From: Ada Clapp
To: jeffrey E. <jeevacation@gmail.com>, Eileen Alexanderson
CC: "Lawrence Delson
Subject: Fire Drill
Date: Fri, 16 May 2014 17:28:05 +0000
Attachments: UST-Black_Estate_Planning_Overview_as_of 04-16-14_(Dated_5.16.14).pdf
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 U.0
445 Park Avenue
Suite 1401
New York, New York 10022
Direct Dial:
Fax:
Ema
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