EFTA Document EFTA01750953

From: Ada Clapp To: jeffrey E. leevacationiagmall.com> Subject Re: Fire Drill Sent Saturday, May 17, 2014 7:21:19 PM Ok. Good point. Yes re BAC loans. Sent from my iPhone Ada On May 17, 2014, at 9:52 AM, "Jeffrey E." <jeevacation@,gmail.com> wrote: the stock price must be headlined on page I. 2. I see debra is not on the loan , is that because it comes due on death? On Fri, May 16, 2014 at 1:28 PM, Ada Clapp wrote: 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 EFTA_R1_00048747 EFTA01750953 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 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 information that is privileged, confidential and/or proprietary. If you arc not the intended recipient, you arc 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 ke)[email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA_R1_00048748 EFTA01750954