EFTA00995925

From: "Jeffrey E." <jeevacation®gmail.com> To: Melanie Spinella la> Subject: Fwd: New GRAT. Date: Wed, 03 Sep 2014 16:09:02 +0000 Attachments: APOI_GRAT No._5.DOC thanks, no one told me Forwarded message ------— From: Ada Clapp czil Date: Wed, Sep 3, 2014 at 12:06 PM Subject: New GRAT. To: "jeffrey E." <jeevacation@gmail.com> Cc: Eileen Alexanderson >, Heather Gray Hi Jeffrey, Heather had a meeting with Leon this morning and brought with her the new GRAT Agreement (creating APO I GRAT No. 5) and the three GRAT annuity assignment documents for Leon to sign (the annuity payments are due today). Unfortunately Leon did not want to sign anything until he spoke with you on Friday-September 5th (when you are planning to meet). This poses a problem if we are to coordinate the annuity payment dates for GRAT No. 5 with the other GRATs. To do that Leon needs to sign the new GRAT document by tomorrow (it has to be signed in the presence of a Notary Public) so it can be funded on September 4th. Attached is a copy of the new agreement. Heather left the execution copy with Melanie, tabbed for Leon's signature. Would you be able to call or email Leon with your approval to sign? Thanks in advance. Ada Clapp Elysium Management LLC 445 Park Avenue Suite 1401 New York, New York 10022 Direct Dial: EFTA00995925 Fax: Email: 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. From: Hurtado, Christopher L [mailto: J Sent: Tuesday, September 02, 2014 11:01 AM To: Eileen Alexanderson; Richard Joslin; Heather Gray Cc: Ada Clapp; Halperin, Alan S Subject: GRAT Annuity Payments and new GRAT Agreement Eileen, Rich and Heather, In connection with the upcoming GRAT annuity payments and the new APOI GRAT No. 5, I attach the following documents: I. Assignment Agreement for the APO I GRAT No. 2 annuity payment 2. Assignment Agreement for the APO I GRAT No. 3 annuity payment 3. Assignment Agreement for the APO I GRAT No. 4 annuity payment 4. APO I GRAT No. 5 Trust Agreement 5. Assignment Agreement for funding APOI GRAT No. 5 To execute the documents, please print one copy of each of the Assignment Agreements and three copies of the GRAT Agreement. In connection with the Assignment Agreements for the annuity payments (the first three documents listed), we have left blanks for the cash distribution amounts. Please pen in the cash distribution amounts at the top of page two on each of these Assignment Agreements. EFTA00995926 Please arrange for Leon to sign each agreement where indicated. Each copy of the GRAT Agreement should be signed in the presence of a notary, who also should sign where indicated. Please note that we have inserted the date of September 3rd as the date of the GRAT Agreement and the Assignment Agreement funding the new GRAT. Once the documents are signed, please arrange for copies to be sent to our office. Please do not hesitate to contact Alan or me with any questions. Best, Chris Your message contains the Milou.ing attachments: Q Name ~j'4 t.r Size 1 Assignment of BFP from GRAT#2 to LDB for 3rd annuity FILE 38 payment.DOC 2 Assignment of BFP from GRAT#3 to LDB for 2nd annuity FILE 38.5 payment.DOC 3 Assignment of BFP from GRAT#4 to LDB for 1st annuity FILE 38.5 payment.DOC 4 APO1 GRAT No. S.DOC FILE 103 5 Assignment of BFP to APO1 GRAT No. 5 from Leon in FILE 42 amount of shortfall annuity Interest from APO1 GRAT, APO1 GRAT No. 2, APO1 GRAT No. 3 and APO1 GRAT No. 4.DOC Christopher L. Hurtado I Associate Paul, Weiss, Ritkind, Wharton & Garrison LLP 1285 Avenue of the Americas I New York, NY 10019-6064 www.pautwetss.com This message is intended only for the use of the Addressee and may contain information that is privileged and confidential. If you are not the intended recipient, you are hereby notified that any dissemination of this communication is strictly prohibited. If you have received this communication in error, please erase all copies of the message and its attachments and notify us immediately. please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for EFTA00995927 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 EFTA00995928