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efta-efta00996017DOJ Data Set 9Other

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

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DOJ Data Set 9
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efta-efta00996017
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EFTA Disclosure
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From: "Jeffrey E." <[email protected]> To: Ada Clapp Subject: Re: New GRAT. Date: Thu, 04 Sep 2014 19:41:39 +0000 he will not, he left the office On Thu, Sep 4, 2014 at 3:33 PM, Ada Clapp < wrote: Do you know if Leon will be signing the new GRAT today? From: Ada Clapp Sent: Wednesday, September 03, 2014 12:07 PM To: jeffrey E. Cc: Eileen Alexanderson; Heather Gray Subject: New GRAT. 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 EFTA00996017 Suite 1401 New York, New York 10022 Direct Dial: 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, In connection with the upcoming GRAT annuity payments and the new APO1 GRAT No. 5, I attach the following documents: I. Assignment Agreement for the APOI GRAT No. 2 annuity payment 2. Assignment Agreement for the APOI GRAT No. 3 annuity payment 3. Assignment Agreement for the APOI GRAT No. 4 annuity payment 4. APOI 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 EFTA00996018 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. 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 following attachments: Q Name e 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, Rilkind, Wharton & Garrison LLP www.paulweiss.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. EFTA00996019 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 [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA00996020

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