From: "Jeffrey E." <jeevacation(iitimail.com>

From: "Jeffrey E." <jeevacation(iitimail.com> To: Noam Chomsk , Valeria Chomsky Subject: Re: Summary of call with Max re financial information needed Date: Thu, 21 Dec 2017 18:56:27 +0000 Inline-Images: image001.gif For the moment just say yes . His intrusive needs will help to hang him /- but later On Thu, Dec 21, 2017 at 1:55 PM Valeria Chomsky < wrote: Jeffrey, Noam needs your reassurance about this he wrote you. Could you please write him? Valeria -------- Forwarded message From: Noam Chomsky Date: Thu, Dec 21, 2017 at 1:28 PM Subject: Fwd: Summary of call with Max re financial information needed To: "jeffrey E." <[email protected]>, Valeria Chomsky Max seems to be trying to make this as difficult and unpleasant as possible. Do you think we should provide this information? If so, I would be inclined to answer the question about expenses and income by spelling out how they were taking money from the IRA for distribution to family and taxes/management fees for the whole estate, exhausting it. Forwarded message From: Deborah Pechet Quinan Ma , Date: Thu, Dec 21, 2017 at 10:52 AM Subject: Summary of call with Max re financial information needed To: "Noam Chomsk Cc: "Richard Kahn Dear Noam and Valeria, , "Valeria Chomsky As you know I spoke with Max on Monday afternoon regarding his requirements for financial information from you in order to make the additional principal distributions from the marital trust that we requested. He EFTA01007049 has reduced the scope of the financial information request he sent previously, to something that is more reasonable. As a result, he would like to see the following: I. A current balance sheet (assets and liabilities) 2. A listing of gifts made (I believe gifts made in 2016 and 2017 will suffice.) a. I am not aware of any gifts in addition to the Assignment to Valeria of the copyright to Who Rules the World; please let me know of any additional gifts. b. Transfers of funds to Valeria that are used for the payment of ongoing household expenses are not gifts. 3. The extent to which your expenses exceed your income; and 4. The extent to which you will be needing periodic distributions from the trust. Max indicated that he is not interested in the details of your expenses. He is looking for big picture information. I believe we are at the point in this negotiation with Max where we have reduced his information request to a more reasonable scope. I would like your permission to represent to him that he will be provided with the above. He is balking at making the Massachusetts estimate until he receives this assurance. My and Max's brief email correspondence of yesterday evening regarding the Massachusetts estimate (and confirmation that the federal payment has been sent) will follow this email. If you need time to consider this, please ensure that you make the estimated tax payment by 12/31 directly to the Mass D.O.R. from other funds, with the voucher that Matthew Mazotas sent yesterday via email and please let me know to keep me updated. I also discussed with Max the status of the list he is preparing for a successor independent trustee. His belief is that a corporate trustee may not be willing to serve given the asset size of the trusts. As a result he is considering lawyers who serve as trustee. He is not knowledgeable regarding the current balance of your IRAs and this may influence him to include certain corporate trustees on the list he is preparing for Harry. May I disclose this information to him? I look forward to hearing from you. Best, Deborah Deborah Pechet Quinan, Esq. LL.M. Shareholder Chair, Trusts & Estates Group EFTA01007050 255 State Street 7th Floor I Boston MA 02109 Direct: -I Cell: Assistant - Ja ne Mahoney: Office I Fax: e-mail: RIO /riwemaillogosm.gif NOTICE: This email with its attachments, if any, is intended solely for permitted use by authorized recipients. If you are not an authorized recipient of this email, your retention, transmission, disclosure, or use of this email is prohibited. If you received this email in error, please notify the sender and delete this email and its attachments from your devices and systems. 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 EFTA01007051