From: "Jeffrey E." <jeevacation@gmail.com>
To: Lisa Cohen
Subject:
Date: Sat, 21 Nov 2015 11:38:08 +0000
questions.. something happens to him, who are your trustees that withstand heat? , who are the kids trustees
? , how are the kids protected from outsiders > wives etc and themselves. . creditors. . 1 ,good excercise is
a fire drill for the estate. your lawyers and accountants are tasked with the job of preparing doc s as if you
both died . either one died. you get to see the holes in the plan only when actually doing it. . grantor trusts
that are no longer tax neutral. , filings. etc. RULE 1 DO NOT HARM!! RULE 2. protection protection
protection.. 3 flexibility.
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