destroy this communication and all copies thereof,
including all attachments. copyright -all rights reserved
EFTA00995928
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