From: Valeria Chomsky
To: "Jeffrey E." <jeevacation®gmail.com>
Subject: Fwd: Re:
Date: Tue, 02 Jan 2018 15:57:36 +0000
What do you think? Should we meet before with Harry?
This is the lawyer we are going to hire in AZ because she is also licensed in MA.
Coincidentally, she was contacted by Max to become a trustee to replace him in the marital trusts. She realized
Max was talking about us. We haven't mentioned any of the Trusts' problems, so I'm assuming Max mentioned
to her. Assuming also Max presented his version.
Forwarded message
From:
Date: Tue, Jan 2, 2018 at 1:30 PM
Subject: RE: Re:
To:
Cc: <
Happy new year - I know you're not quite back yet, but neither am I. I'm looking at January 22, 23
or 24 late morning to meet at your home. Do any of those dates work for you? It will be important
for me to see copies of the trust(s) in advance of our meeting. Best, Shari
Shari Levitan I Holland & Knight
Private Wealth Services I Chair — New England
Holland & Knight LLP
10 Saint James Avenue, 11th Floor I Boston, MA 02116
www.hklaw.com
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From: Noam Chomsky [mailto:
Sent: Wednesday, December 20, 2017 1:20 PM
To: Levitan, Shari A (BOS - X71405)
Cc: Valeria Chomsky •: M); Savage, Stephen M.
Subject: Re:
Thanks for handling it this way. Just right.
EFTA00918986
We're back in Tucson from January 5, and will be there from then on, occasional days away. So whatever is
convenient for you.
Noam
On Wed, Dec 20, 2017 at 6:58 AM, < wrote:
Dear Noam and Valeria,
I had a call from Attorney Max Kohlenberg, unsolicited. He was calling to determine whether I
might be able to serve as trustee of a marital trust and he began to describe the situation. I
stopped him as I thought he was describing your situation. He is now aware that we plan to meet
in January, but nothing else. He seemed glad that you were thinking of having local
representation.
Shall we set a date to meet? Best, Shari
Shari Levitan I Holland & Knight
Private Wealth Services I Chair — New England
Holland & Knight LLP
10 Saint James Avenue. 11th Floor I Boston, MA 02116
www.hklaw.com
Add to address book View professional biography
From: Levitan, Shari A (BOS - X71405)
Sent: Tuesda , November 28, 2017 4:22 PM
To: >.
Cc: 'Sava ; Bennett, Denise M (BOS - X75810)
Subject:
Dear Noam and Valeria,
EFTA00918987
It was a pleasure to speak with you briefly yesterday from the Phoenix airport on my way back to
Boston. As we discussed, you plan to send me copies of the estate planning documents you have,
any emails, and make email introductions to various individuals you'd like me to contact for
additional information. My assistant, Denise Bennett, will prepare an engagement letter for
estate planning, and we will look for a date in mid to late January for me to visit with you in
Tucson. Best regards, Shari
Shari Levitan I Holland & Knight
Private Wealth Services I Chair —New England
Holland & Knight LLP
10 Saint James Avenue, 11th Floor I Boston, MA 02116
www.hklaw.com
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Valeria Chomsky
EFTA00918988