From: Valeria Chomsky

From: Valeria Chomsky To: "Jeffrey E." <[email protected]> Subject: Fwd: trust accounts Date: Sat, 22 Jul 2017 13:09:20 +0000 I think Noam prefers if you don't get directly involved. Although I agree it would be much easier. Noam and I will request the information and send it to you. Valeria Forwarded message --- From: Jeffrey E. [email protected]> Date: Sat, Jul 22, 2017 at 9:05 AM Subject: Re: trust accounts To: Valeria Chomsky ask for a list of assets , full accounting , and if he sent you the tax returns please forward to me. . they are only partially informative. . noam is entitled to INCOME from the trust. not unrealized gains or profits. . or i can merely have a call with the trustees to short circuit the process. On Sat, Jul 22, 2017 at 9:01 AM, Valeria Chomsky ca wrote: This is the answer from our lawyers. What should it be the next step? Should we request the accounts for the marital trusts and for the NC Revocable Trust? Since when? I am surprised that the lawyers from any of the sides (who, by the way, have studied together and are friends) never told Noam that he should look into the accounts of the trusts or that he should be receiving the gains from the trusts -- he was not informed about any of this, not even when he requested some money to complement the payment of the taxes what was denied to him for two consecutive years. And the issue is not even make use of this money (from the trusts), but to be correctly informed about his situation. The information is coming just because you told us what to ask about (interestingly Noam and I were paying a lot not only to the new lawyers, but also to the family's lawyer) and not receiving the right advices. THANK YOU! Best. "Dear Noam and Valeria, In response to Noam's recent request for accounts of the marital trusts, we have reviewed our files and we were not provided with any trust accounts. We have also reviewed the accounting provision in Carol's trust and it appears that no annual accountings are strictly required, so it is likely that Max has not prepared them if Noam has no record of having received them. However, a trust beneficiary is entitled to an account from the trustee. Since we do not have copies of any trust accounts in our files, I have attached for you copies of all trust income tax returns that we were provided with as a first step in your review of the trusts' financial information. These federal and state trust income tax returns cover tax years 2010 (the initial year of the trusts) -2014. Please note that distributions to Noam are reflected on page 2, Schedule B, line 11 of the federal income tax returns. I have not reviewed these returns in detail. If you have any questions after you review them please let me know and I would be happy to go EFTA01039741 through them with you and to follow-up with regard to any issues. With regard to 2015 and 2016 returns, I believe these were prepared by Nick Nichols. Do you have copies? Please let me know if you would like me to contact Max to discuss the matter of providing trust accounts to Noam. The trusts will be responsible for any fees associated with this work. Please note that I have sent you this email via securemail. If you have any trouble accessing these materials, please let me know. I look forward to hearing from 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 [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA01039742