From: "Jeffrey E." <jeevacation@gmail.com>
To: Ada Clapp
Subject: Re: Fire Drill
Date: Sat, 17 May 2014 13:51:36 +0000
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
445 Park Avenue
Suite 1401
New York, New York 10022
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.
EFTA00989219
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 are not the intended recipient, you
are 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 jeevacation@gmail.com, and
destroy this communication and all copies thereof,
including all attachments. copyright -all rights reserved
EFTA00989220